Added to YB: 2026-02-10
Pitch date: 2026-02-07
LGO [bullish]
Largo Inc.
-37.44%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Largo Inc., together with its subsidiaries, produces, supplies, and sells vanadium and ilmenite products in Canada and internationally.
Market Cap
CAD 94.1M
Pitch Price
CAD 2.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.81
P/E
-1.27
EV/Sales
1.82
Sector
Metals and Mining
Category
turnaround
Show full summary:
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)