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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 > Q3-22 Estimation
View:
Post by kha341 on Aug 15, 2022 5:12pm

Q3-22 Estimation

 


My quick back-of-the-envelope calculation:  


Assuming an average sales price of US$8/lb for V2O5 equivalent


Operating Costs without Royalties as per Guidance = US$4.10 to 4.50/lb or an average of US$4.30/lb or ~1.6% higher than the actual US$4.23/lb of Q2-22



Sales Guidance for 2022 = 11,000T  to 12,000T

Actual H1 Sales = 5,521T

Expected H2 Sales = 5,479T to 6,479T

Assuming Q3 Sales to be 50% of H2’s = 2,740T to 3,240T (or 6,040,659 lbs to 7,142,969 lbs)


EQ3 Sales = ~US$48.3M to US$57.1M or an average of ~US$52.7M



Actual Q2-22 Net Income before tax = US$22.4M or ~27% of Revenue (US$84.8M)

EQ3 Net Income before tax (assuming a 26% instead of 27% of Revenue) = ~US$12.6M to US$14.8M or an average of ~US13.7M


Actual Q2-22 Net Income = US$17.9M after deducting 19.8% (or US$4.4M) for income tax 

EQ3 Net income (assuming a deduction of 19.8% for income tax) = ~US$10M to US$11.87M or an average of ~US11M or an average Earnings per Share (EPS) of US$0.17 


DYODD


 


Comment by ceetong on Nov 10, 2022 5:44pm
My quick back-of-the-envelope calculation:   EQ3 Net income (assuming a deduction of 19.8% for income tax) = ~US$10M to US$11.87M or an average of ~US11M or an average Earnings per Share (EPS) of US$0.17  So how did this one play out?