One And One Green Technologies (YDDL)

NASDAQ: $YDDL | The Only Licensed Secondary Copper Producer from E-Waste in Philippines

300K Ton/Yr Capacity

$0 Debt

$65.8M FY'25 Revenue | +82% Net Income

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL 📢 H1 2026 results released.
Revenue $33.38M (+18.7% YoY),
Net Income $4.49M (+17.4% YoY).
Copper alloy revenue +38.9% YoY.
Margin pressure temporary; aluminum line restarted July. Management expects H2 margin recovery.
https://t.co/90vEx0BtXl

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL One and One Green Technologies has secured over 2,000 tons of raw materials for its new metals‑recovery line in the Philippines.

Smelting equipment installation is underway, production targeted before end‑2026. The line will recover copper, nickel, gold & silver from electronic & metal sludge.

🔗https://t.co/TFvh8aBLcm

#MetalRecycling

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL One and One Green Technologies Announces Major Shareholders Voluntarily Extend Share Lock-Up for 6 Months
Key Highlights:
✅ Holders owning ≥5% outstanding Class A shares agreed to lock-up extension
✅ Lock-up period: July 9, 2026 – Jan 9, 2027
✅ Participating shareholders hold ~67.7% total outstanding shares (31M Class A shares)
Major stakeholders show strong long-term confidence in our recycling vertical integration, resource recovery expansion & sustainable shareholder value creation.
Read full release: https://t.co/y1Cs78Ppno
#Nasdaq #Recycling #GreenTech #HazardousWaste #Philippines

[One And One Green Technologies (YDDL) @OneAndOneGreen]

NASDAQ: $YDDL | One and One Green Technologies Inc. is pleased to announce substantial completion of our proprietary in-house chemical testing laboratory at our Bulacan, Philippines recycling complex, set for full commissioning and operational launch shortly.
Built for end-to-end vertical QC: incoming raw waste inspection, in-production real-time monitoring & finished recycled metals certification, this in-house lab eliminates third-party testing reliance to upgrade quality consistency, export regulatory compliance & cost control across our core projects—Luzon mine tailings recycling, Metro Manila e-sludge/copper-nickel sludge processing lines.
From an IR perspective, this self-owned QA infrastructure builds durable competitive moat amid rising global recycled metal quality standards, supporting sustained margin stability & long-term revenue expansion for shareholders.
#GreenRecycling #CircularEconomy #PhilippinesManufacturing #ESGInvesting

[One And One Green Technologies (YDDL) @OneAndOneGreen]

One and One Green Technologies, Inc. has signed a contract for smelting equipment to support electronic, copper, and nickel sludge recovery lines. Production is targeted for the second half of 2026. This development highlights our commitment to advancing sustainable technologies in the recovery of valuable metals. For more details, you can read the full announcement. $YDDL

[One And One Green Technologies (YDDL) @OneAndOneGreen]

@jackprandelli This is missing a fourth: secondary copper.

About 1/3 of refined supply already comes from scrap, and e-waste flows are just starting to scale.

That's every retired phone, server & EV battery with concentrated copper.

Won't replace Chile, but certainly bends the curve.

[One And One Green Technologies (YDDL) @OneAndOneGreen]

@DeItaone BNP's surplus thesis leans on mined supply.

Meanwhile secondary copper from e-waste is the fastest-growing supply segment & behaves differently.

Higher LME pulls more scrap into recycling streams and processor margins live in the spread.

It's a different curve entirely.

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL CEO on the next growth phase: 300,000 tons of annual permitted processing capacity, a government-issued hazardous waste import license, and proprietary emissions technology approved by the Philippines EMB.

The next build-out: a dedicated lithium battery recycling facility within three years.

Global EV sales exceeded 17 million units in 2024.

First-generation batteries are approaching end of life.

We are positioning now.

[One And One Green Technologies (YDDL) @OneAndOneGreen]

A single modern hyperscale data center can require thousands of tons of copper for power distribution and cooling, as well as substantial amounts of aluminum and specialized alloys for power infrastructure.

Multiply that across the global build-out, layer it on top of the independent copper and aluminum demand from the EV transition. You have two structural demand drivers operating in parallel, each among the largest demand events in the history of these categories.

I want to be precise about what this means for us. We are not a direct supplier to any hyperscaler. Our customers are manufacturers across the Asia-Pacific.

When global metals demand tightens across the categories we process, that is a condition that favors licensed operators with permitted capacity-rich positions. That is the position we have built. $YDDL

[One And One Green Technologies (YDDL) @OneAndOneGreen]

Highlighting Questions from Today’s Earnings Call

"Recent analyst reports argue that AI is creating a dual shock, compressing margins in software while turning the U.S. hyperscalers into the largest capital spenders in history. Roughly one and a half trillion dollars of hyperscaler CapEx through 2026. Over $650 billion in 2026 alone. A build-out that consumes enormous volumes of copper, aluminum, and specialized alloys. How do you see that affecting demand in your space?"

[One And One Green Technologies (YDDL) @OneAndOneGreen]

Our direct exposure is limited. We sell primarily into Asia-Pacific, not the United States, and our raw material inflows are governed by Philippine customs, not U.S. trade policy.

The indirect picture is more interesting.

When the U.S. applies a 50% tariff on copper articles, it reshapes global metal flows, and some of that supply is now seeking alternative demand in the Asia-Pacific markets we already serve.

Our access to certain categories of waste electronic and metal scrap materials is supported by a bilateral regulatory approval process between the exporting jurisdiction and the Philippines.

Once approved, specific quantities of materials are authorized and designated for delivery to us, which provides supply visibility and helps mitigate raw material cost volatility.

The contrast with Western recyclers operating in a very different cost environment is something we expect to become more visible to institutional investors over the course of 2026.

[One And One Green Technologies (YDDL) @OneAndOneGreen]

Highlighting Questions from Today’s Earnings Call

“On April 6th, the White House expanded Section 232 tariffs on copper, aluminum, and steel to apply to the full customs value of imported articles. 50% on primary metals and 25% on derivatives, with copper scrap exempted. How does a reshuffling of global metals flows of this magnitude affect One & One’s competitive position?”

[One And One Green Technologies (YDDL) @OneAndOneGreen]

The license we hold operates under the Basel Convention, which governs the transboundary movement of hazardous waste worldwide.

In practice, that means a company operating in our space needs authorization from the Environmental Management Bureau of the Philippines, a full permit to operate, a valid discharge permit, and specific import and export permits issued through the Bureau of Customs, and each of those has to be maintained in good standing on an ongoing basis.

These are not routinely granted permits to new entrants.

Our emissions system is reviewed and approved annually by the EMB. The practical effect is that the competitive field in our space is structurally limited, and we intend to continue operating at the highest compliance standard to protect that position.

We view this regulatory footprint as one of the most durable assets the company holds. $YDDL

[One And One Green Technologies (YDDL) @OneAndOneGreen]

Highlighting Questions from Today’s Earnings Call

“I am new to the One and One story. Can you walk us through the regulatory framework for your hazardous waste import license? How difficult is it to obtain and maintain, and how does that shape the competitive dynamics you face in the Philippines?”

[One And One Green Technologies (YDDL) @OneAndOneGreen]

20-F filed.

Full press release below.

https://t.co/K956I8Ss70

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL FY2025 audited results.

- Revenue $65.8M (+23%)

- Net income $11.8M (+82%)

- Gross margin 23.9% (+417bps)

- EPS $0.23.

- Zero interest-bearing debt.

[One And One Green Technologies (YDDL) @OneAndOneGreen]

Edison Investment Research initiates coverage on $YDDL with a base-case valuation of $8.3 per share. The report highlights YDDL's regulatory moat as the sole licensed hazardous waste importer in the Philippines, 300,000 tons per year of processing capacity, and structural exposure to a widening copper supply deficit. Full report: https://t.co/vspfglkjiU

[One And One Green Technologies (YDDL) @OneAndOneGreen]

$YDDL will report fiscal year 2025 financial results before market open on April 28, followed by an earnings call at 8:00 AM ET. Full-year guidance: 22-24% revenue growth, 80-85% net income growth. Submit questions by April 24. https://t.co/xTjBctSoRf

[One And One Green Technologies (YDDL) @OneAndOneGreen]

https://t.co/iZuKRu5PAL

[One And One Green Technologies (YDDL) @OneAndOneGreen]

At One and One Green Technologies we just announced our preliminary FY2025 results.

- Revenue $64.5M-$65.8M (+22-24% YoY)

- Net income $10.8M-$11.8M (+80-85% YoY).

This is our strongest annual performance on record. Full 20-F expected by end of April.

$YDDL