Added to YB: 2026-02-10
Pitch date: 2026-02-07
LGO [bullish]
Largo Inc.
-8.06%
current return
Author Info
No bio for this author
Company Info
Largo Inc. engages in the development and sale of vanadium-based energy storage systems in Canada. The company operates through six segments: Sales & Trading, Mine Properties, Corporate, Exploration and Evaluation Properties, and Clean Energy and Largo Physical Vanadium.
Market Cap
CAD 141.5M
Pitch Price
CAD 2.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.46
P/E
-1.69
EV/Sales
2.20
Sector
Metals and Mining
Category
turnaround
Largo: Finding the Price Floor
LGO: DoD flags Largo as critical US vanadium supplier 'in danger of going out of business' which would 'greatly strain' US supply. Operating breakeven ~$5/lb vs current ~$5.8-6.0/lb, but survival breakeven $6.9-7.3/lb including interest/capex. Each $1/lb above survival adds $18-20M FCF.
Read full article (2 min)