Sims Ltd North America Metals Investor Day Transcript
Good morning everyone, and, welcome to Houston.
Today is going to be a challenging day. The wait times at the airport are 4.5 hours, so, we've done a slight alteration to today's schedule.
Pretty much a lot of it is, as we present. So 8 o'clock, we'll go through the NAM business. We're allowing around about 40 minutes for the presentation, 20 minutes of Q&A. 9 o'clock, we'll move over to the SAR business.
Again, same sort of broad format. It says there, we're going to leave on the bus at 10:30. Let's make sure we're on the bus at 10:0 to be frank, because even at that point, I think we've still got a reasonable chance of missing our flight. Fortunately, there is another couple of flights after hours.
So I'm going to, first do a quick introduction on, NA and then hand over to Rob. I think we need to address this question right up front. I'm sure it's on everybody's mind. What has been the impact of the Middle East on our operations? Well, to date, that that impact
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