11 Aug 2026investor presentation● Neutral
The chief executive gave a keynote alongside Vale's chief executive at an S&P Global critical minerals forum.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
22 July 2026regulatory community update● NeutralMajor
Began negotiating a conduct adjustment agreement with the Minas Gerais state government after a notice from the regional office of the state environmental body SUPRAM, while reporting a second-quarter production beat. The state environmental regulator that granted the licences in 2023 and 2024 is now the counterparty in a settlement.
9 June 2026regulatory community update▲ GoodMajor
The Minas Gerais appeal court overturned the local judge's decision and the US$10 million deposit with it, accepting the year of independent environmental monitoring data. Three weeks from adverse ruling to reversal at state level.
3 June 2026regulatory community update▲ Good
Filed twelve months of independently collected environmental data for four neighbouring communities - dust, noise and vibration all measured well inside standards - as evidence in answer to the local complaints.
18 May 2026regulatory community update▼ BadMajor
A local judge in Aracuai ruled against the company on 17 May, raising the possibility of a US$10 million legal deposit; Sigma appealed and linked the reporting around it to a campaign against the company. The regulatory risk here is local and judicial, not federal.
12 May 2026production update● Neutral
Reported 1,010 days without a lost-time accident and no fatalities in fourteen years, said it was on track for 240,000 tonnes a year, and again denied press reports that its waste piles had been banned by the labour ministry.
2 Apr 2026debt financing▲ GoodMajor
Signed a US$100 million bank guarantee with a large Brazilian bank, itself collateralised by customer guarantees, letters of credit and export receivables. The guarantee is what unlocks the development bank money for the second plant, which would take capacity from 270,000 to 520,000 tonnes a year.
20 Mar 2026production update▲ GoodMajor
Resumed selling high-grade concentrate, expecting first-quarter revenue equal to about 28,000 tonnes at US$1,712 a tonne, and closed a first at-plant sale of 400,000 tonnes of fines on which it expects a US$20 million profit. Beneficiating dry-stacked tailings and stockpiles is what carried the company through the mining stoppage.
23 Feb 2026production update▲ GoodMajor
Guided to 240,000 tonnes a year over the next twelve months and restarted planning for Phase 2 civil works and equipment orders, funded by the fines sales.
13 Feb 2026asset acquisition disposition▲ GoodMajor
Sold 150,000 tonnes of fines at US$140 a tonne delivered to the port warehouse, with an option over another 350,000 tonnes, and began drawing on a US$96 million revolver secured against 70,500 tonnes of concentrate to be delivered during 2026.
4 Feb 2026regulatory community update▲ GoodMajor
Brazil's mining regulator ANM issued a technical statement that the waste piles are safe and that it found no legal basis for any precautionary closure of the operation. The mining regulator has now contradicted the labour ministry's enquiry in writing.
2 Feb 2026production update▲ GoodMajor
Mining restarted at Mine 1 with more than 600 people on site, ending the suspension. The restructuring was paid for in part by selling the low-grade fines, which the company says raised roughly what 70,000 tonnes of concentrate would have.
23 Jan 2026asset acquisition disposition● NeutralMajor
Sold another 100,000 tonnes of fines at a higher price and said remobilisation would finish in January. It also denied reports of an "operational injunction", saying the matter is an administrative process opened by Brazil's labour ministry about its waste piles.
13 Jan 2026asset acquisition disposition● NeutralMajor
Sold 100,000 tonnes of high-purity lithium fines, signed a working capital revolving facility and drew its first tranche, and appointed former agriculture minister Katia Abreu to the board. The release also describes remobilising the mine - mining had stopped at some point in 2025, for reasons no filing in this record explains.
1 Dec 2025other● Neutral
Appeared at COP30 in Belem promoting its production model. This is the only filing in the corpus between December 2024 and January 2026; whatever caused the mining suspension that the 2026 releases refer to is not in this record.
23 Dec 2024regulatory community update▲ GoodMajor
The Barreiro mine, the second pit at Grota do Cirilo, received its preliminary, installation and operating licences together and by unanimous approval, covering operations for the sixteen-year term of the BNDES loan. Brazil issued a full mining licence set in a single decision.
23 Dec 2024production update▲ Good
Loaded 22,650 tonnes for IRH in Abu Dhabi, keeping to a monthly shipping schedule.
3 Dec 2024production update▲ GoodMajor
Shipped a record 27,500 tonnes to IRH Global Trading of Abu Dhabi with the plant at full capacity.
30 Sept 2024investor presentation▲ GoodMajor
At its investor day set out a plan to roughly triple capacity to about 125,000 tonnes a year of lithium carbonate equivalent by the end of 2026, through a second line commissioning in 2025 and a third in 2026.
17 Sept 2024production update▲ Good
Shipped a twelfth cargo of 22,000 tonnes to Mitsubishi, its second sale to the Japanese trading house, and appointed Rogerio Marchini chief financial officer.
29 Aug 2024debt financing▲ GoodMajor
BNDES turned February's letter of intention into a binding commitment: a BRL 487 million loan over sixteen years that fully funds the second plant. The board took the final investment decision and construction started, targeting completion in mid-2025.
13 Aug 2024production update▲ GoodMajor
Loaded an eleventh 22,000 tonne cargo, completing a full year of monthly shipments, and reported 365 consecutive days without a lost-time accident across 618 employees.
29 July 2024debt financing▲ Good
Signed a US$22.4 million deferred letter of credit with Banco do Brasil, sized on the July cargo, letting Sigma offer customers 90-day payment terms and begin replacing its existing trade finance lines.
15 July 2024auditor change▼ Bad
Changed auditor again, from KPMG's Brazilian firm to Grant Thornton in Brazil, once more by not proposing the incumbent for re-appointment. Two auditor changes in eleven months, with no modified opinion issued by either.
12 July 2024director officer appointment● Neutral
Shareholders elected Eugenio de Zagottis, previously a builder of Brazil's largest pharmacy chain, as a third independent director with 99% support.
1 July 2024production update▲ Good
Sold a tenth 22,000 tonne cargo at 8.75% of the lithium hydroxide price delivered to Shanghai, completing eleven months of monthly shipments.
20 June 2024other● Neutral
Took part in a Saudi investment summit in Rio de Janeiro and hosted a business school delegation at the plant.
6 June 2024investor presentation● Neutral
Joined a Brazilian government trade mission to China and spoke at an energy forum in Brazil.
22 May 2024production update● NeutralMajor
Sold its ninth 22,000 tonne cargo to LX International, formerly LG International, at 9% of the LME lithium hydroxide price - a sale to an LG group company two months after another LG group company began arbitration against Sigma.
8 May 2024resource reserve update▲ GoodMajor
Raised proven and probable open-pit reserves 40% to 77.0 million tonnes from 54.8 million, enough for about 25 years at the planned 520,000 tonnes a year of concentrate across two processing phases.