Igama lam nguSheryl kwaye ndiza kuba ngumqhubi wakho namhlanje.Okwangoku, bonke abathathi-nxaxheba bakwimowudi yokuphulaphula kuphela.Kamva, siya kuba neseshoni yemibuzo kunye neempendulo [Amanqaku kuBasebenzi].
Ngoku ndiza kuguqula umnxeba kuBrad Wise, iVP yeSicwangciso seDijithali kunye noBudlelwane boMtyali. Ubulumko, ungaqala.
Enkosi, Shirley.Molo kusasa kwaye wamkelekile kwikota yesine ye-NOW Inc. kunye noNyaka oPheleleyo ka-2021 uMnxeba weNkomfa yoMvuzo. Enkosi ngokusijoyina kunye nomdla wakho kwi-NOW Inc.Nam namhlanje nguDavid Cherechinsky, uMongameli kunye neGosa eliLawulayo eliyiNtloko, kunye noMark Johnson, uSekela Mongameli oPhezulu kunye neGosa lezeMali eliyiNtloko. ukuya kwi-DistributionNOW kunye ne-DNOW, ezizithekhi zethu ze-NYSE.
Nceda uqaphele ukuba ezinye zeengxelo esizenzayo ngexesha lenkomfa, kuquka iimpendulo kwimibuzo yakho, zinokuqulatha uqikelelo, uqikelelo kunye noqikelelo, kubandakanywa kodwa kungaphelelanga kwizimvo malunga neshishini lenkampani yethu elilindelekileyo. Ezi ziingxelo ezijonge phambili ngokwentsingiselo yemithetho yezokhuseleko yase-US, esekelwe kulwazi olulinganiselweyo ukusukela namhlanje, kwaye zixhomekeke kwinguqu.Zixhomekeke kwimingcipheko yokwenyani, kwaye ngokungathandabuzekiyo zinokuthi zichaphazeleke. ezi nkcazo ezikhangele phambili ziya kuhlala zisemthethweni kamva kwikota okanye kamva kunyaka.Asifuni uxanduva lokuhlaziya esidlangalaleni okanye ukuhlaziya nayiphi na inkcazo ekhangele phambili ngenxa yaso nasiphi na isizathu.Ukongezelela, le ngqungquthela yenkomfa iqulethe ulwazi olunobuzaza bexesha kwaye ibonakalisa isigwebo esilungileyo solawulo ngexesha lenkomfa ephilayo.Nceda ubhekiselele kwi-NOW Inc. yakutshanje yeeFomu ze-10-Q kunye neKhomishoni engaphezulu ye-10-Q kunye ne-Securities ngakumbi ngoku iFayile ye-10-Q kunye ne-Securities ye-K ingxoxo yezinto eziphambili zomngcipheko ezichaphazela ishishini lethu.
Ulwazi olongezelelweyo kunye nolwazi olongezelelweyo lwezemali kunye nolwazi olusebenzayo lunokufumaneka ekukhutshweni kwemivuzo yethu okanye kwiwebhusayithi yethu kwi-ir.dnow.com okanye kwiifayile zethu kunye ne-SEC.Ukubonelela abatyali-mali ngolwazi olongezelelweyo olunxulumene nokusebenza kwethu njengoko kumiselwe ngokuhambelana ne-US GAAP, uya kuqaphela ukuba sikwabhengeza amanyathelo ahlukeneyo emali angeyo-GAAP, kuquka i-EBITDA, ngaphandle kwezinye iindleko, ngamanye amaxesha ezibizwa ngokuba yi-EBITDA; Ingeniso eseleyo, ngaphandle kwezinye iindleko; imivuzo ehlanjululweyo ngesabelo ngasinye, ngaphandle kwezinye iindleko.Nganye ayiquki impembelelo yezinye iindleko ezithile kwaye ke ayibalwa ngokuhambelana ne-GAAP.Ukulungelelaniswa ngcono nohlolo lwabaphathi bentsebenzo yenkampani kunye nokuququzelela uthelekiso lwentsebenzo yethu kunye nokusebenza kweenkampani zoontanga kwikota yesine kunye nonyaka opheleleyo ophele nge-31 kaDisemba 2021 ngaphandle kwe-EBIT ngaphandle kweendleko ze-EBIT. Ibandakanya inkcitho yembuyekezo engeyiyo eyesitokhwe esisekwe kwisitokhwe. Amaxesha adlulileyo engxelo alungelelanisiwe ukuze ahambelane nenkcazo yexesha langoku.
Nceda ubone ulungelelwaniso lwemali nganye engeyiyo ye-GAAP yezemali kumlinganiselo wayo wemali we-GAAP, kunye nolwazi olongezelelweyo olunikezelweyo ekupheleni kokukhutshwa kwemivuzo yethu. Ukusukela ngale ntsasa, icandelo lezoBudlelwane boMtyali-mali kwiwebhusayithi yethu libandakanya umboniso oquka iziphumo zethu zekota kunye nonyaka opheleleyo ka-2021 kunye nezinto eziphambili ezithathwayo. 2021 Form 10-K namhlanje, nayo eza kufumaneka kwiwebhusayithi yethu.
Enkosi, Brad, kwaye kusasa wonke umntu. Kumnxeba wethu wokufumana umvuzo kunyaka ophelileyo, njengoko siye sachacha kunyaka apho ishishini liye lanyamezela ezona marike neemeko ezimbi kakhulu, i-DNOW iphendule ngokukhawuleza nangokuqinisekileyo ukuze ikhusele undoqo wayo kwaye ibeke inqanaba lempumelelo yexesha elizayo. I-Base.Sikholelwa ukuba imarike kunye nemikhwa yethu yokuchitha abathengi itshintshile ngelo xesha, kwaye inyathelo eliqinisekileyo liyafuneka ukuze kuchazwe ngokutsha umboneleli wethu, intengiso kunye nencwadi yokudlala yokuzibandakanya nomthengi, kunye nokulungelelanisa imodeli yethu yokusebenza ukuze siphendule njengoko uqoqosho luqalisa ukuchacha. I-Flourish.Economic downturns ikhuthaza utshintsho, kwaye ndibone apha kusasa, ndimangalisiwe kwi-DNOW enetalente, abafazi abagxile kubathengi kunye namadoda angazange amkele kuphela, kodwa aqhube utshintsho. uxinzelelo lwetsheyini.
Kwikota yokuqala yalo nyaka, saqala ukusebenza kwiPermian Supercenter yethu entsha e-Odessa, eTexas. Esi sibonelelo sandisa isikhundla sethu kunye notyalo-mali entliziyweni yenye yezona ndawo zixakekileyo zokuvelisa ioyile e-United States. Bubukho obunamandla kwindawo yethu yamandla kunye namandla e-asethi ahambelanayo e-Odessa Pumps, Flow Flow, Iinkonzo zamandla kunye negama le-TSNM elinamandla kunye ne-TSNM yexabiso le-Fiberglass. I-Permian.Ngexesha lekota, siceba ukuvula iziko elitsha elikhawulezayo kwingingqi ukuxhasa abathengi bethu njengoko inkqubo yabo yokugaya inyuka.Le ndawo iya kuxhaswa ngokuyintloko yi-Supercenter njengendlela yokuzaliseka kwengingqi kunye nokwandisa ukusebenza kakuhle kunye nokuqinisa ubuhlobo kunye nabathengi abajoliswe kuyo.
Ngoku, ngokuqhubeka neziphumo zethu, ingeniso yekota yesine ibiphantsi nge-2% ukuya kwi-432 yezigidi zeedola ekupheleni kwesikhokelo esisinike umnxeba wokugqibela. Ingeniso yonyaka ka-2021 yayiyi-1.632 yeebhiliyoni zeedola, ukonyuka kwe-13 yezigidi zeedola okanye nge-0.8% ngo-2020 xa kuthelekiswa nonyaka ongaphambili, igalelo lika-2020 kuthathelwa ingqalelo ukusebenza olomeleleyo kwe-COVID-4 yezigidi ezi-20 zeedola ezisi-7 zeedola ezisi-7. Ngamanye amazwi, kwiinyanga ezilithoba eziphele nge-31 kaDisemba, ngo-2021, ukungahoywa kwengeniso yekota yokuqala kunyaka ngamnye bekunyuka ngeedola ezingama-256 ezigidi, okanye i-25%, ukusuka kunyaka ongaphambili.Kwi-4Q21, umda opheleleyo wandiswa kwakhona ukuya kwixesha lonke eliphezulu le-23.4%, ukunyuka kwe-150bps yirekhodi yesine ngokulandelelana. Ukunyuka kwe-21.9% kwi-gross margins kunyaka opheleleyo ka-2021. Sikwimeko yokwenyuka kwamaxabiso kwaye siyazuza kuyo. Kodwa lo msebenzi sisiphumo senkqubo yokhetho ngononophelo, kwaye sakhe ubudlelwane nababoneleli abahloniphekileyo abenza iimveliso ezisemgangathweni kunye nentlonipho kunye nokuvuza okufanayo njengoko senzayo. Ukuthengwa ngakumbi sinokudibanisa kwaye sisasaze i-avappliability yemveliso yethu, ukubuyisela ukuxhamla kwimveliso yethu. kunye neendleko zemveliso, kwaye abathengi bethu bayazuza ngokufumaneka kwindawo yokuzaliswa okuqinileyo ngakumbi.
Kwaye ngenxa yokuba sikhetha ukuba yeyiphi imigca yemveliso, amashishini, iindawo kunye nababoneleli abaya kuxhasa kwaye abathengi baya kulandela.Siyakwazi ukunyusa amaxabiso omgca wemveliso kuwo wonke umxube wemveliso yemida yemveliso ngenxa yokuba sithanda iimveliso ezinenzuzo ngakumbi kwaye mhlawumbi sinyuse amaxabiso okanye sigqithise iimveliso ezinengeniso encinci. iifowuni, ukuziphatha kwabasebenzi bakawonke-wonke kuye kwakhuthaza abavelisi babucala be-oyile kunye negesi ukuba bakhokele ukukhula kwe-rig count.Ngexesha lekota kunye ne-2021 yonke, siye saqhubeka sijolise kwaye sikhulisa isabelo sethu sabasebenzi babucala ngokunikezela ngeevalvu zepayipi kunye nokufakelwa koqhagamshelwano lwe-wellhead kunye nezibonelelo zebhetri yetanki. inkqubo yolawulo lwemathiriyeli ukuxhasa imisebenzi eyandisiweyo yenkcitho eyinkunzi kulondolozo lwabavelisi abaliqela be-E&P.
Ukuqhuba ukukhula ngo-2022, sikhusele iikontraki ezininzi ze-PVF kwikota, kubandakanywa umvelisi omkhulu ozimeleyo kunye nempahla e-Permian, kunye nokusebenza ngokuthe ngqo kwikhontrakthi enokubakho ukunyuka ukusuka kwinqanaba lokuqala. Lithium Extraction Business Supply Agreement.In the Southeast, sifumene umyalelo ovela umvelisi ezizimeleyo kwithala kwiGulf of Mexico kunye flow umvelisi ukuya impahla yayo yombhobho yonakaliswe yiNkanyamba Ida August.Siphinde sibonelele ngePVF yokulungiswa kwesikhululo secompressor ezininzi nazo zibalelwa kumonakalo wenkanyamba.Siye safumana umsebenzi owandisiweyo kunye nomyalelo ovela kwizibonelelo ezintathu ze-hayville ezizimeleyo zomvelisi weHayville. indawo.Ukukhula kokuthengiswa kwe-middlestream okulandelelanayo, silindele ukubona umfutho oqhubekayo njengeenkqubo zokugaya kunye nokuqokelela, ukwandisa ukusetyenziswa kwamandla okuthatha i-midstream, ukuqhuba utyalo-mali olungakumbi ekugcinweni kwe-midstream kunye neeprojekthi ze-capex.Inkcitho yethu yabathengi be-midstream yayigxininise ngakumbi kwigesi yendalo kunye neeprojekthi zamanzi eziveliswayo ezinxulumene nazo, ezaziyi-pivot kwiikota zangaphambili.
Kwimidlalo kaMarcellas, u-Utica noHaynesville, sibonelele abavelisi begesi abaliqela ngezixhobo zokwenza i-skid ezidityaniswe kakuhle kunye nezixhobo zomamkeli we-transmitter. Sibonelela ngeevalvu ezisebenzayo kwiiprojekthi ezininzi zokwandisa umgca we-NGL apho sibonelela ngenkxaso yobugcisa kwisicelo semveliso kunye nenkxaso yenkonzo yasendle yofakelo lwevalvu, uvavanyo, ukuqalisa kunye nokugunyaziswa. I-Rocky Mountains.Ukujika kwi-US Process Solutions, siye sabona ukuba abanye abathengi bethu banomdla wokugaya kunye nokugqitywa okuye kwanciphisa imfuno yezixhobo zethu ezijikelezayo kunye nezobugcisa ngenxa yezakhono ezikhoyo zokudlulisa kunye nokusebenza.Nangona kunjalo, siqala ukubona ukunyuka kwii-odolo njengoko iinkqubo ezihlangeneyo zabathengi zifudukela kwimimandla engaphantsi kweziseko zophuhliso ezikhoyo. Rocky Mountains, kwaye sazisa indibaniselwano yokwahlukaniswa kwealloyi ephezulu kunye neevalvu zolawulo kwiprojekthi yethu yomgodi wetrona kumazantsi ntshona eWyoming.
Umsebenzi kwi-Powder River Basin waqala ukuqalisa kwakhona njengoko sinikezela ngenani lezigaba ezithathu zokwahlula iivalvu kunye ne-instrumentation kumqhubi omkhulu ozimeleyo kunye nephakheji yonyango lwe-brine komnye umqhubi we-E&P.Imfuno yesixhobo sethu esicinezelweyo somoya kunye nezixhobo zokomisa iyaqhubeka ihlale iphezulu njengoko abaqhubi babuyisela iinkqubo zomoya kunye neenkqubo zomoya ezixinzelelweyo zokuphelisa i-greenhouse gas emission racks emission, kwi-racks emission yempompo ye-supplian. skids ukuya kumqhubi omkhulu waza wasahlula kwiziko lethu lokuvelisa iTomball yaseTexas kwaye safumana ii-odolo ezininzi zeehitha ezintsha, iinqanawa zeprosesa kunye ne-separators.Siye sandisa ngempumelelo irenti yethu ye-jet pup ye-hydraulic jet, endaweni yezicelo ze-ESP kunye nokusebenza okwandisiweyo kwiinketho eziguquguqukayo zokurenta njengoko abaqhubi baye bamkela isisombululo sethu.
ECanada, sabona impumelelo ebalulekileyo kwikota, kunye nee-odolo ze-PVF ezivela kubavelisi abakhulu besanti yeoli yaseKhanada, iipakethi zenaliti ye-wellhead ezivela kubavelisi baseAlberta kumazantsi-mpuma eSaskatchewan, kunye neemveliso zokuphakamisa okwenziweyo kwimisebenzi yokugcinwa kwe-capex kumbindi weCanada. Ukufumaneka kwabasebenzi iimpembelelo.Umsebenzi uyanda kwiiprojekthi ezincinci, ekufuneka ziqalise ukufumana i-traction njengoko ukuqaliswa kwakhona kwe-rig kuqhubeka kuMbindi Mpuma.Ukongezelela, umsebenzi weprogram yokubhuka uye wanda kwii-EPC ezininzi esihlala siqhuba ngazo ishishini.Ezinye iimpumelelo eziphawulekayo kule kota ziquka ukubonelela ngenani elikhulu leevalvu zesango, iglowubhu kunye ne-valve yokukhangela, iintambo zombane kunye neentambo zombane kunye nezixhobo zokuvelisa umbane kwi-cogeneration ye-UK kunye nokufakelwa kwezixhobo zokuvelisa umbane kwi-cogeneration. Kazakhstan, kunye namandla ombane kubaqhubi Bolts eNtshona Afrika.
Kwakhona, kuqatshelwe ukuba, sibonelele ngofakelo lombhobho kunye nezicwangciso zeprojekthi kwi-NOC e-Oman kunye nomgca webhola yesango kunye neevalvu zokujonga kwindawo yokucoca igesi e-Kurdistan. Kwimisebenzi yethu ye-UAE, sibonelela ngeevalvu ze-actuation zeeyunithi zokubuyisela i-methylene kwiindawo zokucoca zaseIndiya kunye nee-EPC zeeprojekthi zokuvelisa i-triethylene glycol ePakistan. I-Facility in Kuwait.Ishishini lethu lijongene nokunyuka kwamaxabiso emveliso kunye nefuthe ekufumanekeni kwemveliso okubangelwa ukunqongophala kwekhonkco lokubonelela kunye nokulibaziseka.Iqela lethu lokubonelela ligxininise ekunciphiseni ukuphazamiseka ngokuqinisekisa ukuba sinemveliso eyaneleyo yokuxhasa abathengi bethu.Siphakamisa inkcitho yethu yehlabathi kunye nababoneleli bethu ukuqinisekisa ukuba sinokubeka phambili phambili umngcipheko okhoyo kunye nexabiso lezinto ezifumanekayo kunye nokudibanisa izinto ezifumanekayo ngaphandle kokunciphisa umsebenzi wasekhaya. kunzima ukufumana izabelo, sikwabonelela ngeendlela ezizezinye ezifanelekileyo kubathengi abathembela ngakumbi kwi-DNOW ukufumana izisombululo ezihlangabezana neemfuno zabo.Oku kubangele ukuba abanye abathengi bethu bandise uluhlu lwabo lwabavelisi abavunyiweyo besebenzisa i-AML ye-DNOW. ikota.
Jikela kwinkqubo yethu yeDijithaliNOW.Ingeniso yethu yedijithali njengepesenti yengeniso ye-SAP iyonke ibiyi-42% kwikota.Siza kuqhubeka sisebenza kunye nabathengi bethu bokudibanisa idijithali ukuqhubela phambili amava abo e-e-commerce ngokulungisa iikhathalogu zabo zemveliso kunye nokuphuhlisa izisombululo zokuhamba komsebenzi ngokweshop.dnow.com yethu. iikota, esi sixhobo siye sanceda abaninzi abathengi bethu ukuqwalasela kunye neepakethe ze-eSpec air compressor kunye ne-dryer ukukuvumela ukuba utshintshe iinkqubo ze-pneumatic ekuxhaseni imfuno yomsebenzisi ukunciphisa ukukhutshwa kwegesi ye-greenhouse.Ukongezelela, amanye amaqela eprojekthi yethu yabathengi asebenzisa i-eSpec ukunceda ukwakha nokwakha iibhidi zeprojekthi, ngelixa abanye bayisebenzisela ubungakanani bomqalisi kunye neepakethe zomamkeli ukuze siqalise ulawulo lwe-AccessedNOW ngokusemthethweni, ukucaphula okuzenzekelayo. Izisombululo zolawulo lwe-inventri kubathengi.Imveliso yethu ye-AccessNOW ibandakanya iikhamera, i-sensors, i-smart locks, i-barcodes, i-RFID kunye nezisombululo zokuqokelelwa kwedatha ezizenzekelayo ezenza ukuba abathengi bethu balawule kakuhle kwaye balawule uluhlu lwabo lwempahla ngaphandle kokufaka iindleko zendawo yoluhlu lwabantu.
Ngoku, ndingathanda ukwenza amagqabantshintshi anxulumene notshintsho lwamandla.Kwi-US Gulf Coast, sinikeze iikhithi zempompo yentsimbi ephindwe kabini ye-venous ye-biodiesel yokucokisa eguqula amanqatha ezilwanyana abe yi-biodiesel, kunye ne-biopumps yeplanti yokuvelisa iilori zombane e-Texas.ECanada, siye saphumelela ii-odolo ezininzi ze-zero-emission actuation, iiprojekthi eziqhutywa kwi-carbon drive valves kunye ne-albertdrive valves kunye ne-carbon drive valves kunye ne-Albertdri amaqula okuhlola avela kubavelisi ukukhupha i-helium yokuphela kweemarike zokuhlola ushishino oluphezulu.Ezi mpumelelo zibonisa ukuba zininzi kangakanani na iimveliso ezikhoyo esizinikezelayo ziyanda kwiimarike zokukhula ezifana nokubanjwa kwekhabhoni kunye nokuveliswa kwemveliso ephezulu.Siyaqhubeka nokubeka iliso kunye nokulandelela inani elikhulayo leeprojekthi zokuguqulwa kwamandla.Iqela lethu lophuhliso lweshishini liye laphatha ii-RFIs ezahlukeneyo kunye ne-RFPs kubathengi abaninzi abanxulumene ne-diesel kunye ne-gaviso air ngqo ukubanjwa kwekhabhoni kunye nokugcinwa, i-hydrogen kunye ne-carbon dioxide transmission kunye neeprojekthi zokugcina.Njengoko sihlaziya amatyala kunye nezinto eziphathekayo kuluhlu lwethu lweprojekthi yokuguqulwa kwamandla, sisebenza kunye necandelo lethu lokuvelisa ukuqinisekisa ukufikelela kuluhlu olubanzi lweemveliso ezifanelekileyo eziza kukhonza ezi marike zandayo.Ngaloo ndlela, makhe ndiyiguqulele kuMarko.
Enkosi Dave kwaye good morning everyone.Ikota yesine 2021 ingeniso ye-$432 yezigidi zehla 2% ukusuka kwikota yesithathu, ngokuyintloko ngenxa yokuhla kwesiqhelo ngexesha lonyaka okuchatshazelwa ziiholide kunye neentsuku ezimbalwa zokusebenza apho isikhokelo sethu kulindeleke ngcono.Ikota yesine 2021 ingeniso US kwaba $303 yezigidi, phantsi $9 yezigidi okanye 3% ukusuka kwikota yesithathu yengeniso US 7 ingeniso ye-US iphelele kwi-US 7 yengeniso.O ikota, eyayiphantsi malunga ne-4% ngokulandelelana, kwaye ingeniso ye-US Process Solutions inyuke nge-2% ngokulandelelana.
Ukutshintshela kwicandelo laseCanada.Ingeniso yekota yesine yaseCanada yayizizigidi ezingama-72 zeedola, ukonyuka kwezigidi ezi-4 zeerandi okanye i-6% kwikota yesithathu.Xa kuthelekiswa nekota yesine ka-2020, ingeniso yayinyuke nge-24 yezigidi zeedola okanye i-50% ngonyaka.Ikota yesine eyomeleleyo yaseCanada yaqhutywa yimfuno ephuculweyo kwimarike yamandla yaseCanada, kunye nemodeli yethu eqinisekisiweyo yokubonelela ngetekhnoloji. ingeniso yayizizigidi ezingama-57 zeedola, phantsi kancinci ngokulandelelanayo kwaye yehla i-2 yezigidi zeedola okanye ithe tyaba xa ithelekiswa nekota yesithathu, inikwe impembelelo engathandekiyo yemali yangaphandle ebuthathaka xa ithelekiswa nedola yaseMelika.Ingeniso yekota yesine yamazwe ngamazwe inyuke nge-21%, okanye i-10 yezigidi zeedola, xa kuthelekiswa nexesha elifanayo ngo-2020. Umda weGross uphuculwe nge-150 amanqaku akwisiseko ukusuka kwi-2% ukuya kwi-3.4%. ikota.Phantse isinye esithathwini solandelelwano lwesiseko sophuculo lwesiseko somda okanye malunga nezigidi ezi-2 zeerandi yaba yimpumlo ngenxa yemali emalunga ne-1 yezigidi zeedola nganye kwiindleko zothutho kunye neendleko ze-inventri kwikota yesine, zombini ezilindeleke ukuba zibuyele kumndilili wazo kwikota yokuqala yeNqanaba.Sibona iindleko zethu zokuthumela zibuyela kumgangatho ophezulu nge-2022 kwaye ezinye ze-2022 ze-tailwind kwaye ezinye zihamba kwi-ero2 yenzuzo.
Enye impembelelo enhle kwimida kwikota yesine yayingenxa yokunyuka kwinqanaba lokuqwalaselwa komboneleli, esingayilindelanga ukuphinda kwinqanaba elifanayo kwikota yokuqala ye-2022 njengoko umda wokuthenga amanqanaba okuthenga uhlaziywa ngokutsha. umlinganiselo omncinci kuninzi lweminye imigca yemveliso, njengoko sikhetha ukufudukela kwiimveliso kunye nezisombululo ezibonelela ngexabiso elikhulu kwi-DNOW kunye nabathengi bethu. Ukuthengisa iWarehouse kunye neendleko zolawulo zonyuse i-91 yezigidi zeedola kwikota, yenyuka i-5 yezigidi zeerandi ngokulandelelana, ngenxa yezibonelelo zeqhinga, ukufuduka kunye neentlawulo zokuqhawula i-3 yezigidi zeedola, ngcono-kunembuyekezo ye-COVID-1 yezigidi kufutshane neendleko ezingcono kunye nokwanda kweendleko ze-COVID-9. I-1 yezigidi zeerandi zenkxaso-mali karhulumente enxulumene nedola yaseMelika, kunye notyalo-mali lwethu ngabom kwimithombo kunye nabantu abakwimarike yemisebenzi ecinezelekileyo, ukuziqhelanisa ne-DNOW kulo mjikelo wokukhula.Njengoko amanyathelo ethu okuqina eqhubeka nokuthwala isiqhamo, sinokubona ukuguqulwa okufanayo kulwakhiwo lwe-WSA oluya kwikota yokuqala ka-2022.
Ukusukela ngo-2019, sinciphise iindleko zethu zokuthengisa kunye neendleko zolawulo ngeedola ezingama-200 ezigidi, ngoko ke umsebenzi weqela lethu wokuguqula imodeli yethu yenzuzo ehlala ihleli ngemijikelo uyahlawula. Ukuya phambili, silindele ukuba i-WSA yehle kwikota yokuqala, kufutshane nenqanaba lekota yesithathu, njengoko sibona la manyathelo ethatha inyathelo kwingxelo yengeniso edityanisiweyo kunye nesiseko sengeniso emalunga nesiqingatha sengeniso. Izigidi ezi-3 zeedola. Ezi zinxulumene ikakhulu nokuphuma kwezona ndawo zincinci kunye nezibonelelo zenkampani ngeli xesha njengoko sihlanganise amaziko ali-15 kwikota yesine. Ingeniso ye-GAAP yekota yesine yayiyi-12 yezigidi zeedola okanye i-$ 0.11 ngesabelo ngasinye, kwaye ingeniso ye-GAAP engeyiyo ye-GAAP ngaphandle kwezinye iindleko yayiyi-$8 yezigidi okanye i-$ 0.07 ngaphandle kweendleko ze-DAAPc kwikota yesine ye-DAAPc ngaphandle kwe-DAAPc yesine ye-201 ye-GAEP yesine. okanye i-EBITDA yayiyi-17 yezigidi zeedola okanye i-3.9%.Njengoko uBullard wachazayo, uxolelwaniso lwethu lwe-EBITDA yangoku neyexesha elizayo yongeza kwiindleko zembuyekezo ye-stock-based ye-non-cash-based kwixesha ngalinye.Indleko yembuyekezo esekelwe kwi-Stock ye-2 yezigidi ngekota ngo-2021.Sigxininise ekuchongeni ngokuqhubekayo nasekuphunyezweni kweziphumo zethu zexabiso ukuze siphucule imodeli yethu yezemali ukuze siphucule imodeli yethu yezemali. Umsebenzi kunye nokuzibophelela kwabasebenzi bethu. Ndingathanda ukuqaqambisa ukuba ingeniso yethu yekota yesine ka-2021 yezigidi ezingama-432 zeedola ibiyi-35% ngaphezulu kwekota yesine ka-2020, kwaye ukuhamba kwe-EBITDA bekungama-39%, okanye ngekota ye-EBITDA yeedola ezingama-44 ezigidi ngonyaka.
Xa sijonge i-EBITDA egcweleyo, siye sasuka kwilahleko ye-47 yezigidi zeedola ngo-2020 saya kwi-EBITDA eyi-45 yezigidi zeedola ngo-2021 okanye uphuculo lwe-EBITDA lweenyanga ezili-12 lwezigidi ezingama-92 zeedola ezinamanqanaba afanayo engeniso. Enye impumelelo kwikota yesine ephucula ukhetho lwethu lwexesha elizayo luhlengahlengiso lwethu lwenkonzo yetyala ekhuselweyo engabanjwanga, eyandiswa ngoDisemba ka-2026, kwaye inyuka kwisambuku sethu sangoku seedola ezingama-313 ezigidi. imali ekhoyo, kunye nenye yeedola ezingama-248 ezigidi kuncedo lwetyala olufumanekayo.Ii-akhawunti ezifunyenweyo zaziyi-304 yezigidi zeerandi, zinyuke nge-2% ukusuka kwikota yesithathu, uluhlu lwempahla ibizizigidi ezingama-250 zeerandi, ukunyuka kwezigidi ezi-6 zeerandi ukusuka kwikota yesithathu, kwaye ukujika kwezinto ngekota bekuyi-5.3 amaxesha.
Inkunzi esebenzayo, ngaphandle kwemali eyikheshi, njengepesenti yesine yengeniso yonyaka yayiyi-11.6% ukusukela nge-31 kaDisemba, 2021. Ngo-2021, unyaka we-35% yokukhula kwengeniso kwikota yesine okanye i-113 yezigidi zeedola ekukhuleni kwengeniso xa kuthelekiswa nekota yesine ka-2020, siye senza i-25 yezigidi zeerandi ekuhambeni kwemali simahla ngo-2021, elixesha lethu eliqhelekileyo. Ikamva.Siphinda sibhiyozele ikota eyimpumelelo sinethemba lekamva, kwaye sinetalente, izixhobo kunye namandla okukhulisa undoqo wethu, sikhulise ishishini elikhawulezayo kwaye senze ixabiso eliqhubekayo kubathengi bethu kunye nabaninizabelo.
Enkosi, Mark.Ngoku, amanye amagqabantshintshi malunga nokudityaniswa kunye nokufunyanwa, eyona nto iphambili ekunikezelweni kwenkunzi ihleli ngamathuba angekhoyo okwandisa inzuzo.Ngokudibanisa kunye nokufunyanwa, injongo yethu kukomeleza nokwandisa ishishini lemveliso, iindawo okanye izisombululo esizinikezela kubathengi bethu, kwaye ukwenza le mibutho ikwazi ukwenza imali ekubuyiseni intengiso kunye nokwakha ingeniso esebenzayo kuyo yonke ingeniso yeshishini. Ukuvavanya amathuba kwiinkalo zethu zesicwangciso-qhinga, ngakumbi kwiisombululo zenkqubo kunye nemigca yemveliso eyahlukileyo, kunye neemarike zemizi-mveliso. Kuwo onke amathemba entengiselwano, kukho amaqela amabini abandakanyekayo. Ke, kuthatha ixesha kunye nobuchule ukufikelela kwisigqibo sokuba ngamaxabiso eoli kwiidola ezingama-90 kunye noqoqosho oluqilima ngokwentelekiso, ulindelo lwabathengisi lunyukile, kodwa sijonge ukusebenza kwexabiso elizinzileyo kunye nokuqina kwenkampani. ziphezulu.Sivavanya intlaninge yamathuba ethu, kwaye siya kuqhubeka sikhetha kwaye sinobuchule njengoko sisukela kwaye ekugqibeleni siwele umgca wokugqibela.
Kwezi kota zintandathu zidlulileyo, abavelisi beoyile baye basokola ukunciphisa inventory ye-oyile yehlabathi, ngokudityaniswa kweNorth American E&P capital discipline kunye ne-OPEC + yokucutha unikezelo. Oku kuziphatha kubangele amaxabiso aphezulu eemveliso, ukuphuculwa kwamaphepha okulinganisa kunye nokusebenza okungcono kwezemali kuninzi lwabathengi bethu. Iimveliso ze-PVF kunye neepakethe zezixhobo zobunjineli.Ndinethemba lokuba ukubuyiswa kwangoku kunye nesantya kuya kuqhubeka nokuqhubela phambili imfuno ephezulu yeemveliso kunye neenkonzo zethu ngelixa siphucula inzuzo.Kwicandelo lethu lase-US, ndilindele ukukhula okuqinileyo konyaka njengoko iziseko zemarike ziqhubeka ziphucula.
Sikwalindele ukuba ishishini lethu laseKhanada likhule unyaka nonyaka ngo-2022. Sibona imisebenzi eyongezelelekileyo kwicandelo lezamandla liphembelela iiprojekthi zamazwe ngamazwe. Kwangaxeshanye, ngenxa yokucotha kokuchacha kweshishini lethu lamazwe ngamazwe, sihlengahlengisa indawo yethu ngelixa siqinisekisa amanqanaba eenkonzo angaphazanyiswa. Ukunyuka kwe-COVID kunye nemiba enxulumene nemozulu ngoJanuwari, sikholelwa ukuba ingeniso ye-Q1 ka-2022 iya kunyuka ngokulandelelana kwipesenti enye yedijithi yoluhlu lwepesenti. Uluhlu lwepesenti ephakathi ukuya-phantsi ngo-2022. Silindele unyaka ogcweleyo ka-2022 ingeniso ye-EBITDA eyongeziweyo ikhule kuluhlu lweepesenti zabakwishumi elivisayo, iqhutywa kukukhula kwemarike okuqhubekayo, imida eqinileyo, efana nenqanaba lepesenti ye-2021. I-EBITDA ngeedola zaseMelika inokuphinda kabini ngo-2022.
Ngoku, ndiza kuphonononga apho sikhoyo kwinqanaba lokuqala lokwandiswa kwemarike yexesha elide. Kunyaka ophelileyo, besilindele ukuba ingeniso yonyaka opheleleyo ka-2021 yehle, sinikwa amandla amanqanaba engeniso yobhubhane kwi-Q1'20. Ke ngoko, sigxile ekuphuhliseni amandla okuthengisa akumgangatho wehlabathi, ukuphuhlisa imodeli yethu yokuzaliseka ukuze kuphuculwe ukufumaneka kwemveliso kunye nenkonzo yabathengi, kunye nokunciphisa iindleko kumjikelo wengeniso kunye nokunciphisa umjikelo wedola. iinzame zethu ekukhuleni kwengeniso ukugxila kwizibonelelo zethu ezixabisekileyo, ukuvumela abathengi babone ixabiso kwaye baphucule ngokubonakalayo imivuzo kunye nokuphuma kwemali simahla. Xa sijonga emva, ukusuka ekukhuleni okuqinileyo ukuya kwirekhodi yemida ethe kratya, ukujika kwe-inventri yerekhodi, ukujika kwenkunzi yokusebenzela, siye sasebenza ngaphezu kolindelo lwethu kuzo zonke ii-akhawunti kwaye ngoku silindele ukuba u-2022 angene kunyaka wesihlanu olandelelanayo wokukhula ngokukhululekileyo kwimbali yokukhula ngokukhululekileyo. Ngo-2021 kwaye singena ngo-2022. Ndinebhongo ngokuba sinamatyala kunye ne-liquidity eyaneleyo enikezela ukuguquguquka okucwangcisiweyo ukuxhasa ukukhula kwezinto eziphilayo kunye nokuthatha amathuba e-inorganic. Ndiyakholelwa ukuba asiyi kujongana noxinzelelo lwemali ngenxa yenkonzo yetyala.
Ndivuyiswa bubuchule bethu bombutho kunye nendlela esincedisa ngayo ukujongana nemicelimngeni yangoku yonikezelo kunye nemiqobo abahlangabezana nayo abathengi bethu. Ndichulumancile ngamandla ethu okufumana iimveliso okanye ezinye iindlela. Ndivuya kakhulu yindlela abaqeshwa bethu kunye nabathengi bethu abaliqonda ngayo ixabiso esibonelela ngalo kwaye ibonakala kumgca we-gross margin. Ndichulumancile malunga nendlela iDEI yethu yokubandakanya kunye nohambo lwethu lokubandakanya kunye nohambo lwethu lokubandakanya kunye nohambo lwethu lokubandakanya kunye nohambo lwethu oluya kubanda Ndiyazingca ngobunkokeli bethu, uqeqesho kunye neenkqubo zophuhliso, kunye namathuba abasebenzi bethu baphucule izakhono zabo. Ndiyazingca ngobuhlakani bethu obutsha kunye neenkampani eziphambili, kwaye sikhangela itekhnoloji ezikumgangatho ophezulu kwiingcali ukuba zibandakanywe kwishishini lethu. Ndinebhongo ngokuba sinelona qela libalaseleyo lokuthengisa kwaye abona bantu bazimisele ekugxileni kubathengi bethu, abakhathali kubasebenzi bethu. iibhonasi kunye nokwenza i-DNOW ibe yindawo entle yokusebenza kwaye uphumelele.
Ekugqibeleni, ngaphezu kwazo zonke iimpawu, iinzuzo kunye neempumelelo, sinesantya esimangalisayo kwi-DNOW.Ndifuna ukuba abasebenzi bethu kunye neentsapho zabo bazi ukuba sisuka ekukhuseleni, ukukhusela kunye nokuthandabuza ukuba sisebenze, siphumelele, siqhayise kwaye sijabule. Sakha ikamva lethu. ukhetho lokuqala kubathengi bethu befuna izisombululo kunye nolwazi oluhlangeneyo Oku kuya kusinceda ukuba siqhubeke siphumelela kwimarike.Siphi thina, siyiyo into esiyiyo ngenxa yakho.Ngaloo ndlela, makhe sivule umnxeba kumbuzo.
Lo nguAdam Farley osuka kuNathan.Owokuqala ngumda omkhulu, ukunyuka kwamaxabiso kunokunyuka kwisiqingatha sokuqala sonyaka, ingaba DNOW ilindele ukuba umda omkhulu unyuke ngokuhamba kwexesha kunye noxinzelelo oluthile kumda we-gross, oqhelekileyo wokucotha ukunyuka kwamaxabiso?
Ewe, kuxhomekeke kumgca wemveliso ofanelekileyo.Kunokwenzeka ukuba sibe neyona migca iphumeleleyo inkulu yemveliso ngokwemiqathango yokukhula komda omkhulu, nangona ixabiso lethu libanzi kakhulu ngaphandle kombhobho.Umbhobho ngumbhobho esisawugcina ixabiso lombhobho ongenamthungo, umbhobho ongenamthungo yeyona nto iphambili yombhobho esiwuthengisayo, kwaye umbhobho wentsimbi unokuqhubeka namava emva kwesiqingatha sokuqala sonyaka endiwukhankanyeyo kwingxaki yokuvulwa kwemveliso. ngokuqinisekileyo. Ngoko ke sinokufumana ezinye iimveliso kamva kulo nyaka, hayi thina kuphela, kunjalo, kodwa abo sikhuphisana nabo kunye nabathengi bethu. Oko kunokwandisa imilinganiselo yeprimiyamu esilindele ukuyibona kwimigca yemveliso ethile.
Sibona ukunyuka kwamaxabiso okubanzi kuqhubekeka.Kwimeko yakho, Adam, oku kunokuncipha phakathi konyaka.Kodwa ngemibhobho ngokukodwa, andazi ukuba kunjalo na, kwaye kwimizila emininzi yemveliso esiyixhasayo, amaxesha okukhokela asekude.Ngoko ke ndicinga ukuba siye sakhokela i-2022 ye-gross margin ukuya kwinqanaba eliphezulu kakhulu, elifana kakhulu nenqanaba elifanayo le-quarter-quave2, irekhodi le-quarter-quave2. ngumcimbi wexesha lokufumana.Kuxhomekeke kwindlela eyomeleleyo ngayo imarike yethu kwaye xa i-inflection point isenzeka.Ndithetha ukuba, ndithethe kwangaphambili malunga nokuqala kancinci ukuya kuJanuwari, kwaye ndicinga ukuba izinto ziya kuba shushu kakhulu apha, oku kuthetha ukuba imiba yokunqongophala kwisiqingatha sokuqala, mhlawumbi kwisiqingatha sesibini.
Kwaye emva koko sifuduka siphume kumgca wemveliso yomda ophantsi, siphuma kwishishini lomda ophantsi e-DNOW.Ingaba usemninzi umsebenzi ekufuneka wenziwe, okanye ngaba uninzi lokuphakanyiswa okunzima kwenziwe?
Ewe, sele siphantsi kwale ndlela, ndiza kuthetha oku. Ke kum, sinentsebenzo yezemali eyomeleleyo kwimimandla yethu, imimandla ngenxa yentshukumo engqongqo, uhlahlo lwabiwo-mali lwabathengi, kunye nokudityaniswa kwabathengi, nto leyo enefuthe kwimpumelelo yabathengi bomgca wemveliso yendawo, njl. njl. abaninizabelo, ukuze silungiselele ikamva kwaye siqhubeke nokukhulisa inkampani.Ngoko ke ndicinga ukuba yinyani eqhubekayo yeshishini ukuba nokuba ukwiliphi ishishini, uya kusoloko ufuna ukuchumisa kunye nokhula kwaye utyale ngokutsha kwaye usoloko ubeka ishishini kwindawo entle kwishishini.
Ngoko yinto nje eqhubekayo.Ngokubhekiselele kwiinguqu ezinkulu zesakhiwo, ndicinga ukuba siphelile.Ndicinga ukuba siphume kwimodi yokunciphisa iindleko.Sikwinto endiyibiza ngokuba yinzaliseko yesigaba sokufuduka apho sifuna ukusabalalisa ubuninzi bokuzaliseka kwethu kumaziko amakhulu amathuba, njengokuma kwiindawo ezifana neWilliston, iHouston, i-Odessa, kunye neCasper.Sifuna abo banenkathalo yento ethile, ukuba abathengi bathathe ingqalelo kwixabiso eliphezulu lomntu, nokuba ngaba abathengi bafanele lishishini lokuhamba, ishishini lemihla ngemihla, iiprojekthi ezinkulu, ukucinga.Sifuna ukuyibeka ngokwengingqi.Sifuna italente ephezulu yokulawula la makhonkco onikezelo, sifuna iindidi ezininzi zeendawo zokuhlala okanye amaziko okuthumela okanye iindawo ezincinci zendawo ezisondeleleneyo kubathengi.Ngoko ke ndiyabona oku kusenzeka, kodwa iyakhawuleza ngoku kwaye iyavuya kakhulu ngayo.
Dave, ndingathanda ukuqalisa nge-WSA, kubonakala ngathi isikhokelo sekota yokuqala sicacile, mhlawumbi kuluhlu lwekota yesithathu yonyaka odlulileyo. Ndandizibuza ukuba unokuhlaziya ifilosofi yethu yezinga eliphezulu apha, ndicinga ukuba uthe kwikota yokugqibela ukuba yonke idola yengeniso ubukhangela i-WSAs eyongezelelweyo ye-$ 0.03 ukuya kwi-$ 0.05. unyaka wonke? Oko kuya kuba luncedo.
Ke ndicinga kumnxeba wokugqibela, ndithethe izinto ezimbalwa, sisenoluhlu lweeprojekthi esisebenza kuzo ukwenza ishishini lisebenze ngakumbi. Ndathi siceba ukunciphisa i-WSA ukuya kwi-12 ukuya kwi-15 uluhlu ngo-2022. sinciphisa.Ngexesha elifanayo, ngakumbi kwiinyanga ezimbalwa ezidlulileyo, ndicinga ukuba sele kudlule iintsuku ezilikhulu ukususela ekubeni sithethile noluntu, kwaye kwelinye icala, siye sazuza kakhulu. Ndiyakholelwa ukuba uninzi lwayo isicwangciso sethu sokukhulisa kwaye sigxininise kwizinto ezifanelekileyo zokunyusa amaxabiso, avela kwixabiso lentengo yemveliso, ukunqongophala kwemveliso, ukunqongophala kobu bubukho obutsha, ngoko ke sifumene ukufumaneka kwemarike. Umtsalane okanye inqanaba leendleko zokugcina esilifumanayo kwisikhokelo sethu sika-2022. Kodwa ifilosofi yethu kukunciphisa kakhulu i-WSA njengepesenti yengeniso kwaye siqhubele phambili kwindlela yokwandisa ukusebenza kakuhle.
Sinokuyinciphisa i-WSA njengepesenti yengeniso ubuncinane ngamanqaku asisiseko angama-200 ukusuka ku-2021 ukuya ku-2022. Njengoko benditshilo kwiikota ezininzi, sikwimowudi yokwakha. I-86 yezigidi zeerandi. Kunzima ukuya phambili kuba si-- nangona sinesikhokelo kuloo nto, ndicinga ukuba ingqongqo kwisikhokelo sethu esipheleleyo malunga netrafikhi kunye nengeniso njalo njalo. Kodwa siza kugxila ekubeni nabantu abagqwesileyo kushishino.Sigxile ekoyiseni ukhuphiswano. Sigxile ekukhuleni. ingeniso eya kuhla.Sisebenza kwiiprojekthi zokunciphisa iindleko zokwenza ishishini.Kodwa, njengoko benditshilo, sikwakho kwinqanaba eliqinileyo kule kota.Sityala imali kwii-supercenters ezintsha zekamva lokukhulisa ishishini kwaye oko kuya kuhlawula iindleko.Kodwa siyayiqonda indlela ebaluleke ngayo i-Lean, ukuba iya kusinceda kumaxesha amnandi kunye namabi, kwaye ngokuqinisekileyo sihla ngaloo ndlela.
Dave, njengokuba ulandele kwi-supercenter comment there.Ukwimarike yokukhula ngoku, kwaye ubonisa ukuba uya kufumana impembelelo engakumbi nangakumbi kwi-WSA lineup kuba utyalo-mali apho.Ngoko ndinomdla malunga nefilosofi xa uvuma olu tyalo-mali, njengoko usanda kubizwa kwi-supercenter, ziziphi iimeko ongathanda ukuba nazo kwi-investment ukuqhubela phambili kwi-investment kunye nokuzithemba?
Ngokomzekelo, i-Permian Basin, kum, i-DNOW inogqirha onamandla kakhulu kwi-Permian Basin, kungekhona nje kwishishini eliqhelekileyo lesebe esiliphuhlisayo, kodwa njengoko ndathi, ukusuka ekuhambeni okuguquguqukayo kwepompo ye-Odessa, i-TSNM Fiberglass kunye neeNkonzo zaMandla. iindawo ezili-10 kwiPermian zibe zintlanu, kwicandelo elinye lePermian.Sicinga ukuba, siya kuba ne-inventri eninzi kubathengi bethu.Siza kukwazi ukulawula izinto ezivela kwiindawo ezimbalwa, ukusuka kubantu abathengisa kakhulu, siya kuba neentlawulo eziphantsi ngedola yengeniso, asiyi kusasaza umngcipheko we-inventory, endiyibiza ngokuba yi-inventory ye-inventory yokusabalalisa umngcipheko kwi-inventory engaphantsi komngcipheko we-inventory ye-intanethi. Ngoko ke sikhula kwiPermian, simile, sikhula kwiPermian, sakhe i-supercenter, kodwa siyadibanisa, kwaye siyenza ngobuchule. Kwaye siya kukwazi ukunyamekela abathengi bethu kwaye sibe ne-inventory eninzi kunye ne-inventory encinci ye-inventory ye-inventory yendlela esiba ngcono ngayo, kwaye sinciphise umngcipheko wemarike.
UDave unethemba lokuba andamkelekanga ngokugqithisileyo apha.Kodwa kanye ngeli xesha ulikhulisileyo, ngoko thatha iPermian njengomzekelo.Ukuba – utsale yonke into osandul’ ukuyichaza kunye ne-supercenter pro forma, ngaba kufanelekile ukuthi ingeniso ngomsebenzi ngamnye kunye nengeniso ngonyawo lwesikweri sophahla kufuneka ibe phezulu kunangaphambi kokudodobala koqoqosho, ngaphandle kokuba, Njengokuba uthe wadibanisa amasebe ali-10 ukuya ku-5?
Ndiyavuma.Ngoku, uluvo lwe-roofline, andiqinisekanga.Sisenokuba sinendawo engaphezulu namhlanje.Ngoko ke andizukugqabaza ngaloo nto, kodwa kufuneka sibone ukuphucuka, ingeniso ephuculweyo ngokwenyani ngomsebenzi ngamnye.Kuba ndinomdla kakhulu kwimpembelelo esezantsi yotyalo-mali esilwenzayo okanye sikhetha ukuncama kunomgca ophezulu.Kodwa ngokubanzi, umgca ophezulu kufuneka ufike kwakamsinya, kodwa ndinomdla wokubukela.
Ngoko ke umbuzo wokuqala ubuyele emacaleni.Isikhokelo sibonakala sithetha ukuba unomda wokuya kuthi ga kwi-21x kwikota yokuqala, kwaye yiloo nto ujonge ukuyilungelelanisa kulo nyaka no-2021. Ngoko ke ndinomdla wokwazi ukuba ubona njani inkqubela yemida? Ngokusekelwe kuloo mbono, kubonakala kungenakuphawuleka. Nangona kunjalo, ixabiso lakho le-HRC lihle kakhulu ukususela ngoSeptemba. wenza ukuvala umbhobho wokudumba. Kwaye ke xa idibana ne 21.9%, ndiyaqikelela, njengokuba singena kuma-23 kunye nama-24, ucinga ukuba ungaligcina elo nqanaba lomda womda iminyaka.
Ndiyathetha, ke u-2021 ngowona nyaka wethu ugqwesileyo kwimida ye-gross. I-Gross margins iphucukile ngokulandelelanayo kwikota nganye. Ke ngeli lixa sijonge ukufikelela kumnxeba wama-22% ngo-2022, silumkile kancinci malunga nesikhokelo kwimida yegross kuba siye saphumelela kakhulu kwi-subsidence ye-202 ye-RC phakathi enyakeni, ndicinga ukuba kuya kubakho i-offset kamva enyakeni ngokubanzi, mhlawumbi kamva enyakeni ngenxa yombhobho.Kodwa ngokumalunga nokugcina ixesha elide, ndiyakholelwa ukuba sinako.Yiloo nto ndiyithethayo.Asizange sithethe ngayo kwizimvo ezilungisiweyo, kwaye asizange sithethe ngayo kwi-Q & A. Namhlanje, sinabasebenzi abangaphezulu kwe-125 abangaphantsi kunabo ekupheleni kuka-2020, ngokuyinxenye ngenxa yokuba siye sancama amashishini athile aphantsi. izinto eziphantsi komda.Siyakwazi ukuvelisa ukuhamba okungcono ukusuka kwimisebenzi kwindawo ekunzima ukuyifikelela, kufuneka sijongane nokunyuka kwamaxabiso abasebenzi kunye nenkqubo yokunyuka kwamaxabiso.
Ke ndicinga ukuba, yingxaki - ayiyontengiso kuphela eqhuba ukusebenza kwethu komda. Enyanisweni, ndisebenze kakhulu kule nto kumnxeba wokugqibela, kwaye imida yethu yemveliso iphuculwe unyaka nonyaka kule minyaka mihlanu idlulileyo. Ngokubhekiselele ekuhambeni konyaka, ndicinga ukuba kufuneka sijonge, ndicinga ukuba - ukuba ezinye zeemveliso zethu zomda ophezulu azifumaneki kancinci, kunjalo, siza kubona umxube wemiba eya kuthi yehlise umda wengeniso. Kodwa sikhokele imida eyomeleleyo.
Ukutshintshela okuncinci, ndicinga ukuba yeyona nto ibalulekileyo. Ngoko ukhokela '22 ukuba ufumane imali ephantsi njengabakwishumi elivisayo.Kum, oku kubonakala ngathi ku-conservative.Ndithetha ukuba, i-rig count inyuke nge-30% ngonyaka, kwaye i-US mhlawumbi i-akhawunti ye-70% yeshishini lakho.Ngoko ke, ngokusekelwe kuloo nto yodwa, unyuke ngama-20%. I-Canadian kunye neyamazwe ngamazwe kufuneka iphakame ngo-2022. Unomdla ukuba ungandinceda ukuba ndibone ukuba i-2022 imbonakalo yengeniso yecandelo elihambahambayo kwingingqi iya kuba kwishumi eliphantsi?
Ngoko sisekelwe kwizinto esizibonile kwiintsuku zokuqala ze-45 zekota.Sisekelwe kwizinto esizibonileyo malunga nokunyuka kwemveliso.Sijonge abanye oontanga bethu kunye nendlela ababona ngayo imarike, ngokusekelwe kwinto abathengi bethu abasitshela yona.Kwaye sicinga ukuba - andicingi - sinika uluhlu lwemithwalo kunye nolutsha -ndicinga ukuba uninzi lwezinto ziya kwenzeka. e-US, ilandelwa yiKhanada, kwaye ke ukukhula okuthobekileyo ngakumbi kumazwe ngamazwe.Kodwa ukuba ujonga ukubalwa kwe-rig kunye nokugqitywa kunye nezinye zezinto esizigxininise kuzo ngokwesiko, uhlahlo lwabiwo-mali lwabathengi luye lwachithwa kuloo manani kwiikota ezimbalwa ngoku.Silindele ukuba oku kuqhubeke.Ngoko siyakhokela - senze konke okusemandleni ethu ukuphumeza oko sicinga ukuba kukukhula.Njengoko benditshilo ukuba siqhubekile ukukhula. ishishini kunye neendleko zokucutha ezingalongezi ixabiso, siphume malunga nezigidi ezingama-30 zeerandi kwingeniso. Ngoko ke oko kuya kusibeka ngo-2022 Ingeniso efunyenweyo yi-2% okanye i-3% ephezulu, kodwa asizuzi kwinqanaba eliphantsi.Ngoko ndicinga ukuba luluhlu oluhle ngokuxhomekeke kwindlela iminyaka ehamba ngayo, ngoko ndicinga ukuba siza kubambelela kuloo nto.Andiqondi ukuba i-conservative.Ndicinga ukuba kufuneka ibe yinani elinamandla kakhulu.
Eyokugqibela kum kukuba ulindele ukwenza imali simahla ngo-2022. Ngaba ucinga ukuba ungenza ngcono kunezigidi ezingama-25 ngo-2021?
Ndicinga ukuba kuloluhlu. Ndiyathetha, kukho ikhadi lasendle kwindawo yokuhlala kunye nexesha le-inventri - yinto enye kwinto eqhubayo, nokuba ingaphezulu okanye ingaphantsi kwe-25 yezigidi zeedola, kodwa ndicinga ukuba sinokubetha i-25 yezigidi zeedola.
Enkosi.Manene nani manenekazi, liphelile ixesha leseshoni yemibuzo neempendulo. Ngoku ndiza kunikela ikhwelo kwi-CEO kunye noMongameli uDavid Cherechinsky ngamagqabantshintshi okuvala.