Sims Limited (OTCPK:SMSMY) Q2 2025 Results Conference Call February 26, 2025 5:30 PM ET
Company Participants
Stephen Mikkelsen – Chief Executive Officer, Director & MD
Warrick Ranson – Chief Financial Officer
Rob Thompson – Chief Commercial Officer
John Glyde – Chief Operating Officer
Conference Call Participants
Daniel Kang – CLSA
Lee Power – UBS
Peter Steyn – Macquarie
Owen Birrell – RBC
Paul Young – Goldman Sachs
Ramoun Lazar – Jefferies
Andrew Scott – Morgan Stanley
Rohan Gallagher – Jarden Group
Chen Jiang – Bank of America
Brook Campbell-Crawford – Barrenjoey
Nicole Penny – Rimor Equity Research
Stephen Mikkelsen
Thank you, and welcome, everyone, to our call. Today, we are here to present the half year results for FY ’25. Presenting with me is Warrick Ranson, our CFO. Also on the call are Rob Thompson, our North American Metal President; and John Glyde, our ANZ Metal Managing Director. First up, I will run through our strategy and strategic priorities, market dynamics and overview of the results and operational highlights.
I’m also going to spend some time detailing the internal and external factors providing positive momentum for our business regions and divisions. Warrick will then take us through our recently formalized capital management framework and then a decent review of the financial results. At the end, I will return to talk about the outlook, after which we will have Q&A.
I will turn straight to Slide 5, which looks at our strategy and strategic priorities. At our FY ’24 results announcement, I presented a similar version of the graphic on the left-hand side of the slide. This is effectively our plan on a page. Our purpose has endured for several years now, and our core strategy is to repurpose and recycle. We deliver this through the five elements of our strategy as detailed in the graphic. However, you can’t deliver everything
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