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Bullboard - Stock Discussion Forum Sigma Lithium Corp V.SGML

Alternate Symbol(s):  SGML

Sigma Lithium Corporation is a Canada-based global lithium producer engaged in powering electric vehicle batteries with environmentally sustainable and high-purity lithium. The Company is producing Triple Zero Green Lithium from its Grota do Cirilo Project in Brazil. The Company holds a 100% interest in four mineral properties: Grota do Cirilo, Sao Jose, Santa Clara, and Genipapo, located in... see more

TSXV:SGML - Post Discussion

Sigma Lithium Corp > Bright future!
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Post by waldenpawned111 on Apr 03, 2022 10:32am

Bright future!

In a recent podcast, Ana said Sigma would currently be fetching $2300/tonne of concentrate on the open market. By the time the company starts production in late 22/early 23, I’d guess the price will be closer to us$3000. I assume LG and Mitsui will be getting some sort of discount for committing early, so let’s assume us$2500. Build in all in costs of us$500/600 per tonne. Also assume 2 quarters to get up to full production. So, by the second half of 2023, Sigma will be conservatively pulling in 230000 x us$1900 for 12 months, then 460000 x us$1900 plus in 24 months (cause there’s NO WAY they aren’t going to fast track phase 2). Then phase 3 in 48 months?? Add in a premium for Sigma's stellar record with ESG? And no debt. THE NUMBERS ARE MIND BOGGLING. And if you don’t believe me, listen to Joe Lowry, Mr Lithium. This market won’t be in balance until at least 2030.

It's also worth noting that SQM's trailing PE is  43. I could easily see Sigma with EPS of us$6-8 by 2025.
Comment by waldenpawned111 on Apr 03, 2022 10:36am
Ana also suggested that their concentrate is "battery grade" and offered battery makers 30% greater productivity compared to the concentrates being produced by their competitors.
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