财务数据和关键指标变化 - 公司在第一季度共销售52,857吨锂精矿,生产总量超过54,000吨 [41] - 报告收入为3,720万美元,包括1,200万美元的之前运输调整 [41] - 公司评估第一季度实际业务收入为4,900万美元,对应实现价格为每吨930美元 [42] - 厂门成本为每吨462美元,毛利率约50% [42] - 调整后EBITDA为600万美元,EBITDA利润率约16% [42] 各条业务线数据和关键指标变化 - 公司已经达到了稳定的月度生产和运输能力,每35天运输约22,000吨 [26][27] - 公司通过溢价定价策略,实现了25%的价格上涨,并将价格与伦敦金属交易所锂价挂钩,达到每吨1,290美元的水平 [28][29][30] 各个市场数据和关键指标变化 - 公司成为全球第二低成本的锂精矿生产商,厂门成本降至每吨397美元 [9][21][22] - 公司矿产储量增加40%至7,700万吨,项目运营寿命延长至25年 [10][15][16] 公司战略和发展方向及行业竞争 - 公司计划在2025年前将产能翻一番至52万吨锂精矿(相当于7万吨碳酸锂当量) [10][24] - 公司已经获得二期项目的最终投资决定,计划投资1亿美元建设第二条Greentech生产线 [62][63] - 公司未来还计划建设第三条Greentech生产线,届时总产能将达到77万吨锂精矿 [67] - 公司未来还可能建设一条锂化工中间产品生产线 [69] 管理层对经营环境和未来前景的评论 - 管理层认为,在中低成本可追溯供应有限的情况下,未来锂价将继续上涨以吸引高成本供给 [36][37][38][39] - 管理层对公司未来发展前景充满信心,认为公司有能力继续保持低成本优势并实现产能翻番 [76] 问答环节重要的提问和回答 问题1 **Robert Hoffman 提问** 询问公司战略评估是否暂停 [84] **Ana Cabral-Gardner 回答** 公司暂时暂停战略评估,原因是公司认为目前股价与实际价值存在较大差距,公司将继续专注于执行既定目标 [85] 问题2 **MacMurray Whale 提问** 询问公司成本下降的原因,尤其是采矿服务和耗材成本的大幅下降 [93] **Matthew DeYoe 回答** 主要是通过优化使用铁硅和提高回收利用率,以及逐步用本地员工替代外包人员等措施来降低成本 [94][95] 问题3 **MacMurray Whale 提问** 询问公司未来定价策略,是否会继续采用临时定价机制 [101] **Ana Cabral-Gardner 回答** 公司正在与客户建立更稳定的伙伴关系,采用固定浮动定价公式,既满足客户需求又能获得合理溢价,未来临时定价机制将逐步退出 [102][103][104][105][106][107]

FIRST QUARTER 2024 HIGHLIGHTS ($ USD)Strengthened commercial position in May, achieving a premium price of USD $1,290/t, at a fixed formula of 9% of lithium hydroxide quoted at LME, delivering:11% price increase from April25% price increase from 1Q24 realized sales price (USD $930/t or $1,035/t on a 6% basis)Revenues from volumes of Quintuple Zero High Purity Lithium Concentrate sold in 1Q totaled $49.1 million. Sales volumes totaled 52,857/tProduction volumes totaled 54,168/tReduced reported cash cost by 1 ...

Sigma Lithium Corporation (NASDAQ:SGML) Q4 2023 Earnings Conference Call April 1, 2024 10:00 AM ET Company Participants Ana Cabral Gardner - Chief Executive Officer Matthew DeYoe - Executive Vice President Conference Call Participants Steve Byrne - Bank of America Joel Jackson - BMO Operator Good morning, everyone. My name is Dennis, and I will be your operator today. Welcome to the Sigma Lithium Fourth Quarter and Full-Year 2023 Earnings Conference Call. Today's call is being recorded and is broadcast live ...

Sigma Lithium Corporation (NASDAQ:SGML) Q3 2023 Earnings Conference Call November 15, 2023 8:00 AM ET Company Participants Matthew DeYoe - EVP, Corporate Affairs and Strategic Development Ana Cabral Gardner - CEO Conference Call Participants Joel Jackson - BMO Capital Markets Operator Good day, everyone. Welcome to Sigma Lithium's Third Quarter 2023 Earnings Conference Call. Today's call is being recorded and is broadcast live on Sigma's website. [Operator Instructions] Please note, this event is being reco ...

Exhibit 99.2 SIGMA LITHIUM CORPORATION UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS THREE AND NINE-MONTH ENDED SEPTEMBER 30, 2023 and 2022 (EXPRESSED IN THOUSANDS OF CANADIAN DOLLARS) MANAGEMENT'S RESPONSIBILITY FOR FINANCIAL REPORTING The accompanying unaudited condensed interim consolidated financial statements of Sigma Lithium Corporation (the "Company") are the responsibility of management and have been approved by the Company's Board of Directors (the "Board"). The unaudited condensed ...

Sigma Lithium Corporation (NASDAQ:SGML) Q2 2023 Earnings Conference Call September 5, 2023 10:00 AM ET Company Participants Ana Cabral Gardner - Chief Executive Officer and Co-Chairperson Ana Cabral Gardner Hello, everyone. Good morning. I want to welcome you to the Second Quarter Presentation -- Earnings Presentation for Sigma. Without further ado, I'm going to go through these materials. We're very proud to present you the results that we just did, which means we're back on schedule, back on time, back on ...

GROTA DO CIRILO LITHIUM PROJECT ARAÇUAÍ AND ITINGA REGIONS, MINAS GERAIS, BRAZIL AMENDED AND RESTATED TECHNICAL REPORT Prepared for: Sigma Lithium Corporation Prepared by: Homero Delboni Jr., MAusIMM (CP), HDA Serviços S/S Ltda. Marc-Antoine Laporte, P.Geo, SGS Canada Inc Jarrett Quinn, P.Eng., Consulting Process Engineer Porfirio Cabaleiro Rodriguez, (MEng), FAIG, GE21 Consultoria Mineral Noel O'Brien, FAusIMM, Trinol Pty Ltd. Effective Date: 31 October 2022 Issue Date: 12 June 2023 NI DO IMPORTANT NOTICE ...