Sigma Lithium Corporation · NASDAQ:SGML
Sigma Lithium — Sigma Lithium Resources — Sigma Investor Conference 2019
18 slides from Sigma Lithium's conference presentation, Apr 10, 2019
Slide 1: Sigma Investor Conference | April 10, 2019
Sigma Investor Conference | April 10, 2019 SIGMA Sigma Lithium Resources Inc. TSX-V: SGMA OTC: SGMLF
Slide 2: Disclaimer and cautionary note on forward-looking information
This presentation has been prepared by Sigma Lithium Resources Inc. (“Sigma” or the “Company”) and is intended to assist prospective investors in evaluating a potential equity investment opportunity. It does not purport to contain all of the information that a prospective investor may desire. In all
Slide 3: Reader is cautioned that the technical data contained herein is management’s current internal estimates.
(1) Reader is cautioned that the technical data contained herein is management’s current internal estimates. This technical data cannot, therefore, be treated as compliant with National Instrument 43-101 – Standard of Disclosure for Mineral Projects (“NI 43- 101”) and should not be relied upon. The
Slide 4: As of April 9, 2019. TSX refers to S&P/TSX Composite Index and LIT refers
(1) As of April 9, 2019. TSX refers to S&P/TSX Composite Index and LIT refers to Global X Lithium & Battery Tech ETF.
Slide 5: Significantly De-Risked Since IPO
Significantly De-Risked Since IPO Putting the production puzzle together Mineral Resource Increase Capex Financing Offtake Customers $30mm $40mm Mineral Capex Capex Resource Prepayment | Senior Increase i 624 ~ 80,000t in | Offtakes — NY Xuxa | itsui =. Definitive “ C 160,000t in Feasibility | i Off
Slide 6: Superior Strategic Position
Superior Strategic Position Sigma has fundamental competitive advantages Competitive Advantage Low Cost Producer Fast Growing Market Access to Capital Large Customer Relationships Sigma Superior Strategic Position ee ee High quality High grade Large spodumene mineral resource Mining-friendly Brazil
Slide 7: Reader is cautioned that the technical data contained herein is management’s current internal estimates.
• • • • (1) Reader is cautioned that the technical data contained herein is management’s current internal estimates. This technical data cannot, therefore, be treated as compliant with National Instrument 43-101 – Standard of Disclosure for Mineral Projects (“NI 43- 101”) and should not be relied up
Slide 8: Reader is cautioned that the technical data contained herein is management’s current internal estimates.
(1) Reader is cautioned that the technical data contained herein is management’s current internal estimates. This technical data cannot, therefore, be treated as compliant with National Instrument 43-101 – Standard of Disclosure for Mineral Projects (“NI 43- 101”) and should not be relied upon. The
Slide 9: Reader is cautioned that the technical data contained herein is management’s current internal estimates.
Sources: Companies Releases (1) Only James Bay and Mt. Cattlin resources included (not Sal de Vida) (2) Reader is cautioned that the technical data contained herein is management’s current internal estimates. This technical data cannot, therefore, be treated as compliant with National Instrument 43-
Slide 10: Reader is cautioned estimates are base on limited geological information and can not be
(1) Reader is cautioned estimates are base on limited geological information and can not be considered official figures in accordance with National Instrument 43-101. The potential quantity and grade is conceptual in nature. There has been insufficient exploration to define a mineral resource and it
Slide 11: Strategic All-Encompassing Collaboration with Mitsui
Strategic All-Encompassing Collaboration with Mitsui Sigma emerges as a leading lithium player Pre-payment product financing for $ 30mm RQ Offtake rights up to 80,000t, 1/3 of Sigma’s initial production of 220,000t Diversified end user customer base in Asia Logistics from Brazil Power contracts Prod
Slide 12: Mitsui Strategic Alliance Highlights
Mitsui Strategic Alliance Highlights Product Pre-Payment Offtake Agreement Fotisiiufel Frocluciiten Expansion * $ 30mm pre-payment * Up to 80,000t * Priority rights to fund Capex to expand production to 440,000t 55,000t for 6 years -$7 dit line f automatically renewed Nong lead items or for 5 years
Slide 13: Additional Offtakes: A Partnership Approach with Customers
Additional Offtakes: A Partnership Approach with Customers Focusing on customers with substantial potential to grow demand OEMs Commercial Approach to Offtakes Market prices or linked to hydroxide prices through a formula Volumes of 70,000 — 80,000t representing a full line of 10,000t of LCE at cust
Slide 14: Reader is cautioned that the technical data contained herein is management’s current internal estimates.
(1) Reader is cautioned that the technical data contained herein is management’s current internal estimates. This technical data cannot, therefore, be treated as compliant with National Instrument 43-101 – Standard of Disclosure for Mineral Projects (“NI 43-101”) and should not be relied upon. The p
Slide 15: Financing Commercial Plant Capex
Financing Commercial Plant Capex Sigma has been evaluating several potential alternatives Commercial Bank US$ 40mm Specialty AND Credit Customer Financing Lenders Lenders Debt l I I I Senior Secured I I I ¢ Equity like instrument allows for leverage Bod MITSUT&CO. in the Balance Sheet US$ 30mm * “Or
Slide 16: Resources comparison with peers
Sources: Companies Releases and Factset as of April 3, 2019 (1) Measured & indicated resources considered only (2) Only James Bay and Mt. Cattlin resources included (not Sal de Vida)
Slide 17: Sigma's Transformational Purpose in Brazil: Unique ESG
Sigma’s Transformational Purpose in Brazil: Unique ESG Company, Ranking Top Scores in the 3 Categories “E” — ENVIRONMENTAL: STATE-OF-THE-ART TECHNIQUES + Sustainably powered by hydro electricity + Innovative mining techniques introduced such as dry stacking for tailings + Water recycling in processi
Slide 18: Sigma Lithium Summary
Sigma Lithium Summary World Class Mineral Resource with 52.4 Million tonnes (equivalent to approximately 1,800,000 tonnes of LCE) of Premium Ultra-high Grade Ore One of the Lowest Cost Producers in The World: Open Cast Mines, Cheap Hydro Electricity, Simple Process, Abundant Water Sources and Full I
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