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E107: Swifty Lithium. Sigma Lithium's Ana Cabral-Gardner
INDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy and Auto Industry
01:04:15 - Customer Relationships and Market Strategy
01:09:38 - Pricing Dynamics and Market Share
01:17:33 - Closing Remarks
01:19:29 - Final Thoughts and Future Outlook
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
 Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
 Howard: https://twitter.com/LithiumIonBull
 Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
View all episodes
By rockstockchannel
4.3
1212 ratings
INDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy and Auto Industry
01:04:15 - Customer Relationships and Market Strategy
01:09:38 - Pricing Dynamics and Market Share
01:17:33 - Closing Remarks
01:19:29 - Final Thoughts and Future Outlook
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
 Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
 Howard: https://twitter.com/LithiumIonBull
 Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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