Added to YB: 2026-10-08
Pitch date: 2026-10-03
LGO.TO [bullish]
Largo Inc.
-10.29%
current return
Author Info
No bio for this author
Company Info
Largo Inc., together with its subsidiaries, produces, supplies, and sells vanadium and ilmenite products in Canada and internationally.
Market Cap
CAD 53.7M
Pitch Price
CAD 0.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.94
P/E
-0.48
EV/Sales
1.34
Sector
Metals and Mining
Category
turnaround
Weekly Report - October. 03, 2026 - Largo Inc.
LGO.TO (added to position): Largo trades near an all-time low of C$0.67 versus roughly C$23 in 2021, with 10-bagger potential if vanadium prices recover. Restructuring pushed its debt wall to 2030, while byproduct commercialization and an initial U.S. Department of Defense shipment add support. A dilutive US$6M financing at US$0.56 provides liquidity through the trough; shares are being accumulated slowly with a C$1.00 average cost basis despite commodity and execution risk.
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