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Largo Inc T.LGO

Alternate Symbol(s):  LGO

Largo Inc. is a Canada-based producer and supplier of vanadium products. The Company’s segments include sales & trading, mine properties, corporate, exploration and evaluation properties (E&E properties), Largo Clean Energy and Largo Physical Vanadium. Its VPURE and VPURE+ products, which are sourced from one of the vanadium deposits at the Company's Maracas Menchen Mine in Brazil. The Company is also focused on the advancement of renewable energy storage solutions through Largo Clean Energy and its vanadium redox flow battery technology (VRFB). The Company is also engaged in the process of implementing a titanium dioxide pigment plant using feedstock sourced from its existing operations, in addition to advancing its United States-based clean energy division with its VCHARGE vanadium batteries. VPURE+ Flakes are used in the production of master alloys, where it provides high strength-to-weight ratios for the titanium alloy and aerospace industries.


TSX:LGO - Post by User

Comment by lucidvisionon Dec 14, 2020 1:59pm
196 Views
Post# 32101163

RE:RE:RE:Largo needs to

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
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