Ko Sheryl tōku ingoa, ā, ko au hei kaiwhakahaere māu i tēnei rā. I tēnei wā, kei te aratau whakarongo-anake ngā kaiuru katoa. Ā muri ake nei, ka whai wā pātai me whakautu tātou [Ngā Tuhipoka ki ngā Kaiwhakahaere].
Ka tukuna atu e au te waea ki a Brad Wise, te Tumu Whakarae Tuarua o te Rautaki Mamati me ngā Hononga Kaipakihi. E Mr. Wise, ka taea e koe te tīmata.
Ngā mihi nui ki a koe, e Shirley. Mōrena, nau mai haere mai ki te Huihuinga Whiwhinga Moni o te Hauwhā Tuawhā me te Tau Katoa 2021 a NOW Inc. Ngā mihi nui ki a koe mō te whakauru mai ki a mātou me tō hiahia ki a NOW Inc. Kei ahau i tēnei rā ko David Cherechinsky, te Perehitini me te Tumu Whakahaere Matua, me Mark Johnson, te Tumu Whakahaere Tuarua Matua me te Tumu Whakahaere Pūtea. Ko te nuinga o ā mātou mahi he rite ki ngā waitohu DistributionNOW me DNOW, ā, i roto i tā mātou kōrero i tēnei ata, ka rongo koe i a mātou e kōrero ana mō DistributionNOW me DNOW, ko ā mātou tohu NYSE ēnei.
Kia mōhio mai koe, ko ētahi o ngā kōrero ka tukuna e mātou i te wā o te hui waea, tae atu ki ngā whakautu ki āu pātai, tera pea kei roto ngā matapae, ngā matapae me ngā whakatau tata, tae atu ki ngā kōrero mō ngā tūmanakohanga pakihi a tā mātou kamupene, engari kāore i te herea ki ēnei. He kōrero tirohanga whakamua ēnei i roto i te tikanga o ngā ture haumaru ā-motu o Amerika, i runga i ngā mōhiohio iti noa iho i tēnei rā, ā, ka taea te whakarerekē. Kei raro i ēnei he mōrearea me ngā āwangawanga, ā, tera pea he rerekē ngā hua tuturu. Kaua tetahi e whakaaro ka noho tonu ēnei kōrero tirohanga whakamua i muri mai i te hauwhā, i muri mai rānei i te tau. Kāore mātou e whai kawenga ki te whakahou, ki te whakatika rānei i tētahi kōrero tirohanga whakamua mō tētahi take. Hei tāpiri, kei roto i tēnei hui waea ngā mōhiohio wā-tairongo, ā, e whakaata ana i te whakatau pai a te whakahaere i te wā o te hui waea ora. Tirohia ngā Puka 10-K me te 10-Q hou a NOW Inc. kei roto i te kōnae ki te Securities and Exchange Commission mō tētahi matapakinga taipitopito ake mō ngā āhuatanga mōrearea matua e pā ana ki tā mātou pakihi.
Kei roto i tā mātou tukunga whiwhinga moni, i runga rānei i tā mātou paetukutuku i ir.dnow.com, i roto rānei i ā mātou tuhinga ki te SEC ētahi atu kōrero me ngā kōrero pūtea me ngā kōrero whakahaere tāpiri. Hei whakarato i ngā kōrero tāpiri e pā ana ki tā mātou mahi i whakatauhia i runga i te US GAAP, me mōhio koe ka whakaaturia hoki e mātou ngā mehua pūtea kore-GAAP, tae atu ki te EBITDA, kāore i te whakaurua ētahi atu utu, e kiia ana ko te EBITDA; Te moni whiwhi kupenga, kāore i te whakaurua ētahi atu utu; ngā whiwhinga moni kua whakawhāititia mō ia hea, kāore i te whakaurua ētahi atu utu. Kāore ia e whakaurua te pānga o ētahi atu utu, nō reira kāore i te tatauhia i runga i te GAAP. Kia pai ake ai te whakataurite ki te aromatawai a te whakahaere i te mahi a te kamupene, kia pai ake ai te whakataurite i tā mātou mahi ki te mahi a ngā kamupene hoa mō te hauwhā tuawhā me te tau katoa i mutu i te 31 o Tīhema, 2021, kāore te EBITDA kāore i te whakaurua ētahi atu utu. Kei roto ko te whakapaunga utu hea kore-moni. Kua whakatikatikaina ngā wā o mua kua pūrongohia kia rite ki ngā whakaaturanga o te wā o nāianei.
Tirohia te whakatauritenga o ia o ēnei mehua pūtea kore-GAAP ki tana mehua pūtea GAAP tino rite, me ngā mōhiohio tāpiri i whakaratohia i te mutunga o tā mātou tukunga whiwhinga moni. Mai i tēnei ata, kei roto i te wāhanga Whakapānga Kaipakihi o tā mātou paetukutuku he whakaaturanga e kapi ana i ā mātou hua hauwhā me te tau katoa 2021 me ngā kaupapa matua. Ka tukuna anō te waea hui o te rā nei ki te paetukutuku mō ngā rā 30 e whai ake nei. Kei te whakamahere mātou ki te tuku i tā mātou Puka 10-K mō te hauwhā tuatoru 2021 i tēnei rā, ka wātea hoki i runga i tā mātou paetukutuku.
Ngā mihi, e Brad, me ngā mihi o te ata ki a koutou katoa. I roto i tā mātou waeatanga whiwhinga moni i te tau kua pahure ake nei, i a mātou e ora ake ana i te tau i pāngia ai te umanga e ngā mākete me ngā āhuatanga kino rawa atu, i tere te whakautu a DNOW me te whakatau ki te tiaki i tana hua me te whakatakoto i te turanga mō te oranga o muri mai. Pūtake. E whakapono ana mātou kua tino rerekē te mākete me ā mātou tikanga whakapau moni a ngā kiritaki i taua wā, ā, me mahi whakatau ki te tautuhi anō i tā mātou pukapuka mahi kaiwhakarato, hoko me te whakauru kiritaki, me te whakarerekē i tā mātou tauira whakahaere kia urupare i te tīmatanga o te oranga o te ōhanga. Puāwai. Ko ngā hekenga ōhanga e whakaoho ana i te huringa, ā, i kite ahau i konei i tēnei ata, i miharo ki ngā wāhine me ngā tāne pūkenga, arotahi ki te kiritaki a DNOW, kāore i te awhi noa, engari i akiaki i te huringa. Ko ngā hua o ā mātou whakataunga i ngā tau e rua kua pahure ake nei e kitea ana ehara i te mea i te ao me te pō te whakapainga o te mahi pūtea, engari i roto hoki i te pūkenga, te hihiri me te kaha o tā mātou tīma ki te tuku i ngā otinga tino pai e hiahiatia ana e ā mātou kiritaki i roto i te taiao ahotea mekameka tuku.
I te hauwhā tuatahi o tēnei tau, ka tīmata mātou ki te mahi i tō mātou Permian Supercenter hou i Odessa, Texas. Ka whakawhānui ake tēnei whare i tō mātou tūranga me te haumitanga ki waenganui o tētahi o ngā rohe whakaputa hinu tino pukumahi i te United States. He kaha te noho ki roto i tō mātou wāhi hiko me te kaha rawa tautoko o Odessa Pumps, Flexible Flow, Power Services me TSNM Fiberglass, he ingoa kaha me te whai hua e kukume ana i ngā kiritaki e whakakaha ana i tō mātou waitohu i te Permian. I roto i te hauwhā, kei te whakamahere mātou ki te whakatuwhera i tētahi pokapū tere hou i te rohe hei tautoko i ō mātou kiritaki i te mea ka piki haere tā rātou kaupapa keri. Ka tautokona tēnei wāhi e te Supercenter hei huarahi ki te whakawhāiti i te whakatutukitanga me te whakanui ake i te whai huatanga me te whakahōhonu ake i te whanaungatanga ki ngā kiritaki e whaia ana.
Ināianei, me te haere tonu o ā mātou hua, kua heke te moni whiwhi o te hauwhā tuawhā mā te 2% ki te $432 miriona i te mutunga o te aratohu i tukuna e mātou i tā mātou waea whakamutunga. Ko te moni whiwhi mō te tau katoa o te tau 2021 he $1.632 piriona, he pikinga o te $13 miriona, 0.8% rānei i te tau 2020 ki te whakataurite ki te tau o mua, e whai wāhi ana ki te tau 2020 i runga i te whakaaro ki te mahi kaha i mua i te COVID o te $604 miriona i te 1Q20 37% o te moni whiwhi ā-tau, he mea tika kia mōhiotia. Arā, mō ngā marama e iwa i mutu i te 31 o Hakihea, 2021, ko te kore aro ki te moni whiwhi o te hauwhā tuatahi mō ia tau kua piki ake i te $256 miriona, 25% rānei, mai i te tau i mua. I te 4Q21, i whānui anō te tawhē whānui ki te teitei rawa atu o te 23.4%, he pikinga 150bps i ia wā. Koinei te hauwhā tuawhā karapīpiti o ngā tawhē whānui rekoata me te pikinga rekoata 21.9% i roto i ngā tawhē whānui mō te tau katoa o te tau 2021. Kei roto tātou i tētahi taiao pikinga utu, ā, ka whai hua tātou i tēnā. Engari Ko tēnei mahi he hua nō tētahi tukanga whiriwhiri āta, ā, kua hanga e mātou he whanaungatanga ki ngā kaiwhakarato rongonui e hanga ana i ngā hua kounga teitei, e whakaute ana, e utu ana hoki i te tauutuutu pērā i a mātou. Ko te nui ake o ngā hoko ka taea e mātou te kohikohi me te tohatoha ki ō mātou hoa kaiwhakarato, ka nui ake te hua e wātea ana, ngā painga whakahoki me te utu hua, ā, ka nui ake te painga o ā mātou kiritaki i te wātea i roto i tētahi taiao whakakī hou.
Nā te mea he whiriwhiri mātou i ngā raina hua, ngā pakihi, ngā wāhi me ngā kaiwhakarato ka tautokohia, ka whaia hoki e ngā kiritaki. Ka taea e mātou te whakapiki ake i te utu raina hua puta noa i te ranunga whānui o ngā tawhē hua nā te mea e pai ake ana mātou ki ngā hua whai hua ake, ā, ka whakapiki ake i ngā utu, ka tukuna atu rānei ngā hua iti ake te hua. Inaianei kei reira ētahi kōrero mō te rohe. Mō US Energy, ko te whakahaere i te whakapaipai o ngā kiritaki te mea nui o tā mātou mahi i te mea e pupuri ana ngā kaiwhakahaere ratonga i te whakaputa me te whakahoki moni ki ngā kaipupuri hea. E ai ki tā mātou kōrero mō ngā waea o mua, kua akiakihia e te whanonga o ngā kaiwhakahaere tūmatanui ngā kaihanga hinu me te hau tūmataiti ki te ārahi i te tipu o te tatau o ngā taputapu. I roto i te hauwhā me te tau 2021, i haere tonu mātou ki te arotahi me te whakatipu i tā mātou wāhanga o ngā kaiwhakahaere tūmataiti mā te tuku i ngā takirere paipa me ngā taputapu mō ngā hononga pane puna me ngā whakaurunga pākahiko tāke. Kei te haere tonu te angitu tahi o ā mātou kiritaki ratonga mekameka tuku whakauru i a mātou e whakarato ana i ngā ratonga tāpiri uara hei āwhina i ā mātou kiritaki ki te whakaiti i ngā utu hiki me te whakatutuki i ā rātou mahere whakaputa. Hei tauira, kua ahu whakamua mātou i roto i tā mātou kaupapa whakahaere rauemi taputapu hei tautoko i te pikinga o ngā mahi whakapaunga whakapaipai tiaki i ētahi kaihanga E&P nui.
Hei akiaki i te tipu tae noa ki te tau 2022, i whiwhi mātou i ētahi kirimana PVF hou i roto i te hauwhā, tae atu ki tētahi kaihanga motuhake nui me ngā rawa i te Permian, me tētahi mahi tika-ki-kirimana me te kaha ki te whakanui ake mai i te wāhanga tuatahi. Whakaaetanga Tuku Pakihi Tango Ritiumu. I te Tonga-mā-rāwhiti, i whiwhi mātou i tētahi ota mai i tētahi kaihanga papa motuhake i te Moana-a-Kiwa o Mehiko me te rere o te kaihanga ki āna rawa paipa i pakaru i te Āwhā Ida Akuhata. Kua whakaratohia hoki e mātou he PVF mō ngā whakatikatika teihana compressor maha i pāngia hoki e te kino o te āwhā. I kite mātou i te pikinga o ngā mahi me tētahi ota mai i tētahi kaihanga motuhake nui mō ngā whare puna e toru i te rohe whakaputa hau o Haynesville. I te tipu haere tonu o ngā hoko waenga-awa, e tumanakohia ana ka kite mātou i te haere tonu o te tere i te mea he keri me ngā pūnaha kohikohi, e whakanui ake ana i te whakamahinga o te kaha tango waenga-awa, e akiaki ana i te haumi nui ake ki ngā kaupapa tiaki waenga-awa me te capex. Ko te whakapaunga a ā mātou kiritaki waenga-awa i aro nui ake ki te hau māori me ngā kaupapa wai whakaputa e pā ana, he mea nui tēnei i ngā hauwhā o mua.
I roto i ngā mahi a Marcellas, Utica me Haynesville, kua whakaratohia e mātou ki ētahi kaihanga hau he kete hanga reti me ngā kete kaiwhiwhi tuku. Ka whakaratohia e mātou he takirere whakaoho mō ētahi kaupapa whakawhānui raina tuku NGL, ka whakaratohia e mātou he tautoko hangarau mō te tono hua me te tautoko ratonga mara mō te tāutanga takirere, te whakamātautau, te tīmatanga me te tono. Ka whakaratohia e mātou he paipa, he takirere whakaoho me ngā taputapu whakauru ki te maha o ngā ratonga hau maori i Midwest me Rocky Mountains. I te tahuritanga ki US Process Solutions, kua kite mātou he pai ake ki ētahi o ā mātou kiritaki te keri me te whakaoti i ngā mahi e whakaiti ana i te hiahia mō ā mātou taputapu hurihuri me te hanga nā te mea kei te wātea ngā kaha whakawhiti me te tukatuka. Heoi, kei te tīmata mātou ki te kite i te pikinga o ngā ota i te mea ka neke ngā kaupapa tahi a ngā kiritaki ki ngā rohe he iti ake te hanganga o nāianei. Ko ētahi o ngā kaupapa rongonui i tutuki i te hauwhā ko te whakahou papu mō ētahi tono tukatuka me te whakawhiti rauemi i ngā whare hanga hinu i Rocky Mountains, ā, i tukuna e mātou he huinga o te wehenga koranu teitei me ngā takirere whakahaere mō tā mātou kaupapa maina trona i te tonga-mā-uru o Wyoming.
I tīmata anō ngā mahi i roto i te Pauka Awa ki te tīmata anō i te tukunga atu o ētahi wehewehenga-toru-wāhanga me ngā takirere me ngā taputapu ki tētahi kaiwhakahaere nui motuhake, me tētahi kete maimoatanga tote ki tētahi atu kaiwhakahaere E&P. Kei te piki tonu te tono mō ā mātou kete hau kōpeke me te whakamaroke taputapu i te mea ka whakakapia e ngā kaiwhakahaere ngā pūnaha hau ki ngā pūnaha hau kōpeke hei whakakore i ngā tukunga hau kati kōtuhi. I te Permian, kua tukuna atu e mātou he maha ngā whata paipa, ngā paheke papu ki tētahi kaiwhakahaere nui, ā, kua wehea mātou mai i tā mātou whare hanga Tomball Texas, ā, he maha ngā ota i riro mai i a mātou mō ngā whakamahana hou, ngā oko tukatuka me ngā wehewehe. Kua angitu tā mātou whakawhānui ake i ā mātou reti jet pup waipēhi, me te whakakapi i ngā tono ESP me te mahi nui ake i runga i ngā kōwhiringa reti ngāwari ake i te mea kua awhi ngā kaiwhakahaere i tā mātou otinga.
I Kanata, i kite mātou i ngā wikitoria nui i te hauwhā, me ngā ota PVF mai i ngā kaihanga onepu hinu nui o Kanata, ngā mōkihi werohanga puna mai i ngā kaihanga o Alberta i te tonga-mā-rāwhiti o Saskatchewan, me ngā hua hiki Artificial mō ngā mahi capex tiaki i waenganui o Kanata. I tukuna e mātou ētahi ota nui mō ngā takirere whakahohe mā te EPC mō tētahi kaiwhakahaere waenga-awa tūmataiti i Alberta. Ko tā mātou wāhanga o te ao te mea i nui te pānga ki te moni whiwhi nā te whakaroa o te mekameka tuku me ngā pānga ki te wātea o ngā kaimahi. Kei te piki haere te mahi mō ngā kaupapa iti ake, me tīmata te whiwhi i te kaha i te mea ka nui ake ngā tīmatanga anō o ngā taputapu i te Middle East. Hei tāpiri, kua piki ake te mahi hōtaka pukapuka mō te maha o ngā EPC e mahi pakihi ana mātou. Ko ētahi o ngā wikitoria rongonui i tēnei hauwhā ko te tuku i te maha o ngā takirere kuaha, ngā takirere ao me ngā takirere tirotiro, ngā taura hiko me ngā hononga mō ngā tipu whakaputa tahi i te UK, ngā taura hiko me ngā hononga mō ngā kaihanga o runga i Kazakhstan, me te hiko mō ngā kaiwhakahaere Bolts i Awherika ki te Hauāuru.
Me mōhio anō hoki, i whakaratohia e mātou ngā hononga paipa me ngā mahere mō tētahi kaupapa ki NOC i Ōman me tētahi raina pōro kuaha me ngā takirere tirotiro mō tētahi whare tukatuka hau i Kurdistan. I roto i ā mātou mahi UAE, ka whakaratohia e mātou ngā takirere whakaoho mō ngā wae whakaora methylene i roto i ngā whare hanga hinu Inia me ngā EPC mō ngā kaupapa whakaputa triethylene glycol i Pakitāne. Ka whakaratohia hoki e mātou ngā takirere mō te Kaupapa Wai Whakaputa Iho o IOC i Iraq me te EPC o te Whare Whakaputa Jurassic i Kuwait. Kua aro atu tā mātou umanga ki te pikinga hua me te pānga ki te wātea o ngā hua i puta mai i te korenga me te whakaroa o te mekameka tuku. Kua arotahi tā mātou tīma mekameka tuku ki te whakaiti i te whakararuraru mā te whakarite kei a mātou he hua nui hei tautoko i ā mātou kiritaki. Ka whakamahia e mātou ā mātou whakapaunga ā-ao me ā mātou kaiwhakarato kia taea ai e mātou te whakarite i ngā rahinga e wātea ana, me te whakataurite i ngā āhuatanga mōrearea me te utu mā te whakakotahi i ngā puna ā-whare me ngā puna kawemai. Ehara i te mea ka mahi kaha koe ki te tiki mahi anake, engari ka whakaratohia hoki e mātou ētahi atu huarahi e tika ana mō ngā kiritaki e whakawhirinaki nui ana ki a DNOW ki te kimi otinga e tutuki ai ā rātou whakaritenga. Nā tēnei kua whakawhānui ake ētahi o ā mātou kiritaki i tā rātou rārangi o ngā kaihanga kua whakaaetia e whakamahi ana i te AML a DNOW. Kei a mātou ētahi rarangi paipa kei te haere tonu me te wā ki te tatari mō te tuku whakamutunga, ā, tērā pea ka pāngia e ētahi wero tuku paipa i te haurua tuatahi o te tau 2022. I haere tonu te pikinga utu me te pikinga o ngā utu o roto me ngā utu kawemai i te hauwhā.
Tahuri ki tā mātou kaupapa DigitalNOW. Ko tā mātou moni whiwhi mamati hei ōrau o te moni whiwhi SAP katoa he 42% mō te hauwhā. Ka mahi tonu mātou me ā mātou kiritaki whakauru mamati ki te whakarei ake i ō rātou wheako hokohoko ipurangi mā te arotau i ā rātou rarangi hua me te whakawhanake i ngā otinga rerema ritenga mā roto i tā mātou tūāpapa shop.dnow.com. Kei te whakamahi mātou me te eSpec i tā mātou whirihoranga hua mamati mō ngā mōkihi taputapu hangarau matatini hei whakatairanga i tā mātou pakihi otinga tukanga US. I roto i ngā hauwhā kua pahure ake nei, kua āwhina tēnei taputapu i te nuinga o ā mātou kiritaki ki te whirihora me te whakarite i ngā mōkihi pūwero me te whakamaroke hau eSpec kia taea ai e koe te whakakapi i ngā pūnaha hau hei tautoko i te hiahia o te kaiwhakahaere ki te whakaiti i ngā tukunga hau kati kōtuhi. Hei tāpiri, ka whakamahia e ētahi o ā mātou tīma kaupapa kiritaki te eSpec hei āwhina i te hanga me te hanga tono kaupapa, ko ētahi e whakamahi ana ki te rahi i ngā mōkihi tīmata me te kaiwhiwhi mō te whakahua. Hei whakamutunga, i whakarewahia e mātou te AccessNOW, he huinga o ngā otinga whakahaere rawa me te whakahaere rawa aunoa mō ngā kiritaki. Kei roto i ā mātou hua AccessNOW ngā kāmera, ngā pūoko, ngā raka atamai, ngā waehere pae, te RFID me ngā otinga kohikohi raraunga aunoa e taea ai e ā mātou kiritaki te whakahaere pai ake me te whakahaere i ā rātou rawa me te kore e utu i te utu o te wāhi rawa tangata.
Nā, e hiahia ana ahau ki te tuku kōrero e pā ana ki te whakawhiti pūngao. I te takutai moana o Amerika, i whakaratohia e mātou he kete papu uaua kowiri tira takirua mō te whare hanga hinu biodiesel e huri ana i ngā ngako kararehe ki te biodiesel, me ngā papu koiora mō te tipu hanga taraka hiko i Texas. I Kanata, kua riro i a mātou ngā ota maha mō ngā takirere whakahohe kore-tukunga mā te EPC, i whakahaerehia ngā kaupapa hopu me te rokiroki waro i Alberta, ā, i keria ngā puna tūhura mai i ngā kaihanga hei tango i te helium mō ngā mākete mutunga ahumahi tirotiro teitei. E whakaatu ana ēnei angitu i te maha o ngā hua o nāianei e tukuna ana e mātou e horapa ana ki ngā mākete tipu pēnei i te hopu waro me te hanga ahumahi hangarau-teitei. Kei te aroturuki tonu mātou me te whai i te maha o ngā kaupapa whakawhiti pūngao e piki haere ana. Kua whakahaerehia e tā mātou rōpū whakawhanake pakihi ngā RFI me ngā RFP mō te maha o ngā kiritaki e pā ana ki te diesel me te penehīni whakahou, ngā wahie rererangi pumau, te hopu hau tika, te hopu me te rokiroki waro, ngā kaupapa tuku me te rokiroki hauwai me te hauhā waro. I a mātou e arotake ana i ngā pire me ngā rauemi i roto i tā mātou rārangi kaupapa whakawhiti pūngao, ka mahi tahi mātou me tā mātou wehenga hanga ki te whakarite kia uru atu ki te whānuitanga o ngā hua e tika ana hei mahi ki ēnei mākete mutunga e horapa ana. I te mutunga o tēnā, me tahuri ahau tukua atu ki a Maka.
Ngā mihi nui ki a koe e Dave, me ngā mihi o te ata ki a koutou katoa. Ko te whiwhinga moni o te hauwhā tuawhā o te tau 2021 he $432 miriona kua heke iho i te 2% mai i te hauwhā tuatoru, nā te hekenga o te tau i pāngia e ngā hararei me te iti ake o ngā rā mahi i whakaarohia e mātou he pai ake. Ko te whiwhinga moni o te hauwhā tuawhā o te tau 2021 o te US he $303 miriona, he heke iho i te $9 miriona, 3% rānei mai i te hauwhā tuatoru. I takoha mai ā mātou US Energy Centers i te 79% o te tapeke o te whiwhinga moni o te US i te hauwhā tuawhā, he heke iho i te 4% i ia wā, ā, i piki ake te whiwhinga moni o te US Process Solutions i ia wā, mā te 2%.
Wāhanga Whakawhiti ki Kanata. Ko te moni whiwhi a Kanata i te hauwhā tuawhā o te tau 2021 he $72 miriona, he pikinga $4 miriona, he 6% rānei i te hauwhā tuatoru. Ki te whakatauritea ki te hauwhā tuawhā o te tau 2020, kua piki ake te moni whiwhi $24 miriona, he 50% rānei i te tau ki te tau. Ko te kaha o te hauwhā tuawhā o Kanata i akiakihia e te pikinga ake o te tono i roto i te mākete pūngao o Kanata, me ngā tauira uara me te tohatoha e kitea ana e ā mātou kiritaki i nāianei. He kaiwhakarato otinga hangarau pono, kua whakamātauhia. Ko te moni whiwhi o te ao he $57 miriona, he iti iho i te raupapa me te heke iho i te $2 miriona, he papatahi rānei i te hauwhā tuatoru, i te mea he pānga kino o te moni ke ngoikore e pā ana ki te tāra US. Ko te moni whiwhi o te ao i te hauwhā tuawhā kua piki ake i te 21%, $10 miriona rānei, i te whakatauritea ki te wā kotahi i te tau 2020. I piki ake te tawhē whānui i te 150 ngā tohu pūtake mai i te hauwhā tuatoru ki te 23.4%. Ko te pikinga o te tawhē whānui i ahu mai i ētahi taraiwa i te hauwhā. Tata ki te kotahi-hautoru o te whakapainga tohu pūtake tawhē whānui raupapa, tata ki te $2 miriona rānei, he hau hiku nā te tata ki te $1 miriona ia. i roto i ngā utu kawe me ngā whakapaunga rawa i te hauwhā tuawhā, e matapaetia ana ka hoki anō ēnei ki tō rātou toharite i te Taumata hauwhā tuatahi. Ka kite mātou ka hoki anō ā mātou utu kaipuke ki tētahi paerewa teitei ake tae noa ki te tau 2022, ā, ka memeha haere ētahi o ngā hua i a mātou e neke ana ki te tau 2022.
Ko tētahi atu pānga pai ki ngā tawhē i te hauwhā tuawhā nā te pikinga ake o te taumata whakaaro o ngā kaiwhakarato, kāore mātou e tumanako ka hoki anō i te taumata kotahi i te hauwhā tuatahi o te tau 2022 i te mea kua tautuhia anō te paepae mō ngā taumata rahinga hoko. Ko te wāhanga whakamutunga o te whakapainga tawhē i ahu mai i te utu o ngā ia pikinga utu, inā koa ko ngā hua paipa raina me ngā hua rino teitei, e āwhina ana i te whānui ake o ngā tawhē i tēnei hauwhā. I haere tonu mātou ki te whakaputa i te tipu tawhē, ahakoa he iti iho i te nuinga o ā mātou raina hua kē atu, i a mātou e whiriwhiri ana ki ngā hua me ngā otinga e whakarato ana i te uara nui ki a DNOW me ā mātou kiritaki. I piki ake te hoko whare putunga me ngā whakapaunga whakahaere $91 miriona i te hauwhā, $5 miriona te pikinga i ia wā, nā ngā whakaurunga rautaki, te nekehanga me ngā utu wehenga o te $3 miriona, ngā hua pūtea pai ake i te mea i tumanakohia me te pikinga ake o te utu rerekē nā te COVID-19 i aukati wawe i te tata ki te $1 miriona tāra US e pā ana ki ngā tahua tautoko a te kāwanatanga, me tā mātou haumi ā-whakaaro ki ngā rauemi me ngā tāngata i roto i te mākete mahi taumaha, hei urutau i a DNOW ki tēnei huringa tipu. I a mātou e haere tonu ana te hua o ā mātou mahi whakapakari tinana, tera pea ka kite mātou i tētahi huringa rite i roto i te hanganga WSA e anga atu ana ki te te hauwhā tuatahi o te tau 2022.
Mai i te tau 2019, kua whakaitihia e mātou ā mātou whakapaunga hoko me te whakahaere ā-tau mō ngā whare putunga mā te $200 miriona, nō reira kei te whai hua te mahi a tā mātou tīma ki te whakarerekē i tā mātou tauira hua pumau mā roto i ngā huringa. I te heke mai, e matapaetia ana ka heke te WSA i te hauwhā tuatahi, tata ki te taumata o tā mātou hauwhā tuatoru, i te mea e kite ana mātou i ēnei kaupapa e tū ana i runga i te turanga moni whiwhi teitei ake. Ko ngā whakahekenga me ētahi atu utu i whakaaturia i roto i te tauākī moni whiwhi mō te hauwhā tata ki te $3 miriona. Ko te nuinga o ēnei e pā ana ki te putanga o ngā whare iti rawa me ngā whare nō te kamupene i te wā i a mātou e whakakotahi ana i ngā whare 15 i te hauwhā tuawhā. Ko te moni whiwhi kupenga GAAP mō te hauwhā tuawhā he $12 miriona, $0.11 rānei ia hea, ā, ko te moni whiwhi kupenga kore-GAAP kāore i te whakauru i ētahi atu utu he $8 miriona, $0.07 rānei ia hea. Mō te hauwhā tuawhā o te tau 2021, ko te EBITDA kore-GAAP kāore i te whakauru i ētahi atu utu, EBITDA rānei he $17 miriona, 3.9 rānei. E ai ki a Bullard, ko tā mātou whakatikatika i te EBITDA o nāianei me te heke mai ka tāpiri atu ki te whakapaunga utu kore-moni mō ia hea. wā. ​​Te whakapaunga utu e ahu mai ana i ngā hea o te $2 miriona ia hauwhā i te tau 2021. Kua arotahi mātou ki te tautuhi me te whakatinana tonu i ngā kaupapa hei whakapai ake i tā mātou tauira whakahaere me te whakanui ake i tō mātou uara ki ā mātou kiritaki. I tēnei rā, e whakaatu ana ā mātou hua pūtea i te mahi uaua me te whakapau kaha o ā mātou kaimahi. E hiahia ana ahau ki te whakanui ko tā mātou moni whiwhi o te hauwhā tuawhā o te tau 2021 o te $432 miriona he 35% teitei ake i te hauwhā tuawhā o te tau 2020, ā, ko te rere o te EBITDA he 39%, ko te EBITDA hauwhā rānei $44 miriona ia tau. Ko ēnei rere kaha he huinga o tā mātou tūranga rarangi taonga kua tino pai ake, ngā tawhē hua teitei ake me ngā whai huatanga whakahaere, ka hua ake he uara nui ake mō ā mātou kiritaki me tā mātou hua.
Ina tirohia te EBITDA tau-katoa, i neke atu mātou i te $47 miriona te ngaronga i te tau 2020 ki te EBITDA pai o te $45 miriona i te tau 2021, i te $92 miriona rānei te whakapainga EBITDA 12-marama me ngā taumata moni whiwhi ōrite. He taunakitanga mārama mō te kaha nui me ngā mahi a ā mātou kaimahi ki te whakatutuki i te panonitanga whai tikanga i roto i te kamupene. E hiahia ana ahau ki te mihi ki ā mātou kaimahi mō te mahi whakamiharo kua whakaurua mātou ki roto i tēnei huringa tipu maha-tau e tumanakohia ana. Ko tētahi atu angitu i te hauwhā tuawhā e whakarei ake ana i ā mātou kōwhiringa mō te heke mai ko tā mātou whakarerekētanga o tā mātou whare nama hurihuri matua kāore anō kia tangohia, kua whakaroahia inaianei tae noa ki Hakihea 2026, me te pikinga ake i runga i tā mātou kupenga $313 miriona o nāianei. Te whakarato i te nui o te moni hei utu mō ngā tūranga moni. I noho tonu te nama katoa ki te kore, tae atu ki te kore he tango i te wā o te hauwhā, ā, ko te moni katoa he $561 miriona, tae atu ki te $313 miriona i roto i te moni kei te ringa, me te $248 miriona tāpiri i roto i ngā whare nama e wātea ana. Ko te moni nama e tika ana kia utua he $304 miriona, he pikinga 2% mai i te hauwhā tuatoru, ko te rarangi taonga he $250 miriona, he pikinga $6 miriona mai i te hauwhā tuatoru, ā, ko ngā huringa rarangi taonga ā-hauwhā he 5.3 ngā wā. Ko te nama nama he $235 miriona, he hekenga 3% mai i te hauwhā tuatoru o te tau 2021.
Ko te whakapaipai mahi, kāore i te whakaurua te moni, hei ōrau o te moni whiwhi ā-tau o te hauwhā tuawhā, he 11.6% i te 31 o Tīhema, 2021. E matapaetia ana ka piki ake tēnei ōwehenga whakapaipai mahi i te mea e hiahia ana mātou ki te akiaki i te tipu mā te wātea o ngā hua hei tautoko i ā mātou kiritaki. Ko te tau 2021 tō mātou tau tuawhā karapīpiti o te rere moni kore utu pai. I roto i ngā tau e whā kua pahure ake nei, kua whakaputahia e mātou he $480 miriona i roto i te rere moni kore utu, he mea whakamiharo. Mō te tau 2021, he tau o te tipu moni whiwhi 35% i te hauwhā tuawhā, $113 miriona rānei i roto i te tipu moni whiwhi i whakaritea ki te hauwhā tuawhā o te tau 2020, i whakaputahia e mātou he $25 miriona i roto i te rere moni kore utu i te tau 2021, koinei tō mātou wā A noa e pau ai te moni i tēnei taumata tipu. Kei te whakapau kaha tonu mātou ki te whakahaere i te pepa toenga, te haumi ki roto i ngā taonga pai, te whai i ngā hoko rautaki me te whakanui ake i te hauora o ngā rawa hei whakakaha i te heke mai. Ka whakanuia anō e mātou he hauwhā angitu me te tumanako mō te heke mai, ā, kei a mātou te taranata, ngā rauemi me te kaha ki te whakatipu i tā mātou hua, te whakatipu i tētahi pakihi tere ake me te waihanga uara tonu mō ā mātou kiritaki me ngā kaipupuri hea.
Ngā mihi, e Mark. Nā, ko ētahi o ngā kōrero mō ngā whakakotahitanga me ngā hokonga, ko te kaupapa matua mō te tohatoha whakapaipai kei te noho tonu ko ngā whai wāhitanga kore-pūtaiao hei whakapiki i ngā hua. Mā roto i ngā whakakotahitanga me ngā hokonga, ko tā mātou whāinga he whakapakari me te whakawhānui i te pakihi o ngā hua, ngā whenua, ngā otinga rānei e tukuna ana e mātou ki ā mātou kiritaki, me te āhei i ēnei whakahaere ki te whai hua i te whakaoranga mākete me te hanga moni whiwhi puta noa i te huringa pakihi. Ka whai wāhi tonu mātou ki ngā whāinga pea ina aromatawaihia ngā whai wāhitanga i roto i ā mātou rohe arotahi rautaki, inā koa i roto i ngā otinga tukanga me ngā raina hua rerekē, tae atu ki ngā mākete ahumahi. Mō ia tumanakohanga tauwhitinga, e rua ngā rōpū e whai wāhi ana. Nō reira, he wā me te pūkenga te roa ki te whakatau ko ngā utu hinu kei roto i te $90 me te ōhanga whānui kaha, kua piki ake ngā tumanakohanga a te kaihoko, engari kei te rapu mātou i te mahi pūtea pumau me te pakari o te kamupene kua riro puta noa i te huringa. Ehara i te mea ko te wā anake e teitei ana ngā utu taonga. Kei te aromatawai mātou i ngā whai wāhitanga maha i roto i tā mātou paipa, ā, ka whai tonu mātou i te whiriwhiri me te rautaki i a mātou e whai ana, ā, i te mutunga ka whiti i te raina mutunga.
I roto i ngā hauwhā e ono kua pahure ake nei, kua raru ngā kaihanga hinu ki te whakaiti i te nui o ngā rawa hinu o te ao, mā te whakakotahitanga o te whakahaere whakapaipai E&P o Amerika Te Raki me te whakahekenga o ngā tuku a te OPEC+. Nā tēnei whanonga kua piki ake ngā utu o ngā taonga, kua pai ake ngā pepa toenga me te pai ake o te mahi pūtea mō te nuinga o ā mātou kiritaki. I te whakapai ake o ō rātou āhuatanga pūtea, e tumanako ana mātou ka nui ake ngā haumitanga whakapaunga whakapaipai hei pupuri me te whakanui ake i te whakaputanga, ā, i te piki haere o te maha o ngā kiritaki, ka piki ake te tono mō ā mātou hua PVF me ngā kete taputapu hangarau nā te pikinga o ngā mahi. E tino tumanako ana ahau ka piki tonu te tono mō ā mātou hua me ā mātou ratonga nā te whakaoranga me te tere o nāianei, me te whakapai ake i te hua. Mō tā mātou wāhanga US, e tumanako ana ahau ka tipu pakari te tau-ki-te-tau i te mea ka piki haere tonu ngā kaupapa matua o te mākete. I Kanata, kei te pai tō mātou tūranga ki te whakamahi i te whakaoranga tonu o ngā utu o ngā taonga hei whakarato i ngā whakatenatena mō ngā kaihanga ki te whakanui ake i ā rātou tahua.
E matapaetia ana hoki e mātou ka tipu haere tā mātou pakihi o Kanata i ia tau, i ia tau i te tau 2022. Kei te kite mātou i ngā mahi nui ake i roto i te rāngai pūngao e whakakaha ana i ngā kaupapa o te ao. I taua wā anō, nā te puhoi o te whakaoranga o tā mātou pakihi o te ao, kei te whakatikatika mātou i tā mātou tapuwae me te whakarite kia kore e mutu ngā taumata ratonga. E matapaetia ana e mātou i te tau e tū mai nei, 2022, ka kite mātou i te tipu o tā mātou pakihi o te ao. Ahakoa te iti o ngā mahi kawe me te tuku hua me te tīmatanga puhoi ki te tau 2022 nā te pikinga o te COVID me ngā take e pā ana ki te rangi i te marama o Hānuere, e whakapono ana mātou ka piki haere te moni whiwhi o te Hauwhā Tuatahi o te tau 2022 i roto i te awhe ōrau waenga-mati kotahi. Tērā pea ka hoki mai te WSA ki ngā taumata 3Q21 i te 1Q22, ā, e matapaetia ana e mātou ko te whakatikatika tata o ngā tawhē moni ka tata ki ngā taumata o te tau katoa o te tau 2021 o te 21.9%. I runga i te tau-ki-te-tau, e matapaetia ana e mātou ka tipu te moni whiwhi i roto i te awhe ōrau waenga-ki-iti i te tau 2022. E matapaetia ana e mātou ka piki ake te moni whiwhi EBITDA o te tau katoa o te tau 2022 i roto i te awhe tekau ōrau, e peia ana e te haere tonu. te whānui haere o te mākete, ngā tawhē moni pakari, he rite ki ngā taumata ōrau o te tau katoa 2021. Ahakoa kua hangaia e te COVID, ngā take ā-rohe me te koretake o te mekameka tuku he āhuatanga hohonu ake i tēnei tau, e whakapono ana mātou ka neke atu te tipu o te moni whiwhi i te $200 miriona, ā, ka taea te piki rua te EBITDA i roto i te tāra US i te tau 2022.
Nā, ka arotakehia e au te wāhi kei roto tātou i ngā wāhanga tōmua o te whānui haere o te mākete mō te wā roa. I te tau kua pahure ake nei, i whakaaro mātou ka heke te moni whiwhi mō te tau katoa o te tau 2021, i runga i te kaha o ngā taumata moni whiwhi i mua i te mate urutā i te hauwhā tuatahi o te tau 2020. Nō reira, ko tā mātou arotahi ko te whakawhanake i tētahi ope hokohoko o te ao, te whakawhanake i tā mātou tauira whakatutuki hei whakapai ake i te wātea o ngā hua me te ratonga kiritaki, me te whakaiti i te utu mō ia tāra o te moni whiwhi me te whakaiti i te mōrearea o ngā taonga puta noa i te huringa. Ka whai mātou ki te whakahāngai i ā mātou mahi ki te tipu o te moni whiwhi hei arotahi i ā mātou rauemi utu nui, kia taea ai e ngā kiritaki te kite i te uara me te whakapai ake i ngā whiwhinga me te rere moni kore utu. Ki te titiro whakamuri, mai i te tipu kaha o te moni whiwhi ki ngā tawhē moni kua tuhia, ngā huringa taonga kua tuhia, ngā huringa whakapaipai mahi kua tuhia, kua eke mātou ki runga ake i ā mātou tumanakohanga puta noa i ngā pūkete katoa, ā, ināianei e whakaaro ana mātou ko te tau 2022 ka uru atu ki te rima tau karapīpiti o te rere moni kore utu pai, kua uaua mātou ki te mahi i roto i ngā tau tipu. He tino whakahīhī mātou ki te kati i te pukapuka i te tau 2021, ā, ka uru atu mātou ki te tau 2022. E whakahīhī ana ahau kāore he nama ā mātou, ā, he nui te moni katoa e whakarato ana i te ngāwari rautaki ki te putea i te tipu rauropi me te hopu i ngā whai wāhitanga kore-rauropi. E whakapono ana ahau... kāore e pāngia e te pēhanga moni nā te huamoni ratonga nama. Kei te harikoa ahau mō te panonitanga o tā mātou tauira whakahaere me te āhua o tā mātou mahere pokapū nui me te rohe e whakarato mai ai i te whai wāhitanga ki a mātou ki te whakapai tonu i tā mātou mahi pūtea.
He tino harikoa ahau ki ō mātou pūkenga whakahaere me te āhua o tā mātou āwhina ki te whakatika i ngā wero mekameka tuku me ngā arai e pā ana ki ā mātou kiritaki. He tino harikoa ahau mō tō mātou kaha ki te tiki hua, ki ētahi atu huarahi rānei. He tino harikoa ahau ki te mārama o ā mātou kaimahi me ngā kiritaki ki te uara e whakaratohia ana e mātou, ā, kei te puta mai i te rārangi tawhē. He tino harikoa ahau mō ā mātou mahi DEI i a mātou e haere ana i te haerenga mātauranga me te mahi mō te kanorau me te whakaurunga, me pēhea e wehewehe ai i a mātou hei kamupene me hei kaiwhakataetae. He whakahīhī ahau ki ā mātou kaupapa ārahi, whakangungu me te whanaketanga, me ngā whai wāhitanga mō ā mātou kaimahi ki te whakakoi i ō rātou pūkenga. He whakahīhī ahau ki ā mātou hononga auaha me ngā kamupene matua, ā, kei te rapu mātou i ngā hangarau matatau mai i ngā tohunga hei whakauru ki roto i tā mātou pakihi. He whakahīhī ahau kei a mātou te tīma hokohoko pai rawa atu me ngā tāngata mahi tino kaha, kore e ngenge, e aro ana ki te kiritaki i roto i te umanga. He harikoa ahau kei te whiwhi pōnahi ā mātou kaimahi, ā, kei te hanga i a DNOW hei wāhi pai ki te mahi me te tupu.
Hei whakamutunga, hei tāpiri atu ki ngā āhuatanga katoa, ngā painga me ngā whakatutukitanga, he tino kaha te haere whakamua o DNOW. E hiahia ana ahau kia mōhio ā mātou kaimahi me ō rātou whānau kei te neke mātou mai i te tiaki, te tiaki me te whakaroa ki te mahi matatau, te wikitoria, te whakahīhī me te hihiri. Kei te hanga mātou mō tō mātou heke mai. E hiahia ana ahau ki te whakaaro mō tā mātou tīma hokohoko me ō mātou tāngata i te mara me te hunga katoa kei mua i ā mātou kiritaki e whakapau kaha ana i ia rā ki te pupuri i te harikoa o ā mātou kiritaki me te hanga i a DNOW hei whiringa tuatahi mō ā mātou kiritaki e rapu ana i ngā otinga me te mōhiotanga whānui. Ma tēnei ka āwhina i a mātou ki te toa tonu i te mākete. Kei hea mātou, ko mātou ko mātou nā koutou. Kua mutu tēnā, me whakatuwhera te karanga ki te pātai.
Ko Adam Farley tēnei nō Nathan. Ko te tuatahi ko te tawhē moni, tera pea ka eke te pikinga utu ki tōna taumata teitei i te haurua tuatahi o te tau, e matapaetia ana rānei e DNOW ka eke te tawhē moni ki tōna taumata teitei i roto i te wā me te pēhanga ki te tawhē moni, he mea noa iho tēnei mō te puhoi haere o te pikinga utu?
Āe, kei te raina hua e tika ana. Tērā pea kua whai mātou i tētahi o ngā raina hua nui tino angitu mō te tipu o te tawhē moni, ahakoa te pikinga nui o te utu i waho o te paipa. Ko te paipa te paipa e pupuri tonu ana mātou i te utu o te paipa tuitui, ko te paipa tuitui te rauemi paipa matua e hokona ana e mātou, ā, tera pea ka pāngia anō te paipa maitai i muri i te haurua tuatahi o te tau. Engari ko tētahi o ngā raruraru i kōrerotia e au i taku kōrero whakatuwheratanga ko te kore e tino mōhiotia te wā e whiwhi ai i te hua. Nō reira, ka taea e mātou te whiwhi i ētahi hua i muri mai i tēnei tau, ehara i te mea ko mātou anake, engari ko ō mātou hoa whakataetae me ō mātou kiritaki. Tērā pea ka whānui ake ngā tawhē moni e tumanakohia ana e mātou ki te kite i runga i ngā raina hua motuhake.
E kite ana mātou i te pikinga utu whānui e haere tonu ana. Mōu, e Adam, tērā pea ka heke iho tēnei i waenganui o te tau. Engari mō ngā paipa, kāore au i te mōhio mēnā koinei te āhua, ā, mō te nuinga o ngā raina hua e tautokona ana e mātou, he roa tonu ngā wā arahi. Nō reira ki taku whakaaro kua arahina e mātou te tawhē moni o te tau 2022 ki tētahi taumata tino teitei, he rite tonu ki te taumata o te tau 2021, i reira kua kite mātou i ngā hauwhā e whā karapīpiti o ngā rekoata. Nō reira, he mea nui te wā i tae mai ai. Kei te kaha o tā mātou mākete me te wā e puta ai te pūwāhi hurihuri. Arā, i kōrero ahau i mua mō tētahi tīmatanga puhoi ki Hānuere, ā, ki taku whakaaro ka wera ake ngā mea i konei, ko te tikanga he nui ake ngā take koretake i te haurua tuatahi, tera pea ki te haurua tuarua.
Kātahi ka neke atu mātou ki te puta atu i te raina hua iti-moni, ka puta atu mātou i te pakihi iti-moni i DNOW. He nui tonu ngā mahi hei mahi, kua oti rānei te nuinga o ngā mahi taumaha?
Āe, kua tae kē tātou ki tēnei ara, ka kī atu ahau i tēnei. Nō reira, ki ahau nei, he kaha te mahi pūtea i roto i ō tātou rohe, ngā rohe nā te nekehanga o ngā taputapu, ngā tahua a ngā kiritaki, me te whakakotahitanga o ngā kiritaki, e pā ana ki te angitu o ngā kiritaki raina hua tauwāhi, me ētahi atu, i te taha kē rānei, kei te huri tonu tēnā. Ki ahau nei, he mahi māra, me whakarite kei te arotahi tātou ki ngā mea tika, me whakarite kei te whakatakoto tātou i ā tātou rauemi iti ki te wāhi e taea ai e tātou te whiwhi moni mā ō tātou kaipupuri hea, kia taea ai e tātou te whakarite mō te heke mai me te tipu tonu i te kamupene. Nō reira, ki taku whakaaro he mea pakihi tonu tēnei ahakoa he aha te ahumahi kei roto koe, me whakawai tonu koe, me taru, me whakato anō, me whakanoho tonu te pakihi ki te tūranga pai rawa atu i roto i te ahumahi.
Nō reira, he mea tonu tēnei. Mō ngā huringa hanganga nui, ki taku whakaaro kua mutu. Ki taku whakaaro kua mutu tā tātou i te aratau whakaiti utu. Kei roto tātou i te mea e kīia nei e au he wāhanga hekenga whakatutuki, e hiahia ana mātou ki te whakarōpū i te nuinga o ā mātou whakatutuki ki ngā pokapū whai wāhitanga nui, pērā i te tū ki ngā wāhi pēnei i a Williston, Houston, Odessa, me Casper. E hiahia ana mātou kia noho ēnei hei wāhi nui me ngā kaimahi whakangungu e arotahi ana ki te mea kotahi e tiaki ana i ngā kiritaki, ahakoa he pakihi haere-mai, he pakihi o ia rā, he kaupapa nui, he whakapae. E hiahia ana mātou ki te whakarōpū i te rohe. E hiahia ana mātou ki ngā tino pūkenga hei whakahaere i ēnei mekameka tuku, e hiahia ana mātou ki te maha atu o ngā momo pona, ngā pokapū kaikawe rānei, ngā wāhi iti o te rohe e pā tata ana ki ngā kiritaki. Nō reira, kei te kite ahau kei te tupu tonu tēnei, engari kei te tere haere inaianei, ā, kei te tino harikoa ahau mōna.
E Dave, e hiahia ana ahau ki te tīmata me te WSA, te āhua nei he mārama te aratohu mō te hauwhā tuatahi, kei roto pea i te awhe o te hauwhā tuatoru o te tau kua hipa. I whakaaro ahau mēnā ka taea e koe te whakahou i tā mātou rapunga whakaaro taumata teitei ake i konei, ki taku whakaaro i kī koe i te hauwhā kua hipa mō ia tāra o te moni whiwhi e rapu ana koe i ngā WSA pikinga o te $0.03 ki te $0.05. Nō reira, mēnā ka taea e koe te tuku i a mātou ki te whakahou i tēnei me te homai i tētahi tohu ki a mātou mō te whanaketanga o taua raina whakapaunga puta noa i te tau? He āwhina tēnā.
Nō reira, ki taku whakaaro i te waea whakamutunga, i kōrero ahau i ētahi mea, kei a mātou tonu he rārangi o ngā kaupapa e mahi ana mātou kia pai ake ai te pakihi. I kī ahau kei te whakamahere mātou ki te whakaiti i te WSA ki te awhe 12 ki te 15 i te tau 2022. E ai ki tā mātou i kōrero ai - kua kī atu hoki ahau mō ia tāra tāpiri o te moni whiwhi i runga ake i ngā taumata o te tau kua hipa, ka whakapiki ake mātou i ngā whakapaunga mā te $0.03 ki te $0.05, hei utu mō ngā mea e whakaitihia ana e mātou. I taua wā anō, inā koa i ngā marama kua pahure ake nei, ki taku whakaaro kua neke atu i te kotahi rau ngā rā mai i tā mātou kōrero ki te marea, ā, i tētahi taha, he nui ngā painga kua riro mai i a mātou. Ki taku whakaaro ko te nuinga o tēnei ko tā mātou rautaki atawhai me te arotahi ki ngā mea tika hei whakapiki i te utu, e ahu mai ana i te pikinga o ngā hua, te korenga o ngā hua, te korenga o te wātea. Ko te tikanga, kua pāngia hoki mātou e tēnei i roto i te mākete mahi. Nō reira, he taumata utu kukume hou, he taumata utu pupuri rānei tēnei e pāngia ana e mātou i roto i tā mātou aratohu 2022. Engari ko tā mātou rapunga whakaaro ko te whakaiti nui i te WSA hei ōrau o te moni whiwhi me haere tonu i te ara o te whakapiki i te whai huatanga.
Tērā pea ka whakaitihia e mātou te WSA hei ōrau o te moni whiwhi mā te 200 pea ngā pūtake mai i te tau 2021 ki te 2022. E ai ki taku kōrero i roto i ētahi hauwhā, kei roto mātou i te aratau hanga. Kei roto mātou i te aratau tipu. Kei te whakatairanga mātou i te tipu i te pupuri utu, engari ko mātou - e ai ki taku kōrero hei whakautu i te pātai whakamutunga, kei te arotahi mātou ki te whakarerekē i tā mātou tauira, ā, kei te tino ahu whakamua mātou i taua ara. Nō reira i ārahi mātou i te utu mō te hauwhā tuatahi ki te $86 miriona pea. He ahua pōuriuri te haere whakamua nā te mea - ahakoa he aratohu tā mātou mō tēnā, ki taku whakaaro he tino pakari i roto i tā mātou aratohu whānui mō te haere me te moni whiwhi me ērā atu mea. Engari ka arotahi mātou ki te whai i ngā tāngata pai rawa atu i roto i te umanga. Ka arotahi mātou ki te wikitoria i te whakataetae. Kei te arotahi mātou ki te tipu. Kei te arotahi mātou ki ngā tawhē teitei ake me te poipoi i ngā pakihi hou, ā, ka nui ake te utu ki te huri i aua mahi ki ngā tawhē teitei ake. Nō reira ko tēnei ōrau te ōrau o te moni whiwhi ka heke iho. Kei te mahi mātou i ngā kaupapa hei whakaiti i te utu o te mahi pakihi. Engari, e ai ki taku kōrero, kei runga hoki mātou i tētahi umanga. Kei te whakangao mātou ki ngā pokapū nui hou mō te heke mai hei whakatipu i te pakihi, ā, ka ea te utu. Engari e mārama ana mātou ki te hiranga o te Lean, ka āwhina i a mātou i ngā wā pai me ngā wā kino, ā, kei te tino whai mātou i taua ara.
E Dave, i whai ake koe i te kōrero a te pokapū nui i reira. Kei roto koe i te mākete tipu i tēnei wā, ā, kei te tohu koe ka nui ake tō mana i roto i te rārangi WSA nā te mea kei te haumi koe ki reira. Nō reira, kei te hiahia au ki te mōhio ki te rapunga whakaaro ina whakaaetia e koe ēnei haumitanga, i a koe i karanga ake nei i te pokapū nui, he aha ngā āhuatanga e hiahia ana koe kia kite kia maia ai koe ki te neke whakamua me te mahi haumitanga iti?
Hei tauira, ko te Permian Basin, ki ahau nei, he tino kaha te rata a DNOW i te Permian Basin, ehara i te mea nō te pakihi peka paerewa anake e whakawhanakehia ana e mātou, engari pērā i taku i kī ai, nō te rere ngāwari o te papu Odessa, TSNM Fiberglass and Power Services. He waitohu kaha tā mātou i reira, he tino kaha te aroaro, ā, ki tā mātou he painga tūturu tā mātou. Ināianei i te hauwhā whakamutunga, ko te hauwhā tuawhā o te tau 2021, kei te whakakotahi mātou i ngā wāhi 10 i te Permian kia rima, i roto i te wāhanga kotahi o te Permian. Ki tā mātou whakaaro, ka nui ake ā mātou taonga mō ā mātou kiritaki. Ka taea e mātou te whakahaere i ngā taonga mai i ngā wāhi iti ake, mai i ngā tāngata e nui ana te tauhokohoko, ka iti ake ā mātou utu mō ia tāra o te moni whiwhi, kāore he mōrearea taonga tohatoha, e kiia nei e au ko te mōrearea taonga taupū ina horahia e koe te taonga puta noa i te whatunga, ka iti ake tō mōrearea taonga i te hekenga o muri mai, ā, ka nui ake tō pakihi whai hua. Nō reira kei te tipu mātou i te Permian, kei te tū mātou, kei te tipu mātou i te Permian, Kua hanga e mātou tētahi pokapū nui, engari kei te whakakotahi mātou, ā, kei te mahi mātou i tēnei me te mohio. Ā, ka taea e mātou te tiaki pai ake i ā mātou kiritaki, me te nui ake o ngā taonga me te iti ake o te mōrearea ki ngā taonga. He tauira tēnei mō te whakaiti i ngā utu, te whakapai ake, me te kaha ake i te mākete.
Ko tā Dave e tumanako nei kāore au i te tino manakohia i konei. Engari i te wā tonu i kōrerotia mai e koe, tangohia te wā Permian hei tauira. Ki te tangohia e koe ngā mea katoa i whakaahuahia e koe me te pūnaha matua, he tika rānei te kī he nui ake te moni whiwhi mō ia kaimahi me te moni whiwhi mō ia putu tapawha o te tuanui i mua i te paheketanga ohaoha, ahakoa, pērā i tāu i kī ai, i whakakotahi koe i te 10 ki te 5 peka?
E whakaae ana ahau. Inaianei, ko te kōrero mō te tuanui, kāore au i te tino mōhio. Tērā pea he nui ake te wāhi i tēnei rā. Nō reira, kāore au e kōrero mō tēnā, engari me kite tātou i te whakapainga, te pikinga o te moni whiwhi mō ia kaimahi. Nā te mea he nui ake taku hiahia ki te pānga o ngā haumitanga ka mahia e tātou, ka whiriwhiria rānei e tātou ki te tuku atu, i te raina runga. Engari i te nuinga o te wā, me tere te puta mai o te raina runga, engari he nui ake taku hiahia ki te mātakitaki i te raina raro.
Nō reira, ko te pātai tuatahi kei te hoki noa ki te taha. Ko te tikanga o te aratohu he 21x te tawhē i te hauwhā tuatahi, ā, koinei te mea e whai ana koe kia rite i tēnei tau ki te tau 2021. Nō reira, kei te hiahia au ki te mōhio me pēhea te ahunga whakamua o ngā tawhē? I runga i taua tirohanga, he ahua kāore i te miharo. Heoi, kua tino heke ō utu HRC mai i te tihi o Hepetema. Kei te hiahia au ki te mōhio he aha tāu e mahi ana hei whakakore i ētahi o te pupuhi paipa. Ā, ina hono atu ki te 21.9%, ki taku whakaaro, i a tātou e haere ana ki te 23 me te 24, e whakaaro ana koe ka taea e koe te pupuri i taua taumata tawhē mō ngā tau.
Ka pena ahau. Arā, ko te tau 2021 te tau pai rawa atu mō ngā tawhē moni. Kua pai ake ngā tawhē moni i ia hauwhā. Nō reira, i a mātou e titiro ana ki te whiwhi i te karanga 22% i te tau 2022, he iti nei tō mātou tūpato mō te ārahi nui rawa atu ki ngā tawhē moni nā te mea kua tino angitu mātou i te tau 2021. Mō te take o ngā utu HRC, te hekenga o te pikinga utu, tera pea ka heke i waenganui o te tau, ki taku whakaaro ka puta he whakahekenga i muri mai i te tau whānui, tera pea i muri mai i te tau mō te paipa. Engari mō te pupuri i te wā roa, ki taku whakaaro ka taea e mātou. Koinā taku e kī nei. Kāore mātou i kōrero mōna i roto i ngā kōrero kua whakaritea, ā, kāore mātou i kōrero mōna i roto i ngā Q&A. Engari i te tau 2021, i puta atu mātou i ngā wāhi 15 i te nuinga o te wā i te hauwhā tuawhā o te tau 2021. I tēnei rā, neke atu i te 125 ngā kaimahi iti iho i tō mātou i te mutunga o te tau 2020, i tētahi wāhanga nā te mea i whakarērea e mātou ētahi pakihi iti-tawhē. Mātou Kāore mātou e kite ana kei te ngana mātou ki te whakapai ake i te whai huatanga o te kamupene. Kāore anō kia puta he hua i roto i ngā mahi a ēnei tāngata. Nō reira, i whakarērea e mātou te $30 miriona i roto i te pakihi. Arā, i tukuna e mātou ō mātou tāngata kia aro ki ngā mea he nui ake te moni whiwhi. Kāore mātou i tuku i ō mātou tāngata kia aro ki ngā mea he iti te moni whiwhi. Ka taea e mātou te whakaputa i te rere pai ake mai i ngā mahi i roto i te taiao uaua ki te whakatutuki, me aro atu mātou ki te pikinga utu mahi me te pikinga utu tukatuka.
Nō reira ki taku whakaaro, he raruraru tēnei — ehara i te mākete anake te mea e akiaki ana i tā mātou mahi tawhē nui. Inaa, i mahi nui ahau ki tēnei i te waeatanga whakamutunga, ā, kua pai ake ā mātou tawhē hua i ia tau i roto i ngā tau e rima kua hipa. Mena he raruraru tēnā ki ahau, ko te āta whakatipu i ngā mea kāore e mahia e koe i te mākete kia tino aro atu ai ngā tāngata tika ki ngā mea tika. Nō reira ki taku whakaaro he pumau aua tawhē nui. Mō te rere o te tau, ki taku whakaaro me titiro noa tātou, ki taku whakaaro — ki te iti ake te wātea o ētahi o ā mātou hua tawhē nui ake, ko te tikanga, ka kite tātou i te ranunga o ngā take ka whakaheke i te tawhē hua. Engari kua ārahi mātou i ngā tawhē nui tino kaha. Ki taku whakaaro he pumau, ā, ka puta mai i te tino arotahi ki ngā mea kāore e mahia e mātou hei kamupene.
He iti noa te hurihanga, ki taku whakaaro koinei te mea nui rawa atu. Nō reira, ka ārahi koe i te tau '22 kia iti iho te whiwhinga moni tae atu ki te hunga taiohi. Ki ahau nei, he ahua ātaahua tēnei. Arā, kua piki ake te maha o ngā taputapu mahi mā te 30% i ia tau, ā, ko te US pea te 70% o tō pakihi. Nō reira, i runga i tēnā anake, kua piki ake koe mā te 20%. Ināianei, e mōhio ana ahau, he ranunga o ngā kiritaki tūmatanui me ngā kiritaki tūmataiti e puta ana, engari i kī anō koe me piki ake a Kanata me te ao i te tau 2022. Kei te hiahia koe ki te āwhina i ahau kia kite mēnā ka iti iho te tirohanga moni whiwhi mō te wāhanga waea pūkoro i te rohe i te tau 2022?
Nō reira, kei runga mātou i ngā mea i kitea e mātou i ngā rā tuatahi e 45 o te hauwhā. Kei runga mātou i ngā mea i kitea e mātou e pā ana ki te rerenga mai o ngā hua. Kei te titiro mātou ki ētahi o ō mātou hoa mahi me tā rātou tirohanga ki te mākete, i runga i ngā kōrero a ō mātou kiritaki ki a mātou. Ā, ki tā mātou whakaaro - kāore au i te whakaaro - kei te hoatu e mātou he whānuitanga o ngā kawenga me ngā taiohi e pā ana ki te moni whiwhi. Ki taku whakaaro ka tupu te nuinga o ngā mea - ki taku whakaaro ka kite mātou i te tipu kaha rawa atu i te US, ā, whai muri ko Kanata, kātahi ka tipu iti ake i te ao whānui. Engari ki te titiro koe ki ngā tatau me ngā otinga o ngā taputapu me ētahi o ngā mea i arohia e mātou i mua, kua wehea ngā tahua a ngā kiritaki mai i aua tau mō ētahi hauwhā inaianei. E tumanako ana mātou ka haere tonu tēnei. Nō reira kei te ārahi mātou - kua whakapau kaha mātou ki te whakatutuki i tā mātou e whakaaro nei ko te tipu. E ai ki taku kōrero i mua, kia kite i te tipu o te tawhē nui kua tutuki i a mātou me te haere tonu ki te tapahi i te pakihi me te tapahi i ngā utu kāore e tāpiri uara, kua puta mai i a mātou te $30 miriona moni whiwhi. Nō reira, ka eke tātou ki te tau 2022. Ko te moni whiwhi he 2%, he 3% teitei ake rānei, engari kāore tātou e whai hua mai i te hua. Nō reira, ki taku whakaaro he awhe pai tēnei i runga i te rere o ngā tau, nō reira ki taku whakaaro ka piri tonu tātou ki tēnā. Kāore au i te whakaaro he mea āta tirotiro. Ki taku whakaaro he tau tino kaha.
Ko te mea whakamutunga ki ahau, ko te tumanako ka puta he moni kore utu i te tau 2022. Ki tō whakaaro ka taea e koe te mahi pai ake i te 25 miriona i te tau 2021? He aha te pānga o te whakapaunga o te potae mahi ki tēnei tirohanga?
Ki taku whakaaro kei roto i taua awhe. Arā, he āhuatanga rerekē kei roto i te nohoanga me te wā o te rarangi taonga - he mea kotahi tēnā e akiaki ana, ahakoa he nui ake, he iti iho rānei i te $25 miriona, engari ki taku whakaaro ka taea e tātou te hinga i te $25 miriona. Kei mua mātou i a ia i ētahi wā, he paku kei muri mātou i ētahi wā, engari kei te whakamahere mātou kia pai te tūnga mō te tipu i ngā marama e haere ake nei.
Ngā mihi nui ki a koutou. E ngā wāhine, e ngā rangatira, kua mutu te wā pātai me te whakautu. Ka tukuna atu e au te waea ki te Tumu Whakarae me te Perehitini, a David Cherechinsky, hei kōrero whakamutunga.