Cost of production

I am researching TNG and i see that vanadium companies listed in the US have performed poorly this year. I also see that Largo Resources Ltd. (LGO) expects to produce vanadium in Brazil for less than half the market price to become the lowest cost producer of the steel strengthener.
Largo forecasts operating costs at its high-grade Maracas project in Brazil will be $2.50 a pound compared with a market price of about $5.75. It does appear to have much higher grades than other companies including TNG, and its a massive project worth $250m. I'm wondering if there an estimate of TNG costs and profitability has been completed and how the company will compete against Largo's low operating costs .