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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

Post by ceetongon May 11, 2022 6:49pm
225 Views
Post# 34675958

One metric ruins it all

One metric ruins it allV2O5 revenues per pound of V2O5 sold: $8.10
FeV revenues per kg of FeV sold: $30.11

Now compare that to the average prices during the Q:
"During Q1 2022, the average benchmark price per lb of V2O5 in Europe was $10.72
"During Q1 2022, the average benchmark price per kg of FeV in Europe was $46.17

They sold FeV at 65% of market price on average! WTF are they doing? What's more, with regard to V2O5 LGO sells a mix of standard and high-purity products which should fetch a premium over the standard V2O5 price. In fact they recorded an average sales price close to 75% of the market price for standard quality V2O5.
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