Great analysis. I agree that now that Largo is derisked it is just a matter of holding.  

I tried to compare the S&P/TSX Capped Composite Index to the S&P/TSX Venture Composite Index but Yahoo did not have the venture index data so I used the S&P/TSX Small Cap Index as a proxy to compare them. 

They move in concert with each other.  I suspect the venture index does also.  Here is the link to the comparision:

http://ca.finance.yahoo.com/q/bc?t=5y&s=^SPTSES&l=on&z=l&q=l&c=^SPTSECP3%2C+&ql=1