Someone else mentioned Morgan Stanley calling a long term...

Someone else mentioned Morgan Stanley calling a long term Vanadium bull market, but I couldn't find that post.

Anyway, from October 24:

Morgan Stanley Starts Largo Resources Ltd. (LGO:CN) (LGORF) at Overweight; 'Bull Case Suggests the Stock Could Double'


QUOTE:

"Sood called Largo a "high-quality, low-cost vanadium producer with a single mine in Brazil". He believes that the vanadium market deficit is sustainable and underappreciated.

The analyst said the vanadium supply appears less than adequate to meet even current demand while new Chinese rebar standards are putting pressure on a tight market. He thinks prices will likely overshoot his base case trajectory through 2019, supporting stock valuation in excess of his base case."

Of course we already knew this, but good to have the egg-heads at MS support our investment thesis, especially as the price has come under pressure of late.

https://www.streetinsider.com/Analy...Suggests the Stock Could Double/14735346.html