Sigma Lithium (SGML) - Free Cash Flow of $595M a Year

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Interview with Ana Cabral Gardner, Co-CEO of Sigma Lithium Resources (TSX-V, NASDAQ: SGML)

Sigma Lithium Resource Corp. is a Canadian mineral processing and development company, which through its Brazilian subsidiary, Sigma Mineracao S.A., holds a 100% interest in the Grota do Cirilo, Sao Jose, Santa Clara and Genipapo lithium properties, located within the Minas Gerais State, Brazil.

The company is primarily focused on its 100%-owned Grota do Cirilo property, which boasts as being the largest lithium hard rock deposit in the Americas. The company has been producing environmentally sustainable lithium concentrate on a pilot scale at the project since 2018. The company is currently underway with the construction of a large-scale commercial operation, which will have the capacity to process 270,000 tons annually in phase 1, with it rising to 531,000 tons in phase 2 of the project.

The phased expansion plan of the Grota do Cirilo project, will position Sigma Lithium Resources Corp. as the fourth largest lithium producer in the world. The project is expected to be one of the lowest-cost lithium producers globally with an average cash cost of USD$ 454 per ton. The project will further have a USD 595 million annual free cash flow over its 13-year lifespan.

The Grota do Cirilo project will be the world’s most environmentally responsible lithium-producing operation. The project will implement 100% clean, renewable hydropower, with 100% of the tailings dry-stacked and 100% of the water reused in the plant.

Sigma Lithium Resources Corp. is fully funded for the construction of the project’s first phase. The project remains within budget and on schedule to be commissioned by the end of 2022 enable production thereafter. The company is currenty underway with the detailed engineering and feasibility work for phase 2.

0:00 - Company Overview
1:46 - History of the Project
5:33 - Strategy in Taking on the Project
10:24 - What Blackrock brings to the Table
13:12 - Business Model of the Company
16:32 - How Investors should look at the Company
22:14 - Projections on the Finances and Target Customers Overview
24:49 - Avoiding Off-Take Agreements and Selling Bulk Shares in Advancing Company
28:11 - Taking Advantage of the Battery Makers’ Demands
30:16 - Projections on the Future Pricing
33:48 - Concerns around the Lithium Products available in the Market
38:18 - Goals of Phase 1 and Projections on Phase 2 Ramp-Up Period
41:31 - Outro
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