Sims Limited (SMSMY) Q2 2025 Earnings Call

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WEBVTT 00:00:00.706 -- 00:00:03.089 Thank you and welcome everyone to our call. 00:00:03.089 -- 00:00:07.593 Today we're here to present the Harkier results for FY25. 00:00:07.593 -- 00:00:10.857 Presenting with me is Warwick Ransom, our CFO. 00:00:10.857 -- 00:00:15.582 Also on the call are Rob Thompson, our North American Metal President, and John Blythe, 00:00:15.582 -- 00:00:19.025 our ANZ Metal Managing Director. 00:00:19.025 -- 00:00:24.331 First up, I will run through our strategy and strategic priorities, market dynamics, 00:00:24.331 -- 00:00:27.841 an overview of the results, and operational highlights. 00:00:27.841 -- 00:00:33.086 I'm also going to spend some time detailing the internal and external factors 00:00:33.086 -- 00:00:38.031 providing positive momentum for our business regions and divisions. 00:00:38.031 -- 00:00:42.194 Warwick will then take us through our recently formalized capital management framework, 00:00:42.194 -- 00:00:45.858 and then a decent review of the financial results. 00:00:45.858 -- 00:00:51.681 At the end, I will return to talk about the outlook, after which we will have Q&A. 00:00:51.803 -- 00:00:58.067 I will turn straight to slide five, which looks at our strategy and strategic priorities. 00:00:58.655 -- 00:01:03.542 At our FY24 results announcement, I presented a similar version of the graphic on the 00:01:03.542 -- 00:01:08.488 left-hand side of the slide. This is effectively our plan on a page. 00:01:08.488 -- 00:01:13.535 Our purpose has endured for several years now, and our core strategy is to repurpose 00:01:13.535 -- 00:01:15.518 and recycle. 00:01:15.518 -- 00:01:20.484 We deliver this to the five elements of our strategy as detailed in the graphic. 00:01:20.484 -- 00:01:23.689 However, you can't deliver everythin...