Sigma Lithium Corporation WKN: A3CTYQ ISIN: CA8265991023 Kürzel: SGML Forum: Aktien Thema: Hauptdiskussion

Schmeckt

Spot und Futures spielen auch schön mit, das lässt mich auf einen nachhaltigen Anstieg hoffen.

Am chinesischen Spotmarkt hat der Preis für brasilianisches Spodumenkonzentrat wieder die Marke von 2.000 US$ (grade adjusted)überschritten. Durchschnittlich 2.000 US$ (grade adjusted) sind das Positivszenario, das Sigma in den letzten Präsentationen gezeigt hat.

An der US-Vorbörse steigt Sigma auf den höchsten Stand seit Februar 2024.

Höchster Kurs seit Januar 2024! Um das Allzeithoch zu erreichen, müsste sich der Kurs jetzt nochmal verdoppeln.

Sieht aktuell nach Ausbruch aus. Das Tageshoch lag bei 17,38 US$. Der höchste Stand seit fast 2 Jahren! Mal sehen ob der kräftige Kursanstieg auch bis zum Handelsschluss anhält.

Hoffe auch dass es hier jetzt nachhaltig nach oben geht. Mit so einer heftigen Volatilität hatte ich hier Anfangs nicht gerechnet.

Vierter Anlauf in diesem Jahr die Marke von 16,5 US$ zu knacken. Vielleicht klappt es ja diesmal. Beim letzten Versuch ist der Short Seller reingegrätscht und hat die Aktie in den Keller geschickt.

https://x.com/i/status/2039721115510079617 Sigma sichert sich 100 Mio $ für Stage II

Danke dir fürs Teilen der Infos. Das sind doch prima Aussichten für die nächste Zeit. Einen stabileren Kursverlauf würde ich mir allerdings wünschen, diese wahnsinnigen Anstiege und Abstürze innerhalb eines Tages sind mir schleierhaft für dieses quasi "langweilige" Unternehmen.

Sorry, ich habe die Quelle nicht angegeben! Hole ich hiermit nach: https://www.investing.com/news/transcripts/earnings-call-transcript-sigma-lithiums-q4-2025-results-lift-stock-238-93CH-4587991

Gibt es irgendwo Mitschriften oder eine Aufzeichnung? Finde komme nur auf den veralteten Zoom-Link und wollte mich nicht extra registrieren..

Nach Phase 3 wurde auch noch gefragt. "... Please detail the timing of phase two and three to completion, both 2028. Anything more specific? Ana Cabral, Co-Chair and CEO, Sigma Lithium: Well, I was mentioning what we’re gonna do on phase two. Again, we’re gonna keep giving the markets updates pretty regularly on that. Phase two, by the summer, we’re gonna be ordering equipment. Close second quarter, order equipment. As we demonstrated, that will be funded by the growth offtake we signed. $50 million are more than enough to prepay or deposit towards the equipment we need. To be specific, now what’s between that ordered equipment and production is essentially assembly. In the previous plant, we had 1,000 men on site assembling that plant, you know, that line. That was done in 8 months. We used what we call air procurement for some of the parts that were delayed so that we could cut short delivery times. We use a lot of what we call acceleration techniques, which in this budget are factored in. If we use the accelerated timetable, it means we’re gonna spend under $7 million for extra men, extra shifts, and air freight for some of the equipment. What does that mean? It means that we could have built a plant by the first quarter 2027, assuming we start in the summer. Then there’s commissioning. What is the advantage of doing a plant that is a carbon copy of a plant we’ve been operating by then for almost four years? That is the plant we really know. As a result, we believe we can cut commissioning times significantly, and more importantly, start benefiting from the get-go, begin with the same levels of recoveries. Instead of starting with 50% recoveries up to 70% recoveries, we went from the 2.0 version of the plant to the 3.0 version of the plant. Without being more specific, we’re quite confident that we’re gonna have plant two by, you know, any time in the first half of next year. That’s the reason why we’re making a clear distinction between installed production capacity and production. Production is dependent on the commissioning, and we’re gonna keep the market closely updated as we go along. Now, plant three. Plant three is what we’re very proud of actually, because given our operational success, given our cost resilience, and given our strength as a business throughout cycles will be shown basically in 2025 has not gone unnoticed by the main development banks throughout the world, by the main players throughout the world, by the main financiers throughout the world. We do have dialogues going on for building plant three. Building plant two and three together is not new. In fact, in December 2022, when we filed our DFS for expansion, that was the plan. Much so that we invested in building infrastructure for three lines. The goal was to do one, two, and three sequentially and maximize what we call construction synergies. Unfortunately, lithium took a tumble in 2024, and we quickly aborted that plan, and we stuck to just the first plant. By the end of 2024, we resumed plant two, and we went all in. Again, with the volatility of tariffs in 2025, we aborted that plan, and we stuck to plant one. Doing one, two, three is actually what we have been designing this industrial complex for. Why? We spent the money in the infrastructure, and that was not a small feat, meaning we have the water to feed three lines. We’re licensed to feed three lines. We have the sewage in-bound treatment station to feed three lines. We have the power substation to feed three lines. From an infrastructure point of view, we are ready for three lines, and this is why we’re delighted to actually say that that has not gone unnoticed. We have, let’s say, no shortage of choices from where to get funded with the appropriate kind of debt, development financing debt, to build these three lines."

Zumindest nach der Zeitschiene für Phase 2 wurde im conference call gefragt. "... More specifically, when do you currently expect plant two to begin commissioning, and how long do you expect the ramp-up to full capacity to take? Ana Cabral, Co-Chair and CEO, Sigma Lithium: We are going to have another presentation on plant construction, but we’ll tell you what we’re planning to do now. As we’ve shown in a slide previously, what there is between us and new production is essentially resuming ordering equipment, assembling equipment, and commissioning that plant. That can be done quite rapidly. If we use a timetable from the previous plant, it can be easily done in under a year. We are going to order equipment in the summer after the close of the second quarter. The reason being the offtake we just signed will be the main driver for us to deposit and prepay the equipment that we need to build plant two. We believe that it will take us anything between 8-12 months to actually build and commission that line. Plant two will be fully commissioned early 2027. As a result, the guidance for 2027 is not a guidance for production, it’s a guidance for installed production capacity, and we will be further updating the markets as that unfolds. What we can say is we’re almost there. We’re three-fifths of our timetable accomplished in the construction of plant two, and what stands between us and that level of production is purchasing, building, and commissioning, which we’ve shown we can do quite rapidly."