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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 > Imagine life without Largo’s energy storage pillar
View:
Post by kha341 on Apr 21, 2024 8:34pm

Imagine life without Largo’s energy storage pillar


NewfNewf: "I was fortunate to sell all my shares after the battery announcement run up a few years ago as i simply did not like a miner getting into the battery business"


Dead-on!

The energy storage pillar has not yet generated a single $ of revenue since its inception in 2021.

 

In 2021 the total costs (including Finance costs) associated with running LCE = US$10.3M without which Largo’s actual Net Income of US$22.6M would increase to US$32.9M or an EPS of 52 cts instead of the actual 35 cts for 2021.


In 2022 the total costs (including Finance costs) associated with running LCE + LPV = $26.8M +  $1.40M = US$28.2M without which Largo’s actual Net Loss of (US$2.2M) would turn into a Net Income of US$26.0M or a positive EPS of 40 cts instead of the actual negative EPS of (3 cts) for the year.


In 2023 the total costs (including Finance costs and LPV’s write-down of V assets) associated with running LCE + LPV = $19.4M +  $6.0M = US$25.4M = ~80% of Largo’s actual Net Loss (US$32.4M) for the year. Without LCE+LPV, Largo’s actual Net Loss would be down to (US$7.0M) or a negative EPS of (11 cts) instead of the actual (51 cts) for 2023.                                            

     

2023, in US$000

                                              

                                         




Comment by ThaLuvDocta on Apr 21, 2024 10:00pm
A JV with Stryten may change how some investors feel about LCE. What we have here in the forums are investors that are of the instant gratification type. Big things take time. 
Comment by island9999 on Apr 21, 2024 11:30pm
Well said,stating the obvious is hard to absorb for those in charge,tough to call it a failure and move on, but we are at the bottom for a while now and something has to happen,..let's hope it's not a total loss for all shareholders but this can not go on, leave the battery business behind,...we have had the haircut of a lifetime and many others (who are non invested) but calling the shots ...more  
Comment by NewfNewf on Apr 22, 2024 1:10am
I hope they can turn it around for investors sake. Vanadium batteries make sense for its longevity and safety over lithium batteries but i guess at the time i was and still am a Nuclear bull rather than a battery/windmill/solar panel bull. That said, solar panels are are getting way more efficient due to more silver being used thus vanadium batteries is the way to go to compliment their ...more  
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