Largo Inc T.LGO

Is there any hope for the future of Largo

[Clipper2]

I doubt it.
After the Q4 financial results and the CC I take back what I said in a previous post that Q1-22 could be our best quarter since 2018. Largo's revenue for Q1-22 will probably increase by between $12m and $14m and I'm sure they will find another way to break even or slightly increase the EPS.

[Clipper2]

Yesterday I sold my Largo shares and I will sit this one out for a while and watch. I will still hold my Bushveld shares and a couple of minor stocks. GL

[kha341]

In yesterday’s Q&A session  Leon Cooperman helped us to see that the Q4-21 results were not representative of the future of Largo’s mining operations. But again it was difficult to take EC’s answers without a grain of salt. If  the Q4-21 were representative of the future of Largo (or anywhere near it) then we would be in deep trouble. Our Q4 costs = 103% of revenue when V2O5 = US$8

[Drhoho]

Clipper, I am going to miss you and your many incisive contributions about Largo's business. My friend Skidie has done something similarly, but being more of a momemtum investor than myself, has been prone to get back in LGO when it shows upward movement, especially in a short timeframe. I am more of a long term fundamental player trying to remain as patient as I can, and, if my patience pays

[Clipper2]

Doc Thank you for those kind words. I read the Largo BB daily and I appreciate I also appreciate your contributions to the BB  am on the sidelines for now and waiting to jump back in. Another battery sale would be all it takes.  I have been invested in Largo for almost 5 years and won't give up on it. GL

[Drhoho]

Clipper, so glad to hear from you! I can hardly wait to get in touch with you following that  next VRFB contract announcement!  Keep in touch and fill us in on any valuation thoughts, especially following the quarterly statements, 1st Q coming up mid-April.