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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 kha341on Feb 12, 2021 8:14pm
158 Views
Post# 32559965

RE:RE:RE:RE:Fastmarket MB Euro FeV surge 9.5%

RE:RE:RE:RE:Fastmarket MB Euro FeV surge 9.5%
Therookie88 wrote: Why not? I seen bigger falls then that on a weekly basis on the way down it has to work both ways lol.. guess we'll have to wait to find out 




V2O5 is the main raw material for making FeV among other ingredients. 

The mid-price of Euro Fev (80% vanadium) = US$32.6/kg.

At US$8/lb Euro V2O5 mid price would represent 54% of the Euro FeV (80%) mid price, a cost ratio  which is unlikely to be accepted by the Euro FeV makers unless they raise the FeV mid price even higher. As per conventional wisdom, the range is between 47% - 50%. Even at a 51% ratio, the V2O5 mid-price would = US$7.5/lb if the FeV mid-price = US$32.6/kg. I’m talking about “likely” / “unlikely” as an educated guess but anything can happen in real life so who knows?


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