E107: Swifty Lithium. Sigma Lithium's Ana Cabral-Gardner

INDEX:00:00:00 - Introduction00:00:16 - About Ana/Sigma00:03:11 - Phase One Commissioning and Phase Two Plans00:05:32 - Funding and Financial Strategy00:07:48 - Profitability and Cash Generation00:11:23 - Commercial Strategy and Market Position00:14:36 - 150M tonnes estimate and timeline00:16:10 - Strategy for 770,000 tons capacity by 202600:19:31 - Brazil as a Mining Jurisdiction00:23:47 - Strategic Vision and Future Plans00:29:00 - Demand for spodumene concentrate and off-take agreements00:38:04 - Exploring organic growth, cash flow, strategic partnerships00:47:54 - Spodumene Contracts and Customers00:57:13 - Future Production Plans01:01:51 - Brazil's Industrial Policy and Auto Industry01:04:15 - Customer Relationships and Market Strategy01:09:38 - Pricing Dynamics and Market Share01:17:33 - Closing Remarks01:19:29 - Final Thoughts and Future Outlook _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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