Yakavambwa muna 1993 nehama Tom naDavid Gardner, The Motley Fool inobatsira mamiriyoni evanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, zvirongwa zveredhiyo uye masevhisi ekudyara mari epamusoro.
Yakavambwa muna 1993 nehama Tom naDavid Gardner, The Motley Fool inobatsira mamiriyoni evanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, zvirongwa zveredhiyo uye masevhisi ekudyara mari epamusoro.
Uri kuverenga chinyorwa chemahara chine mafungiro akasiyana neaMotley Fool's premium investing service. Iva nhengo yeMotley Fool nhasi uye uwane mukana wekusvika ipapo ipapo kune mazano edu epamusoro evaongorori, tsvakiridzo yakadzama, zviwanikwa zvekudyara nezvimwewo. Dzidza zvakawanda
Mangwanani, mose, uye tinokugamuchirai kumusangano weUS Steel wekota yekutanga ye2022 wekuwana mari uye kuratidzwa pawebhusaiti. Sechiyeuchidzo, kufona kwanhasi kuri kurekodhwa. Ndichadzosera kufona kuna Kevin Lewis, Mutevedzeri weMutungamiriri weInvestor Relations neCorporate FP&A. Ndapota rambai muchidaro.
Zvakanaka, Tommy. Mangwanani akanaka, uye tinokutendai nekubatana nesu panhare yedu yekutanga yemari yegore ra2022. Ndiri kuUnited States panhare yemusangano wanhasi.
Dave Burritt, Mutungamiriri weSteel uye CEO; Christine Breves, Mutevedzeri Mukuru weMutungamiriri uye Mukuru weZvemari; naRich Fruehauf, Mutevedzeri Mukuru weMutungamiriri uye Mukuru weStrategy and Sustainability Officer. Mangwanani ano, takaisa masiraidhi kuti aenderane nemashoko akagadzirwa nhasi. Zvinongedzo nemasiraidhi kubva kumusangano wemazuva ano zvinogona kuwanikwa papeji reUS Steel investor pasi peEvents and Presentations.
Tisati tatanga, regai ndikuyeuchidzei kuti mamwe mashoko akapihwa panguva yekufona uku anogona kusanganisira zvirevo zveramangwana zvakavakirwa pane zvimwe fungidziro uye zvinogona kukonzerwa nenjodzi dzakawanda uye kusava nechokwadi kwakatsanangurwa mumafaira edu neSecurities and Exchange Commission effect, mhedzisiro chaiyo yeramangwana inogona kusiyana zvakanyanya. Zvirevo zveramangwana zviri mumashoko edu enhau zvakaburitswa nezuro uye zvatakataura nhasi zvataurwa nhasi, uye hatina basa rekuzvigadzirisa sezvo zviitiko chaizvo zvichiitika. Iye zvino ndinoda kudzorera chikumbiro kuna Dave Burritt, Mutungamiriri uye CEO weUS Steel, uyo achatanga paslide 4.
Ndatenda Kevin, uye ndatenda nekufarira kwako US Steel. Ndatenda nenguva yako mangwanani ano. Ndatenda nekuramba uchitsigira kambani yedu.
Kota yega yega, tinoratidza kufambira mberi kwedu uye tinofara kupa ruzivo rwezvekupedzisira pane imwe kota yemhedzisiro yakarekodhwa. Asi chinonyanya kukosha, takaisa rekodhi yekushanda kwekuchengetedza mukota. Kusvika parizvino gore rino, kuchengetedzeka kwedu kuri nani pane rekodhi ya2021, kuri nani pane rekodhi ya2020, kuri nani pane rekodhi ya2019. Kufamba kwekuvandudza kunoramba kuripo kunoratidza basa redu semutungamiri weindasitiri, chinzvimbo chatinotora zvakakomba muUS.
Steel, kuchengetedzeka kunogara kuri pekutanga. Tinotenda timu yeUS Steel nekuramba ichishanda zvakachengeteka. Tinokutendai.
Tose tinoziva kuti mashandiro anoshanda zvakanaka kana kuchengetedzeka kuri kwakakwirira. Kushanda nesimba kwenyu nekuzvipira ndizvo zvinonyanya kukosha pakubudirira kwedu. Ngatitorei nguva yekuonga vashandi vedu vekuUS Steel Europe avo vari varwiri vekuchengetedza uye vanotevedzera mitemo yedu yesimbi.
Vanomiririra Mutemo wedu weMaitiro. Nekutambura kwevanhu muUkraine kuri kuitika pedyo nekwavanogara kumabvazuva kweSlovakia, tichimiririra timu yese yehutungamiriri kuUS Steel, tinokutendai nerutsigiro rwamakapa - rutsigiro nekushinga kwamakapa kuvavakidzani venyu mumwedzi mishoma yapfuura. Pano, maratidza kuti munokwanisa kukunda zviitiko zvinoshungurudza zvikuru uye zvinokanganisa. Tichitarisa mubhizinesi rese, tinotarisira kuti gore ra2022 rive rimwe gore rakasimba zvikuru kuUS.
simbi.Takaita kota yedu yekutanga yakanakisisa kupfuura dzose uye tinotarisira kuzviita zvakare nekuita kota yedu yechipiri yakanakisisa kupfuura dzose, inotarisirwa kudarika kota yechipiri yegore rapfuura EBITDA.US Steel yakapa EBITDA yemadhora mabhiriyoni matanhatu nemadhora mazana matatu nemazana mana emadhora uye mari yemahara inosvika mabhiriyoni matatu nemazana manomwe emadhora mumwedzi gumi nemiviri yakatevera, zvichitungamira hurongwa hwedu hwepamusoro-soro uye hurongwa hwekugoverwa kwemari hwakaringana.
Zvakanakira vese, zvichitipa mukana wekuenderera mberi nekuchinja kwedu kuenda kubhizinesi risingadhuri mari yakawanda uye rinoshandisa kabhoni uku tichiva makwikwi esimbi akanakisa. Kuti tive vakanakisa, tinobatanidza zvigayo zvidiki zvine simba, zvakachipa uye zvakanakisa, pamwe nesimbi yedu yakasarudzika inodhura zvishoma kugadzira injini yehupfumi inopa sevhisi yakanakisa kune vatengi vedu, Kupa rutsigiro rwakanakisa kuvashandi vedu, uye zvechokwadi kudzoka kwakanakisa kune vane migove vedu kune vashandi vedu. Kuti tive vakanakisa pane zvese, tinoda zvakanakisa kupfuura zvese, kusanganisira vatinoshanda navo, vatengi, nharaunda nenyika dzatinogara uye dzatinoshanda. Kunyanya, tinovimba nerutsigiro rwakasimba runobva kuUnited States.
Hurumende inovimbisa kuti matare edzimhosva akaenzana. Tinoda vanhu vakasimba vanochengetedza kutengeserana kuti vapindure chikumbiro chehurumende chekuti pave nechiito pakuchinja kwemamiriro ekunze. Tinoziva kuti hurumende dzinoziva basa rinoitwa nesimbi mukuchengetedzwa kwenyika nehupfumi hwedu, uye mikana yatinayo yekuramba tichisimudzira zviito zvinoita kuti simbi igare kwenguva refu. Tinogutsikana nebasa reMunyori wedu wezvekutengeserana neAmerica.
vamiriri vekutengeserana. Tinovimba kuti hutungamiriri hwavo hwakasimba uye kusimbiswa kwemitemo zvicharamba zvichienderera mberi. Vatengi vedu, vashandi nevanogovana masheya vese vanovimba nazvo. Vane chekuita nesu vanotarisirawo kuti tipe basa rakanakisisa nekuwedzera mukana wedu wekukwikwidza muNorth America mukugadzira simbi yesimbi inodhura zvishoma, kugadzira simbi diki uye kupedzisa kwekirasi yekutanga, uku tichiita hurongwa hwedu hwekugovera mari hwakaringana.
Basa ratakaita pabharanzi redu uye tariro yedu yegore ra2022 zvinotipa mukana wakasimba wekupa mhinduro dzinowedzera mukana wedu wekukwikwidza uku tichichengetedza hurongwa hwekugovera mari hwakaringana, kusanganisira kuwedzera kukuru kwekudzoka kwakananga kune mukana wevane masheya. Tinoda kutaura kuti kana tikaita zvakanaka, unoita zvakanaka, uye ndinofara kuti tinogona kuramba tichipa mubairo kune vatengi vedu kwete chete nekupa mhinduro dzakanaka dzesimbi kune vatengi vedu, kunyora purofiti yevashandi vedu, asiwo zviri nani kune vane masheya edu. Kudzoka kwekutengazve masheya zvakananga. Iye zvino kupfuura nakare kose, kupa zano rakanakisa kune vese ndiyo nzira yekufambira mberi. Ngatiendei kuSlide 5, kwandichapa meseji huru kubva kumusangano wanhasi.
Chekutanga, takaburitsa mhedzisiro yekota yekutanga. Sezvambotaurwa, tinotarisirawo mhedzisiro yekota yechipiri. Kana tikaburitsa mhedzisiro yedu yekota yechipiri yatinotarisira, tichava nekushanda kwemari kwakanakisisa kwemwedzi gumi nemiviri munhoroondo yekambani. Tevere, sezvandambotaura pakutanga mumharidzo yangu, tine mashandiro akasimba mubhizinesi rese uye tiri kubatanidza portfolio yemidziyo yakasiyana kuti tipe mhinduro dzesimbi dzinobatsira vanhu nepasi rose.
Chekupedzisira, tinodzosera mari kuvanamasheya zvichienderana nehurongwa hwedu hwekugovera mari. Gare gare, tichapedza nguva tichipfupikisa chinzvimbo chedu chemakwikwi uye kukosha kwevatengi muchikamu chimwe nechimwe. Chekupedzisira, ratidza kusimba kwehurongwa hwedu uye kuchengetedza simba remari sezvatinoramba tichiita shanduko yebhizinesi redu, zvichitibvumira kupedzisa mari yedu yekudyara nenguva uye nebhajeti. Tinoramba tichitenda kuti musika uri kuderedza kukosha kwenzvimbo yedu yehurongwa uye kukoshesa, zvichiita kuti kutenga masheya kuve sosi inoramba iripo yekugadzira kukosha kwenguva refu.
Enda kumabasa emari paslide 6. Chikamu chekutanga chakaunza matambudziko kuindasitiri yedu nebhizinesi, kusanganisira mhedzisiro yenguva dzose yemwaka inowedzerwa nekusagadzikana uye kukanganiswa kwecheni yekupa. KuUS Steel, tinoona dambudziko rega rega semukana, uye takapa mari yakawanda mukota yekutanga, EBITDA yakagadziriswa mukota yekutanga uye mari yakawanda.
Chinonyanya kukosha ndechekuti, takashandura mari yakawanda yakawanikwa kuita mari inoyerera pasina muripo inodarika mamiriyoni mazana mana emadhora mukota iyi. Mari inoyerera pasina muripo yakatisiya nemari inosvika mabhiriyoni maviri nehafu emadhora pakupera kwekota iyi kuti titsigire rutsigiro rwedu rwakanakisisa rwekudyara mari yese uye nzira yakaringana yekugovera mari. Tichitarisa mberi kukota yechipiri, tinotarisira kuti chikamu chimwe nechimwe chedu chichabatsira paEBITDA yakakwira mukota yechipiri. Tichifunga nezvenzira inotarisirwa yebhizinesi redu, ndichatora maminetsi mashoma kuti nditaure chikamu chimwe nechimwe chekushanda chakatsanangurwa paSlide 7 kuti ndiratidze kuti tinosiyanisa sei zvikamu zvebhizinesi redu nekushandisa hunyanzvi hwedu hwakasiyana uye mashandisiro atinoita US.
Zvakanakira simbi zvinosangana nezvinodiwa nevatengi vedu. Ngatitangei nechikamu cheNorth American Flats paSlide 8. Chikamu chedu chezvigadzirwa zveNorth America flat ndicho chinhu chakakosha chebasa redu rakanakisa kune ese marongero sezvo tichiramba tichishandisa simbi yedu inodhura zvishoma uye midziyo yedu yekugadzira simbi yakabatana kuti ishumire vatengi vakasiyana-siyana mukusiyana kwesimbi zvinodiwa zviri kuramba zvichikwira. Tinopa vatengi vedu simbi inocherwa, inonyungudutswa uye inogadzirwa muUS simbi yedu inodhura zvishoma mukana wekukwikwidza unoenderera mberi, kukosha kwayo kwakawedzerwa nekukanganiswa kwechangobva kuitika kwecheni dzesimbi dzepasi rose.
Nzvimbo dzedu dzesimbi dzakarongwa kwenguva refu dzinotipa mukana wekugadzira simbi kwenguva refu sezvatinoramba tichiwedzera mukana wedu wekukwikwidzana kuti tiwedzere kubatsira mabasa edu ekugadzira simbi muzvigayo zvidiki. Muna Kukadzi, takazivisa danho rekutanga muhurongwa hwedu hwesimbi, kuvaka muchina wenguruve panzvimbo yedu yeGary Works. Mari yedu musimba resimbi yenguruve yaGary isimba remari rinogona kupa mabhenefiti makuru mubhizinesi rese. Chekutanga, ichashandisa simba rakawandisa rekupisa simbi pafekitori yeGary kugadzira simbi yenguruve pasina kukanganisa simba rekugadzira simbi.
Chigadzirwa cheGary chine simbi refu, zvinoreva kuti chivakwa ichi chinogadzira simbi yakawanda yemvura kupfuura inoshandiswa nesimbi kugadzira simbi. Nekuisa michina yesimbi yenguruve, tinogona kuwedzera kushandiswa kwefurnace uye kugadzira mashandiro mukati mechikamu chedu chekumonera chakatsetseka. Chechipiri, iyi investment yesimbi yenguruve, iyo inotarisirwa kutanga kugadzirwa kutanga kwa2023, ichasangana ne50% yezvinodiwa nesimbi yeBig River Steel, zvichireva kuti inogona kutsiva kusvika 50% yesimbi yenguruve inobva kune vamwe vanhu, DRI, HBI kana plain scrap.us.
Simbi ine mukana wakasiyana wekushandura muridzi wesimbi inodhura zvishoma kuita chikafu chemidziyo yemagetsi iri kukura. Ticharamba tichiongorora mimwe mikana yekuvandudza kuzviriritira kwedu uye kusunungura zviwanikwa zvakasiyana-siyana. Nzvimbo yedu yekugadzira simbi yakabatana iri kugadziridzwawo. Takaita sarudzo yakaoma asi yakakosha yekuchinja nzvimbo yedu nekuderedza mutengo wemidziyo yemoto uye kuwedzera kugona kwedu.
Kugona kwedu kwakawedzerwa kunosanganisira mitsetse yedu yekupedzisa yepamusoro-soro yekugadzira simbi dzemhando yepamusoro dzinodiwa nevatengi vedu, kunyanya vatengi vemotokari uye mapakiti, chete mumamiriro ezvinhu akanakisa. Makambani emotokari eOEM kare aive nezvinodiwa zvikuru zvesimbi yepamusoro-soro, asi kuedza kwedu kwebhizinesi nekusimudzira mabhizinesi kuri kukurumidza kuona mimwe misika yekupedzisira inobatsirwa nesimbi yepamusoro-soro. Vatengi vedu vanotiudza nguva nenguva kuti tiri vatungamiriri musimbi yepamusoro-soro uye mugove wedu unoramba uchikura. Pasinei nematambudziko ekutengesa gore rapera, takatumira simbi yepamusoro-soro muchikamu chekutanga cha2022 kupfuura muchikamu chekutanga gore rapfuura.
Kufambira mberi kwatakaita muchikamu chedu cheNorth American Flat Mill kwavandudza purofiti uye kusimba kwemusika. Muchikamu chekutanga, takawana avhareji yekutengesa yakaderera kana tichienzanisa nechikamu chechina chegore rapfuura, kunyangwe mitengo yakaderera ne34%. Kugadzwa kwedu kwechibvumirano kwakatibvumira kugadzira EBITDA muchikamu chekutanga chegore rapfuura yaive nekanopfuura katatu kupfuura mhedzisiro yegore rapfuura muchikamu chekutanga chegore rapfuura uye kwakaguma nemutengo weEBITDA unodarika 20%. Chikamu chedu chidiki chemuchina chiri paslide 9, chinosanganisira Big River Steel, chinotungamira muindasitiri mukugadzira simbi yemagetsi ye arc furnace.
Zvakare, Great River Steel yakapa mhedzisiro yemari inotungamira muindasitiri. Mubairo weEBITDA wechikamu chekutanga chekota waive 38%, kana kuti 900 basis points, wakakwira kupfuura vakwikwidzi vakanakisa vezvigayo zvidiki. Maitiro asina kuenzana eBig River Steel uye hunyanzvi hwezvigadzirwa, pamwe nekukwanisa kwayo kugadzira simbi inogara kwenguva refu ine 75% shoma yemhepo inokonzera kudziya kwepasi kupfuura kugadzira simbi dzakabatanidzwa, zvinoita kuti Big River Steel ive nzvimbo yekukura nevatengi vayo. Takateerera vatengi vedu nezvesimbi yemagetsi anopfuura gore rapfuura uye nenzira iyi takaratidza kuzvipira kwedu kushandira musika wesimbi yemagetsi wakakura.
Vatengi ndivo vanotungamira mabasa edu uye vanozivisa mari yatinoisa musimbi dzemagetsi dzisingatarisirwe negorosi kana dzeNGO. Hatina mubvunzo wekuti tinokurumidza uye tisina kumirira zvichaitwa nevatengi vemotokari. Hukama hwedu hwepedyo neOEMs hunoita kuti tive nechido uye chivimbo chekuti simbi dzemagetsi dzeNGO dzakatetepa uye dzakakura dzichagadzirwa kuBig River Steel dzichasangana nezvinodiwa nevatengi vedu nekuti tinoziva kwavari kuenda. Vatengi vakaisa parutivi nguva pamutsetse mutsva weNGO wepasi rose, uri kuvakwa nenguva uye mukati mebhajeti kutanga muchikamu chechitatu chegore ra2023.
Tiri kuwedzerawo bhizinesi redu rekugadzira ma electroplating anowedzera kukosha mukugadzira ma galvanizing, zvakare zvichienderana nezviziviso zvevatengi vedu, kuti tigutse kudiwa kuri kukura muzvikamu zvekuvaka, zvemagetsi uye zvemotokari. Mari iyi iri mukati mebhajeti uye panguva yakatarwa yekutanga mukota yechipiri ya2024. Tichifunga nezvekutenga kwedu Big River Steel gore rapfuura uye kubudirira kwatakaita pamwe chete, takatanga kushanda pakutanga kwekota yekupedzisira paSmall Mill 2, iri paBig River Steel campus iripo.
Zvakasanganiswa, Big River Steel neSmall Roller 2 ndizvo zvatinodaidza kuti Big River Steel Works, iyo inotarisirwa kupa $1.3 bhiriyoni muEBITDA yegore negore panosvika 2026 uye ichakwanisa kugadzira matani mamiriyoni 6.3 esimbi. Tinoramba tichiti hazvisi zvekukura, ndezvekuvandudzika. Kugona kuisa mari ndiko kunoda vatengi vedu uye ndiyo nzira yekutibatsira kuvandudza mashandiro edu eEBITDA yemwedzi wese, kuwedzera mari yedu yemahara uye kuderedza simba redu remari necarbon.
Tinoziva zvinodiwa nevatengi vedu kugadzira simbi yemhando yepamusoro kuti ivabatsire kuzadzisa zvinangwa zvavo zvekubvisa kabhoni, ndosaka takafara zvikuru apo Big River Steel yakapihwa chitupa semuchina wesimbi une mutoro, inova North America. Muchina wekutanga uye wega wesimbi kuita izvi. Vatengi vanoda zvinodiwa zvakasimba, zvakasimbiswa vega kuti vazive zvavanosarudza pakushanda nevatengesi, uye ResponsibleSteel inopa puratifomu yakafanana muketani yesimbi. Iyo ResponsibleSteel Standard yakavakirwa pamisimboti gumi nembiri uye inofukidza huwandu hwakawanda hwezviyero zvinofukidza zvinhu zvakakosha zvekuchengetedzwa kwezvakatipoteredza, magariro evanhu uye hutongi kana mutoro weESG. Kusarudzwa uku kunosimbisa hutungamiriri hwedu mukupa zvigadzirwa nemaitiro anogara kwenguva refu kune vatengi vedu, pamwe nekuzvipira kwedu kuESG.
Tinoronga kunyorera chitupa cheResponsible Steel Facility cheSmall Mill 2, panguva yakakodzera kutanga kwayo muna 2024. Semugadziri wesimbi mutsva, Big River Steel iri kuisa mitemo mitsva yeNorth America. Zvino, ngatitaurei nezvechikamu chedu cheEurope pane slide 10, chinova chiyero chegoridhe chekugadzirwa kwesimbi yakabatana muEastern Europe.
Mumwedzi mishoma yapfuura, mapoka edu muSlovakia neUnited States akashanda nesimba kuderedza kukanganiswa kwekupinda kweRussia muUkraine pachain yedu yezvinhu zvisina kugadzirwa. Tiri kushandisa hukama hutsva nehuripo kuti tiwane iron ore, marasha nezvimwe zvinhu zvisina kugadzirwa, uku tichiramba tichigutsa zvinodiwa nevatengi. Pasinei nekusawirirana kuripo muUkraine, bhizinesi redu rinoramba richishanda nemitengo yepamusoro uye richiri mugadziri wesimbi akakosha uye mutengesi akavimbika kune vatengi muSlovakia, Czech Republic, Poland, Hungary neWestern Europe. Ticharamba tichishandira nharaunda idzi uye ticharamba tichitsigira hupfumi hweSlovakia nenharaunda.
Mukati menguva yese iyi, mabasa edu eSlovakia akaratidza kuwana mari yakawanda uye mari inobuda pachena, kota yekutanga iri kota yechitatu yakanakisa munhoroondo. Chekupedzisira, paslide 11 chikamu chedu chetubhu. Chikamu chedu chetubhu chakasangana nemamiriro ezvinhu akaoma emusika, asi ndinofara zvikuru nekukwanisa kwavo kutsungirira. Chikwata chakashanda nesimba panguva yekuderera kwemitengo kuti chivandudze mamiriro avo emitengo, kupwanya kupinzwa kwepombi zvisina kurongeka, uye kuvandudza zvigadzirwa zvavo kuti zvivandudze kana mari yasvika.
Nguva yasvika, uye chikamu chedu che tubular chiri kuita basa rine pundutso mukuvandudza musika wesimba reUS. Chitofu chemagetsi cheFairfield, chakatangwa muna 2020, chinowedzera kushanda zvakanaka kwekugadzira nekudzora maitiro ese kubva pakutanga kusvika pakupera. Izvi zvinopa vatengi nguva yekupindura nekukurumidza pane kuvimba nevanhu vechitatu kuti vape substrates inodiwa pakugadzira machubhu asina musono.
Kugadzirwa kwezvinhu zvakatorwa kubva kumakambani akazvimirira pamwe chete nekubatana kwakazvimirira, kusanganisira API, kubatana kwepakati nepamusoro, zvinogadzira mhinduro dzakakwana kune vatengi. Muchikamu chekutanga, mashandiro eEBITDA echikamu cheTubes akawedzera kaviri kubva muchikamu chapfuura, uye tinotarisira kuramba tichivandudza muchikamu chechipiri. Ndazvitaura, uye ndichazvitaura zvakare. Iyi haisi America yasekuru vako vakuru.
simbi. Enda kuchikamu chemari chiri paslide 12. Zvatinotarisira pakugoverwa kwemari zviri kufamba zvakanaka. Chiyero chemari chinoramba chakasimba uye chinoenderana nechikwereti chedu chakagadziriswa nguva nenguva uye zvinangwa zveEBITDA.
Mari yedu yekupedzisira inoramba iri pamusoro pemari yatinoshandisa mumwedzi gumi nemiviri inotevera, zvichiita kuti tive nemari yakakwana yekudyara mari yese. Tinotarisira kuwedzera zvakanyanya mari yatinotengazve muchikamu chechipiri sezvo zvinangwa zvedu zvekugovera mari zvazadzikiswa. Parizvino tinotarisira kudzorera mari yakawanda kupfuura yatinotarisira pari zvino kugadzira mari yemahara muchikamu chechipiri, uye ticharamba tichishandisa mukana wekukoshesa kwedu kwakarasika. Zvakakodzera kudzokorora.
Kana tikaita zvakanaka, munoita zvakanaka, uye isu tinoshanda zvakanaka kwazvo. Mazuva edu akanaka ari kuuya. Tinoziva kwatiri kuenda, uye tiri kubatanidza portfolio inodhura zvishoma, ine huwandu hwakawanda uye kuwedzera mukana wedu wekukwikwidza. Christie ikozvino acharatidza mhedzisiro yedu yekota yekutanga uye zvatinotarisira mukota yechipiri.
Ndatenda Dave. Ndichatanga neslide 13. Mari inowanikwa mukota yekutanga yaive $5.2 bhiriyoni, iyo yakatsigira EBITDA yakagadziriswa ye $1.337 bhiriyoni mukota yekutanga, chikamu chekutanga chedu chepurofiti yakanyanya. Margin yeEBITDA yebhizinesi yaive 26% uye mari yakagadziriswa pachikamu chimwe nechimwe chakawedzerwa yaive $3.05.
Mari yakasununguka yakawanikwa mukota yekutanga yaive mamiriyoni mazana mana nematanhatu emadhora, kusanganisira mamiriyoni mazana mana nemakumi matanhatu nemaviri emadhora mumari yekushanda, kunyanya ine chekuita nemidziyo yemumba. Padanho rechikamu, Flat yakashuma kuti EBITDA yaive mamiriyoni mazana matanhatu nemakumi matatu nematanhatu emadhora uye EBITDA yaive ne21%. Kugadziriswazve kwemitengo yakatarwa muna 2022 kwakakwira zvakanyanya, zvichiratidzwa nekukura kwedu kweASP kwegore negore, kupfuura kudzima matambudziko emwaka akajairika mubhizinesi redu resimbi mukota yekutanga. Kwenguva yasara yegore, simbi yedu yesimbi yakaderera uye marasha epagore echibvumirano anotiisa zvakanaka mumamiriro ezvinhu anhasi emitengo yezvinhu zvakagadziriswa iri kukwira.
Bhizinesi redu rakagara richienderera mberi nekushanda zvakanaka uye riri munzira yekuwedzera imwe nguva muna 2022. Muchikamu chidiki chezvigayo, takashuma kuti EBITDA yemadhora $318 miriyoni uye EBITDA ye38%, zvichimiririra chimwe chikamu chechikamu cheindasitiri - ichitungamira kubudirira kwechikamu chidiki chezvigayo. MuEurope, bhizinesi redu muSlovakia rakapa EBITDA yemadhora $287 miriyoni, zvakapetwa kaviri kubudirira kwegore rapfuura uye, sezvakataurwa naDave, chikamu chechitatu chakanakisa. Mumachubhu, takawedzera zvakapetwa kaviri kubudirira kwedu mukota rapfuura, tichigadzira EBITDA yemadhora $89 miriyoni, kunyanya nekuda kwemitengo yakakwira mumusika weOCTG, nyaya itsva dzekutengeserana kwezvinhu zvinopinzwa muOCTG, uye kuedza kuvandudza maitiro edu emitengo uye kuwedzera mumakore mashoma apfuura. Bhizinesi rakabatana rine purofiti yakakura.
Mhedzisiro yedu yekota yekutanga ingori kutanga kweizvo US Steel inotarisira kuve rimwe gore rakanaka. Mukota yechipiri, chikamu chedu cheFlat Rolling chakawedzera zvakanyanya mu portfolio neEBITDA zvichienzaniswa nekota yekutanga. Mitengo yekutengesa yakakwira uye kudiwa kwakawedzera, mitengo yakatarwa yesimbi nemarasha, uye kushomeka kwemwaka mukuchera iron ore zvese izvi zvinofanira kubatsira mukuvandudza kukuru mukota yeEBITDA mukota yechitatu yekota.
Chikamu chedu chidiki chezvigayo chinotarisirwawo kuwana kugadzirwa kwakakwira uye mitengo yekutengesa yakakwira. Tinotarisira kuti mitengo yakakwira yezvinhu zvekugadzira ichaderedza zvakanyanya kudiwa kwemari yekutengeserana. MuEurope, kudiwa kwakasimba kunoramba kuripo uye mitengo yakakwira zvinotarisirwa kuderedza mitengo yakakwira yezvinhu zvekugadzira, kunyanya simbi nemarasha kubva kune dzimwe nzira dzekupa. Parizvino tinotarisira kuti kota yechipiri yeEBITDA ichave kota yechipiri yakanakisa mubhizinesi redu reSlovakia.
Muchikamu chedu chemari, tinotarisira kuramba tichivandudza mari, kunyanya kubva pamitengo yepamusoro yekutengesa, kusimbisa kutengeserana, uye mabhenefiti anoramba achienderera mberi kubva pakuvandudzwa kwemitengo yezvivakwa. Izvi zvinongoderedzwa zvishoma nemitengo yakakwira yezvimedu zveEAFs dzedu. Parizvino, tinotarisira kuti EBITDA yakagadziriswa muchikamu chechipiri ive yakakwira kupfuura yekutanga uye mhedzisiro yakanakisa yechikamu chechipiri. Dave, tidzokere kwauri.
Maita basa, Christy. Tisati tatanga kubvunza mibvunzo, regai nditore maminetsi mashoma kuti ndinzwisise slide 14. Tiri kuita basa rekugadzirisa bhizinesi redu remangwana uye kuita basa redu rakanakisisa ndiko kwakakosha pakupa mukana uyu kune vatengi vedu nevamwe vatinoshanda navo, kune vane migove vedu uye kune nharaunda dzatinogara uye dzatinoshanda. Tiri kusimudzira zvinhu zvakakosha zvebasa redu nenguva uye nebhajeti, kusanganisira kuwedzera mukana wedu wekukwikwidza mukugadzira simbi inodhura zvishoma, kugadzira simbi diki uye kugona kupedzisa kwepamusoro-soro.
Sezvatichaita mari yedu yakaziviswa, tichaunza mari inosvika mamiriyoni mazana masere nemakumi masere emadhora ($880 miriyoni) muEBITDA yegore negore pamwe nemari inowanikwa kana mari yedu yesimbi yenguruve muGary Works yasvika online muna 2023. Tinoshandisa mukana uyu zuva nezuva, tinovaka simba uye tine timu yakasimba yekuzadzisa zvinangwa zvedu. Maitiro edu akanaka, uye 2021 ingori nhanho yekutanga mukutsvaga kwedu zvakanakisa. Nekuda kweizvozvo, ngatitangei nemibvunzo nemhinduro.
Zvakanaka, ndatenda, Dave. Mumakore maviri apfuura, denda repasi rose rakakanganisa zvikuru nzira yatinosangana nayo nevanobatana nesu vakakosha. MuUS
Steel, takagamuchira basa rakapararira kuti tive pedyo nevatengi vedu uye kuwedzera kubereka, kugutsikana uye kuchengetedza vashandi vedu. Hatina kumbobvira tabatana sesangano zvakanyanya, tichibatana zvakadzama nevatengi vedu, kana kuti takanyanya kutarisa pakutsvaga boka idzva revanhu vane tarenda kuti vabatane nesangano redu. Zviri mumoyo iwoyo, uye kuti tive nechokwadi chekuti tinogadzira nzira itsva dzekubatana nevanogovana nesu, takabatana neSay Technologies kuti tipindure mibvunzo zvakananga kubva kune vanoisa mari pamusangano wenhasi. Tichishandisa puratifomu yeSay Technologies, vanoisa mari vakakwanisa kutumira nekuvhota panyaya dzevhiki rapfuura.