Member Info for loudspeaker

NT to buy large amounts

https://money.tmx.com/en/quote/LGO/news/7164851172715742

Sorry already posted

https://money.tmx.com/en/quote/LGO/news/6055652164458614/Largo_Reports_Fourth_Quarter_and_Full_Year_2021_Operational_Results_Sales_Exceeds_Lower_End_of_Guidance_Despite_RainRelated_Production_Disruption_in_NovemberDecember_Provides_2022_Guidance

When reading Largo's production numbers don't forget that V205 is only 56% Vanadium by mass.
BMN report production in actual MTV.

Largo were very badly affected by the floods in Brazil last year and production targets are not expected to be met.

European Ferrovanadium Prices Keep Soaring

BEIJING (Asian Metal) 16 Mar 22 – As Russia couldn’t export ferrovanadium to Europe due to the economic sanction, European market saw tight supply and market prices kept soaring during the past week. Currently, the mainstream prices of European ferrovanadium 80%min stand at USD61.5-62/kg V in warehouse Rotterdam, up by USD7.5/kg V from middle last week. Though […]
With estimated sales of 4500mtv for this year, thats $33.75 million extra profit on the bottom line since the middle of last week.

$6.25 million extra profit on the bottom line everyday for the last 3 weeks with overnight $1.5 increases on the V price.

https://twitter.com/firekat123/status/1503984973690413060?t=M4noFVpSJqqY-udCUcpH4Q&s=19

https://twitter.com/firekat123/status/1503983617101414400?t=9XepAegaJzmXxyvCFVuTEQ&s=19

Maersk giving Russia the middle finger.

https://twitter.com/Ole_S_Hansen/status/1503668901137289218?s=20&t=J-leVY6TWk1Iu1HN30H2hw

With estimated sales of 4500mtv this year. (inventory of 495)
With our main market the US buying FeV at $66 per kg. it doesn't take a genius to work out that we are slightly undervalued if production targets are met.
But please DYOR and remember that this is just the mining side of BMN.
Nothing on AIM is ever guaranteed but playing the percentages is usually a winning strategy.
GLA

Asian Metals European FeV $58.75 per kg.

Asian Metals European FeV $58.

kg.

Yeah, good call, they're huge brucie bonuses for the well researched BMN PI who knows what's coming and won't give up their shares for a measly 20% profit
But the average AIM PI will only take notice of the mining side with FeV prices of $60 per kg and about to rocket with estimated sales of 4500mtv forecast for the year the herd will be piling in next week as the scent of easy money drifts around social media.
Will BE reveal its hand next week?

Alfred Hamerlinck

Just out of interest alfredh, what was Largo's mtv production last year?

With estimated sales of 4500mtv this year and an inventory of 495.
Every $ increase in the price of V puts around $4.5 million extra profit on the bottom line.
FeV has risen $20 per kg in the last month.

https://twitter.com/firekat123/status/1501428229655207936?t=NhE6LSGsuLM4wFNcq5PRFg&s=19

One of the most lazy and out of date Spangles broker notes that I have ever read.
They really are stealing a living.
Chinese FeV was priced at $60 per kg and European FeV at $57 per kg. today. Even just a basic bit of research of the different metal exchanges gives you a truer picture then the so called mining analysists claiming to represent us.
DYOR.