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6-K ·Filed May 15, 2026

LGO

Largo Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0001062993-26-002677
Notable filing: 6-K
Actionable Insight • Neutral

Monitor the meeting outcome for any signs of shareholder dissent on director elections or compensation plan approval, but this filing is unlikely to move the stock in the near term.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
LGO ▼ -23.58% at T+60d
NEUTRAL call -23.58% · α vs SPY -28.10% · entry $1.01 → $0.7718
Entry = T+0 close
May 15, 2026
via day close
T+1d
-2.97%
call -2.97% · α -2.91%
$0.9800
settled 5mo ago
T+5d
-4.95%
call -4.95% · α -5.91%
$0.9600
settled 5mo ago
T+20d
-20.79%
call -20.79% · α -22.91%
$0.8000
settled 4mo ago
T+60d
-23.58%
call -23.58% · α -28.10%
$0.7718
settled 3mo ago

Price Chart

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Executive Summary

Largo Inc. filed its management information circular for the annual general and special meeting scheduled for June 16, 2026. Shareholders will vote on fixing the board at five directors, electing five nominees (including new nominee Alonso Checa to replace Jonathan Lee), reappointing KPMG as auditor, and approving the amended and restated share compensation plan (a rolling 10% plan with 8.17% of shares currently unallocated). The filing is a routine proxy solicitation with no material financial or operational disclosures, and is not expected to have a meaningful impact on the stock.

Key Facts

  • Annual meeting set for June 16, 2026; record date April 30, 2026.
  • Shareholders to fix board size at five and elect five director nominees.
  • New nominee Alonso Checa (ARC Funds) proposed; Jonathan Lee not standing for re-election.
  • KPMG LLP proposed for reappointment as auditor.
  • Amended and Restated Share Compensation Plan to be approved (rolling 10% plan).
  • As of May 4, 2026, 101,089,300 common shares outstanding; Alberto Arias beneficially owns 32.6%.
  • Share compensation plan: 1.51% of shares in options, 0.32% in RSUs, 8.17% unallocated.

Financial Impact

Not specified

Risk Factors

  • Share compensation plan approval could lead to modest future dilution if grants are made under the 8.17% unallocated pool.
  • No material financial or operational updates; stock direction remains tied to vanadium prices and operational performance.

Market Snapshot

Exchange
Nasdaq
Sector
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
Analyst Consensus
80% bullish (5 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001062993-26-002677
Document: form6k.htm0001062993-26-002677
Document: 0001062993-26-002677-index-headers.html0001062993-26-002677
Document: 0001062993-26-002677-index.html0001062993-26-002677
Document: 0001062993-26-002677.txt0001062993-26-002677
17 reports for LGO
Performance horizon
55% Hit rate @ T+1 6 of 11 directional calls Went positive at some point 7 of 11 best @ T+60▲ +37.50%May 13, 2026
Filters
Rows
Reports for LGO — sortable, filterable
TypeNow
Oct 8, 2026
18d ago
6-K
BULLISH ★ 5/10
$0.4600 $0.4700▲ +2.17%▲ +1.57%$0.3800 (−17.39%)
Sep 28, 2026
28d ago
6-K
BEARISH ★ 6/10
$0.5232 $0.4862▲ +7.07%▲ +6.87%$0.3800 (+27.37%)
Sep 28, 2026
28d ago
424B5
BEARISH ★ 6/10
$0.5232 $0.4862▲ +7.07%▲ +6.87%$0.3800 (+27.37%)
Sep 23, 2026
4w ago
6-K
BULLISH ★ 5/10
$0.7250 $0.6910▼ −4.69%▼ −4.61%$0.3800 (−47.59%)
Sep 14, 2026
6w ago
6-K
MIXED ★ 6/10
$0.6800 $0.6891▲ +1.34%▲ +1.80%$0.3800 (−44.12%)
Aug 26, 2026
8w ago
6-K
BULLISH ★ 6/10
$0.7314 $0.7300▼ −0.19%▲ +0.04%$0.3800 (−48.04%)
Aug 14, 2026
10w ago
6-K
BEARISH ★ 7/10
$0.6612 $0.6155▲ +6.91%▲ +6.24%$0.3800 (+42.53%)
Aug 10, 2026
11w ago
6-K
BULLISH ★ 7/10
$0.7868 $0.7718▼ −1.91%▼ −1.59%$0.3800 (−51.70%)
Jul 23, 2026
13w ago
6-K
BULLISH ★ 6/10
$0.6332 $0.6202▼ −2.05%▼ −2.15%$0.3800 (−39.99%)
Jul 10, 2026
15w ago
6-K
BEARISH ★ 7/10
$0.7301 $0.6700▲ +8.23%▲ +7.47%$0.3800 (+47.95%)
Showing 10 of 17

US Market Status

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Report published May 15, 2026