Largo Inc T.LGO

The Difference a Month Makes

[MetalsMan]

Well, what a difference a month makes, last month, I wanted the battery and vanadium sales to be secondary.....I thought they were nuts not to be putting massive efforts into the iron ore while the market was hot.  Now, I want them to abandon that completely and focus on battery/vanadium 

if China is slowing, we need to get back to focusing on being a low cost producer.  Also, obviously the downside of vertical integration is a bunch more costs if we aren't selling batteries......I had really hoped the iron ore would carry the battery ramp up years- that no longer looks like a reality

[ninja123]

you are correct; however, this really is a creadbility thing.  the fact is, the focus on iron ore was becuase the management team did a horrible job steering investors away from the developing iron ore narrative.  i am giving them the benefit of doubt one last time because i think they focused, understand and i believe that things will change .. they need to if aries is ever going to

[MetalsMan]

Agreed....on the iron ore.  It's a sore spot for sure, but we have to move on.   I'm not convinced we are oversold. China slowing will hammer our sp, we're carry a lot of talent for LCE and they'll have to start producing or they'll eat up any profit, especially if the vanadium price continues to drop.