Lithium prices have rebounded from lows, and Sigma Lithium stands to benefit if prices remain stable around US$900/ton for concentrate. SGML's low-cost structure and planned capacity expansion position it for strong margin and cash flow recovery by 2026-2027. Valuation upside is significant, with potential for shares to double by YE28 if lithium prices hold or improve.
Sigma Lithium Corporation (NASDAQ:SGML ) Q2 2025 Earnings Conference Call August 15, 2025 8:00 AM ET Company Participants Ana Cabral-Gardner - Co-Chairperson & CEO Anna Hartley - Corporate Participant Conference Call Participants Joel Jackson - BMO Capital Markets Equity Research Katie Lachapelle - Canaccord Genuity Corp., Research Division Operator Good morning, ladies and gentlemen. Welcome t...
HIGH LIG HTS Achieved 68,368t of lithium oxide concentrate in 2Q25, a 38% year-on-year increase and slightly above the quarterly target of 67,500t. Maintained cost under control and below the target over previous quarter driven by economies of scale, stable plant gate costs, and efficient logistics : CIF China cash operating costs of $442/t in 2Q25, 12% below target of $500/t.
HIGHLIGHTS Sigma Lithium announces a consolidation of its core leadership roles, as it evolved into one of the world's major "pure-play" lithium producers, on track to produce 270,000t in 2025. Sigma Lithium strengthened its leadership by streamlining the organization into seven core areas reporting to CEO Ana Cabral, enhancing coordination and operational focus across the Company.
Global oversupply crushed lithium prices, yet SGML still has positive cash margins, thanks to the proprietary DMS technology and the lowest-quartile AISC. SGML's Phase 1 output hit 270 kt pa, and Q1 25 production met guidance. Also, Phase 2 seems largely funded by their BNDES loan. SGML can also stockpile concentrate, stagger Plant 2 spending, and lock in floor-price offtakes. So it has flexibi...
Sigma Lithium Corporation (NASDAQ:SGML ) Q1 2025 Earnings Conference Call May 15, 2025 8:00 AM ET Company Participants Ana Cabral - Chief Executive Officer Irina Axenova - Vice President, Investor Relations Conference Call Participants Rock Hoffman - Bank of America Shannon Gill - Cormark Securities Katie Lachapelle - Canaccord Genuity Operator Good morning ladies and gentlemen, and welcome to ...
Sigma Lithium continued to demonstrate its operational resilience delivering strong financial performance: Production of 68,308t of lithium oxide, above target and 26% higher than 1Q24. CIF China Cash Costs and All-In Sustaining Costs: US$458/t and US$622/t, respectively 8% and 6% better than FY 2025 targets.
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