To The Moon

$One and one Green(YDDL)$ , a Philippines-based recycler holding a government-issued license in the Philippines to import and process hazardous waste as raw materials, recently announced that its Management Team will participate at the 12th Annual Gabelli Environmental Services Symposium on Thursday, April 9, 2026 in New York City. The formal presentation is scheduled to begin at 1:00 p.m. Eastern Time. The Gabelli Environmental Services Symposium convenes institutional investors, asset managers, and public company executives focused on the environmental services and resource recovery sectors, providing a concentrated forum for in-depth investment dialogue. Registration for in-person or virtual attendance is available at https://gabelli.com/event/

According to the report “Recycled Copper Market: Global Industry Analysis and Forecast (2023–2033)” published by Persistence Market Research, the global recycled copper market is projected to expand from approximately $51.9 billion in 2026 to $105.1 billion by 2033, representing a compound annual growth rate (CAGR) of 10.6%. This growth is primarily driven by accelerating global electrification, expanding demand from renewable energy and electric vehicles, as well as rising copper consumption fueled by AI and data center infrastructure development. Against this backdrop, recycled copper is evolving from a supplementary resource into a critical component of the global copper supply chain. The industry landscape is also consolidating toward companies with regulatory compliance capabilities a

Recent crackdowns in Thailand on illegally imported e-waste, alongside synchronized regulatory tightening in Malaysia and Indonesia regarding transboundary e-waste flows, signal a decisive shift in Southeast Asia. The region is transitioning from a high-opacity, informal circulation model toward a regulatory framework centered on traceability, filing compliance, and environmental processing capabilities. Against this backdrop, the competitive logic of the industry is evolving. E-waste is no longer merely a trade commodity; it has become a critical sector defined by both resource value and regulatory constraints. Future core competitiveness will shift from "the ability to source raw materials" to a comprehensive capability for legal acquisition, standardized processing, and stable delivery.

$One and one Green(YDDL)$ recently announced its plan to strategically enter into the Greater Manila Area’s electronic waste (e-waste) resource recovery market. Leveraging its 1,000,000-ton-per-year hazardous waste treatment permit, the Company will source and process high-value industrial materials, including electronic sludge, copper mud, and nickel mud, from local electronics and plating manufacturers. This initiative puts $One and one Green(YDDL)$ in a strong position to capture a significant share of the Philippines' domestic e-waste market, which is expected to grow from $9.7 billion in 2025 to $22.4 billion by 20311. The Philippines generated an estimated 537,000 metric tons2 of e-waste in 2022, wi

Recently, Morgan Stanley noted in its U.S. equity strategy report that despite rising concerns around the structural impact of artificial intelligence, capital expenditure cycles, and potential labor displacement, its outlook for an “early-cycle, rotational recovery” in 2026 remains unchanged. At the same time, investor attention toward “hard assets” has continued to strengthen, with sectors such as industrials, materials, and metals outperforming in recent months. The report also highlights that companies with relatively higher capital expenditure-to-sales ratios have generally been favored by the market since mid-last year. Key drivers include the onset of a new business and earnings cycle, accelerated data center construction linked to AI, and policy support for investment expansion. Fo

In February this year, Goldman Sachs published a strategy report formally introducing the “HALO Effect” framework—Heavy Assets, Low Obsolescence. The report argues that, as AI infrastructure buildout accelerates and geopolitical forces drive supply-chain reconfiguration, global capital is increasingly rotating away from asset-light technology models and toward businesses backed by physical barriers to entry and tangible assets that are difficult to disrupt technologically. Power infrastructure, industrial capacity, and resource networks are becoming central themes in the next cycle of market attention. The recycled metals industry is, in many ways, a textbook example of this framework in action. Copper is a foundational raw material for AI data centers, grid expansion, and the new energy v

$One and one Green(YDDL)$ recently announced the completion of a strategic technology and equipment upgrade at its San Rafael facility. This investment in advanced processing capabilities is designed to significantly enhance the profitability and environmental performance of its operations, particularly in the high-value printed circuit board (PCB) recycling category. The upgrade includes installing and modernizing a secondary combustion chamber, a surface cooler, and a desulfurization tower. These enhancements are expected to increase the Company’s PCB processing capacity by over 30% and improve the extraction efficiency of precious metals, including gold and silver, by approximately 15-20%, based on internal assessments conducted by the Company.

Against the backdrop of global supply chain restructuring and an accelerated green transition, the recycled metals industry is entering a new stage of development. The International Copper Study Group (ICSG) forecasts that by 2026, the global refined copper market will shift from a surplus to a marginal deficit, tightening supply-demand dynamics. Concurrently, United Nations data reveals that global electronic waste has surpassed 60 million tons and continues to climb, yet recovery rates remain significantly underdeveloped. Consequently, the strategic importance of resource circularity is becoming increasingly prominent. Industry experts generally contend that as primary mineral production faces inherent growth constraints, the role of recycled metals within the global supply ecosystem is

One and One Green Technologies. INC ($One and one Green(YDDL)$ ), a Philippines-based recycler licensed to import and convert hazardous waste streams into valuable nonferrous metals, recently announced its first supply agreement in Europe, expanding beyond the Asia-Pacific markets. The Company has entered into a supply agreement with a Madrid-based electronic waste recovery specialist, to source high-quality e-waste from Spain. This supply agreement establishes One and One's first European procurement channel with an initial shipment of 22 metric tons to be delievered to Manila North Port. This agreement establishes a new supply channel for One and One to participate in Europe's e-waste recycling market, which is being driven by the European Commi

Amidst the global tide of green industrial transformation, the resource recycling industry is undergoing a paradigm shift from "primary sorting" to "high-precision deep processing." In this transition, Southeast Asia-based $One and one Green(YDDL)$ is rapidly emerging as a benchmark for the circular economy in the Asia-Pacific region, powered by its unique compliance architecture and technical roadmap. Management’s Long-termism and Business Insight The rise of YDDL is no accident. Its management team exhibits classic "long-termist" traits, with core members possessing decades of multinational management experience in the resource recovery sector. This profound background translates into a powerful influence over global metal supplier networks and