RE:RE:RE:Largo needs to Thanks, indeed, for your very detailed calculations Mr Kha .
One little line, at the end captured my attention ; “Imagine an NR announcing the partial sale of our iron ore stockpile. It could easily add another C$1 to the sp, imho.”
A suggestion that a ‘partial’ sale of old, damp rusty ore, sitting there like nobody wants it would lift the stock by one whole buck; from the current $1.4+/- to $2.4…
So, continuing with that thought process, if Largo opened up an Iron Ore affiliate company to which it transferred its ore, such an affiliate would then , let’s say, be worth a $1/s on the market.
Let’s now look the other way and ask ourselves how much this Iron Ore affiliate company would be worth when in some future time frame it announced that, surprise-surprise, it had a fully operational mine pumping best quality Vanadium in almost endless quantities into the future, giving it lavish cashflow continuity as the V is being sold to every corner of the world.
WAIT, it’s not over with the surprises –as - the same affiliate company then announces that it had recently procured an citically positioned company dealing in an area that is currently super ‘in/hot’ namely the renewable energy/ long duration energy storage .
This latter surprise is no small potatoes as it immediately means that a solution that will high growth and ;add; to the bottom line WILL ALSO immediately reduce the carbon footprint – upon it;s near-future implementation. Additionally, the affiliate tells us that it has essentially bought the material and IP assets worth hundreds (off an early startup ...too early) for a few million…
NOW let’s go back to the reverse engineered question: How much would the s_price of the substantially mineralized land+full V operation + energy storage solution be worth over and above the $1 iron ore affiliate - used in our tinkering scenario??
An extra few cents or several additional 'bucks'??
...hold your shares (and/or BUY) and stay the course.... is my simple view