Zita rangu ndinonzi Sheryl uye ndichava mushandi wako nhasi. Panguva ino, vatori vechikamu vese vari mumodhi yekuteerera chete. Gare gare, tichava nechikamu chemibvunzo nemhinduro [Manotsi kune Vashandi].
Zvino ndichadzosera chikumbiro kuna Brad Wise, Mutevedzeri weMutungamiri weDigital Strategy neInvestor Relations. VaWise, munogona kutanga.
Mazvita Shirley. Mangwanani akanaka uye tinokugamuchirai kuNOW Inc.'s Fourth Quarter and Full Year 2021 Earnings Conference Call. Mazvita nekubatana nesu uye nekufarira kwenyu NOW Inc. Ini nhasi ndiDavid Cherechinsky, Mutungamiriri Mukuru, naMark Johnson, Mutevedzeri Mukuru weMutungamiriri Mukuru weZvemari. Tinoshanda zvakanyanya pasi pemhando dzeDistributionNOW neDNOW, uye muhurukuro yedu mangwanani ano, muchanzwa tichitaura nezveDistributionNOW neDNOW, idzo dziri NYSE tickers dzedu.
Ndokumbirawo mucherechedze kuti zvimwe zvezvatinotaura panguva yekufona kwemusangano, kusanganisira mhinduro dzemibvunzo yenyu, zvinogona kunge zvine fungidziro, fungidziro uye fungidziro, kusanganisira asi kwete kungogumira kune zvataurwa nezvemabhizinesi ekambani yedu. Aya mashoko ekutarisira ramangwana mukati mezvinoreva mitemo yeUS federal securities, zvichibva paruzivo rushoma kusvika nhasi, uye anogona kuchinja. Anogona kunge aine njodzi uye kusava nechokwadi, uye mhedzisiro chaiyo inogona kusiyana zvakanyanya. Hapana anofanira kufunga kuti aya mashoko ekutarisira ramangwana acharamba achishanda gare gare mukota kana gare gare mugore. Hatina chisungo chekuvandudza pachena kana kugadzirisa chero chirevo chekutarisira ramangwana chero chikonzero. Pamusoro pezvo, iyi call yemusangano ine ruzivo rwakakosha panguva uye inoratidza fungidziro yakanakisa yemaneja panguva yekufona kwemusangano mhenyu. Ndokumbirawo mutarise maFomu 10-K ne10-Q achangoburwa eNOW Inc. ari kufaira kuSecurities and Exchange Commission kuti muwane hurukuro yakadzama yezvinhu zvikuru zvine njodzi zvinokanganisa bhizinesi redu.
Ruzivo rwakawedzerwa uye ruzivo rwezvemari uye rwekushanda runogona kuwanikwa mumashoko edu emari kana pawebhusaiti yedu pa ir.dnow.com kana mumafaira edu neSEC. Kuti tipe vanoisa mari ruzivo rwakawedzerwa rwune chekuita nekushanda kwedu sezvakatarwa maererano neUS GAAP, muchaona kuti tinoburitsawo matanho akasiyana-siyana emari asiri eGAAP, anosanganisira EBITDA, kunze kwemamwe mari, dzimwe nguva anonzi EBITDA; Net income, kunze kwemamwe mari; diluted earnings per share, kunze kwemamwe mari. Imwe neimwe haibatanidzi kukanganisa kwemamwe mari uye saka haiverengerwi zvinoenderana neGAAP. Kuti ienderane zviri nani nekuongorora kwemaneja mashandiro ekambani uye kuti zvive nyore kuenzanisa mashandiro edu nekushanda kwemakambani evamwe mukota yechina uye gore rose rakapera musi wa31 Zvita, 2021, EBITDA kunze kwemamwe mari haibatanidzwe. Inosanganisira mari yekubhadhara isiri yemari. Nguva dzakataurwa dzakagadziriswa kuti dzienderane nezvinoratidzwa munguva ino.
Ndokumbirawo muone kuenzaniswa kweimwe neimwe yeiyi nzira dzemari dzisiri dzeGAAP nedzinonyanya kuenzana nedzeGAAP, pamwe neruzivo rwekuwedzera rwunopihwa pakupera kwekuburitswa kwemari yedu. Kubva mangwanani ano, chikamu cheInvestor Relations chewebhusaiti yedu chinosanganisira mharidzo inofukidza mhedzisiro yedu yekota neyakazara yegore ra2021 pamwe nepfungwa dzakakosha. Kufona kwemusangano wanhasi kuchadzokororwa pawebhusaiti kwemazuva makumi matatu anotevera. Tinoronga kuendesa Fomu 10-K yedu yekota yechitatu ya2021 nhasi, iyo ichave iripowo pawebhusaiti yedu.
Maita basa, Brad, uye mangwanani akanaka mose. Pamari yatakawana gore rapfuura, patakanga tapora kubva mugore iro indasitiri yakanga yatambura nemisika nemamiriro ezvinhu akaipisisa, DNOW yakapindura nekukurumidza uye zvine hungwaru kudzivirira mari yayo uye kugadzira nzira yekubudirira mune ramangwana. Base. Tinotenda kuti musika netsika dzedu dzekushandisa mari dzevatengi zvakachinja zvakanyanya panguva iyoyo, uye chiito chakakosha chinodiwa kuti titsanangure patsva bhuku redu rekutengesa, kutengesa uye kubatanidzwa kwevatengi, uye kugadzirisa modhi yedu yekushanda kuti ipindure sezvo hupfumi hwatanga kupora. Kubudirira. Kuderera kwehupfumi kunokurudzira shanduko, uye ndakaona pano mangwanani ano, ndichishamiswa nevakadzi nevarume vane tarenda reDNOW, vanotarisa vatengi avo vasina kungogamuchira chete, asi vakatungamira shanduko. Mhedzisiro yezvisarudzo zvedu mumakore maviri apfuura inoonekwa kwete chete mukuvandudza mashandiro emari masikati neusiku, asiwo mukugona, kushingaira uye kugona kwechikwata chedu kupa mhinduro dzakanaka dzinodiwa nevatengi vedu munzvimbo ine kushushikana kwecheni yekugovera.
Muchikamu chekutanga chegore rino, takatanga kushanda paPermian Supercenter yedu itsva muOdessa, Texas. Nzvimbo iyi inowedzera nzvimbo yedu nekudyara mari pakati peimwe yenzvimbo dzinogadzira mafuta zvakanyanya muUnited States. Inzvimbo yedu ine simba rakawanda uye ine simba reOdessa Pumps, Flexible Flow, Power Services neTSNM Fiberglass, zita rakasimba uye rinokosha rinokwezva vatengi rinosimbisa zita redu muPermian. Muchikamu chechitatu chegore, tinoronga kuvhura nzvimbo itsva yekufambisa magetsi munharaunda iyi kuti titsigire vatengi vedu sezvo chirongwa chavo chekuchera chiri kuwedzera. Nzvimbo iyi ichatsigirwa zvakanyanya neSupercenter senzira yekuvandudza kugutsikana kwenzvimbo uye kuwedzera kushanda zvakanaka uye kusimbisa hukama nevatengi vatinoda.
Zvino, tichienderera mberi nemigumisiro yedu, mari inowanikwa mukota yechina yakaderera ne2% kusvika pamadhora mazana mana nemakumi matatu nemaviri emamiriyoni pakupera kwegwara ratakapa panhare yedu yekupedzisira. Mari inowanikwa mugore rose ra2021 yaive mabhiriyoni gumi nematanhatu nemakumi matatu nemaviri emadhora, kuwedzera kwemamiriyoni gumi nematatu emadhora kana 0.8% muna 2020 zvichienzaniswa negore rapfuura, zvichibatsira muna 2020 tichifunga nezvekubudirira kwakasimba kwemadhora mazana matanhatu nemakumi mana nemana emamiriyoni mukota yekutanga ye2020, izvo zvakakosha kucherechedza. Nemamwe mashoko, kwemwedzi mipfumbamwe yakapera musi wa31 Zvita, 2021, tichiregeredza mari inowanikwa mukota yekutanga yegore rega rega yakakwira nemadhora mazana maviri nemakumi mashanu nematanhatu emamiriyoni, kana 25%, kubva mugore rapfuura. Mukota yechina ye21, mari inowanikwa yakawedzera zvakare kusvika pakakwirira kupfuura dzose ye23.4%, yakakwira ne150bps zvakateerana. Iyi ndiyo kota yechina yakatevedzana yemari inowanikwa uye kuwedzera kwe21.9% kwemari inowanikwa mugore rose ra2021. Tiri munzvimbo ine inflation uye tinobatsirwa nayo. Asi mashandiro aya anokonzerwa nekusarudza nekungwarira, uye takavaka hukama nevatengesi vane mukurumbira vanoita zvigadzirwa zvemhando yepamusoro uye vanoremekedzana uye vanopa mibairo sezvatinoita. Kana tikakwanisa kuunganidza nekuparadzira kutenga kwakawanda kune vatinoshanda navo, tinowedzera kuwanikwa kwechigadzirwa, maropafadzo ekudzosa uye mutengo wechigadzirwa, uye vatengi vedu vanobatsirwa nekuwanikwa munzvimbo ine miganhu yekuzadza.
Uye nekuti tinosarudza kuti ndeapi marongero ezvigadzirwa, mabhizinesi, nzvimbo nevatengesi vachatsigira uye vatengi vachatevera. Tinokwanisa kuwedzera mitengo yezvigadzirwa musanganiswa wehuwandu hwezvigadzirwa nekuti tinofarira zvigadzirwa zvinopa purofiti yakawanda uye kukwidza mitengo kana kupa zvigadzirwa zvisina purofiti yakawanda. Iye zvino pane mamwe mashoko pamusoro penzvimbo iyi. Kune US Energy, kurangwa kwemari yevatengi kunoramba kuri chinhu chikuru chinoita kuti tishande sezvo vashandi vemagetsi vachiramba vachigadzira uye vachidzosera mari kune vane masheya. Sezvatakataura pamusoro pezvatakambotaura, maitiro evashandi vehurumende akakurudzira vagadziri vemafuta negesi vega kuti vatungamirire kukura kwehuwandu hwezvishandiso. Mukati mekota uye mukati megore ra2021, takaramba tichinanga nekuwedzera chikamu chevashandi vega nekupa mavharuvhu emapaipi nezvishandiso zvekubatanidza wellhead uye nzvimbo dzemabhatiri etangi. Vatengi vedu vemasevhisi ekubatanidza zvinhu vanobatanidzwa vanoramba vachibudirira pamwe chete sezvo tichipa mamwe masevhisi akawedzerwa kukosha kubatsira vatengi vedu kuderedza mari yekutakura uye kuzadzisa zvirongwa zvavo zvekugadzira. Semuenzaniso, tafambira mberi pachirongwa chedu chekutarisira zvinhu zverig kutsigira mabasa ekuwedzera ekugadzirisa mari kune vagadziri vakuru veE&P.
Kuti tifambise kukura kusvika mugore ra2022, takawana zvibvumirano zvitsva zvePVF mukati mekota iyi, kusanganisira mugadziri mukuru akazvimiririra ane midziyo muPermian, uye kushanda zvakananga kune kontrakiti kunogona kuwedzera kubva padanho rekutanga. Chibvumirano cheLithium Extraction Business Supply. KuSoutheast, takagamuchira odha kubva kumugadziri akazvimiririra muGulf of Mexico nekufambisa kwemugadziri kuenda kumidziyo yake yepombi yakakuvadzwa neHurricane Ida August. Takapawo PVF yekugadzirisa nzvimbo dzakawanda dzecompressor zvakare nekuda kwekukuvara kwedutu. Takawedzera mabasa neodha kubva kumugadziri mukuru akazvimiririra wezvivakwa zvitatu munzvimbo inogadzira gasi muHaynesville. Kukura kwekutengesa kwepakati, tinotarisira kuona kuenderera mberi kwesimba semasisitimu ekuchera nekuunganidza, kuwedzera kushandiswa kwesimba rekutakura zvinhu pakati, kufambisa mari yakawanda mukuchengetedza kwepakati uye mapurojekiti ecapex. Mari yedu yevatengi vepakati yakatarisana zvakanyanya negasi rechisikigo nemapurojekiti emvura akagadzirwa, izvo zvaive zvakakosha muzvikamu zvakapfuura.
Mumitambo yeMarcellas, Utica neHaynesville, takapa vagadziri vegasi vakati wandei makits ekugadzira skid akabatana zvakanaka uye ma transmitter receiver kits. Tinopa mavharuvhu anoshandiswa kumapurojekiti akati wandei ekuwedzera tambo dzekufambisa dzeNGL uko tinopa rutsigiro rwehunyanzvi rwekushandisa zvigadzirwa uye rutsigiro rwebasa remumunda pakuisa mavharuvhu, kuyedza, kutanga uye kutanga. Tinopa mapaipi, mavharuvhu ekufambisa uye michina yekuisa kune akawanda masevhisi egasi rechisikigo muMidwest neRocky Mountains. Tichitendeukira kuUS Process Solutions, takaona kuti vamwe vevatengi vedu vanofarira kuchera nekupedzisa izvo zvave zvichideredza kudiwa kwemidziyo yedu inotenderera uye yekugadzira nekuda kwekugona kuripo kwekutamisa nekugadzirisa. Zvisinei, tiri kutanga kuona kuwedzera kweodha sezvo mapurogiramu ekubatana kwevatengi achitamira kunzvimbo dzisina zvivakwa zviripo. Mamwe mapurojekiti anozivikanwa akaitwa mukati mekota iyi aisanganisira kugadziriswa kwemapombi ekugadzirisa mamwe maitiro ekudya uye mashandisirwo ekutamisa panzvimbo dzekuchenesa muRocky Mountains, uye takapa musanganiswa wemavharuvhu ekuparadzanisa alloy uye ekudzora eprojekiti yedu yemugodhi wetrona kumaodzanyemba kwakadziva kumadokero kweWyoming.
Basa muPowder River Basin rakatanga kuenderera mberi patakapa ma "three-phase separators" ane mavharuvhu nemidziyo kune mumwe mushandi mukuru akazvimiririra uye pasuru yekurapa brine kune mumwe mushandi weE&P. Kudiwa kwemidziyo yedu yemhepo yakamanikidzwa uye dryer kits kuri kuramba kwakakwira sezvo vashandi vachitsiva ma "pneumatic systems" ne "compressed air systems" kuti vabvise kuburitswa kwemhepo inokonzera kudziya kwepasi. MuPermian, takapa ma "pipe racks" akawanda, "pomp skids" kune mumwe mushandi mukuru uye takatiparadzanisa nefekitori yedu yekugadzira yeTomball Texas uye takagamuchira maodha akawanda ema "heaters" matsva, "processor vessels" uye "separators". Takabudirira kuwedzera kukwereta kwedu kwe "hydraulic jet pup", tichitsiva ma "ESP applications" nekuwedzera mashandiro pane dzimwe nzira dzekurenda dzinochinjika sezvo vashandi vakagamuchira mhinduro yedu.
MuCanada, takaona kukunda kukuru mukota iyi, nemitengo yePVF kubva kuvagadziri vemafuta makuru emuCanada, mapakeji ekuisa mafuta emugungwa kubva kuvagadziri veAlberta kumaodzanyemba kwakadziva kumabvazuva kweSaskatchewan, uye yezvigadzirwa zveArtificial lift zvekugadzirisa mabasa ecapex pakati peCanada. Takaendesa maodha akawanda makuru emavhavha anoshandiswa kuburikidza neEPC kune mumwe mushandi wepakati muAlberta. Chikamu chedu chepasi rose chakakanganisa zvikuru mari inowanikwa nekuda kwekunonoka kwecheni yekugovera uye kukanganisa kuwanikwa kwevashandi. Basa riri kuwedzera kumapurojekiti madiki, ayo anofanira kutanga kuwana simba sezvo kutangwazve kwerig kwakawanda kuri kuitika muMiddle East. Pamusoro pezvo, mabasa ebhukingi akawedzera kune mazhinji emaEPC atinogara tichiita nawo bhizinesi. Zvimwe zvakakunda mukota iyi zvinosanganisira kupa huwandu hwakawanda hwemavhavha egedhi, mavhavha eglobe necheki, tambo dzemagetsi nefittings dzezviteshi zvekugadzira magetsi muUK, tambo dzemagetsi nefittings dzevagadziri vekumusoro muKazakhstan, uye simba remagetsi kune vanoshanda neBolts muWest Africa.
Zvakakoshawo kuziva kuti takapa mapipe fittings nemapurani eprojekiti kuNOC muOman uye mutsetse wema gate ball uye check valves enzvimbo yekugadzirisa gasi muKurdistan. Mumabasa edu eUAE, tinopa ma actuation valves e methylene recovery units muIndian refineries uye EPCs dzemapurojekiti ekugadzira triethylene glycol muPakistan. Tinopawo mavharuvhu eIOC's Iraq Produced Water Project uye EPC yeJurassic Production Facility muKuwait. Indasitiri yedu yave ichitarisana ne inflation yezvigadzirwa uye kukanganisa kuwanikwa kwezvigadzirwa kunokonzerwa nekushaikwa kwe supply chain uye kunonoka. Chikwata chedu che supply chain chave chakatarisana nekuderedza kukanganiswa nekuona kuti tine zvigadzirwa zvakakwana zvekutsigira vatengi vedu. Tinoshandisa mari yedu yepasi rose nevatengesi vedu kuti tive nechokwadi chekuti tinogona kuisa pamberi huwandu huripo, uku tichienzanisa njodzi nezvinhu zvinodhura nekubatanidza masosi emuno neekunze. Hausi kungoshanda nesimba chete kuti uwane mabasa, asi tinopawo dzimwe nzira dzakakodzera kune vatengi vari kuramba vachivimba neDNOW kuti vawane mhinduro dzinoenderana nezvinodiwa zvavo. Izvi zvakaita kuti vamwe vevatengi vedu vawedzere runyorwa rwavo rwevagadziri vanotenderwa vachishandisa DNOW's AML. Tine zvimwe zvinhu zvepaipi zviri mukufambisa uye nguva yekumirira kutumirwa kwekupedzisira, uye Tinogona kusangana nematambudziko ekupa mapaipi muhafu yekutanga ya2022. Kukwira kwemitengo kwakaramba kuripo sezvo mitengo yemuno neyekupinza zvinhu kunze kwenyika yakawedzera mukati mekota iyi.
Tendeukira kuchirongwa chedu cheDigitalNOW. Mari yedu yedhijitari sechikamu chemari yese yeSAP yaive 42% mukota iyi. Ticharamba tichishanda nevatengi vedu vekubatanidza madhijitari kuti tiwedzere ruzivo rwavo rwekutengesa e-commerce nekugadzirisa macatalog ezvigadzirwa zvavo uye kugadzira mhinduro dzekushanda dzakagadzirwa kuburikidza nepuratifomu yedu yeshop.dnow.com. Tiri kushandisa uye eSpec configurator yedu yezvigadzirwa zvedhijitari yemapakeji emidziyo yakaoma yakagadzirwa kuti tifambise mberi bhizinesi redu rekugadzirisa maitiro ekuUS. ​​Mumakota mashoma apfuura, chishandiso ichi chakabatsira vatengi vedu vazhinji kugadzirisa uye eSpec air compressor uye dryer packages kuti ikubvumire kutsiva masystem epneumatic mukutsigira kudiwa kwemushandi kuderedza kuburitswa kwemhepo inopisa. Pamusoro pezvo, mamwe emapoka edu epurojekiti anoshandisa eSpec kubatsira kuvaka nekuvaka mabhidhi epurojekiti, nepo mamwe achiishandisa kuisa saizi yemapakeji ekutanga neanogamuchira ekutengesa. Pakupedzisira, takatanga AccessNOW, suite ye automated inventory management uye inventory control solutions yevatengi. Zvigadzirwa zvedu zveAccessNOW zvinosanganisira makamera, masensa, smart locks, barcodes, RFID uye automated data collection solutions zvinoita kuti vatengi vedu vakwanise kutarisira zvirinani uye kudzora inventory yavo pasina kubhadhara mari yenzvimbo yeinventory yevanhu.
Zvino, ndinoda kutaura zvimwe zvine chekuita nekuchinja kwesimba. PaUS Gulf Coast, takapa mapombi maviri esimbi isina tsvina yesimbi yekuchenesa tsinga yemafuta emhuka inoshandura mafuta emhuka kuita biodiesel, uye mapombi emagetsi ekugadzira marori emagetsi muTexas. MuCanada, takakunda maodha akawanda emavharuvhu emagetsi asina kuburitsa mweya kuburikidza neEPC, takaita mapurojekiti ekutora nekuchengetera kabhoni muAlberta, uye takachera matsime ekutsvaga kubva kuvagadziri kuti tibvise helium yemisika yepamusoro yeindasitiri. Kubudirira uku kunoratidza kuti zvigadzirwa zvakawanda zviripo zviri kuwedzera sei mumisika yekukura senge kutora kabhoni uye kugadzira maindasitiri epamusoro-soro. Tinoramba tichitarisa nekutevera huwandu huri kuwedzera hwemapurojekiti ekuchinja simba. Chikwata chedu chekuvandudza mabhizinesi chave chichishanda neRFI dzakasiyana-siyana neRFPs kune vatengi vazhinji vane chekuita nedhiziri rinodzokororwa nepeturu, mafuta endege anochengetedza nharaunda, kutora zvakananga mhepo, kutora nekuchengetera kabhoni, hydrogen necarbon dioxide transmission uye mapurojekiti ekuchengetedza. Sezvatinoongorora mabhiri nezvinhu zviri murondedzero yedu yemapurojekiti ekuchinja simba, tinoshanda nechikamu chedu chekugadzira kuti tive nechokwadi chekuti tinowana zvigadzirwa zvakawanda zvakakodzera zvichashandira misika iyi iri kukura. Nezvo zvatasiya, regai nditendeuke. ndokuendesa kuna Mark.
Maita basa Dave uye mangwanani akanaka mose. Mari inowanikwa mukota yechina ya2021 yemadhora mazana mana nemakumi matatu nemaviri emamiriyoni yakadzikira ne2% kubva mukota yechitatu, kunyanya nekuda kwekuderera kwemwaka kwakajairika kwakakonzerwa nemazororo uye mazuva mashoma ekushanda ayo nhungamiro yedu yaitarisira zviri nani. Mari inowanikwa muUS mukota yechina ya2021 yaive mamiriyoni mazana matatu nematatu emadhora, yakaderera mamiriyoni mapfumbamwe emadhora kana 3% kubva mukota yechitatu. US Energy Centers yedu yakabatsira inosvika 79% yemari yese yeUS mukota yechina, iyo yakaderera ne4% zvakateerana, uye mari inowanikwa neUS Process Solutions yakawedzera ne2% zvakateerana.
Kuendeswa kuCanada chikamu. Mari inowanikwa muCanada mukota yechina ya2021 yaive mamiriyoni makumi manomwe nemaviri emadhora, kuwedzera kwemamiriyoni mana emadhora kana 6% mukota yechitatu. Zvichienzaniswa nekota yechina ya2020, mari yakakwira mamiriyoni makumi maviri nemana emadhora kana 50% gore negore. Chikamu chechina chakasimba cheCanada chakakonzerwa nekuwanda kwekuda mumusika wesimba reCanada, pamwe chete nemamodheru ekukosha uye kugoverwa kuri kuonekwa nevatengi vedu. Mupi wemhinduro dzetekinoroji anovimbwa uye akasimbiswa. Mari inowanikwa pasi rose yaive mamiriyoni makumi mashanu nemanomwe emadhora, yakaderera zvishoma uye yakaderera mamiriyoni maviri emadhora kana kuti yakati sandara zvichienzaniswa nekota yechitatu, zvichipiwa kukanganisa kusina kunaka kwemari yekune dzimwe nyika isina kusimba kana tichienzanisa nedhora reUS. Mari inowanikwa pasi rose mukota yechina yakawedzera ne21%, kana mamiriyoni gumi emadhora, zvichienzaniswa nenguva imwecheteyo muna 2020. Mari inowanikwa yakawedzera ne150 basis points kubva mukota yechitatu kusvika pa23.4%. Kuwedzera kwemari inowanikwa kwakabva kune zvimwe zvinhu mukati mekota. Inenge chikamu chimwe muzvitatu chekuvandudzwa kwemari inowanikwa kana kuti inenge mamiriyoni maviri emadhora kwaive kuderera nekuda kweinenge mamiriyoni imwe neimwe mu mari yekufambisa uye mari yekuunganidza zvinhu mukota yechina, zvose zvinotarisirwa kudzokera paavhareji yazvo mukota yekutanga. Tinoona mari yedu yekutumira ichidzokera padanho repamusoro kusvika mugore ra2022 uye imwe purofiti iri kudzikira sezvatinopinda mugore ra2022.
Imwe mhedzisiro yakanaka pamari yekuwedzera mukota yechina yaive nekuda kwekuwedzera kwehuwandu hwevatengesi, hwatisingatarisiri kudzokorora padanho rimwe chete mukota yekutanga ya2022 sezvo chiyero chehuwandu hwekutenga chagadziriswazve. Chikamu chekupedzisira chekuvandudzwa kwemari yekuwedzera chakabva pamitengo yemitengo yemitengo, kunyanya zvigadzirwa zvepaipi nesimbi yakawanda, zvichibatsira mari yekuwedzera mukota ino. Takaramba tichiunza kukura kwemari yekuwedzera, kunyangwe zvishoma mune zvakawanda zvezvigadzirwa zvedu, sezvatakatamira kune zvigadzirwa nemhinduro dzinopa kukosha kukuru kuDNOW nevatengi vedu. Mari yekutengesa nekutarisira yakawedzera $91 miriyoni mukota, yakakwira $5 miriyoni mukota, nekuda kwezvivakwa zvine hungwaru, kutama uye kubhadhara kwemari yekubvisa $3 miriyoni, mhedzisiro yemari iri nani pane yaitarisirwa uye kuwedzera kwemubhadharo unoshanduka nekuda kwekumira nekukurumidza kweCOVID-19 mari inosvika $1 miriyoni yerubatsiro rwehurumende ine chekuita nemadhora ekuAmerica, pamwe nekudyara kwedu nemaune muzviwanikwa nevanhu vari mumusika wevashandi wakamanikidzwa, kuti tigadzirise DNOW kutenderera uku kwekukura. Sezvo matanho edu ehutano achiramba achibereka zvibereko, tinogona kuona shanduko yakafanana mukuvaka kweWSA. kuenda muchikamu chekutanga chegore ra2022.
Kubva mugore ra2019, takaderedza mari yedu yegore negore yekutengesa matura uye yekutarisira nemadhora mazana maviri emamiriyoni emadhora, saka basa rechikwata chedu rekushandura modhi yedu yekubudirira inogara iripo kuburikidza nematanho riri kubudirira. Kuenderera mberi, tinotarisira kuti WSA ichadzikira mukota yekutanga, pedyo nedanho redu rekota yechitatu, sezvatinoona zvirongwa izvi zvichitora nzvimbo pamari yakawanda. Kukanganiswa nezvimwe zvinobhadhariswa zvakaburitswa mugwaro remari yekota iyi zvaive zvingangoita mamiriyoni matatu emadhora. Izvi zvine chekuita nekubuda kwezvivakwa zvidiki uye zvemakambani panguva yatakabatanidza zvivakwa gumi nezvishanu mukota yechina. Mari yeGAAP yekota yechina yaive mamiriyoni gumi nemaviri emadhora kana $0.11 pamugove, uye mari yeGaAP yekota yechina kunze kwemari yemamwe yaive mamiriyoni masere emadhora kana $0.07 pamugove. Kwekota yechina ya2021, mari yeGaAP yeEBITDA kunze kwemari yemamwe madhora kana EBITDA yaive mamiriyoni gumi nemanomwe emadhora kana 3.9%. Sezvakataurwa naBullard, kuyananiswa kwedu kweEBITDA yemazuva ano neyemangwana kunowedzera kumari yemubhadharo isiri yemari pamutengo wega wega. nguva. Mari yekubhadhara inobhadharwa nezvikamu inosvika mamiriyoni maviri emadhora pakota yegore ra2021. Tave tichitarisa pakutsvaga nekushandisa zvirongwa zvekuvandudza mashandiro edu uye kuwedzera kukosha kwedu kuvatengi vedu. Nhasi, mhedzisiro yedu yemari inoratidza kushanda nesimba nekuzvipira kwevashandi vedu. Ndinoda kuratidza kuti mari yedu yekota yechina ye2021 yemadhora mazana mana nemakumi matatu nemaviri emamiriyoni yaive yakakwira ne35% pane kota yechina ye2020, uye kuyerera kweEBITDA kwaive 39%, kana kuti kota yemwedzi mitatu yeEBITDA yemadhora mazana mana nemana emamiriyoni pagore. Kuyerera kwakasimba uku kusanganiswa kwenzvimbo yedu yezvigadzirwa yakagadziridzwa zvakanyanya, mikana yepamusoro yezvigadzirwa uye kushanda zvakanaka, zvichikonzera kukosha kukuru kune vatengi vedu uye mari yedu yepamusoro.
Pakutarisa EBITDA yegore rose, takachinja kubva pakurasikirwa nemadhora mamiriyoni makumi mana nemanomwe muna 2020 kuenda kuEBITDA yakanaka yemadhora mamiriyoni makumi mana nemashanu muna 2021 kana kuvandudzwa kweEBITDA kwemwedzi gumi nemiviri yemadhora mamiriyoni makumi mapfumbamwe nemaviri nemari yakafanana. Humbowo hwakajeka hwekushanda nesimba kukuru nezviito zvinoitwa nevashandi vedu kuti vasvike pakuchinja kwakakosha mukambani. Ndinoda kutenda vashandi vedu nekuda kwebasa guru rakatiisa mukukura kwemakore akawanda. Kumwe kubudirira mukota yechina kunovandudza sarudzo dzedu dzeramangwana ndiko kugadzirisa kwedu nzvimbo yedu yechikwereti yakachengetedzeka, iyo ikozvino yawedzerwa kusvika muna Zvita 2026, uye kuwedzera pamari yedu yemadhora mazana matatu nemakumi matatu nematatu ($313 million) Inopa mari yakakwana pamusoro pemari. Chikwereti chose chakaramba chiri pazero, kusanganisira zero drawdowns mukati mekota, uye mari yese yaive $561 miriyoni, kusanganisira $313 miriyoni yemari iripo, uye imwe $248 miriyoni muzvikwereti zviripo. Maakaundi anowanikwa aive $304 miriyoni, akakwira ne2% kubva mukota yechitatu, Mari yekutenga zvinhu yaive $250 miriyoni, yakakwira $6 miriyoni kubva muchikamu chechitatu, uye mari yekutenga zvinhu yekota yega yega yaive ka5.3. Maakaundi aibhadharwa aive $235 miriyoni, yakadzikira ne3% kubva muchikamu chechitatu chegore ra2021.
Mari yekushanda, kunze kwemari, sechikamu chemari inowanikwa pagore yekota yechina yaive 11.6% kubva musi wa31 Zvita, 2021. Tinotarisira kuti chiyero ichi chemari yekushanda chichawedzera zvishoma sezvo tichida kukurudzira kukura kuburikidza nekuwanikwa kwezvigadzirwa kuti titsigire vatengi vedu. 2021 igore redu rechina rakatevedzana remari yemahara. Mumakore mana apfuura, takawana $480 miriyoni mumari yemahara, izvo zvinoonekwa. Muna 2021, gore rekukura kwemari ye35% mukota yechina kana $113 miriyoni mukukura kwemari zvichienzaniswa nekota yechina ya2020, takawana $25 miriyoni mumari yemahara muna 2021, inova nguva yedu yenguva dzose yaizodya mari padanho iri rekukura. Tinoramba takazvipira mukutarisira balance sheet, kuisa mari muzvinhu zvakanaka, kutsvaga kutenga zvinhu zvine hungwaru uye kuwedzera hutano hwezvinhu kuti tisimbise ramangwana. Tinopemberera zvakare kota yekubudirira netariro yeramangwana, uye tine tarenda, zviwanikwa nesimba rekukura mari yedu, kukura bhizinesi rinoshanduka uye kugadzira kukosha kunoramba kuripo kune vatengi vedu uye vane migove.
Mazvita, Mark. Zvino, mamwe mashoko pamusoro pekubatanidzwa kwemakambani nekutenga, chinhu chikuru pakugoverwa kwemari chinoramba chiri mikana isina kugadzirwa yekuwedzera purofiti. Kuburikidza nekubatanidzwa kwemakambani nekutenga, chinangwa chedu ndechekusimbisa nekuwedzera bhizinesi rezvigadzirwa, nzvimbo kana mhinduro dzatinopa vatengi vedu, uye kugonesa masangano aya kushandisa mukana wekudzoka kwemusika nekuvaka mari mukati mebhizinesi. Ticharamba tichibatanidzwa zvakanyanya muzvinangwa zvinogona kuitika pakuongorora mikana munzvimbo dzedu dzekutarisa, kunyanya mukugadzirisa maitiro uye mhando dzakasiyana dzezvigadzirwa, pamwe nemisika yemaindasitiri. Kune yega yega tarisiro yekutengesa, kune mapato maviri anobatanidzwa. Saka, zvinotora nguva nehunyanzvi kusvika pakugumisa kuti nemitengo yemafuta iri mumadhora makumi mapfumbamwe uye hupfumi hwakasimba, tarisiro yevatengesi yakawedzera, asi tiri kutsvaga mashandiro emari akasimba uye akasimba ekambani yakawanikwa mukati megore rose. Kwete chete kana mitengo yezvinhu yakakwira. Tiri kuongorora mikana yakawanda iri munzira yedu, uye ticharamba tichisarudza uye tichironga sezvatinotevera uye pakupedzisira tichiyambuka mutsetse wekupedzisira.
Mumakota matanhatu apfuura, vagadziri vemafuta vakatambura kuderedza kuwanda kwemafuta pasi rose, kuburikidza nekusanganiswa kweNorth America E&P capital discipline uye kudzikiswa kweOPEC+. Maitiro aya akonzera mitengo yezvinhu yakakwira, mabhanari akavandudzika uye mashandiro emari ari nani kune vazhinji vevatengi vedu. Sezvo mamiriro avo emari achivandudzika, tinotarisira kuti mari yekuwedzera inoshandiswa mumari irambe ichienderera mberi nekuwedzera kugadzirwa, uye sezvo huwandu hwevatengi huchiwedzera, kuwedzera kwemabasa kuchatungamira mukuwedzera kudiwa kwezvigadzirwa zvedu zvePVF uye mapakeji emidziyo yakagadzirwa. Ndine tariro yekuti kupora kuripo uye kumhanya kuri kuramba kuchikonzera kudiwa kwakanyanya kwezvigadzirwa nemasevhisi edu uku tichivandudza purofiti. Kune chikamu chedu cheUS, ndinotarisira kukura kwakasimba kwegore negore sezvo hwaro hwemusika huchiri kuramba huchivandudzwa. MuCanada, tiri panzvimbo yakanaka yekushandisa kupora kuri kuramba kuchienderera mumitengo yezvinhu kupa zvinokurudzira vagadziri kuti vawedzere bhajeti ravo.
Tinotarisirawo kuti bhizinesi redu rekuCanada richakura gore negore muna 2022. Tiri kuona mabasa akawanda muchikamu chesimba richisimudzira mapurojekiti epasi rose. Panguva imwe chete, nekuda kwekunonoka kwebhizinesi redu repasi rose, tiri kugadzirisa mafambiro edu uku tichiona kuti mabasa edu haachinji. Tinotarisira kuti gore rinouya, 2022, richaona kukura mubhizinesi redu repasi rose. Pasinei nekushaikwa kwezvekufambisa zvinhu uye kuwanikwa kwezvinhu uye kutanga zvishoma nezvishoma muna 2022 nekuda kweCOVID nematambudziko ane chekuita nemamiriro ekunze muna Ndira, tinotenda kuti mari yeKota yekutanga 2022 ichakwira zvakateerana pakati pehuwandu hwenhamba imwe chete. WSA ingangodzoka kusvika pamazinga e3Q21 muKota yekutanga 22, uye tinotarisira kuti kurongeka kwemari yegross margins munguva pfupi iri kutevera kuve pedyo nemazinga egore rose ra2021 e21. Pagore negore, tinotarisira kuti mari yepakati kusvika pasi muzana muna 2022. Tinotarisira kuti mari ye2022 EBITDA inowedzera kukura muhuwandu hwevechidiki muzana, zvichikonzerwa nekuwedzera kuri kuramba kuchiita musika, mari yakawanda, yakafanana nezvikamu zvegore rose ra2021. Kunyange hazvo COVID, nyaya dzezvematongerwo enyika uye kusagadzikana kwecheni yekugovera zvinhu zvakagadzira mamiriro akadzama gore rino, tinotenda kuti kukura kwemari kuchapfuura $200 miriyoni uye EBITDA mumadhora ekuUS inogona kupetwa kaviri muna 2022.
Zvino, ndichaongorora kuti tiri papi pakutanga kwekukura kwemusika kwenguva refu. Gore rapfuura, taitarisira kuti mari yegore rose ra2021 ichadzikira, tichifunga nezvesimba remari yakawanikwa isati yasvika muchikamu chekutanga chegore ra2020. Saka, chinangwa chedu ndechekugadzira simba rekutengesa repasi rose, kugadzira modhi yedu yekuzadzisa kuti tivandudze kuwanikwa kwezvigadzirwa uye sevhisi yevatengi, uye kuderedza mutengo wemari inowanikwa padhora uye kuderedza njodzi yezvinhu zviripo mukati menguva yese. Tinoedza kutsaura kuedza kwedu kukura kwemari kuti titarise zviwanikwa zvedu zvinokosha, kubvumira vatengi kuona kukosha uye kuvandudza zvakanyanya mari inowanikwa uye mari inowanikwa pachena. Tichitarisa kumashure, kubva pakukura kwakasimba kwemari kusvika pakunyoresa margins, kutendeuka kwezvinyorwa, kutendeuka kwemari inoshanda, tapfuura zvataitarisira mumaakaundi ese uye ikozvino tinotarisira kuti 2022 ipinde mugore rechishanu rakateedzana rekufamba kwemari pasina muripo, tagara tichinetseka kuzviita mumakore ekukura. Tinodada zvikuru nekuvhara bhuku muna 2021 uye tapinda muna 2022. Ndinodada kuti hatina chikwereti uye mari yakakwana inopa mukana wekutsigira kukura kwezvirimwa uye kubata zvinhu zvisina kugadzirwa. mikana. Ndinotenda kuti hatizosangana nekumanikidzwa kwemari nekuda kwechikwereti. Ndiri kufara nekushandurwa kwemaitiro edu ekushanda uye kuti zvirongwa zvedu zve hypercenter neregionalization zvichatipa sei mukana wekuramba tichivandudza mashandiro edu emari.
Ndiri kufara nehunyanzvi hwedu hwekuronga uye kuti tiri kubatsira sei kugadzirisa matambudziko aripo ekutengesa zvinhu uye matambudziko ari kusangana nevatengi vedu. Ndiri kufara nekukwanisa kwedu kuwana zvigadzirwa kana dzimwe nzira. Ndiri kufara zvikuru nekunzwisisa kunoita vashandi vedu nevatengi vedu kukosha kwatinoita uye kuri kuoneka pamutsetse wemari yakawanda. Ndiri kufara nezvemabasa edu eDEI sezvo tiri parwendo rwedzidzo nekuita zvakasiyana-siyana uye kubatanidzwa uye kuti zvichatisiyanisa sei sekambani uye semukwikwidzi. Ndinodada nehutungamiriri hwedu, mapurogiramu ekudzidzisa nekusimudzira, uye mikana yekuti vashandi vedu vawedzere hunyanzvi hwavo. Ndinodada nekubatana kwedu kutsva nemakambani akakosha, uye tiri kutsvaga matekinoroji epamusoro kubva kunyanzvi kuti tibatanidzwe mubhizinesi redu. Ndinodada kuti tine timu yepamusoro yekutengesa uye vanhu vakakomba, vasinganeti, vanotarisa vatengi muindasitiri iyi. Ndiri kufara kuti vashandi vedu vari kuwana mabhonasi uye vachiita kuti DNOW ive nzvimbo yakanaka yekushandira nekubudirira.
Chekupedzisira, pamusoro pezvinhu zvese, mabhenefiti uye kubudirira, tine simba guru paDNOW. Ndinoda kuti vashandi vedu nemhuri dzavo vazive kuti tiri kubva pakudzivirira, kudzivirira uye kuzeza kuenda pakuita zvinhu nekukurumidza, kukunda, kudada uye kufara. Tiri kuvaka ramangwana redu. Ndinoda kufunga zvakanyanya nezvechikwata chedu chekutengesa nevanhu vedu vari mumunda uye vese vari pamberi pevatengi vedu vanoita zvese zvavanogona zuva nezuva kuti vatengi vedu vafare uye kuita kuti DNOW ive sarudzo yekutanga kune vatengi vedu vari kutsvaga mhinduro neruzivo rwevanhu vese. Izvi zvichatibatsira kuramba tichikunda musika. Tiri kupi, tiri zvatiri nekuda kwenyu. Nezvo zvatisipo, ngativhurei mubvunzo.
Uyu ndiAdam Farley wekuNathan. Chekutanga ipurofiti yemutengo wezvinhu (gross margin), inflation inogona kukwira zvakanyanya muhafu yekutanga yegore, DNOW inotarisira here kuti purofiti yemutengo wezvinhu (gross margin) ikwire zvakanyanya nekufamba kwenguva nekumanikidzwa kwepurofiti yemutengo wezvinhu (gross margin), izvo zvinowanzoonekwa pakuderera kwemitengo yezvinhu?
Zvinoenderana nemutsetse wezvigadzirwa wakakodzera. Pamwe takava nemutsetse wezvigadzirwa zvikuru wakabudirira maererano nekukura kwemari yakawanda, kunyangwe mutengo wedu wakakura kunze kwepombi. Pombi ndiyo pombi yatichiri kuchengetedza mutengo wepombi isina musono, pombi isina musono ndiyo pombi huru yatinotengesa, uye pombi yesimbi inogona kusangana zvakare mushure mehafu yekutanga yegore. Asi rimwe rematambudziko andakataura pakutanga nderokuti nguva yekugamuchira chigadzirwa haina kunyatsojeka. Saka tinogona kugamuchira zvimwe zvigadzirwa gare gare gore rino, kwete isu chete, hongu, asi vakwikwidzi vedu nevatengi vedu. Izvozvo zvinogona kuwedzera mari yepamusoro yatinotarisira kuona pamutsetse wezvigadzirwa chaiwo.
Tinoona kukwira kwemitengo kwakakura kuchienderera mberi. Munyaya yako, Adam, izvi zvinogona kudzikira pakati pegore. Asi kunyanya nemapaipi, handizivi kana zvakadaro, uye kune akawanda emhando dzezvigadzirwa zvatinotsigira, nguva dzekutungamira dzichiri refu. Saka ndinofunga kuti tatungamira 2022 gross margin kusvika padanho repamusoro, iro rakafanana nera2021, kwatakaona zvikamu zvina zvakatevedzana zvemarekodhi. Saka inyaya yenguva yekugamuchira. Zvinoenderana nekuti musika wedu wakasimba sei uye kuti inflection point inoitika riini. Ndiri kureva kuti, ndakambotaura nezvekutanga kwaNdira zvishoma nezvishoma, uye ndinofunga kuti zvinhu zvichanyanya kupisa pano, zvinoreva kuti matambudziko ekushomeka muhafu yekutanga, pamwe muhafu yechipiri.
Uye tobva tabuda muchikamu chezvigadzirwa zvine mwero wakaderera, tava kubuda mubhizinesi rine mwero wakaderera kuDNOW. Pachine basa rakawanda here, kana kuti basa guru rekutakura zvinhu rinorema raitwa?
Zvakanaka, tatove munzira iyi, ndichataura izvi. Saka kwandiri, tine mashandiro akanaka emari mumatunhu edu, matunhu nekuda kwekufamba kwemari, bhajeti revatengi, uye kusanganiswa kwevatengi, izvo zvese zvinokanganisa kubudirira kwevatengi vezvigadzirwa zvenzvimbo, nezvimwewo, izvo zvinogara zvichichinja. Kune ini, ibasa rekurima, kuve nechokwadi chekuti tiri kutarisa pazvinhu zvakanaka, kuve nechokwadi chekuti tiri kuisa zviwanikwa zvedu zvishoma kwatinogona kuwana mari kune vane masheya edu, kuitira kuti tigone kugadzirira ramangwana uye kuramba tichikura kambani. Saka ndinofunga kuti ichokwadi chiripo chebhizinesi kuti zvisinei neindasitiri yauri, unogara uchida kuisa fetereza, kusakura uye kudyara patsva uye kugara uchiisa bhizinesi munzvimbo yakanakisisa muindasitiri.
Saka chinhu chiri kungoenderera mberi. Panyaya yekuchinja kukuru kwechimiro, ndinofunga tapedza. Ndinofunga kuti tapera muchimiro chekuderedza mari. Tiri muchikamu chandinodaidza kuti chikamu chekufambiswa kwemabasa kwatinoda kuisa ruzhinji rwemabasa edu munzvimbo huru dzemikana, senge kumira munzvimbo dzakadai seWilliston, Houston, Odessa, neCasper. Tinoda kuti nzvimbo idzodzo dzive dzakawanda dzine vashandi vakadzidziswa vakatarisana nechinhu chimwe chete chinotarisira vatengi, kungave bhizinesi rekupinda, bhizinesi rezuva nezuva, mapurojekiti makuru, kufungidzira. Tinoda kuisa nharaunda munzvimbo. Tinoda tarenda repamusoro rekutarisira macheni aya ekutengesa, tinoda nzvimbo dzakasiyana-siyana kana nzvimbo dzekutumira kana nzvimbo diki dzemunharaunda dzine hukama hwepedyo nevatengi. Saka ndiri kuona izvi zvichiri kuitika, asi zviri kukurumidza ikozvino uye zviri kufara nazvo.
Dave, ndinoda kutanga neWSA, zvinoita sekunge gwara rekota yekutanga rakajeka, pamwe kubva muchikamu chechitatu chegore rapfuura. Ndanga ndichifunga kana uchikwanisa kugadzirisa pfungwa dzedu dzepamusoro pano, ndinofunga wakataura chikamu chekupedzisira kuti padhora rega rega remari yawaitsvaga maWSA anowedzera kubva pa$0.03 kusvika ku$0.05. Saka kana uchigona kutibvumira kugadzirisa izvi uye kutipa chiratidzo chekuti mari iyoyo ingakura sei zvakatevedzana mugore rese? Izvozvo zvingabatsira.
Saka ndinofunga pakutaura kwekupedzisira, ndakataura zvinhu zvishoma, tichiri nerondedzero yemapurojekiti atiri kushanda nawo kuti bhizinesi ribudirire. Ndakati tinoronga kuderedza WSA kusvika pa12 kusvika ku15 muna 2022. Sezvatakataurawo — ndakatiwo padhora rega rega remari rinopfuura mwero wegore rapfuura, tichawedzera mari ne$0.03 kusvika ku$0.05, tichibvisa yatiri kuderedza. Panguva imwe chete, kunyanya mumwedzi mishoma yapfuura, ndinofunga kuti kwapfuura mazuva anopfuura zana kubva patakataura neveruzhinji, uye kune rumwe rutivi, takabatsirwa zvikuru. Ndinotenda kuti yakawanda yacho inzira yedu yekusimudzira uye kutarisa pazvinhu zvakanaka zvekuwedzera mitengo, izvo zvinobva mukukwira kwemitengo yezvigadzirwa, kushomeka kwezvigadzirwa, kushaikwa kwekuwanikwa. Ehe, takaonawo izvi mumusika wevashandi. Saka ichocho chinhu chitsva chinokwezva kana chekuchengetedza chatiri kusangana nacho mugwara redu ra2022. Asi pfungwa yedu ndeyekuderedza zvakanyanya WSA sechikamu chemari inowanikwa uye rambai muchifamba munzira yekuwedzera kushanda zvakanaka.
Tinogona kuderedza WSA sechikamu chemari inowanikwa ne200 basis points kubva muna 2021 kusvika 2022. Sezvandambotaura muzvikamu zvakati wandei, tiri muchimiro chekuvaka. Tiri muchimiro chekukura. Tiri kukoshesa kukura kupfuura kudzora mitengo, asi isu - sezvandambotaura mukupindura mubvunzo wekupedzisira, tiri kutarisana nekuchinja modhi yedu, uye tiri kufambira mberi zvakanaka munzira iyoyo. Saka takatungamira mutengo wekota yekutanga kusvika pamadhora angangoita $86 miriyoni. Hazvina kujeka mune ramangwana nekuti tiri - kunyangwe tine gwara pane izvozvo, ndinofunga kuti zvine hungwaru mugwara redu rese pamusoro petraffic nemari inowanikwa nezvimwewo. Asi tichatarisa pakuva nevanhu vakanakisa muindasitiri. Tinotarisa pakukunda makwikwi. Tinotarisa pakukura. Tinotarisa pamargins akakwira uye kusimudzira mabhizinesi matsva, uye zvaizodhura zvakanyanya kukanganisa kuedza ikoko kuenda kumargins akakwira. Saka chikamu ichi chikamu chemari ichadzikira. Tiri kushanda pamapurojekiti ekuderedza mutengo wekuita bhizinesi. Asi, sezvandambotaura, tiri zvakare padanho rakasimba mukota ino. Tiri kuisa mari muzvitoro zvitsva kuti bhizinesi redu rikure uye izvozvo zvichaderedza mari yacho. Asi tinonzwisisa kukosha kwaLean, kuti ichatibatsira munguva dzakanaka nedzakaipa, uye tiri kufamba nenzira iyoyo zvechokwadi.
Dave, sekutevera kwawakaita pane zvataurwa ne supercenter ipapo. Uri mumusika uri kukura izvozvi, uye uri kutaura kuti uchawana simba rakawanda muWSA lineup nekuti uri kuisa mari ipapo. Saka ndiri kuda kuziva kuti kana ukabvumidza mari idzi, sezvawakataura pa supercenter, ndeapi mamiriro aunoda kuona kuti uve nechivimbo chekufambira mberi nekuita mari inowedzera?
Semuenzaniso, Permian Basin, kwandiri, DNOW ine chiremba akasimba kwazvo muPermian Basin, kwete chete kubva kubhizinesi rebazi ratiri kugadzira, asi sezvandakataura, kubva mukuyerera kunochinjika kwepombi yeOdessa, TSNM Fiberglass nePower Services. Tine brand yakasimba ipapo, kuvapo kwakasimba kwazvo, uye tinofunga kuti tine mukana chaiwo. Zvino mukota yekupedzisira, inova kota yechina ya2021, tiri kubatanidza nzvimbo gumi muPermian kuita shanu, muchikamu chimwe chePermian. Tinofunga kuti, tichava nemabhuku akawanda evatengi vedu. Tichakwanisa kutarisira zvinhu kubva kunzvimbo shoma, kubva kuvanhu vanoita kutengeserana kwakawanda, tichava nemari shoma padhora remari, hatizove nenjodzi yekugovera mabhuku, yandinoti njodzi yekuwedzera yezvinhu paunoparadzira mabhuku munetwork, uchava nenjodzi shoma yezvinhu mukudzikira kunotevera uye uchava nebhizinesi rinoshanda zviri nani. Saka tiri kukura muPermian, tiri kumira, tiri kukura muPermian, Tichangobva kuvaka nzvimbo yepamusoro-soro, asi tiri kubatanidza zvinhu, uye tiri kuzviita nekuchenjera.Uye tichakwanisa kutarisira vatengi vedu zviri nani uye kuva nezvinhu zvakawanda zviri mudura pasina njodzi yakawanda yezvinhu zviri mudura.Uyu muenzaniso wekuti tinoderedza sei mitengo, tinova nani, uye tinosimba pamusika.
Dave anotarisira kuti handigamuchirwi zvakanyanya pano. Asi panguva chaiyo yawataura, saka tora Permian semuenzaniso. Kana iwe - uchibvisa zvese zvawatsanangura uye supercenter pro forma, zvakanaka here kutaura kuti mari inowanikwa pamushandi uye mari inowanikwa pa square foot yedenga inofanira kunge yakakwira kupfuura isati yatanga kudzikira kwehupfumi, kunyangwe chokwadi chekuti, Sezvawataura wakabatanidza matavi gumi kusvika mashanu?
Ndinobvumirana nazvo. Zvino, mashoko epamusoro-soro, handina chokwadi. Tingave nenzvimbo yakawanda nhasi. Saka handisi kuzotaura nezvazvo, asi tinofanira kuona kuvandudzika, mari inowanikwa nemushandi mumwe nemumwe. Nekuti ndinonyanya kufarira mhedzisiro yemari yatinoisa kana kusarudza kurega kupfuura mari yatinoshandisa. Asi kazhinji, mari yatinoshandisa inofanira kuuya munguva pfupi, asi ndinonyanya kufarira kuona mari yatinoshandisa.
Saka mubvunzo wekutanga wangodzokera kumucheto. Nhungamiro yacho inoita kunge inoreva kuti une mukana wekuwedzera kusvika ka21 mukota yekutanga, uye ndizvo zvauri kuda kuita kuti gore rino rienderane negore ra2021. Saka ndiri kuda kuziva kuti unoona sei kufambira mberi kwemutengo wemari? Zvichibva pane izvozvo, zvinoita sezvisingashamisi. Zvisinei, mitengo yako yeHRC yadzikira zvakanyanya kubva panguva yaGunyana. Ndiri kuda kuziva kuti uri kuitei kuti udzikise huwandu hwemari yakawandisa. Uye kana zvasvika pa21.9%, ndinofunga, sezvatinopinda mu23 ne24, unofunga kuti unogona kuchengetedza mwero wemari yakawandisa kwemakore.
Ndingadaro. Ndiri kureva kuti, gore ra2021 ndiro gore redu rakanakisisa remakororo makuru. Makororo makuru akavandudzika zvakatevedzana kota yega yega. Saka nepo tiri kutsvaga kusvika pa22% muna 2022, tiri kungwarira zvishoma nezvekutungamirirwa zvakanyanya pamakororo makuru nekuti takabudirira zvikuru muna 2021. Panyaya yemitengo yeHRC, kukwira kwemitengo yakaderera, pamwe kuderera pakati pegore, ndinofunga kuti pachava nekumwe kuderedzwa gare gare mugore, pamwe kunyangwe gare gare mugore repipeline. Asi nezvekuchengetedza izvi kwenguva refu, ndinotenda kuti tinogona. Ndizvo zvandinoreva. Hatina kutaura nezvazvo mumashoko akagadzirwa, uye hatina kutaura nezvazvo muQ&A. Asi chaizvoizvo, muna 2021, takabuda munzvimbo gumi neshanu dzakabatanidzwa kunyanya mukota yechina ya2021. Nhasi, tine vashandi vanopfuura 125 vashoma pane vataive pakupera kwa2020, chimwe chikamu ndechekuti takasiya mamwe margin akaderera. mabhizinesi. Hationi kuti tiri kuedza kuvandudza mashandiro ekambani. Kuedza kwevanhu ava hakuna kuunza purofiti. Saka takasiya mari inosvika mamiriyoni makumi matatu emadhora mubhizinesi. Izvi zvinoreva kuti, takarega vanhu vedu vachitarisa pazvinhu zvine mwero wepamusoro. Hatina kurega vanhu vedu vachitarisa zvinhu zvine mwero wepasi. Tinokwanisa kugadzira kubuda kuri nani kubva mumabasa munzvimbo yakaoma kuwana, tinofanira kubata nekuwedzera kwemitengo yevashandi uye kugadzirisa kuwedzera kwemitengo.
Saka ndinofunga kuti, idambudziko - harisi musika chete uri kukonzera kubudirira kwedu kwemari yakawanda. Kutaura zvazviri, ndakashanda zvakanyanya pane izvi padanho rekupedzisira, uye mari yezvigadzirwa zvedu yakawedzera gore negore mumakore mashanu apfuura. Kana iri dambudziko kwandiri, ndechekunyatsogadzira zvausingazoite mumusika kuti uve nechokwadi chekuti une vanhu vakakodzera vanotarisa pazvinhu zvakanaka. Saka ndinofunga kuti mari iyoyo yakawanda inochengetedza. Panyaya yekufamba kwegore, ndinofunga kuti tinofanira kungotarisa, ndinofunga - kana zvimwe zvezvigadzirwa zvedu zvepamusoro zvisingawanikwe zvakanyanya, saka zvechokwadi, tichaona musanganiswa wezvinhu zvichaderedza mari yepurofiti. Asi takatungamira mari yakawanda kwazvo. Ndinotenda kuti inochengetedza uye inobva pakunyatsotarisa pane zvatisingazoite isu sekambani.
Kuchinja zvishoma, ndinofunga ndicho chinhu chakakosha. Saka unotungamira '22 kuti uwane mari shoma seyevechidiki. Kune ini, izvi zvinoita sezvisina kugadzikana. Ndiri kureva kuti, huwandu hwemari huri kuwedzera ne30% gore negore, uye US ingangodaro inoumba 70% yebhizinesi rako. Saka, zvichibva pane izvozvo chete, wakwira ne20%. Zvino, ndinoziva, kune musanganiswa wevatengi veruzhinji nevepachivande vari kuitika, asi wakataurawo kuti vekuCanada nevekunze kwenyika vanofanira kuwedzera muna 2022. Ndingada kuziva kana uchikwanisa kundibatsira kuona kana tarisiro yemari ya2022 yechikamu chemafoni munharaunda iyi ichave yevechidiki vari pasi?
Saka takavakirwa pane zvatakaona mumazuva makumi mana nemashanu ekutanga ekota. Takavakirwa pane zvatakaona maererano nekuwanda kwezvigadzirwa. Tiri kutarisa vamwe vezera redu uye kuti vanoona sei musika, zvichibva pane zviri kutaurwa nevatengi vedu. Uye tinofunga kuti - handifungi - tiri kupa mitoro yakasiyana-siyana uye vechidiki maererano nemari inowanikwa. Ndinofunga kuti zvinhu zvakawanda zvichaitika - ndinofunga kuti tichaona kukura kwakasimba muUS, kuchiteverwa neCanada, uye kukura kuri kushoma pasi rose. Asi kana ukatarisa kuverengwa kwemari uye kupedzwa uye zvimwe zvezvinhu zvatagara tichitarisa, bhajeti revatengi rave rakaparadzaniswa kubva panhamba idzodzo kwezvikamu zvidiki izvozvi. Tinotarisira kuti izvi zvicharamba zvichienderera mberi. Saka tiri kutungamira - taita zvese zvatinogona kuti tiwane zvatinofunga kuti ndiko kukura. Sezvandambotaura, kuti tione kukura kwemari yakawanda kwatakaita uye tichiramba tichideredza bhizinesi uye tichideredza mari isingawedzere kukosha, tabuda nemari inosvika mamiriyoni makumi matatu emadhora. Saka izvozvo zvichatiisa mugore ra2022. Mari yatinowana yakakwira ne2% kana 3%, asi hatibatsirike nemari yatinowana. Saka ndinofunga kuti inyaya yakanaka zvichienderana nekuti makore anofamba sei, saka ndinofunga kuti ticharamba tichidaro. Handifungi kuti inochengetedza zvinhu. Ndinofunga kuti inofanira kunge iri nhamba yakasimba kwazvo.
Chekupedzisira kwandiri ndechekuti unotarisira kuwana mari yemahara muna 2022. Unofunga kuti unogona kuita zviri nani kupfuura mamiriyoni makumi maviri nemashanu muna 2021 here? Kushandiswa kwemari shoma pakushanda kunokanganisa sei maonero aya?
Ndinofunga kuti zviri muhuwandu ihwohwo. Ndiri kureva kuti, pane kusarongeka mukugara uye nguva yezvinhu zviri mudura - ndicho chinhu chimwe chete chinoita kuti zvinhu zvienderane, kungave kuri pamusoro pemadhora makumi maviri nemashanu emamiriyoni kana pasi, asi ndinofunga kuti tinogona kukunda mamiriyoni makumi maviri nemashanu emadhora. Tiri pamberi pazvo mune dzimwe nguva, tiri kumashure zvishoma mune dzimwe nguva, asi tinoronga kuva panzvimbo yakanaka yekukura mumwedzi iri kuuya.
Mazvita. Madzimai nemadzishe, nguva yechikamu chemibvunzo nemhinduro yapera. Zvino ndichadzosera chikumbiro kuna CEO naMutungamiri David Cherechinsky kuti vapedzise hurukuro dzavo.