Summary of Sims (OTCPK:SMSM.Y) 2026 Investor Day Company Overview - **Company**: Sims (OTCPK:SMSM.Y) - **Event**: 2026 Investor Day - **Date**: March 24, 2026 - **Location**: Houston Key Points Industry Impact and Operations - **Middle East Conflict**: The impact of the Middle East conflict on Sims' operations has been very limited, with only a mild increase in freight costs noted. Bulk ferrous volumes remain largely unaffected, as they do not pass through major choke points in the region [2][3][4] - **Freight Costs**: Increased oil prices have led to higher freight costs, but these are manageable relative to the value of the cargo [3] - **Domestic Sales**: Strengthened relationships with domestic mills have allowed Sims to sell more scrap domestically, benefiting from higher premiums for shred over export [4][5] Operational Efficiency - **Margin Growth**: Sims has successfully grown its margins over the past few years by focusing on unprocessed scrap, which has become a core part of their strategy [5][6] - **Plant Utilization**: There has been significant growth in the utilization of shredders, indicating improved operational efficiency [5][6] - **Capital Allocation**: The company emphasizes disciplined capital allocation focused on returns and asset utilization, with successful asset sales freeing up capital [6][8] Market Dynamics - **North American Scrap Market**: The North American scrap market is robust, with consumption around 95 million tons and a stable industrial post-consumer scrap generation [25][26] - **EAF Growth**: New Electric Arc Furnace (EAF) capacity is expected to exceed 20-25 million tons, driven by tariffs that limit imported supply [26][27] - **Demand Drivers**: The market is seeing growth in sectors such as renewable energy and electric vehicle manufacturing, which are expected to drive demand for copper and aluminum [29][30] Strategic Initiatives - **Inorganic Growth**: Sims is actively pursuing bolt-on acquisitions to enhance its operations, particularly around feeder yards [8][9] - **Operational Improvements**: Continuous operational improvements are planned, with a focus on maximizing shredder utilization and enhancing non-ferrous processing capabilities [31][34] - **Safety Culture**: The company is committed to maintaining a strong safety culture, especially during periods of rapid growth [66] Financial Performance - **Earnings Consistency**: The earnings stream for Sims has become more consistent and higher, with lower volatility achieved through a focused cost structure [7][8] - **Investment in Growth**: The company is positioned well for growth, with a focus on cash generation and disciplined capital investment [8][9] Customer Relationships - **Sales Optionality**: Sims has developed strong relationships with consumers, allowing for flexibility in selling scrap based on market conditions [19][20] - **Retail Expansion**: Efforts are being made to enhance customer experience at yards, making them more accessible for smaller retail customers [23][24] Conclusion - **Future Outlook**: Sims is well-positioned to capture growth opportunities in the scrap market, with a strong operational foundation and strategic focus on both domestic and international markets [38][39]

Change photo For personal use only Creating Value by Providing a Pathway to Decarbonisation 24 March 2026 NAM Disclaimer For personal use only The material contained in this document is a presentation of information about the Group's activities current at the date of the presentation, 24 March 2026, CT. It is provided in summary form and does not purport to be complete. It should be read in conjunction with the Group's periodic reporting and other announcements lodged with the Australian Securities Exchange ...

Core Insights - Greenway Metal Recycling, Inc. has launched a redesigned website and expanded its operations to accept electronic scrap (E-scrap), reflecting the company's adaptation to the evolving needs of commercial and industrial clients in Chicago and the Midwest [1][2][4]. Group 1: Company Developments - The decision to accept E-scrap is a response to the increasing volume of electronic waste as businesses frequently replace outdated equipment, alongside heightened environmental regulations and data security concerns [2][4]. - The newly accepted electronic materials include motherboards, CPUs, printers, and other mixed electronic components generated by commercial and industrial facilities, allowing businesses to consolidate recyclable materials through a single provider [4][8]. - The website launch aims to improve user experience with streamlined navigation and clearer descriptions of accepted materials and processes, reflecting the company's commitment to transparency [5][7]. Group 2: Industry Context - The expansion into E-scrap recycling aligns with ongoing shifts in how businesses manage electronic waste, emphasizing the importance of proper disposal methods [2][8]. - The updated website serves as an educational resource, providing information on E-scrap recycling and compliance requirements, supporting facility managers and operational teams in evaluating disposal options [7][8]. - Greenway Metal Recycling, Inc. focuses on responsible material recovery and structured processes that support environmental compliance and operational efficiency, adapting to evolving material streams and regulatory expectations [9][8].

SA Recycling (SAR) Overview - SAR operates in 19 states with 76 facilities and 15 shredders, complementing NAM's presence in 15 states with 148 facilities and 24 shredders[21] - SAR has a strong metro presence, delivering scale and defensibility across the US, and seeks to capture growth from EAF expansion and rising US scrap demand[22] - SAR's sales volume has grown at a CAGR of +7.5% from FY21 to FY25[33] - SAR has made approximately 66 acquisitions in the last 18 years, with approximately USD$1.5 billion in enterprise value[35] Financial Performance & Dividend - SAR's EBITDA for FY25 was A$459.2 million, with an EBIT of A$259.5 million[25] - SAR's Net Income (US GAAP) was A$201.7 million, adjusted to A$239.9 million under IFRS[25] - The average SAR Dividend to Sims from FY21-FY25 was A$97.7 million[24] - SAR's gearing ratio is 45%[69] Market & Growth Opportunities - EAF capacity additions are expected to drive increased scrap demand[30, 31] - Non-ferrous sales volumes have grown at a CAGR of +10% from FY21-FY25[47] - SAR has a shredder utilization rate of approximately 50%[41] Capital Expenditure - The company spent $127 million on CAPEX in FY21, $404 million in FY22, $171 million in FY23, $165 million in FY24 and $211 million in FY25[62]

As filed with the Securities and Exchange Commission on April 4, 2023 Registration No. 333-269089 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No.1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GREENWAVE TECHNOLOGY SOLUTIONS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer incorporation or organization) Classification Code Identification Number) Delaware 7370 4 ...