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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 kha341on Apr 21, 2024 8:34pm
128 Views
Post# 36000540

Imagine life without Largo’s energy storage pillar

Imagine life without Largo’s energy storage pillar


NewfNewf: "I was fortunate to sell all my shares after the battery announcement run up a few years ago as i simply did not like a miner getting into the battery business"


Dead-on!

The energy storage pillar has not yet generated a single $ of revenue since its inception in 2021.

 

In 2021 the total costs (including Finance costs) associated with running LCE = US$10.3M without which Largo’s actual Net Income of US$22.6M would increase to US$32.9M or an EPS of 52 cts instead of the actual 35 cts for 2021.


In 2022 the total costs (including Finance costs) associated with running LCE + LPV = $26.8M +  $1.40M = US$28.2M without which Largo’s actual Net Loss of (US$2.2M) would turn into a Net Income of US$26.0M or a positive EPS of 40 cts instead of the actual negative EPS of (3 cts) for the year.


In 2023 the total costs (including Finance costs and LPV’s write-down of V assets) associated with running LCE + LPV = $19.4M +  $6.0M = US$25.4M = ~80% of Largo’s actual Net Loss (US$32.4M) for the year. Without LCE+LPV, Largo’s actual Net Loss would be down to (US$7.0M) or a negative EPS of (11 cts) instead of the actual (51 cts) for 2023.                                            

     

2023, in US$000

                                              

                                         




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