Largo stock plummets on $23.4 million dilutive financing deal

Published 15/10/2025, 15:56
© Reuters.

Investing.com -- Largo Inc. (TSX:LGO) (NASDAQ:LGO) stock plummeted 43.9% Wednesday after the vanadium producer announced a dilutive financing package totaling $23.4 million through a combination of share offerings and warrants.

The company has entered into securities purchase agreements with institutional and accredited investors for the sale of 14.26 million common shares at $1.22 per share in a registered direct offering, raising approximately $17.4 million. In a concurrent private placement, Largo will issue warrants to purchase an additional 14.26 million shares at the same price, exercisable immediately and expiring in five years.

Additionally, the company’s largest shareholder, Arias Resource Capital Fund III L.P., has committed to provide $6 million in financing through a private placement on identical terms, purchasing 4.92 million shares and an equal number of warrants. This financing may include a $5 million secured convertible bridge loan with a 12% annual interest rate.

The bridge loan would be secured against shares of Largo Resources (Yukon) Ltd., a wholly owned subsidiary, and would automatically convert into shares and warrants upon closing of the main offering. Alberto Arias, who serves as director and board chair of Largo, is connected to the funds providing this financing.

Proceeds from the bridge loan will support the company’s working capital needs until 2026, while the remaining funds will be used to make payments to Brazilian lenders, mining contractors at the Maracás Menchen Mine, and other key suppliers. The company noted that liquidity constraints are "already starting to negatively impact rates of mine production."

H.C. Wainwright & Co. is acting as the sole placement agent for the offerings, which are expected to close around October 22, 2025, subject to closing conditions and TSX approval.

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