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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 ThaLuvDoctaon Apr 22, 2024 7:24pm
100 Views
Post# 36002355

Coiled Spring

Coiled Spring This is a coiled spring. VRFB grid storage in the age of massive private capital investment into energy infrastructure worldwide could significantly increase high purity V demand over time. This is the age of AI, and vanadium is one of the best sustainable grid storage metals that's fully recyclable. This is the age of sustainability, where V is repeatedly proving itself as a leader towards achieving a green economy. Whether V gains more demand from VRFB, non-VRFB, V carbon capture, solar panels, aerospace, chemicals, or steel, V will still be a critical metal going forward, and its price is likely going higher when the stars align, and that means quick debt repayment, profits, and probably share buybacks. V revenues combined with future ilmenite, titanium dioxide, and possibly PGMs could lead to an easy 10 bagger over the medium term. This is incredibly undervalued with a share price well below book value. The SP is being over-punished, and the LCE and Largo Physical Vanadium businesses are not priced in. To many, Largo is just a vanadium miner, but I have a feeling that investors will have to start pricing in LCE and LPV if the JV will Stryten goes through. While it's good to understand the earnings of yesterday for learning and historical purposes, there is much to look forward to, and that's what I like to focus on as a high performing investor.
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