Sigma Lithium pops 24%
Sigma Lithium’s stock jumped nearly 24% after Q4‑2025 and early Q1‑2026 revenue beats, a dramatic rally that traders flagged on earnings transcripts and market reaction. The move underscores how battery‑materials winners are still commanding outsized flows as EV demand cycles reprice. (investing.com)
Intraday trading showed extreme volatility — shares spiked as much as 41% on the day of the results before later trading, according to Bloomberg. (bloomberg.com) The company reported US$31 million of cash from operations in 4Q25 and an operating cash margin of 47% for that quarter, as disclosed in its March 30, 2026 results release. (newsfilecorp.com) Management said cash inflows totaled about US$35 million in 1Q26 and that it expects roughly US$96 million of cash inflows in 2Q26 tied to recent commercial agreements. (finance.yahoo.com) Sigma disclosed two offtake prepayments totaling US$146 million — a US$96 million prepayment for 70,500 tonnes and a US$50 million prepayment tied to 40,000 tonnes per year for three years starting in 2026. (barchart.com) The company put combined net sales at about US$67 million across 4Q25 and 1Q26, reflecting sales of roughly 650,000 tonnes of high‑purity lithium fines and about 5,000 tonnes of high‑grade lithium oxide concentrate. (newsfilecorp.com) Sigma reiterated near‑term production guidance of about 240,000 tonnes of high‑grade lithium oxide concentrate over the next 12 months at an all‑in sustaining cost near US$592 per tonne. (stocktitan.net) Separately, Sigma closed a sale of 150,000 tonnes of high‑purity lithium fines at a net price of US$140 per tonne and granted the buyer an option to purchase an additional 350,000 tonnes at market prices, per the company announcement. (sigmalithiumcorp.com) Earnings‑call coverage and transcripts highlighted management’s emphasis on cash generation, balance‑sheet deleveraging and operational efficiency — points repeated by analysts in post‑call writeups. (finance.yahoo.com)
