Largo Inc T.LGO

maplenorth

[kha341]

Welcome back. I must say that I’m the wrong guy to ask for investment advice. I’m not equipped to do so and I have been wrong so many times already. 

Imho, even as a one trick pony the value of Largo stock should be way higher than it is right now. It was the first time in the last 6 reporting periods that LGO results beat expectations in Q2-22. (and by ~19%). However despite the positive earnings surprise the sp is retreating. 

I’m baffled and greatly frustrated to see the fast & furious collapse of our stock value. I have no idea what is happening but my gut tells me that manipulators / short sellers / anonymous are messing with LGO and making it artificially weaker than its true value.
If it is true that the rapid growth in VRFB will push the demand for Vanadium electrolytes up considerably then the market for our High Purity VPure+ products will explode as a result. That alone will make Largo very profitable regardless of our standing in the battery storage space. Any sales by LCE will be an icing on the cake. 

My 2cts

DYODD

[ceetong]

We keep hearing that story for years. As a matter of fact, there is a measure for demand. It's called price. As long as supply remains steady (and it does for a number of years), price is a direct measure for demand. The demand growth that we keep being promised just never came to fruition. And obsering the energy storage news, there is no indication of that to change anytime soon. There have

[ceetong]

Yet again: Three flow battery deals announced, NONE of them V-based! https://www.energy-storage.news/malaysian-firm-reservoir-link-signs-200mw-mou-with-us-iron-flow-energy-storage-company/ https://www.energy-storage.news/european-energy-majors-equinor-uniper-get-involved-in-flow-battery-investment-and-pilot-project/