One and one Green Technologies (YDDL) 12th Annual Waste & Environmental Services Symposium summary

Strategic positioning and business model

• Operates as a pure-play Asia-Pacific recycler with a unique regulatory moat, processing 25,000 tons annually with capacity for 300,000 tons.

• Holds the only Philippine government-issued, Basel Convention compliant hazardous waste import license, creating a significant barrier to entry.

• Expanding into overseas markets like South Korea and Japan, and adopting advanced techniques to extract precious metals for high-margin revenue.

• Plans to acquire a bulk carrier terminal to save $5 million annually per 100,000 tons shipped.

• Sustainability is central, with recycling copper saving 85% of energy and reducing CO2 emissions by 65%.

Market environment and demand drivers

• Benefiting from a global copper deficit, with recycled copper production expected to grow 6% next year.

• Philippines' construction market is valued at over $43 billion, growing at 6.7% annually, driving local copper demand.

• Local recycling market is fragmented, with strict oversight consolidating share for licensed operators.

• AI infrastructure build-out and renewable energy transition are increasing demand for copper and aluminum.

• Customers are locking in long-term contracts and demanding faster deliveries due to surging demand.

Financial performance and operational resilience

• H1 2025 revenue reached $28.1 million, up 51% year-over-year; net income was $3.8 million, up 60%.

• Gross margin expanded by over 340 basis points to 35.3%.

• Holds $50 million in assets, $23 million in equity, and carries zero interest-bearing debt.

• IPO'd on NASDAQ in the past fall, with an $800 million market cap and net cash position.