Reddit Posts
The Vanadium Market is Coiled like a Spring: 3 Key Stocks to Own
Largo Q1 2023 Results: Guidance Adjusted, Key Catalysts Intact
Largo Reports Q1 Production Beat & Imminent Vanadium Battery Deployment
Largo Reports Q4 & Full Year 2022 Results – A Catalyst Rich 2023 Ahead
Largo Reports Q4 & Full Year 2022 Production Results & Provides 2023 Guidance
Increasing Market Potential of Vanadium and Vanadium Flow Batteries
Deep Dive on Largo Inc. (TSX: LGO) (NASDAQ: LGO),
226MWh of vanadium flow batteries on the way for California community energy group CCCE
Analysis of Largo's Q3 Earnings - Focused on the Structural Growth Ahead
226MWh of vanadium flow batteries on the way for California community energy group CCCE
The "king of energy storage" is here! The world's largest vanadium battery project is about to be connected to the grid, and the whole life cycle cost of the industry is lower than that of lithium batteries
Is Vanadium the next lithium - Energy Grid Storage Batteries
Analysis of Largo's Q3 Production Results - High Purity Supply at an All-Time High
Investing in Renewable Energy - (Vanadium Mining, Green Metals | Largo)
Investing in the Energy Transition (Lithium-ion Batteries vs. VRFBs)
Largo (LGO) - Great Opportunity | Big Stock Buyback | Good Response to Earnings
Russia/Ukraine Conflict = Metals Squeeze | Choose Wisely!
Voyager Digital (VYGVF) - The best VD you'll get - DD
Mentions
Anyone out there following the LGO trade? Something definitely up.
LGO was over $60 in 2010. If Vanadium demand picks up... gonna move fast... and looks like it is. China controls something like 90% of the world's supply. LGO is one source it does not.
Any keeners out there in battery storage? Soecifically Vandium redox flow batteries? Great for long term storage and they don't catch fire. Been watching LGO. Think something might be up. These storage units be great for data centers. LGO ran up to $60's in 2010 on Vandium demand.
LGO... vanadium redox flow batteries. Going higher.
SBSW DVS LGO OBE MUX EXK DRD CGAU I’m buyin and adding to some of my miner positions…
*sigh*… I did 13k on LGO calls when they dropped a few weeks ago, and the calls became worthless the next xay
$LGO 🚀Rare Earth Miner 🚀
$LGO its down 45%. Time to buy and load up
LGO is free money on the rug recover
Anyone following LGO? They produce vanadium. It's used to strengthen steel for aerospace engines and frames as well as construction. It's also used in battery storage via vanadium redox flow batteries. Gyna and Ruzzia produce almost all the world's supply. Think it's gonna rip.
Anyone following LGO? They produce vanadium. It's used to strengthen steel for aerospace engines and frames as well as construction. It's also used in battery storage via vanadium redox flow batteries. China and Russia produce almost all the world's supply. Think it's gonna rip.
Anyone following LGO? They produce vanadium. It's used to strengthen steel for aerospace engines and frames as well as construction. It's also used in battery storage via vanadium redox flow batteries. Gyna and Ruzzia produce almost all the world's supply. Think it's gonna rip.
3LGO - leveraged gold, lost a shit tonne trying to time the market during the tariff fiasco
My plays for today: Wisdom Tree 3x oil ($3oil) Wisdom Tree 3x Gold ($3LGO) Lockheed Martin $LMT RTX Corp $RTX Red Cat $RCAT Hoping to catch spikes today at open
Some tickers I've noticed going up with barely any/no hype in this sub: NB LGO ATAI LTRX TSE BB I plan on starting a small position on all of these when the market opens. Already had NB, but will buy more. Copy me if ya feel like gambling a little bit.
I bought on the way up. Such a great vehicle from what I have seen and read. Oh well. LGO!
The way to play the Gyna stimmy isn't through Gyna companies... you don't really own them... you own some paper shit in the Cayman's... is with US companies that will bennfit from the stimmy... like commodities and miners. Watch AA, ALB, FCX and LGO rip higher.
uranium is the future, hop on the wave losers  $EUC $USEG $CCJ $LGO
Anyone know about LGO? They're ripping on this Gyna stimmy. They mine Vanadium... which can be used like Lithium for battery storage. Vanadium is not flammable... ever see what happens when salt water hit a lithium battery? Might be an idea.
Stocks that get pumped on here: LCFS down 70% this week Other big losers with previous pump DD reports: NUMI AQN ERTH.cn CENN LAC LEV NEXT LGO
Or go with Vanadium through LGO
Imagine not knowing about Vanadium Redox Flow Batteries... LGO
LGO trades on the CDN market. Imagine not knowing about Vandium Redox Flow batteries...
Imagine not knowing about Vanadium... LGO
Imagine not knowing about Vanadium Redox Flow Batteries... LGO
Great day... I have a pile of miners... focusing on the electrical transition... FCX, [FM.to](https://FM.to), TECK, LUN. to and they all ripped today. Added some LGO... vanadium to my port. Got GOLD Leaps too. Sold a lot into this strength as well... could give it all back during these earnings... who knows.
Okay. I’ll start. GWH (maybe), EOSE, LGO, LMT, TSLA
No position in these but their on my renewable watch list. If things keep going up - ISUN and LGO and LODE are still down. LGO might be sluggish because of recent earnings. So either they suck or they have a slower fuse.
Metals Peeps... AA, FCX, MP, LGO, BHP, RIO but most of all TECK. They pumped TECK Resources at least three times on CNBC today. Going higher.
K.. little obscure but is anyone playing LGO? They produce Vanadium... used to strengthen steel and in Vanadium Redox Flow Batteries. These things are not flammable... unlike Lithium.
Thanks for your research and yeah I think it might have some substance. LGO mines V as well as develops the batteries so their two pronged approach hopefully capitalizes on price increases. V can also be recycled from spent catalysts from oil refining. Here is a great article... albeit a little older. https://www.mining.com/web/vanadium-metal-cant-without-dont-produce/
I was curious so did some digging. The good: * VFRB is cost-equivalent with LIB in SoCal and would be a cheaper alternative in hotter environments. * "The cost of providing near 24-7-365 power from solar panels at a commercial facility in South California was modelled \[in 2022\] to be similar for vanadium flow batteries (VFB) and lithium ion batteries (LIB) at around $0:20/kWh. In hotter locations, LIB economics suffer due to accelerated background cell ageing." * VFRB is somewhat more expensive than LIB for grid-scale storage, but will likely become cheaper (and better) than LIB this decade. * "\[A\] complete Li-ion battery system for grid-scale stationary storage currently costs approximately $350 to $400 per kWh. It has been estimated that the overall cost for VFRB Systems are $500/kWh, but that will fall significantly over time as production volumes increase." "By 2030, IRENA says the installation cost for VRFBs is expected drop to between US$108 and US$576/kWh." The bad: * The volatility in vanadium's price, combined with low stock-flow ratio, makes investment in VFRB grid solutions very high-risk. * According to David Gillam, the principal and CEO of financial consultancy Mastermines, "We believe anything under $10/lb is viable." * Vanadium's price is currently $9/lb, but was above $10/lb or most of last year. * The price of vanadium is highly correlated with aggregate demand for steel, and therefore to macro conditions, particularly in EM. * "Around 90% of vanadium production is used to strengthen steel, making it economically vulnerable owing to its sensitivity to market demand by developing countries." The interesting: * The supply of vanadium is dominated by China and Russia. * "In 2019, China was the world’s top vanadium producing country with output totalling 40,000Mt followed by Russia at 18,000Mt and South Africa at 8,000Mt where major players include LSE listed Bushveld Minerals and Glencore." * "China was the world’s largest producer of vanadium in 2021 by far, contributing 73,000 metric tons (MT)." * “Investors will need to be patient and hope for a massive uptake that forces a market development outside China that can attract finance,” Gillam says. [https://investingnews.com/daily/resource-investing/battery-metals-investing/vanadium-investing/ways-to-invest-in-vanadium/](https://investingnews.com/daily/resource-investing/battery-metals-investing/vanadium-investing/ways-to-invest-in-vanadium/) It's an interesting idea OP. Perhaps deglobalization makes Brazil a key supplier for the U.S. market. Do you know whether Brazil has a comparative advantage in producing vanadium? Could we do it closer to home or in the states for cheaper? Re LGO itself, they claim operating costs break even around $4.10-4.50/lb and they have 20 years worth of reserves. [https://www.largoinc.com/Our-business/marac-s-menchen-mine/default.aspx](https://www.largoinc.com/Our-business/marac-s-menchen-mine/default.aspx) But LGO's gross, operating, and net margins were 13.6, (6.15), and (3.88) in 2022. They're losing money around $9/lb, and further investment may be viable only <$10/lb . . . that's a big red flag. Their cash position covers their debt but ROA, ROE, and ROI are 4.3-5.3 percent last year and +/- 10 percent since 2019. Management is missing earnings estimates despite making revenue estimates, suggesting they are not executing, which is a problem with P/E at 30. Thanks for the idea OP. I'm going to look into LGO's competitors; too bad there isn't a vanadium-specific ETF.
>I think that the VRFB is a great technology with a lot of potential. I like LGO as a way to play this theme in electrification. I believe that the Inflation Reduction Act will create more interest and investment in VFRB's, which could lead to widespread adoption. I envision every household someday having one of these VFRB's to store energy from their solar panels.
Lithium has had its run... GS says it has peaked. What I've been looking at is Vanadium and more specifically Vanadium Redox Flow Batteries VRFB. Basically, vanadium is used in massive battery packs to store energy from solar and wind projects. It is more efficient than lithium. Ghyna has the lead and along with Ruzzia produce 70% of the stuff. I've been looking at a company called Largo... LGO. Could moon.
Keep LGO out of here
Damn... anyone playing LGO? Trades pretty thin so prolly not but a good move today.
Copper, Gold, Silver, Cobalt, Nickel, Graphite, Aluminium, Zinc, Lead but the best one is Vanadium. Used in these massive batteries to store energy from wind and solar farms. Ghyna and Ruzzia have 70% of the world's supply. Been following LGO.
Anyone playing Vanadium? An element used to harden alloys for airplanes, spacecraft etc. But also used in Vanadium Redox batteries. The big ones that store power from renewable solar and wind sites. Anyways, looking at LGO. Russia and Ghyna produce 70% of the stuff. It had a big run up a few years ago. Any thoughts on the play?
Anyone playing Vanadium? An element used to harden alloys for airplanes, spacecraft etc. But also used in Vanadium Redox batteries. The big ones that store power from renewable solar and wind sites. Anyways, looking at LGO. Russia and Ghyna produce 70% of the stuff. It had a big run up a few years ago. Any thoughts on the play?
I buy mostly boring stuff in my major portfolios (S&P or Global Market trackers… or blue chip stuff: IVV, VFV), but at least 80% equity. Definitely a higher risk tolerance. My more fun accounts I also own a good chunk of ETF market trackers, but a dozen or so individual stocks that I’m long on. Some safer stuff, too (e.g. Enbridge, Bank Stocks), but a good chunk of stuff I think has upside (Like SNC, LGO, and did very well on SCL even through the larger slump). Lots of good companies on sale right now. Not saying I pick all winners… got burned on High Tide… missed the wave.
Utility batteries. GWH, EOSE, LGO, LMT, TSLA, MVST. They could be installing these now no matter the state of renewables. And they don’t have to call it green, just good business.
Every heard of Vanadium Peeps? Lots of industrial uses... and "Vanadium redox batteries are used commercially for grid energy storage" Been watching LGO.
They're the same. I'm looking to play the EV boom. I own AA, BHP, ALB, FCX, MP and CCJ but this is obviously uranium. ALso looking into Vanadium right now... LGO.
Largo (LGO) and invinity (IES London Stock Exchange)
I'll be putting some money into LGO for a long term play. It sounds like that vanadium stuff has potential and I want to have some stake in it for if it does end up popping off!
Hardly pumping, who talks about stonks they're not interested in investing in? They are building a tech tree, vertically intergated. They own a Vanadium Electrolyte manufacturing plant and 25.5% of CellCube - One of the most successful westernised Vanadium battery manufacturers. Largo Inc ticker $LGO listed on the nasdaq are trying to do something similar.
Battery Metals 1x1 - [https://mobile.twitter.com/i/broadcasts/1MYxNgaEOVQKw](https://mobile.twitter.com/i/broadcasts/1MYxNgaEOVQKw) Nice overview of $LGO's strategy.
Thanks! I’m watching GWH and EOSE and LGO in addition to lithium based tickers. And LMT.
Yeah, LGO has a great setup with VAND (Largo Physical Vanadium). They'll have an influence on the vanadium spot price.
LGO, GWH, EOSE are my main interests in this space. The two pillar model is attractive.
If you want to diversify from lithium you might consider LGO.
You should check out utility batteries like GWH and EOSE and LGO and the like. They’ll end up doing the heavy lifting.
#Largo $LGO ? Looking positive....
LGO QQQ+5% today. Black friday for shorts!
LGO QQQ+5% today. Black friday for shorts!
Rocket to outer space? Lol this looks unhealthy, but whatever, LGO QQQ+5% today 😅
If LGO hits $15 today I'll fill up my gas tank.