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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 ceetongon Apr 22, 2022 4:37pm
147 Views
Post# 34625126

RE:RE:RE:RE:RE:RE:RE:A scary possibility

RE:RE:RE:RE:RE:RE:RE:A scary possibility
kha341 wrote:
NewAgeMetal wrote:


given that $12-$13 is our new home


$12-13 is our new home? You are more generous than me. Imo, the prospect of a single digit sp  after the release of the Q1-22 Results is not to be dismissed. .Shareholders are not happy with the progress of the transition period. And catching a falling knife is not exactly what new investors are looking for, is it?.



LOL, guess who wrote THIS just 12 weeks ago:

"Largo’s fundamentals are strong. Our Gross Margin = 37.6% and Net Margin = 15.1% (source = Thomson Reuters Refinitive Report). Largo is a net-debt-free cash machine

 

The abnormal rainfall affecting Q4 production was out of the control of Management. [absence of proper drainage was out of their control, too?] The new 2022 production guidance remains strong at 12,000T - 12,750T (representing an increase of ~20% over the actual production of 2021) indicating that the rainfall impact is disappearing. The impact of the abnormal rainfall on revenue was minimal. [really?]

 

LGO is vastly undervalued lately but we are far from any gloom & doom scenario here. In fact I do strongly believe that an eventual turn around is more than likely. . 
As of Jan 20 2022 the analyst consensus rating is still a Buy."

Quite a change of heart!

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