"The more than 400 members of Teamsters Local 25 employed by Republic Services in Massachusetts are delivering essential waste and recycling collection services to residents, businesses, and construction sites," the lawmakers' letter said. "Every community deserves high-quality municipal services, including waste management, but not at the expense of a competitive wage and comprehensive benefits, especially affordable, accessible healthcare coverage, that support your workers, their families, and the commun ...

Core Insights - The global plastic waste management market was valued at USD 38.91 billion in 2024 and is projected to grow at a CAGR of 5.20%, reaching USD 64.6 billion by 2034 [1][6][16] - The Asia Pacific region currently holds over 50% of the market share, while North America is expected to experience the fastest growth during the forecast period [1][6][34] Market Overview - The market is driven by the rise of circular economy models, increasing government regulations, and AI-driven waste tracking systems [1][8] - The recycling segment held the largest market share in 2024, while the collection segment is anticipated to grow at the fastest rate from 2025 to 2034 [6][25][26] Polymer and Source Analysis - Polypropylene was the dominant polymer segment in 2024 due to its eco-friendly properties and recyclability [6][27] - The residential segment generated the highest revenue share in 2024, with the commercial segment expected to grow rapidly in the coming years [6][29][30] End Use and Regional Insights - The packaging segment accounted for 45% of the market share in 2024, with the consumer product segment projected to grow at a solid CAGR [6][32][33] - The Asia Pacific plastic waste management market is expected to reach USD 32.62 billion by 2034, growing at a CAGR of 5.30% [34][36] Technological Innovations - AI plays a significant role in enhancing recycling efficiency and monitoring compliance, with companies like Recycleye utilizing AI-powered systems to improve sorting accuracy and processing speed [10][20][22] Regulatory Environment - The United Nations resolution to end plastic pollution through a legally binding treaty by 2024 is driving new national policies and private sector compliance efforts [9][44] - North America is focusing on unified national approaches to plastic waste management, with significant government regulations in place [40][41][46]

Financial Data and Key Metrics Changes - Resolute Mining reported a strong quarter with production of 75,962 ounces at a cost of $16.68 per ounce, maintaining a net cash position of just above $110 million [1][27] - Operating cash flow for Q2 reached $85 million, driven by $262 million in revenue and 80,000 ounces of gold sales at an all-time high price of over $3,400 per ounce [27][28] - The Group's all-in sustaining cost was $16.68 per ounce sold, representing a $40 per ounce improvement from Q1 [31] Business Line Data and Key Metrics Changes - The Syama Mine in Mali produced 41,000 ounces of gold at an all-in sustaining cost of $2,134, which was below expectations due to explosive supply chain issues [10][11] - The Mako operation in Senegal had a strong quarter with production of approximately 35,000 ounces at an all-in sustaining cost of $972, exceeding expectations [17][18] Market Data and Key Metrics Changes - The company is on track to produce between 275,000 to 300,000 ounces in 2025, with a target of over 500,000 ounces by 2028 [2][3] - The acquisition of the Doropo and ABC projects is expected to significantly enhance the company's production capabilities and market position in West Africa [3][4] Company Strategy and Development Direction - The company aims to become a mid-tier African gold producer with a diversified portfolio, focusing on geographic diversification and internal growth opportunities [37] - The company is actively evaluating M&A opportunities, although the current pipeline is considered limited [37] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential of the Syama operation despite current supply chain disruptions, emphasizing the asset's long-term value [13] - The company is closely monitoring the permitting process for the Doropo project, with expectations for completion by October [6][66] Other Important Information - The company is facing challenges with explosive supply chain issues in Mali due to security concerns and permitting delays [10][11] - The company has made significant progress in exploration activities, particularly in Côte d'Ivoire, with promising projects like ABC and Ladabo [24][25] Q&A Session Summary Question: What is the situation regarding explosives supply? - Management indicated that the explosives supply issue is due to a combination of supplier changes and permitting challenges, but they are working to resolve it [40][42] Question: Can you provide an update on Ravenswood? - Management stated that the sales process for Ravenswood was terminated due to operational challenges, and they are monitoring the situation as creditors [45][47] Question: How will Bentaco and Tombo be sequenced in mining operations? - Management explained that Bentaco is expected to be operational in 2027, with Tombo following, and they will likely process a mix of stockpile ore and Bentaco ore [50][51] Question: What is the outlook for VAT recovery in Senegal? - Management confirmed that VAT recovery is improving in Senegal, while Mali continues to experience cash leakage [61][62] Question: What is the status of the permitting process for Doropo? - Management clarified that the permitting process is underway, with applications lodged and expectations for completion by October, although it may be delayed [66][70]

29 July 2025 Q2 2025 Activities Report ASX/LSE - RSG 1 For personal use only This presentation contains information about Resolute Mining Limited (Resolute or the Company) and its activities that is current as at the date of this presentation unless otherwise stated. The information in this presentation remains subject to change without notice. This presentation has been prepared by Resolute and no party other than Resolute has authorised or caused the issue, lodgement, submission, despatch or provision of ...

Core Insights - Republic Services achieved a 20% reduction in greenhouse gas (GHG) emissions in 2024 compared to its 2017 baseline, surpassing its interim target of a 10% reduction by 2025 [1] - The company reported significant progress towards its 2030 Sustainability Goals, particularly in Safety, Talent, and Climate Leadership, with metrics exceeding industry benchmarks [3] Sustainability Achievements - The 2024 Sustainability Report highlights the company's advancements in sustainability, including third-party recognitions such as inclusion in Barron's 100 Most Sustainable Companies and Fortune's America's Most Innovative Companies [4] - Republic Services is launching 6 renewable natural gas (RNG) projects and expanding its electric collection fleet to 50 electric vehicles [8] Employee Engagement and Community Impact - The company maintains an industry-leading employee engagement score of 86, indicating strong internal morale and commitment [8] - Republic Services has positively impacted over 5 million people through its community investments [8]

Core Viewpoint - Republic Services, Inc. (RSG) is expected to report second-quarter 2025 results on July 29, with anticipated revenues of $4.3 billion, reflecting a 5.5% year-over-year increase driven by strong pricing and new renewable natural gas projects [1][2][8] Revenue Expectations - The Zacks Consensus Estimate for RSG's revenues is $4.3 billion, up 5.5% from the same quarter last year, supported by solid pricing and new projects [2][8] - Revenue from the Collection segment is estimated at $2.9 billion, indicating a 5.8% increase year-over-year [3] - Environmental Solutions' revenues are expected to rise 4.1% to $492 million, while Landfill revenues are projected to increase 5.1% to $462.7 million [3] - Transfer revenues are anticipated at $213.5 million, reflecting a 2.5% year-over-year increase, and Other segment revenues are estimated at $212.7 million, indicating a 4.2% increase [3] Earnings and EBITDA Expectations - EBITDA is estimated at $1.3 billion, suggesting a 5.2% rise from the previous year, with an EBITDA margin expected to remain stable at 30.1% [4] - The consensus estimate for earnings per share (EPS) is $1.75, indicating an 8.7% growth from the year-ago quarter, driven by disciplined expense management [4][8] Earnings Prediction - The model predicts an earnings beat for RSG, supported by a positive Earnings ESP of +0.16% and a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - Analysts project that Republic Services (RSG) will report quarterly earnings of $1.75 per share, reflecting an 8.7% year-over-year increase, with revenues expected to reach $4.27 billion, a 5.4% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.6% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Revenue- Environmental solutions, net' to reach $508.67 million, indicating a 7.6% increase year-over-year [5]. - 'Revenue- Collection- Total' is expected to be $2.88 billion, reflecting a 5.8% year-over-year change [5]. - The estimate for 'Revenue- Collection- Small-container' stands at $1.28 billion, suggesting a 6.7% increase year-over-year [5]. - 'Revenue- Collection- Large-container' is projected at $810.03 million, indicating a 5.2% year-over-year change [6]. - 'Revenue- Other- Other non-core' is expected to reach $100.75 million, reflecting a 4.2% increase from the prior-year quarter [6]. - 'Revenue- Collection- Residential' is estimated at $771.05 million, indicating a 5.1% year-over-year change [7]. - 'Revenue- Transfer' is projected at $479.38 million, reflecting a 4.7% increase from the prior-year quarter [7]. - 'Revenue- Landfill' is expected to reach $801.10 million, indicating a 5.2% year-over-year change [7]. - 'Revenue- Other- Recycling processing and commodity sales' is projected at $107.31 million, suggesting a slight decrease of 0.2% from the year-ago quarter [8]. - The average prediction for 'Revenue- Environmental solutions' is $504.62 million, indicating a 3.1% increase from the prior-year quarter [8]. - 'Revenue- Collection- Other' is expected to reach $18.78 million, reflecting a 2.6% year-over-year change [8]. Average Yield - Analysts suggest that 'Average yield' will likely reach 3.8%, down from 5.5% reported in the same quarter last year [9]. Stock Performance - Republic Services shares have seen a change of -0.3% in the past month, contrasting with the Zacks S&P 500 composite's +5.7% move, indicating a potential underperformance relative to the market [9].

Group 1 - Republic Services (RSG) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with earnings projected at $1.75 per share (+8.7%) and revenues at $4.27 billion (+5.5%) [1][3] - The earnings report is anticipated to be released on July 29, and the stock price may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised 0.38% lower over the last 30 days, indicating a reassessment by analysts [4] Group 2 - The Zacks Earnings ESP for Republic Services is +0.16%, suggesting analysts have become more optimistic about the company's earnings prospects [12] - The company has a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12] - Historically, Republic Services has beaten consensus EPS estimates in the last four quarters, with a recent surprise of +3.95% [13][14] Group 3 - Another company in the waste removal services industry, Veralto (VLTO), is expected to report earnings of $0.89 per share (+4.7%) and revenues of $1.34 billion (+4.3%) for the same quarter [18] - The consensus EPS estimate for Veralto has been revised 0.3% higher, but a lower Most Accurate Estimate results in an Earnings ESP of -0.43%, making it difficult to predict a beat [19]

Core Insights - Rocky Shore Gold Ltd. has identified a potential extension of the Lane Pond Gold Target, now extending over 11 kilometers, within its 100%-owned Gold Anchor Project [1] - The Lane Pond Gold Target is strategically located along the Appleton Fault Corridor, a significant gold-bearing fault zone in central Newfoundland [1] - The Gold Anchor Project covers over 1,200 square kilometers, making it the second-largest project in an emerging gold district [6] Exploration Activities - The summer exploration program includes approximately 40 kilometers of geophysical surveys and soil and till sampling over the north extension of the Lane Pond Gold Target [2] - A till sampling and prospecting program has been initiated on the Lane Pond Gold South Extension, enhancing the exploration efforts in the area [2] - The company plans to be drill-ready this fall to test the Lane Pond Gold Target with its inaugural drill program [2] Geological Context - The Appleton Fault Corridor, where the Lane Pond Gold Target is located, trends for over 150 kilometers and hosts significant gold resources and untested targets [1] - The Gold Anchor Project spans several favorable gold-bearing fault zones, indicating a high potential for major gold discoveries [6]

Core Viewpoint - The ongoing strike by sanitation workers represented by Teamsters Local 25 against Republic Services has led to significant trash accumulation across North Shore and Greater Boston, with accusations of bad faith negotiations from the union's president [1][3][4]. Group 1: Strike Details - The strike has entered its eighth day, with Teamsters Local 25 President Thomas G. Mari stating that Republic Services has not engaged in good faith negotiations [3][4]. - Mari claims that Republic's assertion of daily negotiations is "blatantly false," indicating a lack of communication since the last meeting [4]. - Picket lines have been extended to cities like San Diego, Los Angeles, and Seattle in solidarity with the striking workers [5]. Group 2: Community Impact - Residents are advised to continue placing trash curbside, but delays are expected, with pickups likely occurring a day late due to various factors [3][7]. - Malden officials noted that delays are caused by newly assigned drivers, slow truck dispatch times due to picketing, and high temperatures affecting working conditions [7][8]. - Republic Services has informed communities of plans to bring in outside workers to assist with trash collection, although these efforts have faced challenges and will not include recycling [6][8]. Group 3: Union Demands - The union is urging Republic Services to resume negotiations and match the wage rates and health benefits provided by other unionized waste companies in the area [4][6]. - Mari emphasized that the union is not asking for more than what is offered by competitors like Capitol Waste and Star Waste [6].