RE:Largo is no longer a cash machineI can't disagree with much from this point, I was very surprised that $9 vanadium is essentially our break even point. I don't think Largo has the team to be vertically integrated. I think the strategic review should include selling the battery division while they have 2 additional contracts in the pipeline.
Perhaps we are better suited to these mine projects where Paulo can best shine and the new physical vanadium fund. Focus on getting back to the basics of being a low cost producer. Largo has some impressive mine based projects, and maybe that's out niche and we need to stay in it