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![Mark4XX Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2811096305.png) Mark [@Mark4XX](/creator/twitter/Mark4XX) on x 11.3K followers
Created: 2025-07-22 12:48:35 UTC

After $BRW.V I opened a new lithium position yesterday:
Sigma Lithium $SGML - @SigmaLithium just delivered another quarter of growth WITHOUT WAIVERS:
✅ Production: XXXXXX tons (+26% YoY)
✅ Costs: Falling relentlessly (-20% YoY)
✅ Margins: XX% EBITDA in a weak price market
They’re the world’s 2nd lowest-cost producer (only Greenbushes is cheaper).
Yet the stock trades near 52-week lows. 😮
What’s next?
→ Plant X expansion on track for 2025 (funded by X% govt debt!)
→ Target: XXXXXXX tons/year by 2026
→ Prepayment offtakes in negotiation to unlock value
Geopolitical edge?
🇧🇷 Operating in neutral, mining-friendly Brazil = supplies ALL markets.
⚡️ Resilience isn’t luck—it’s efficiency obsession.

Q1 results drop May 14th.
Will the market finally wake up? 👀
#Lithium #Mining #Investing #EV #SigmaLithium
$BRW.V

![](https://pbs.twimg.com/media/GwdoJn6WoAAMqYk.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947639915119890629/c:line.svg)

**Related Topics**
[the worlds](/topic/the-worlds)
[$brwv](/topic/$brwv)
[$sgml](/topic/$sgml)

[Post Link](https://x.com/Mark4XX/status/1947639915119890629)