RE:RBC's Andrew WongLook at Adrew w(r)ong making 2033 predictions....I don't pay too much attention to these paid guys as I'm still waiting for the market to tell me that they have a superior product.
Largo Clean Energy (LCE) a potential long term value creator: We see long-term upside in LCE from growing global adoption of long-duration storage and what the company believes is a technically superior product. We think LCE ramp-up may take time as the company proves the technology in smaller installations before seeing larger contract wins. We assume Largo ramps up to 1,400MWh/yr of battery sales by 2033, with most of this ramp up happening towards the end of the decade while the JV with Stryten may be key to unlocking commercialization