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Edge1 May 2026
Making the Marlboro Man
The story of Marlboro's transformation from a women's cigarette to a global icon: one of the most effective brand repositionings in history.
Sims
Sims (SGM) investor relations material
Sims Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary5 May, 2026
Strategic focus on decarbonisation and circularity
Emphasis on value creation through decarbonisation and circular business models.
Commitment to creating a world without waste to preserve the planet, with a focus on recycling and repurposing materials.
Investment in innovative and agile operations to respond rapidly to market shifts.
Efficient operating model and logistics
Strategic use of Pinkenba and Port Kembla to optimize scrap flows and reduce freight costs.
Efficient transport options leverage both domestic and international scrap sources.
Scalable and replicable capacity supports operational efficiency.
Market performance and revenue drivers
Strong non-ferrous markets, with non-ferrous contributing 49% of HY26 group revenue.
Focus on recovery rates and product mix enhances earnings resilience.
Enhanced commercial strategies capture pricing upside, especially in Zorba pricing.
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Latest events from Sims
- SLS and non-ferrous growth drove profit gains, with a fully franked AUD 0.14 dividend declared.SGM
H1 202613 Apr 2026 - Capital-light growth and margin gains fueled by hyperscaler focus and operational reset.SGMInvestor Day 202625 Mar 2026
- Operational transformation and acquisitions drive margin growth and sustainable earnings.SGMInvestor Day 202624 Mar 2026
- All resolutions passed as strong financial results, AI adoption, and sustainability progress were highlighted.SGMAGM 20253 Feb 2026
- Underlying EBIT fell 83% despite revenue growth, as costs and market headwinds persisted.SGMH2 20241 Feb 2026
- Strong SLS growth, strategic refocus, and all resolutions passed with high shareholder support.SGMAGM 202414 Jan 2026
- Aggressive acquisitions, strong US footprint, and stable margins drive resilient growth.SGMInvestor Day 202515 Dec 2025
- Underlying profit rebounded sharply on North America and SLS growth, despite asset sales.SGMH1 202510 Dec 2025
- Growth driven by decarbonisation, hyperscaler demand, and strategic tech investments.SGMInvestor Day 2025 Presentation25 Nov 2025
Next Sims earnings date
H2 202618 Aug, 2026
Sims
Next Sims earnings date
H2 202618 Aug, 2026
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Amina0781App Store
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@theshortbearx.com
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