A quick SWOT analysis In the Vanadium space grade is king.
In my humble opinion , at full potential and with a strong V recovery Largo should be expected to be valued at C$5 per share at the minimum.
It would not be a surprise to me to see LGO in the range of C$4 - $5 by the end of 2021.
A quick SWOT analysis:
Strengths: Highest grade V products and lowest cost producer
Weaknesses: Weak leadership and lack of a clear strategic vision
Opportunities: Green revolution full force ahead. VRFB taking off. Global economic recovery post Covid.
Threats: Successful business models from existing competitors. New competition causing oversupply/price war. Substitutes. Covid delaying global economic recovery.
But again I have been proven to be wrong many times already.
DYODD.