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    Shannon Gill

    Mining Equity Research Analyst at Cormark Securities

    Shannon Gill is a Mining Equity Research Analyst at Cormark Securities, specializing in coverage of Canadian mid-cap and emerging growth mining companies, including Patriot Battery Metals, Lithium Argentina AG, and Sigma Lithium. With an M.Sc. and P.Geo. designation, Gill has established a strong track record by participating in earnings calls and providing in-depth sector analysis, although detailed public performance rankings or specific returns are not widely reported. Gill's career at Cormark Securities has focused on adding substantial value to institutional clients, leveraging both technical credentials and deep sector expertise. Recognized for a professional background in geology and research, Gill maintains active industry credentials and contributes to Cormark's top-ranked institutional equity research team.

    Shannon Gill's questions to Lithium Argentina (LAR) leadership

    Shannon Gill's questions to Lithium Argentina (LAR) leadership • Q1 2025

    Question

    Shannon Gill asked for clarification on why sales volumes dropped 24% quarter-over-quarter, questioning if the higher sales in Q4 2024 were due to selling off inventory that had been built up previously.

    Answer

    Sam Pigott, President and CEO, stated that Q1 sales simply followed production levels and there was no issue with demand. Alex Shulga, VP and CFO, confirmed this, adding that sales in Q4 2024 were indeed higher than production for that quarter because the company sold off a small amount of inventory that had accumulated earlier in 2024.

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    Shannon Gill's questions to Sigma Lithium (SGML) leadership

    Shannon Gill's questions to Sigma Lithium (SGML) leadership • Q1 2025

    Question

    Shannon Gill from Cormark Securities asked about the timing for the first draw on the BNDES loan and the company's broader financial plan, including potential offtake agreements or refinancing of short-term debt.

    Answer

    Co-Chairperson and CEO Ana Cabral Gardner stated that the reimbursement package for the BNDES loan has been submitted and is awaiting processing by the bank. She explained that short-term debt repayment is managed quarterly based on cash generation and market conditions. Gardner emphasized that offtake prepayments represent a significant, untapped financing source. She noted that Sigma's low-cost, ethical production profile makes it an attractive partner for clients seeking supply security, allowing the company to secure favorable prepayment terms without locking in fixed prices.

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    Shannon Gill's questions to LAAC leadership

    Shannon Gill's questions to LAAC leadership • Q2 2024

    Question

    Asked for clarification on the future operational availability of the KCl plant, specifically whether to expect steady or choppy production and if more planned pauses are anticipated.

    Answer

    The KCl plant is still ramping up, but no meaningful downtime is currently expected. While minor, short shutdowns could be necessary to address bottlenecks as they push for higher sustained production, nothing significant like the April pause is anticipated at this time.

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