Welcome to our dedicated page for Largo news (Ticker: LGO), a resource for investors and traders seeking the latest updates and insights on Largo stock.
Largo Inc. reports operating, commercial and financing developments for a primary vanadium producer with mining and processing operations centered on the Maracás Menchen Mine in Bahia, Brazil. News commonly covers V2O5 production and sales, ilmenite concentrate output, ore grades, recovery rates, mine access, cost controls, and demand conditions in steel, aerospace, defense, chemical and energy-storage markets.
Company updates also address tariff effects on Brazilian-origin vanadium products, ferrovanadium and V2O5 market conditions, by-product opportunities involving iron ore calcine, copper, platinum group metals, nickel and cobalt, and capital actions such as at-the-market common-share offerings. Largo also has exposure to long-duration energy storage through Storion Energy and discloses governance changes when management roles change.
Largo (TSX/NASDAQ:LGO) plans to evaluate strategic alternatives for its 100%-owned tungsten assets: the Northern Dancer Tungsten-Molybdenum Project in Yukon, Canada, and the Currais Novos Tungsten Project in Rio Grande do Norte, Brazil.
Options may include partnerships, joint ventures, asset-level financing, minority investments, sales or spin-outs, and offtake-related structures to unlock value while keeping focus on core vanadium and ilmenite operations in Brazil.
Largo (NASDAQ:LGO) reported Q1 2026 results with sharply higher production but pressured margins from early‑quarter U.S. tariffs. V2O5 equivalent output rose 101.7% to 2,616 tonnes, while revenues slipped 2.5% to $27.5 million and revenue per pound fell to $5.80.
Net loss narrowed to $4.7 million from $9.2 million as operating costs declined 18.8%. Cash was $11.2 million versus $108.4 million of debt. Largo issued 13.8 million shares via its ATM program for $19.7 million and reiterated 2026 guidance for 10,500–12,000 tonnes of V2O5 equivalent production.
Largo (TSX: LGO, NASDAQ: LGO) reported Q1 2026 production of 2,616 tonnes V2O5 (+101.7% YoY) and sales of 2,141 tonnes V2O5 equivalent. Total ore mined rose 90.8% to 852,046 tonnes. Concentrate produced increased 124.3% to 119,444 tonnes. On April 10, 2026, Largo filed with ANM to produce and sell copper, PGMs, nickel and cobalt as by-products using existing processing infrastructure. Senior roles updated: Luis Rendón sole COO and Luãnder Peixoto Group General Counsel.
Largo (TSX/NASDAQ: LGO) reported Q4 and full-year 2025 results showing production momentum, tariff-driven Q4 sales disruption, and stronger operating metrics entering 2026.
Key points: 2025 production of 9,150 t V2O5 (within guidance), Q4 production 2,961 t, revenues $109.9M for 2025, cash $9.7M, debt $107.1M, and tariff relief in Feb 2026 aiding U.S. sales restart.
Largo (TSX: LGO, NASDAQ: LGO) terminated the previously announced iron ore calcine sale after non-receipt of a US$2.9 million initial payment and retains full ownership of 4.5 million tonnes of calcine. The company is pursuing alternative buyers and assessing U.S. tariff changes affecting Brazilian-origin vanadium.
U.S. ferrovanadium prices strengthened since Feb 12, with U.S. FeV trading near $23/lb and European FeV rising to $27.7/kg; V2O5 moved above $5.5/lb. Bonded vanadium inventory in U.S. ports could be released if tariffs are reduced.
Largo (TSX: LGO, NASDAQ: LGO) reported 2025 V2O5 equivalent production of 9,150 tonnes and sales of 8,686 tonnes, within guidance. Q4 2025 production was 2,961 tonnes with global recovery improving to 80.1% for the year. Copper/PGM flotation tests returned positive concentrates, prompting suspension of ilmenite 2026 guidance while pilot tests run.
The company provided 2026 production guidance of 10,500–12,000 tonnes and sales guidance of 7,500–9,500 tonnes, and noted postponed initial payment under an iron ore calcine sale agreement to Feb 9, 2026.
Largo (TSX: LGO, NASDAQ: LGO) signed a definitive multi-year Ex Works agreement to sell up to 4.5 million tonnes of iron ore calcine with total expected cash proceeds in excess of US$56 million. Initial cash receipts include US$2.9M due by January 30, 2026, a second payment of US$1.9M due February 16, 2026, and monthly payments of US$1.9M expected to commence in April 2026, subject to contract terms. The company says the transaction should improve near-term cash flow, reduce stockpile management and disposal costs, and monetize byproduct credits not previously captured.
Largo (TSX: LGO / NASDAQ: LGO) reported it has begun geological and metallurgical studies to assess disseminated copper mineralization at the Maracás Menchen complex after internal flotation tests showed preliminary copper concentrate recovery. The company reviewed 351 drill holes and 1,063 samples (14,358 metres core) with copper ranging 0.10%–1.50% and an average of 0.153% Cu. Largo is evaluating use of existing ilmenite flotation infrastructure to lower capital needs. The company also extended a US$6.0 million secured promissory note with ARG International AG to February 2027 with a 1% extension fee.
Largo (NASDAQ: LGO) announced an at-the-market equity offering program to issue and sell common shares for aggregate gross proceeds of up to US$60,000,000 on The Nasdaq Stock Market.
Sales, if any, will be led by H.C. Wainwright & Co., LLC as sole sales agent at prevailing market prices, subject to market conditions. No sales will be made in Canada. Proceeds are intended for working capital and general corporate purposes. The program will be conducted under a prospectus supplement and a base shelf prospectus filed with the U.S. Securities and Exchange Commission (Form F-3, File No. 333-291472). Largo is not obligated to sell any shares and may suspend or terminate the ATM at any time.
Largo (TSX: LGO; NASDAQ: LGO) announced its Brazilian subsidiary has received a binding term sheet for a multi-year Ex Works contract to potentially monetize 4.5 million tonnes of iron ore calcine produced as a byproduct at the Maracás Menchen mine.
The term sheet contemplates potential cash proceeds in excess of US$56 million, is subject to final documentation and customary conditions, and could reduce stockpile infrastructure and disposal costs while preserving focus on Largo’s primary vanadium business.
There is no assurance the transaction will complete; the company says it will provide updates as appropriate.