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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

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Post by ceetongon May 11, 2023 6:17am
173 Views
Post# 35442493

The shorts were 100% correct AGAIN!

The shorts were 100% correct AGAIN!
Obviously they gather their information from people at site rather than clueless internet links. They saw what happened at the pit and knew it would have much wider implications than the company was ready to admit. Yesterday LGO's smoke and mirror game was exposed and rest assured it's going to hit shareholders hard. Weeks ago the company became aware the infill drilling campaign had to be postponed yet the information was held back till the Q1 report, opening up another opportunity for shorts to make money.

The Q1 report demonstrates: LGO is unable to turn a profit at $10.39 V2O5. Today V2O5 is at $7.90. In addition, costs get completely out of control. Guiding costs higher has become a quarterly exercise. On top of this, in future quarters they will have to pay significant money servicing their debt, standing at $65M now! That's roughly $5M of interest p.a. alone!

There is a snowball's chance in hell they can make money in this kind of environment. At the same time their battery business goes absolutely nowhere. One battery sold, ever. And that was two years ago. A total mess by all accounts!

Senhor Arias, please install a capable management team or sell the company to somebody who will!
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