Investment Q&A

Q: hi,
thoughts on LGO as an investment?
cheers, chris

Q: I own LUN and LGO as my way to play the electric car advance. However, they are also down considerably. Would you continue to hold for this exposure, or do you have better choices. Also, would you sell these for tax loss harvesting and re buying in 30 days. If so would you suggest an alternative proxy? Perhaps an ETF?

Q: I've had LGO for a while and it's declined quite a bit so that now it's not a very big percentage of my portfolio. Should I get ride of it? Add to it? Or hold for a long term ? In otherwise a well diversified portfolio.

Q: I guess you have lost once again my question on these two companies. It was when do you expect revenues to begin from the recent contract at XBC and the battery initiative at LGO.

Q: I'm thinking of adding LGO and/or CCO to my Material's group. Currently I hold AEM and KRR for an overall 3% weighting. I've been burned on the Material's group in the past so once bitten twice shy as they say. However I can see uranium supply from the "Free World" being in demand beyond any resolution to the war in Europe. LGO seems a more specialized company which maybe stands outside the war crucible. Any thoughts on what to do? I'll still be able to sleep at night with a 6% weighting even though I may wake up at 2:30AM...but I'm doing that anyways!
Thanks,
Perplexed (Jim)

Q: Hi 5i, can I pls have your comments on their year-end results, and the progress of the clean energy division. Also pls comment on their purposed New Physical Vanadium Holding Company, Largo Physical Vanadium Corp. Thx.

Q: Hello, Should i hold onto to LGO based on its current price on the basis there is decent potential in the next 1-2 years? Sadly I bought this one based on hype, which is thinning my patience. Thank you..

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: Hi 5i, pls comment on earnings release and any guidance provided fron CC. Thx

Q: Hi 5i, pls provide any good info from conference call if you listened to it.

Thx

Q: Hi 5i, pls comment on Largo's 2nd qtr results and guidance going forward.

Thx

Q: My Material's weighting is a little light and I am mulling over a purchase of LGO to balance out some gold stocks. I notice LGO's stock spiked in 2019 and then collapsed. Would you advise me that the spike, collapse and now climb-out is just a typical roller coaster Material company ride - ie the ride comes with the territory? In addition I am uncertain how much faith I should put into LGO's newish battery technology. "Green Technology" also seems to be another version of a roller coaster ride. Any thoughts you have would be appreciated.
JIm

Q: Taking recent news into account, would you buy Largo at current prices?

Q: I own Largo Resources Ltd with a 50% gain. Would you consider the stock a Buy Hold or Sell if I have a 3 year horizon? Thank you

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: 18% pop today--any news?

Q: Hi 5i gang,

Pls provide comments on Largo's results for 2020 and forecast for 2021, and the announcement of the appointment of Mr. Ian Robertson (former founder and CEO of AQN) to its Board of Directors.

Thx

Q: Hello,

I am looking into vanadium and I’m wondering your thoughts. I’ve been looking at Largo Resources and Energy Fuels. Do you have a preference, and would you say either is a buy for a 3-to-5-year timeline at its current price?

Thanks!

Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice

Q: I bought a 1 percent position after your lgo comments. It is showing some nice momentum. Worth adding another percent if I am still short in materials? What is there advantage over competitors?

Thx as always
Brian