Molo kwaye wamkelekile eCalfrac Well Services Ltd. Ikota yokuQala ka-2022 yokuKhululwa kweMvuzo kunye noMnxeba weNkomfa.Intlanganiso yanamhlanje iyarekhodwa.
Ngeli xesha, ndingathanda ukuguqula intlanganiso kwiGosa eliPhezulu lezeMali uMike Olinek.Nceda uqhubeke, mhlekazi.
Enkosi.Molo kwaye wamkelekile kwingxoxo yethu yeziphumo zekota yokuqala ka-2022 yeCalfrac Well Services. Ababekunye nam kwifowuni namhlanje yi-CEO yethutyana yaseCalfrac uGeorge Armoyan kunye noMongameli waseCalfrac kunye neCOO uLindsay Link.
Umnxeba wenkomfa ngale ntsasa uya kuqhubeka ngolu hlobo lulandelayo: UGeorge uya kwenza amazwi okuvula, kwaye ke ndiya kushwankathela imali yenkampani kunye nokusebenza kwayo.UGeorge uya kuthi ke abonelele ngenkangeleko yezoshishino yeCalfrac kunye namazwi okuvala.
Kwingxelo yeendaba ekhutshwe ngaphambili namhlanje, iCalfrac ibike iziphumo zayo zekota yokuqala ezingaphicothwanga ze-2022. Nceda uqaphele ukuba onke amanani emali akwiidola zaseCanada ngaphandle kokuba kuchazwe ngenye indlela.
Ezinye zezimvo zethu namhlanje ziya kubhekisa kwimilinganiselo engeyiyo ye-IFRS efana ne-EBITDA eLungisiweyo kunye neNgeniso eSebenzayo.Ukufumana ulwazi olongezelelweyo kule milinganiselo yezemali, nceda ubone ukukhutshwa kweendaba zethu.Izimvo zethu namhlanje ziza kubandakanya iingxelo ezijonge phambili malunga neziphumo zexesha elizayo kunye nethemba.Siyakukhumbuza ukuba ezi nkcazo ezijonge phambili zixhomekeke kwinani lezinto eziziwayo nezingaziwayo ezinokuthi zibangele umngcipheko wethu kunye nokungaqiniseki.
Nceda ujonge ushicilelo lwale ntsasa kunye neefayile ze-SEDAR ze-Calfrac, kubandakanywa neNgxelo yethu yoNyaka ka-2021, ngolwazi olongezelelweyo malunga neengxelo ezijonge phambili kunye nale miba yomngcipheko.
Ekugqibeleni, njengoko sitshilo kushicilelo lwethu lweendaba, ngokubhekiselele kwiziganeko zase-Ukraine, inkampani iyekile ukusebenza eRashiya, izibophelele kwisicwangciso sokuthengisa ezi mpahla, kunye nemisebenzi echongiweyo eRashiya ukuze ithengiswe.
Enkosi, Mike, molo, kwaye ndiyanibulela nonke ngokujoyina umnxeba wethu wenkomfa namhlanje. Njengoko nisazi, olu lubizo lwam lokuqala, ngoko ke yithatheni lula. Ngoko phambi kokuba uMike abonelele ngamagqabantshintshi emali kwikota yokuqala, ndingathanda ukwenza amagqabaza okuvula ambalwa.
Lixesha elinika umdla leCalfrac njengoko imakethi yaseMntla Melika iqina kwaye siqala ukuba neencoko ezahlukeneyo nabathengi bethu.I-Market Dynamics ifana kakhulu ngo-2017-18 kunango-2021.Sinomdla ngamathuba kunye nemivuzo esilindele ukuba eli shishini livelisele abachaphazelekayo bethu ngo-2022 nangaphaya.
Inkampani ivelise umfutho oncomekayo kwikota yokuqala kwaye isendleleni yokuqhubeka nokukhula de kuphele unyaka ka-2022. Iqela lethu liyoyisile imiceli mngeni yokusebenza kwekhonkco lokubonelela ukugqibezela ikota ngefashoni enamandla kakhulu. I-Calfrac ixhamle kuphuculo lwamaxabiso lwalo nyaka kwaye iphuhlise ukuqonda kunye nabathengi bethu ukuba ngelixa sidlula iindleko zokunyuka kwamaxabiso ngokusondeleyo kwixesha lokwenyani.
Kukwafuneka sinyuse amaxabiso aye kwinqanaba eliya kubonelela ngembuyekezo eyaneleyo kutyalo-mali lwethu. Kubalulekile kuthi kwaye kufuneka sivuzwe. Xa sijonge phambili kwintsalela ka-2022 ukuya ku-2023, sikholelwa ukuba siya kuphinda sizame ukuzuza imbuyekezo yemali ezinzileyo.
Ndigxininisa ukuba xa imfuno yehlabathi ye-oyile kunye negesi inyuka, ukusebenza kakuhle kuyasivumela ukuba sithathe inzuzo.
Enkosi, ingeniso edityanisiweyo yekota yokuqala kaGeorge.Calfrac evela kwimisebenzi eqhubekayo yenyuka nge-38% ngonyaka ukuya kutsho kwi-294.5 yezigidi zeedola.Ukunyuka kwengeniso kwakubangelwa ikakhulu kukunyuka kwe-39% kwingeniso ye-fracturing ngenqanaba ngenxa yeendleko eziphezulu zegalelo ezigqithiselwe kubathengi kuwo onke amacandelo okusebenza, kunye nokuphuculwa kwamaxabiso eMntla Melika.
I-EBITDA ehlengahlengisiweyo ukusuka kwimisebenzi eqhubekayo exelwe kwikota yayizizigidi ezingama-20.8 zeedola, xa kuthelekiswa ne-10.8 yezigidi zeedola ngonyaka odlulileyo.Ingeniso yokusebenza evela kwimisebenzi eqhubekayo inyuke nge-83% ukuya kwi-21.0 yezigidi zeedola ukusuka kwingeniso yokusebenza ye-11.5 yezigidi kwikota ka-2021 enokuthelekiswa.
Oku kunyuka kube ngenxa yokusetyenziswa okuphezulu kunye namaxabiso e-US, kunye nokusetyenziswa okuphezulu kwezixhobo kuzo zonke iintambo zenkonzo e-Argentina.
Ilahleko eshiyekileyo evela kwimisebenzi eqhubekayo yekota ibizizigidi ezili-18 zeedola, xa kuthelekiswa nelahleko eshiyekileyo evela ekusebenzeni okuqhubekekayo kwezigidi ezingama-23 zeedola kwikota enye ka-2021.
Kwiinyanga ezintathu eziphele nge-31 kaMatshi 2022, iindleko zokuhla kwexabiso ukusuka kwimisebenzi eqhubekayo zazihambelana nexesha elifanayo ngo-2021. Ukwehla okuncinci kweendleko zokuhla kwexabiso kwikota yokuqala kubangelwe ikakhulu kumxube kunye nexesha lenkcitho eyinkunzi enxulumene namacandelo amakhulu.
Inkcitho yenzala kwikota yokuqala ka-2022 inyuke nge-0.7 yezigidi zeedola ukusuka kunyaka ongaphambili ngenxa yokuboleka imali ephezulu phantsi kwetyala elijikelezayo lenkampani kunye neendleko zenzala ezinxulumene nokutsalwa kwemali mboleko yenkampani.
Iyonke inkcitho eyinkunzi eqhubekayo yokusebenza yeCalfrac kwikota yokuqala ibizizigidi ezili-12.1 zeedola, xa kuthelekiswa ne-10.5 yezigidi zeedola ngexesha elifanayo ngo-2021. Ezi nkcitho zinxulumene ikakhulu nenkunzi yolondolozo kwaye zibonisa utshintsho kwinani lezixhobo zokusebenza kuMntla Melika ngaphezulu kwamaxesha ama-2.
Inkampani ibone ukungena kwe-9.2 yezigidi zeerandi kwiinguqu zenkunzi yokusebenza kwikota yokuqala, xa kuthelekiswa nokuphuma kwe-20.8 yezigidi zeedola ngexesha elifanayo ngo-2021. Utshintsho lwaluqhutywa ngokuyintloko lixesha lokuqokelelwa kwezinto ezifunyenweyo kunye neentlawulo kubaboneleli, ngokuyinxenye ihlawulwe yimali ephezulu yokusebenza ngenxa yengeniso ephezulu.
Kwikota yokuqala ye-2022, i-$ 0.6 yezigidi zeenkampani ze-1.5 zamanqaku e-lien ziguqulelwe kwisitokhwe esiqhelekileyo kwaye inzuzo yemali ye-0.7 yezigidi zeedola yafunyanwa ekusebenziseni iziqinisekiso.Ukushwankathela ibhalansi ekupheleni kwekota yokuqala, iimali zenkampani ezivela ekusebenzeni okuqhubekayo zaziyi-$ 130.2 yezigidi, kubandakanywa ne-$ 11.8 yezigidi ze-20 yezigidi ze-3 A20, i-$ 11.8 yezigidi ze-20. Izigidi ezingama-200 zeedola zokuboleka imali phantsi kwesibonelelo setyala, ishiya i-49.1 yezigidi zeedola kwindawo ekhoyo yokuboleka ekupheleni kwekota yokuqala.
Ityala lenkampani lilinganiselwe ngesiseko sokuboleka kwenyanga ezizigidi ezingama-243.8 zeedola ukusuka nge-31 kaMatshi, 2022. Phantsi kwemigaqo yoncedo lwetyala oluhlaziyiweyo lwenkampani, i-Calfrac kufuneka igcine ubuncinci i-15 yezigidi zeedola ngexesha lokukhululwa komnqophiso.
Ukusukela nge-31 kaMatshi ka-2022, inkampani itsale i-15 yezigidi zeerandi kwimali-mboleko yebhulorho kwaye inokucela ukutsalwa okungaphezulu ukuya kuthi ga kwi-10 yezigidi zeedola, ngenzuzo ephezulu ye-25 yezigidi zeerandi.
Enkosi, uMike ngoku ndiza kuthi thaca imbonakalo yokusebenza kweCalfrac kuyo yonke indawo yethu. Imakethi yethu yaseMntla Melika iqhubekile nokusebenza kwisiqingatha sokuqala sonyaka, njengoko besilindele, ngemfuno eyongeziweyo yezixhobo ezivela kubavelisi ezidityaniswa nobonelelo olungephi eshelufini.
Silindele ukuba imakethi iqhubeke iqina kwaye abanye abavelisi abayi kukwazi ukwenza imisebenzi yabo, nto leyo ebonisa kakuhle ukukwazi kwethu ukunyusa amaxabiso ukuze sifumane imbuyekezo esebenzayo kwizixhobo esizisebenzisayo.
E-US, iziphumo zethu zekota yokuqala zibonise ulandelelwano olunentsingiselo kunye nokuphucuka konyaka-enyakeni, ngenxa yokwanda okukhulu kosetyenziso kwiiveki ezintandathu zokugqibela zekota.
Iiveki zokuqala ze-6 azizange zihle kakhulu.Sandisa ukusetyenziswa kuzo zonke iinqwelo ze-8 ngo-Matshi kwaye siphelele i-75% xa kuthelekiswa noJanuwari.Ukusetyenziswa okuphezulu okudityaniswa nokusekwa kwexabiso ngo-Matshi kuvumele inkampani ukuba igqibe ikota ngokusebenza kakuhle kwezemali.
Izithuthi zethu ze-9 ziza kuqala ekuqaleni kukaMeyi.Sijonge ukugcina eli nqanaba unyaka wonke ngaphandle kokuba imfuno eqhutywa ngumthengi kunye namaxabiso athethelela naluphi na uhlaziyo lwesixhobo.
Sinamandla okwakha i-10th fleet, mhlawumbi nangaphezulu, kuxhomekeke kumaxabiso kunye nemfuno.ECanada, iziphumo zekota yokuqala zachaphazeleka ngeendleko zokuqalisa kunye nokunyusa ngokukhawuleza iindleko zegalelo esasizama ukuzibuyisela kubathengi.
Sinesiqingatha sesibini esomeleleyo sonyaka ka-2022 ngokuphehlelelwa kwenqwelo yethu yesine yefracturing kunye neyunithi yethu yesihlanu edityanisiweyo yetyhubhu ukuhlangabezana nemfuno ekhulayo yabathengi.Ikota yesibini iqhubekile njengoko besilindele, kunye nesiqalo esicothayo ngenxa yokuphazamiseka kwesizini.
Ukulawula iindleko zethu zabasebenzi bepetroli ngexesha leNtwasahlobo, icandelo laseKhanada liphinde lathumela abasebenzi okwethutyana ukusuka eCanada ukuya eUnited States ukunceda ukwandisa umsebenzi eUnited States.Imisebenzi yethu eArgentina iyaqhubeka nokucelwa umngeni wokuhla kwexabiso lemali okubonakalayo kunye noxinzelelo lokunyuka kwamaxabiso, kunye nolawulo lwenkunzi olujikeleze ukuphuma kwemali evela elizweni.
Nangona kunjalo, kutshanje sihlaziye ikhontrakthi kwi-Vaca Muerta shale eya kudibanisa ukunyuka kweenqanawa ezizinikeleyo ezizinikeleyo kunye namaxabiso eyunithi yetyhubhu edibeneyo kunye nabathengi abakhoyo, ukuqala kwisiqingatha sesibini sika-2022.
Silindele ukugcina iqondo eliphezulu lokusetyenziswa kulo nyaka ushiyekileyo. Ukuqukumbela, siqhubeleka nokuphucula amanqanaba okuqala omjikelo wangoku wemfuno ukuvelisa imbuyekezo ezinzileyo kubaninizabelo bethu.
Ndifuna ukubulela iqela lethu ngomsebenzi wabo onzima kwikota edlulileyo. Ndijonge phambili unyaka wonke kunye nonyaka ozayo.
Enkosi, George. Ngoku ndiza kubuyisela umnxeba kumsebenzisi wethu ngenxalenye ye-Q&A yomnxeba wanamhlanje.
[Imiyalelo yoMsebenzisi].Siza kuphendula umbuzo wokuqala kuKeith MacKey weRBC Capital Markets.
Ngoku ndifuna nje ukuqala nge-US EBITDA ngeqela ngalinye, inqanaba lokuphuma kule kota ngokuqinisekileyo liphezulu kakhulu kunokuba ikota yaqala.Ubona phi umkhwa kwisiqingatha sesibini sonyaka? Ngaba ucinga ukuba unomlinganiselo we-EBITDA nganye yeenqanawa ze-15 yezigidi zeedola kwi-Q3 kunye ne-Q4? Okanye sifanele siwujonge njani lo mkhwa?
Jonga, ndithetha, jonga, sizama ukufumana yethu - lo nguGeorge.Sizama ukuthelekisa imarike yethu kunye nabakhuphisana nabo.Sikude namanani angcono kakhulu.Sithanda ukuqala nge-10 yezigidi zezigidi kwaye sisebenze ngendlela yakho ukuya kwi-15 yezigidi zeedola.Ngoko sizama ukubona inkqubela phambili.Okwangoku, sigxile ekuxhatshazweni nasekupheliseni izikhewu kwiishedyuli zethu kwi-1 yezigidi zeedola, kwi-10 yezigidi zeedola, kwi-10 yezigidi zeedola.
Hayi, iyavakala.Mhlawumbi ngokwemali eyinkunzi, ukuba uzakuqala iinqwelo zeenqwelo ezili-10 e-US, ukuba unoqikelelo lwaloo nto okwangoku, ucinga ukuba iyakuba yintoni ngokwemali eyinkunzi?
I-$ 6 yezigidi. Thina - ndiyathetha ukuba sinamandla okuya kwiinqwelo zeenqwelo ze-13. Kodwa i-11, i-12 kunye ne-13 yeenqwelo zeenqwelo ziya kufuna ngaphezu kwe-6 yezigidi zeedola.
Ndiwufumene.Ndiwuxabise loo mbala.Ekugqibeleni kum, ukhankanye ukuba ufuduse abanye abasebenzi phakathi kweCanada kunye ne-US kwikota yokuqala.Mhlawumbi thetha nje ngakumbi malunga nekhonkco lokubonelela ngokubanzi, ubona ntoni ngokwemisebenzi?Ubone ntoni elunxwemeni?Sivile ukuba uya usiba ngumba omkhulu, okanye ubuncinci umba omkhulu malunga nokulawula isantya soshishino kwikota yokuqala?
Ewe, ndacinga nje - ndicinga ukuba sithe asihambisanga kwikota yokuqala kodwa kwikota yesibini ngenxa yokuba i-US yayixakeke kwikota yesibini kwaye kwakukho ukwahlukana eNtshona Canada. Ndandifuna nje ukucacisa.Khangela, yonke imboni, wonke umntu ujongene nemingeni, imingeni yokubonelela.
Kodwa ayizange iguquke.Le yimeko eguquguqukayo.Kufuneka sihlale siphambili njengaye wonke umntu.Kodwa siyathemba ukuba ezi zinto azisithinteli ekubeni sikwazi ukubonelela ngomsebenzi osemgangathweni kubathengi bethu.
Bendifuna ukubuyela kuluvo lwakho malunga nokongeza ezinye okanye iinqwelo ezi-2 e-US, ndithetha ukuba, kwinqanaba eliphezulu, ngaba ufuna ukuphinda uvuselele ezo zithuthi ukuze kunyuswe amaxabiso ngepesenti?
Ke ngoku siqhuba iinqwelo ezisi-8. Siqala uMdlalo we-9 ngoMvulo, nge-8 ka-Okthobha – uxolo, ngoMeyi 8.Jonga, ndithetha ukuba kukho izinto ezimbini apha.Sinethemba lokuvuzwa.Sifuna ukuqiniseka kwesithembiso kubathengi bethu.
Iphantse ifane nefomu yokuthatha okanye ukuhlawula - asiyi kuthumela inkunzi kwaye senze ilungiselelo elikhululekile apho banokusilahla nanini na xa befuna.Ngoko ke, sinokuqwalasela izinto ezithile.Sifuna ukuzinikela okuqinileyo kunye nenkxaso engagungqiyo - ukuba batshintsha nje iingqondo zabo, kufuneka basihlawule - iindleko zokuhambisa ezi zinto apha.
Kodwa kwakhona, kufuneka sikwazi ukuqinisekisa ukuba inqanawa nganye inokufumana phakathi kwe-10 yezigidi zeedola kunye ne-15 yezigidi zeedola ukuze ikwazi ukuhambisa ezi zinto zintsha - ezi nqwelo-moya zintsha okanye izithuthi ezongezelelweyo, ndiyaxolisa.
Ngoko ndiye ndacinga ukuba mhlawumbi kulungile ukuphinda kwakhona ukuba amaxabiso asondela ngokucacileyo kuloo manqanaba. Kodwa okona kubaluleke kakhulu, ufuna ukubona ukuzibophelela kwekhontrakthi kubathengi bakho. Ngaba oku kulungile?
100% kuba kubonakala kum ngathi umxhasi ulahle izinto ezininzi kwixesha elidlulileyo - besifuna ukusuka kwisiseko sesisa ukuya kwishishini, akunjalo? Endaweni yokuxhasa iinkampani ze-E&P, sifuna ukuqalisa ukwabelana ngezinye zeenzuzo abazifumanayo.