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Bullboard - Stock Discussion Forum 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... see more

TSX:LGO - Post Discussion

Largo Inc > Misdirection
View:
Post by Drhoho on May 19, 2022 12:02pm

Misdirection

So much negativity directed toward "management". Language barriers, ie, Paulo Misk and Paul Vollant, are real. Compensation packages in light of company size and $ amount are worth questioning 
in my judgement. Questions about new company plans and propose performance, including the iron ore fiasco, proposed income and cost of V2O3 new production, proposed income and cost of tailings ilmenite and TiO2, all cost and logistical issues related to VRFB business with creation of LCE, creation and approval of the very complicated LPV entity, and, lastly, seeking Canadian approval of US$27 million stock bye back are not in management's control but rather the BOD. Paulo Misk is the only management member on the BOD. To my way of thinking, the key to success, or lack there of, is directly under control of the three largest shareholders, Alberto Arias, the West family, and Lee Cooperman. Those three own, I believe, close to 38 million of the outstanding 64 million shares, or about 58.55%. Any of the rest of us shareholders, small or large, need to pull hard for those big boys to pull us along with them to make a lot of money with sp appreciation. Otherwise, they stand to lose a whole lot of money. Management has been and remains working real hard to implement direction from their bosses, the BOD. The best forum to question LGO success/failure is the annual stockholder meeting 30 June. I hope to see happy large and small shareholders there. The LGO sp today, as of now, is north of US$ 10.00, and I hope to see it rise even further over the next 6 weeks.
Comment by kha341 on May 19, 2022 12:42pm
Paul Vollant’s lies about the iron ore fiasco had nothing to do with “language barriers”. An executive who lied to the shareholders / stakeholders with a straight face. What else has he lied about?   Q1-22 CC Andrew Wong No. I think that helps answer the question. Maybe just a little bit on the quarter. It looks like there was a little bit of iron ore sales this quarter. Can you ...more  
Comment by Drhoho on May 19, 2022 2:02pm
Kha, you make my point. Vollant is in sales. Who in LGO supplied him with information for him to talk about iron ore sales at that time?  Somebody dropped the bucket on the whole issue of sodium contamination, even a small amount, making their iron ore unacceptable in China or elsewhere. In that same CC conversation, Paulo Misk corrects Paul Vollant' statement responding to Carlos deAlba ...more  
Comment by kha341 on May 19, 2022 2:39pm
A lie is a lie. And Paul Vollant did lie about the iron ore fiasco. The fact that he is Swiss doesn’t automatically mean that he has a problem communicating in English, does it? According to his bio, PV, a graduate from the Australian Institute of Company’s Directors, was formerly with the Noble Group in London & Hong Kong. He is also a director of the HLG Group and a non-executive director of ...more  
Comment by ceetong on May 19, 2022 6:24pm
Iron ore is not an issue Largo is currently suffering from. Largo's problem is 1) operational blunders and 2) credibility issues stemming from undue expectations, for example fueled on battery day. Operational blunders like operating an open pit mine in a tropical area with inadequate drainage and pumps that are not operational. That's careless and unprofessional. In the end they ...more  
Comment by kikker01 on May 20, 2022 10:55am
This is not a junior managment team that one can hope will learn from their mistakes. The largo team are veterans who arent going to change, they just arent very good. By the time a board decides to make changes the damage has been done and its often too late. We are trading at below pre RS prices despite strong vanadium prices. Dont see why anyone doing good DD would buy in, prospects arent great ...more