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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 NewAgeMetalon Mar 30, 2022 10:05am
104 Views
Post# 34558631

RE:RE:RE:Auditor change - see SEDAR

RE:RE:RE:Auditor change - see SEDAR~ US$ 180-200 million in free cash by the end of 2022

We really have to take this number with a grain of salt.  If I remember correctly, the bottom end of this rnage was based on 12.5K of production and an annual average price of $12.  They maintained the 12.5 productiion after Feb but it became the top end of the production range rather than a mid-point - if no more issues and March went well.  We shall have come clarity soon - perhaps if it did go well, it would be an excellent oppurtunity for a news release saying the impact of floods over and they continue to improve on supply chain constraints - or something along those lines if true.

Second Factor - $12, thats a stretch goal as well, they kind of slid that one in.  We know Q1 didnt average $12 so we need more than $12 for the remainder of the year, just not sure that assumption is founded at this point.

I think $180M rose coloured glasses number and that doesn't factor in management's amazing ability to mess this up.
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