Edison Initiates Coverage on One and One Green Technologies with a US$8.3 Base Case Valuation

NEW YORK, April 16, 2026 (GLOBE NEWSWIRE) — Octans Capital, the exclusive Asia-Pacific strategic partner of Edison Group, today highlights that Edison Investment Research has initiated coverage on One and One Green Technologies, Inc. (NASDAQ: YDDL), a Philippines-based e-waste and scrap metal recycler focused on the circular metals value chain. In its initiation report, Edison highlights the company’s differentiated positioning, supported by its regulatory standing in the Philippines, proprietary processing technology, 300ktpa processing capacity and 1Mtpa permitted capacity, as well as exposure to structural growth tailwinds linked to tightening global copper supply.

According to the report, YDDL benefits from a unique regulatory moat as the holder of the only government-issued Hazardous Waste Import and Deep Processing/Smelting Licence into the Philippines under the Basel Convention framework, enabling access to high-value feedstock from developed markets. Edison also identifies the company’s proprietary technology and environmental compliance capabilities as key differentiators in its operating model.

Edison further notes YDDL’s strong financial momentum. The report cites FY2024 revenue of US$53.5 million, representing a 30% year over year increase, For the first half of 2025, revenue rose 51% to US$28.1 million, while net income increased nearly 60% to US$3.8 million, driven by improved product mix and a greater contribution from higher-value copper alloy products.

The report also outlines long-term demand drivers including electrification, renewable energy and AI-driven data center expansion, which Edison believes support a constructive outlook for recycled copper and related metals. Using a discounted cash flow methodology, Edison derived a base-case valuation of US$8.3 per Class A share, or US$6.8 per share on a fully diluted basis.

The full report is available on Edison’s website at:

https://www.edisongroup.com/research/a-licensed-play-on-a-copper-deficit/BM-2895/

The report was prepared and published by Edison Investment Research.

About Octans Capital
Octans Capital supports enterprises from pre-IPO to long-term growth with expert capital markets advisory and investor relations. Their strategies have driven successful IPOs, SPACs, M&As and private exits. Octans helps top executives and investors strengthen their market presence through expert storytelling, strategic communication and deep industry connections. By pairing top-tier expertise with hands-on leadership, Octans ensures deep business insight and long-term value, driving retention rates well above industry norms.

Investor Relations Contact
Serena Huang
Octans Capital Group
Email: serena.huang@octanscap.com


Media gallery