Core Viewpoint - Sigma Lithium Corporation's stock performance has been mixed, with a recent increase of 2.33% but a significant decline of 25.94% over the past month, contrasting with gains in the Basic Materials sector and the S&P 500 [1] Financial Performance - The upcoming earnings report for Sigma Lithium is expected to show an EPS of -$0.12, representing a 50% decrease from the same quarter last year, with projected revenue of $35.9 million, down 25.26% year-over-year [2] - For the entire year, the Zacks Consensus Estimates predict an EPS of -$0.35 and revenue of $129 million, indicating a 23.91% increase in earnings but no change in revenue compared to the previous year [3] Analyst Estimates and Market Sentiment - Recent adjustments to analyst estimates for Sigma Lithium are being closely monitored, as positive revisions can indicate optimism about the company's business outlook [4] - The Zacks Rank system, which reflects these estimate changes, currently rates Sigma Lithium as 2 (Buy), suggesting a favorable outlook based on historical performance [6] Valuation Metrics - Sigma Lithium is currently trading at a Forward P/E ratio of 19.08, which is lower than the industry average of 21.18, and has a PEG ratio of 0.32, compared to the industry average of 1.06 [7] Industry Context - The Mining - Miscellaneous industry, which includes Sigma Lithium, has a Zacks Industry Rank of 60, placing it in the top 25% of over 250 industries, indicating strong performance potential [8]

HIGHLIGHTS Brazil's mining regulator, Agencia Nacional de Mineracao ("ANM or Mining Regulator") issued an official technical statement about Sigma Lithium's waste piles, directly attesting their safety. The Mining Regulator unequivocally stated that it did not encounter any legal prerequisites for the adoption of precautionary measures of closure of Sigma Lithium's operations or waste piles.ANM is the regulatory authority with powers over mining activities in Brazil. It is the body of the Brazilian Governm ...

HIGHLIGHTS Sigma Lithium announces the resumption of mining activities at its Mine 1 in Vale do Jequitinhonha in Brazil, as scheduled.This step successfully concludes the restructuring of mining operations aimed at increasing safety and operating efficiency, with the Company's technical leadership managing mining activities and planning, while incorporating a larger off-road mining fleet to match the increased production capacity achieved by the Greentech Industrial Plant.The restructuring was financed in ...

Core Viewpoint - Sigma Lithium Corporation has successfully resumed mining activities at its Mine 1 in Vale do Jequitinhonha, Brazil, following a restructuring aimed at enhancing safety and operational efficiency [2][3][6]. Restructuring and Operations - The restructuring of Sigma Lithium's mining operations was completed in 4Q25, focusing on increasing safety and operational efficiency, with a larger off-road equipment fleet incorporated to match the production capacity of the Greentech Industrial Plant [3][4][6]. - The restructuring was partially financed by the successful sales of high-purity low-grade lithium oxide concentrate fines, which can generate proceeds equivalent to selling approximately 70,000 tonnes of high-grade lithium oxide concentrate [4][6][9]. - The new operational structure is expected to support increased production scale within the next 12 months, coinciding with the construction and commissioning of the Phase 2 Greentech Industrial Plant [4][6][10]. Production and Financial Outlook - The mining restart is being executed through a staged equipment deployment plan, ensuring a controlled ramp-up process in 1Q26, which will lead to gradually increasing ore deliveries to the Greentech Industrial Plant [5][6]. - Sigma Lithium plans to provide guidance for full-year 2026 output once production reaches a steady state during 1Q26, with cash flow forecasts indicating robust generation under various production scenarios [7][8][10]. - The company has outlined potential cash flow generation based on different production volumes and realized prices, demonstrating resilience to market volatility [8][9]. Commitment to Sustainability - Sigma Lithium emphasizes its commitment to environmental and social sustainability, producing "Quintuple Zero Green Lithium," which includes zero coal power, zero tailings dams, zero utilization of potable water, zero use of hazardous chemicals, and zero accidents [14][15].

Core Viewpoint - Sigma Lithium Corporation is under investigation for potential securities fraud and unlawful business practices, following a series of operational and liquidity issues that have negatively impacted its stock performance [1][3]. Group 1: Company Performance and Stock Impact - On January 8, 2026, Bank of America downgraded Sigma Lithium from Neutral to Underperform due to unresolved operational and liquidity issues, leading to a stock price decline of $2.36 per share, or 15.07%, closing at $13.30 per share [3]. - Following a report on January 15, 2026, regarding the shutdown of three waste piles at Sigma Lithium's mine by Brazil's Labor Ministry due to safety concerns, the stock price fell by $4.32 per share, or 26.04%, closing at $12.27 per share on January 16, 2026 [4]. Group 2: Legal Investigation - Pomerantz LLP is investigating claims on behalf of Sigma Lithium investors regarding potential securities fraud or other unlawful business practices by the company and its officers or directors [1].

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Group 1 - Sigma Lithium Corporation (NASDAQ:SGML) is recognized as one of the 7 best lithium and battery stocks to buy currently [1] - Sigma Lithium Corporation's net revenue increased by 69% quarter over quarter and 36% year over year, attributed to commercial partnerships and effective management of lithium price changes [3] - BofA maintained an Underperform rating on Sigma Lithium Corporation, raising the price target from $13 to $14, while noting potential equity raising and an insignificant operational update [2] Group 2 - Canaccord downgraded Sigma Lithium Corporation from Buy to Hold, increasing its price target to C$20.50 from C$14, reflecting a 30% average target price rise due to amended price decks for 2026 and 2027 [2] - The company's challenges include the inability to utilize waste piles and uncertainties regarding the resumption of mining operations [2]

智通财经APP获悉，周五，美股锂矿概念股多数上涨，截至发稿，Sigma Lithium(SGML.US)涨超15%， 智利矿业化工(SQM.US)涨超1%，Lithium Americas(LAC.US)微涨。消息面上，Sigma Lithium表示，公 司已额外售出10万吨高纯度锂粉，同时矿山的复工正按计划推进，预计将于本月完成。 在经营层面，Sigma Lithium同时强烈否认近期部分媒体关于其遭遇"运营禁令"的报道。此前有消息称， 公司被巴西劳动与就业部"勒令停产"。Sigma Lithium澄清称，相关报道歪曲了巴西劳动与就业部一项例 行行政程序的性质，公司并未被关闭，相关说法与事实不符。 公司强调，矿山复工进度与既定计划一致，销售与运营活动保持正常推进。 公司称，此次出售的锂粉来自其位于巴西维多利亚港(Port of Vitória)的库存，成交价格以上海金属市场 (SMM)指数为基准的市场化定价机制确定。按折算口径计算，销售价格相当于每吨含1%氧化锂的调整 后最终净价140美元。 ...

在经营层面，Sigma Lithium同时强烈否认近期部分媒体关于其遭遇"运营禁令"的报道。此前有消息称， 公司被巴西劳动与就业部"勒令停产"。Sigma Lithium澄清称，相关报道歪曲了巴西劳动与就业部一项例 行行政程序的性质，公司并未被关闭，相关说法与事实不符。 公司强调，矿山复工进度与既定计划一致，销售与运营活动保持正常推进。 周五，美股锂矿概念股多数上涨，截至发稿，Sigma Lithium(SGML.US)涨超15%，智利矿业化工 (SQM.US)涨超1%，Lithium Americas(LAC.US)微涨。消息面上，Sigma Lithium表示，公司已额外售出 10万吨高纯度锂粉，同时矿山的复工正按计划推进，预计将于本月完成。 公司称，此次出售的锂粉来自其位于巴西维多利亚港(Port of Vitória)的库存，成交价格以上海金属市场 (SMM)指数为基准的市场化定价机制确定。按折算口径计算，销售价格相当于每吨含1%氧化锂的调整 后最终净价140美元。 ...

Core Viewpoint - Sigma Lithium Corporation has announced the sale of an additional 100,000 tonnes of high purity lithium fines, emphasizing its commitment to environmentally sustainable lithium production and addressing recent inaccurate media reports regarding operational issues [2][4][9]. Sales and Financials - The sale of 100,000 tonnes of high purity lithium fines was concluded at market prices, with an adjusted net final price of US$140 per tonne for 1% lithium oxide content, compared to the current SMM price of US$195 per tonne for 1.35% [4]. - The proceeds from the sale are highlighted as a "green reward" for shareholders, resulting from the company's investment in advanced environmental technologies at its Greentech plant [5]. Operational Updates - The remobilization of contractors for equipment and personnel at the mine site is proceeding as planned and is expected to conclude in January 2026 [2][9]. - The company maintains that the administrative enquiry initiated by Brazil's Ministry of Labor and Employment does not impact its operational capabilities [12]. Media and Public Relations - Sigma Lithium has faced a series of inaccurate negative media reports, which the company describes as part of a well-orchestrated defamatory campaign [6][7]. - The company has notified appropriate authorities regarding the false claims and the creation of a fake government website as part of this campaign [10][8]. Safety and Compliance - The administrative enquiry by the Ministry of Labor and Employment followed a regular inspection, during which the company demonstrated an impeccable safety record with over two years without labor accidents [12]. - The company emphasizes its commitment to maintaining 19,000 direct and indirect jobs in the Jequitinhonha Valley, aligning with governmental objectives [13]. Environmental Commitment - Sigma Lithium operates one of the largest lithium production sites globally, focusing on environmentally sustainable practices, including zero coal power, zero tailings dams, and zero use of hazardous chemicals [15]. - The company is constructing a second plant to double its production capacity, further enhancing its role in the global lithium supply chain [16].