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T.LGO
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I hope to write a note later this year claiming my skepticism was wholly...
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T.LGO
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~ US$ 180-200 million in free cash by the end of 2022 We really have to take...
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T.LGO
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Fair, although I think China is moving the stuff that would have been caught...
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T.LGO
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Well they seem to be but same thing happening to Bushveld. I think they...
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T.LGO
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This was said in relation to oil, but the same is happening in other...
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T.LGO
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Ferro-vanadium prices have corrected downward slightly in the past two...
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T.LGO
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Never mind, starting the Largo mid day dive now
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T.LGO
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The sanctions going be announced later today going to hit Russian miking...
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T.LGO
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I suppose the obvious answer can only be theee things separately or both...
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T.LGO
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For the valuation, $21-$23 I think he uses 10x multiple and assumes they...
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T.LGO
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I know analyst don't do this but I feel he put them in the penalty box...
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T.LGO
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While I wholeheartedly agree with Kha in never underestimating this...
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T.LGO
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Wow, I'd forgotten about that one, $11.40 in this environment/certainly...
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T.LGO
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Ok, I thought so but then someone posted a screenshot with a 63%...
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T.LGO
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Just checking, the $20 is USD correct? It seems to be the only way the...
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T.LGO
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Keep in mind that Chinese V prices seem to be Weakening and Russian v is...
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T.LGO
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Oh god, they're going to miss the next one as well if it's .30
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T.LGO
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Or predictions of where they will land given Q1 being the $hits, but vanadium...
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T.LGO
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We didn't hear about any of that information because EC is good, we got...
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T.LGO
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I was hoping to go back and look at this on the transcript, he sounded like...
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