Sims Limited chart

Last update: 2021-02-19
Key statistics and financials
Revenue per share 46.92
Dividend & Yield1.00$ (6.53%)
Beta 1.45
Market capitalization 3.11B
Operating cash flow 547.8M
ESG Scores unknown

Company description

Sims Limited engages in buying, processing, and selling ferrous and non-ferrous recycled metals in Australia, Bangladesh, China, Turkey, the United States, and internationally. The company operates through six segments: North America Metals, Investment in SA Recycling, Australia/New Zealand Metals, UK Metals, Global Trading, and Sims Lifecycle Services. It is involved in the collection, processing, and trading of iron and steel secondary raw materials; and other metal alloys and residues, principally aluminum, lead, copper, zinc, and nickel bearing materials. The company also engages in the provision of environmentally responsible solutions for the disposal of post-consumer electronic products, such as information technology assets recycled for commercial customers; and environmentally responsible recycling of negative value materials, including electrical and electronic equipment. In addition, it provides secondary processing and other services comprising recycling of municipal curbside materials, stevedoring, and other sources of service. Sims Limited was founded in 1917 and is headquartered in Mascot, Australia.

Sector: Basic Materials - Industry: Steel

Financial Ratios
Quick Ratio1.05
Working Capital0.34
Return On Equity0.11
Debt To Equity0.11
Fixed Asset Ratio0
Fixed Interest Cover7.85

Financial data

Financial Statements

Cashflow Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Change To Liabilities -89.3M -79.1M 268M 28.8M
Total Cashflows From Investing Activities -194.1M -28.5M -126.9M -274.8M
Net Borrowings -5.7M 15.8M 51.1M 35.1M
Total Cash From Financing Activities -131.4M -67.9M 10.4M -259.7M
Change To Operating Activities -39.7M -15.4M 49M 51M
Issuance Of Stock 1.7M 1.7M
Net Income 152.6M -265.3M 229.4M 599.3M
Change In Cash 43.8M -155.6M 13M 12.5M
Effect Of Exchange Rate 9.2M 6.1M 100k -800k
Total Cash From Operating Activities 360.1M -65.3M 129.4M 547.8M
Depreciation 133.1M 204.5M 193.3M 202.8M
Change To Account Receivables 100.4M -18M -247.9M -34.4M
Other Cashflows From Financing Activities -200k -800k -1.3M -1.3M
Change To Netincome -15.2M 122.3M -86.4M -180.8M
Capital Expenditures -197.1M -140.5M -128.6M -274.7M

Income Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Research Development
Income Before Tax 218.3M -252.9M 302.5M 757.6M
Net Income 152.6M -265.3M 229.4M 599.3M
Selling General Administrative
Gross Profit 776.3M 530.6M 852.2M 1.15B
Ebit 140.1M -190.2M 110.7M 387.6M
Operating Income 140.1M -190.2M 110.7M 387.6M
Interest Expense -7.9M -15.4M -14.1M -19.8M
Income Tax Expense 65.7M 12.4M 73.1M 158.3M
Total Revenue 6.65B 4.92B 5.93B 9.28B
Cost Of Revenue 5.88B 4.39B 5.07B 8.13B
Total Other Income ExpenseNet 78.2M -62.7M 191.8M 370M
Net Income From Continuing Ops 152.6M -265.3M 229.4M 599.3M
Net Income Applicable To Common Shares 152.6M -265.3M 229.4M 599.3M

Balance Sheet Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Total Liabilities 886.7M 1.22B 1.56B 1.9B
Total Stockholder Equity 2.3B 1.98B 2.12B 2.54B
Other Current Liabilities 251.3M 185.2M 279.1M 357.3M
Total Assets 3.19B 3.21B 3.68B 4.44B
Common Stock 2.75B 2.73B 2.73B 2.58B
Other Current Assets 3M 3.7M 32.7M 42.4M
Retained Earnings -687.8M -1.02B -821.6M -371.4M
Treasury Stock 236.3M 266.9M 212.9M 325.7M
Cash 382.9M 227.3M 240.3M 252.8M
Total Current Liabilities 658.7M 535.6M 850.7M 1.03B
Other Stockholder Equity 236.3M 266.9M 212.9M 325.7M
Property, Plant, and Equipment 1.27B 1.5B 1.4B 1.61B
Total Current Assets 1.23B 974.8M 1.53B 1.77B
Net Tangible Assets 2.1B 1.92B 2.03B 2.4B
Net Receivables 356.3M 368.9M 574.5M 657.7M
Accounts Payable 328M 223.9M 392.4M 454M


Insider Transactions

Here are the insider transactions of stock shares related to Sims Limited:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Field (Alistair)Other at price 11.09 per share.D2021-08-31Chief Executive Officer35.66k
Mikkelsen (Stephen)D2021-06-30Chief Financial Officer21.8k
Skurnac (Stephen)D2021-06-30Divisional Officer35.25k
Gorman (Thomas Joseph)Purchase at price 10.32 per share.D2021-02-19Independent Non-Executive Director4k
Field (Alistair)D2020-08-31Chief Executive Officer76.18k
Skurnac (Stephen)D2020-06-30Divisional Officer41.93k
O'Toole (Deborah M)Purchase at price 4.43 per share.D2020-03-17Independent Non-Executive Director1k
Brunsdon (Geoffrey Norman)Purchase at price 6.27 per share.D2020-03-04Chairman of the Board3k
O'Toole (Deborah M)Purchase at price 6.52 per share.D2020-03-03Independent Non-Executive Director2k
Brunsdon (Geoffrey Norman)Purchase at price 7.16 per share.D2020-02-21Chairman of the Board3k
DiLacqua (John Thomas Jr)D2019-08-31Retired2.5k
Field (Alistair)D2019-08-31Chief Executive Officer24.07k
Field (Alistair)D2019-08-30Chief Executive Officer24.74k
Skurnac (Stephen)D2019-06-30Divisional Officer40.86k
O'Toole (Deborah M)Purchase at price 6.53 per share.D2019-05-14Independent Non-Executive Director2k
Kane (Michael P)Purchase at price 7.41 per share.D2019-04-26Director (Independent)2k
Bass (Robert J)D2019-01-01Former20k
O'Toole (Deborah M)Purchase at price 7.46 per share.D2018-12-18Director (Independent)2.5k
Bass (Robert J)Purchase at price 9.16 per share.D2018-11-12Director (Independent)2k
Thompson (James Theodore)Purchase at price 8.66 per share.D2018-10-17Director (Independent)4k
Field (Alistair)Sale at price 8.61 per share.D2018-10-04Chief Executive Officer8.22k
Field (Alistair)D2018-10-02Chief Executive Officer17.23k
Field (Alistair)Sale at price 8.58 per share.D2018-09-25Chief Executive Officer12.9k
O'Toole (Deborah M)Purchase at price 9.12 per share.D2018-09-10Director (Independent)2k
Brunsdon (Geoffrey Norman)Purchase at price 9.14 per share.D2018-09-06Chairman of the Board5k
Field (Alistair)Sale at price 9.07 per share.D2018-09-06Chief Executive Officer30.41k
Field (Alistair)D2018-08-31Chief Executive Officer83.65k
Brunsdon (Geoffrey Norman)Purchase at price 9.80 per share.D2018-08-27Chairman of the Board6k
Schmiedel (William)D2018-06-30Divisional Officer4.53k
Skurnac (Stephen)D2018-06-30Divisional Officer31.33k
Field (Alistair)Purchase at price 10.58 per share.D2017-10-03Chief Executive Officer17.24k
Field (Alistair)D2017-08-31Chief Executive Officer34.76k
Claro (Galdino J)D2017-08-03Former96.5k
Knechtel (Fred)D2017-06-30Chief Financial Officer4.96k
Schmiedel (William)D2017-06-30Divisional Officer21.46k
Skurnac (Stephen)D2017-06-30Divisional Officer6.63k
O'Toole (Deborah M)Purchase at price 5.04 per share.D2015-12-01Director (Independent)5k
Claro (Galdino J)D2015-12-01Chief Executive Officer58.25k
Thompson (James Theodore)Purchase at price 5.37 per share.D2015-11-19Director (Independent)10k
Bass (Robert J)Purchase at price 5.18 per share.D2015-11-18Director (Independent)3k
Claro (Galdino J)Sale at price 8.98 per share.D2014-12-05Chief Executive Officer20k
Bass (Robert J)Purchase at price 8.84 per share.D2014-12-03Director (Independent)2k
Claro (Galdino J)D2014-12-01Chief Executive Officer58.25k
Nelson (Georgia)Purchase at price 8.96 per share.D2014-11-28Director (Independent)6.7k
Ridout (Heather)Purchase at price 8.91 per share.D2014-11-25Director (Independent)5k
O'Toole (Deborah M)Purchase at price 9.12 per share.D2014-11-19Director (Independent)3k
Bobins (Norman R)D2014-11-13Former54.6k
Bass (Robert J)Purchase at price 10.75 per share.D2014-09-11Director (Independent)2.4k
Bobins (Norman R)D2014-03-21Director (Independent)54.6k
Morris (Gerald E)D2014-03-20Director (Independent)20k
Thompson (James Theodore)D2014-03-14Director (Independent)12k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Sims Limited. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Sims Limited

Here is the result of two systematic investment strategies applied to Sims Limited. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Sims Limited

The following chart shows the equity curve of the two systematic investment strategies applied to Sims Limited:

Sims Limited automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 20.08% on the backtest period.

Performance at glance

Performance

20.08 %

Latent gain

449.02 $

Invested capital

2236.68 $

Annualized return

4.9 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Sims Limited

This is the result of two momentum investment strategies applied to Sims Limited. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Sims Limited

The following chart shows all the entries opened by the momentum investment system on Sims Limited:

Sims Limited momentum entries
  • The first momentum investment strategy would give 18.16% of return on Sims Limited. That represents 862.12$ of latent gain with 4747.73$ of employed capital.
  • The second momentum investment strategy would give 14.31% of return on Sims Limited. That represents 609.56$ of latent gain with 4259.84$ of employed capital.
Performance at glance (1Q Momentum)

Performance

18.16 %

Latent gain

862.12 $

Invested capital

4747.73 $

Annualized return

4.03 %
Performance at glance (2Q Momentum)

Performance

14.31 %

Latent gain

609.56 $

Invested capital

4259.84 $

Annualized return

3.95 %

Momentum equity curve on Sims Limited

The following chart shows the equity curve of the two momentum strategies applied to Sims Limited:

Sims Limited momentum equity

Note: the dividends potentially given by Sims Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Sims Limited

The following chart shows the employed capital evolution of the two momentum strategies on Sims Limited since the beginning:

Sims Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Sims Limited

Buy the dip entry openings on Sims Limited

Sims Limited

The performance achieved by the robo-advisor on Sims Limited is 8.46%. That represents 62.64$ of latent gain with 740.56$ of employed capital. The following chart shows Sims Limited stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Sims Limited, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

8.46 %

Latent gain

62.64 $

Invested capital

740.56 $

Annualized return

4.03 %

Equity curve of the strategy applied to Sims Limited

The following chart shows the result of the investment strategy applied to Sims Limited:

Sims Limited

Note: the dividends potentially given by Sims Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Sims Limited

The following chart shows the employed capital evolution since the beginning of the investment strategy on Sims Limited:

Sims Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Sims Limited

In this section, I will compare the three previous investment strategies applied to Sims Limited.

Equity curve comparison on Sims Limited

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Sims Limited investment strategy comparison

Employed capital comparison on Sims Limited

Sims Limited investment comparison

Performance comparison on Sims Limited

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 20.08% 449.02$ 2236.68$ 4.9%
Momentum 1 quarter 18.16% 862.12$ 4747.73$ 4.7%
Momentum 2 quarters 14.31% 609.56$ 4259.84$ 3.95%
Non-directional 8.46% 62.64$ 740.56$ 4.03%
Annualized return comparison

Automatic investment

4.9 %

Momentum 1Q

3.95 %

Momentum 2Q

3.95 %

Non-directional

4.03 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Sims Limited:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Sims Limited and the other stocks. There may be false positives or some missing correlated stocks. If the price of Sims Limited does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Sims Limited
Country Australia
City Mascot
Address 189 O’Riordan Street
Phone 61 2 8113 1600
Website www.simsmm.com
FullTime employees 4071
Industry Steel
Sector Basic Materials
Exchange XASX
Ticker SGM.XASX
Market www2.asx.com.au

Sims Limited ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown