Sigma Lithium Corporation · NASDAQ:SGML
Sigma Lithium — Investor Presentation (January 2024)
25 slides from Sigma Lithium's investor presentation, January 2024
Slide 1: Corporate Presentation – Leading Global Producer of Triple Zero Green Lithium
Corporate Presentation January 2024 : S2GM34 Leading Global Producer of Triple Zero Green Lithium
Slide 2: Disclaimer
Disclaimer No Offer or Solicitation Regarding Securities This presentation has been prepared by Sigma Lithium Corporation (“Sigma”) for general information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities of Sigma or its affiliates in any jur
Slide 3: Disclaimer
Disclaimer (…) Sigma is subject to liquidity risk and therefore may have to include a “going concern” note in its financial statements; Sigma may not be able to obtain sufficient financing in the future on acceptable terms, which could have a material adverse effect on Sigma’s business, results of o
Slide 4: Sigma Lithium 3.0: Investment Highlights
Sigma Lithium 3.0: Investment Highlights Initial production successfully achieved at the world’s next tier-1 sustainable lithium operation 1 Large Scale Triple Zero Green Lithium Production • Becoming One of the World’s Largest Lithium Producers • Run-rate annual production of 270,000 tonnes(1) (37,
Slide 5: 3Q 2023 Highlights
3Q 2023 Highlights Q3 Revenue Production to Date 1 Operational Efficiency & Discipline: High Grade Profitable with Superior Product - Triple Zero US$96.9mm 71,650t from concentrate and Green Lithium tailings sales in Q3 Low Grade 100,000t 2 Sigma is The Second Lowest Cost Producer Globally of Lithiu
Slide 6: Corporate Structure
Corporate Structure Strong balance sheet and concentrated institutional ownership Capitalization Summary USD Share Price (NASDAQ:SGML) Shares Outstanding (1) (MM) 109.1 SGML Traded Value (Nasdaq & TSXV) SGML Share Price (Nasdaq) NASDAQ (Indexed to SGML) 52-Week Range (2) (US$) $21.20-$43.18 $50.00 $
Slide 7: Operations in Brazil: Strategically Located for the EV Supply Chain
Operations in Brazil: Strategically Located for the EV Supply Chain Located in one of the world’s largest mining provinces with existing infrastructure, including roads, water, clean power and port access Favorable Atlantic Port Location Nearby Infrastructure Water License for Shipping: Vitoria Port
Slide 8: Delivered Significant Environmental & Social Impact Programs
Delivered Significant Environmental & Social Impact Programs UN SDGs drive all business decisions, lead by the ESG Committee Corporate Mission Guidance (UN SDGs) UN Case Study on “Green Mining” Scope 1 Impact Scope 2 Impact ✓ Minimal water impact ✓ 100% green hydro power used ✓ No hazardous chemical
Slide 9: Phase 1 Production
-s Phase 1 Production
Slide 10: Ability to Scale Up Production Organically: Large Mineral Reserve
Ability to Scale Up Production Organically: Large Mineral Reserve Significant growth profile with 104 kt LCE in annual production - further growth potential via the Phase 2 & 3 expansion (utilizing Phase 1 infrastructure) Phase 4: Potential for additional line 800 Run-Rate Production Forecast (kt) 6
Slide 11: Production Re-Rate Potential
Production Re-Rate Potential Sigma is one of the few producers that could reach the 100,000t LCE threshold Producers Next Cycle Producers (1) $4 0.0 Market Capitalization (in US$ bn) vs. Production Scale (kt LCE) 238 240.0 226 $35.0 Attributable 2023E Production (kt LCE) 19 0.0 181 Sigma’s Phase 1 2
Slide 12: High Quality and Low-Cost Battery Grade Lithium Concentrate
High Quality and Low-Cost Battery Grade Lithium Concentrate Unique high grade, high purity and coarse-grained concentrate enables low-cost lithium chemical production and cost savings C1 Cash Costs (US$/t) (1) Low Impurities Coarse Spodumene Iron Oxide Content (%) (2) Sigma’s Dry Coarse Australian W
Slide 13: Superior Quality Determines Commercial Advantage
Superior Quality Determines Commercial Advantage Sigma’s Dry Coarse Sigma’s Tailings High Purity Lithium, Responsibly Sourced page 13
Slide 14: Greentech Plant Crushing Circuit
Greentech Plant Crushing Circuit High Purity Lithium, Responsibly Sourced page 14
Slide 15: Greentech Plant Power Substation
Greentech Plant Power Substation High Purity Lithium, Responsibly Sourced page 15
Slide 16: Phase 1 Open Pit Mining
Phase 1 Open Pit Mining High Purity Lithium, Responsibly Sourced page 16
Slide 17: Phase 2 & 3 Expansion
-s Phase 2 & 3 Expansion
Slide 18: Production Profile
Production Profile Growth expected to position Sigma Lithium as one of the world’s largest suppliers of Battery Grade Sustainable Lithium Concentrate Run-Rate Project Production Profile (‘000 t) Phase 1 Phase 2 & 3 Expansion 804 811 781 774 766 739 703 518 522 504 504 504 487 517 511 471 471 435 504
Slide 19: Greentech & Infrastructure Expansion
Expansion Greentech & Infraestructure High Purity Lithium, Responsibly Sourced page 19
Slide 20: Large Scale Operation
Large Scale Operation Sigma will be one of the largest and highest-grade lithium producers globally Market Market Producers (kt LCE) Capitalization Next Cycle Producers (kt LCE) Capitalization 170 238 US$16.5 B US$1.0 B $0. 6 80 181 226 US$16.5 B US$9.2 B Volume (TSXV) 76 US$2.6 B Total Deb t 73 112
Slide 21: Phase 4 Potential
ay Phase 4 Potential Vv
Slide 22: Significant Potential for Growth as EV Demand Accelerates
Significant Potential for Growth as EV Demand Accelerates Current focus is on just one part of the broader land package and only 4 of the 9 former operating lithium mines have NI 43-101 mineral resource estimates to date High Purity Lithium, Responsibly Sourced page 22
Slide 23: Appendix
Appendix
Slide 24: Engaged, Diverse and Accountable Board of Directors
Engaged, Diverse and Accountable Board of Directors Seasoned Board of Directors combining technical, operations and capital markets expertise Chairperson Gender ANA CABRAL-GARDNER MARCELO PAIVA Diversity Co-Chairperson & CEO Co-Chairperson • Co-Founder and Managing Partner at A10 Invest • Co-Founder
Slide 25: Mineral Reserves and Mineral Resources
Mineral Reserves (1) Mineral Resources (inclusive of Mineral Reserves) (1,5) Xuxa Deposit (Phase 1) (6) Xuxa Deposit (Phase 1) (6) Category Ore (Mt) Li2O Grade (%) Li2O (KT) LCE (Kt) Category Ore (Mt) Li2O Grade (%) Li2O (KT) LCE (Kt) Proven 8.3 1.55% 130 320 Measured 10.2 1.59% 162 401 Probable 3.5