Yasungulwa ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi ukuba zithole inkululeko yezezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
Yasungulwa ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi ukuba zithole inkululeko yezezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
Ufunda indatshana yamahhala enemibono engase yehluke kusevisi yokutshala imali eyi-premium ye-Motley Fool.Yiba yilungu le-Motley Fool namuhla futhi uthole ukufinyelela okusheshayo ezincomweni zethu eziphezulu zomhlaziyi, ucwaningo olujulile, izinsiza zokutshala izimali nokunye.funda kabanzi
Sanibonani nonke, futhi siyakwamukela ocingweni lwengqungquthela ye-US Steel ye-Q1 2022 ye-Q1 2022 kanye nokusakaza ngewebhu. Njengesikhumbuzo, ikholi yanamuhla iyarekhodwa. Manje ngizodlulisela ucingo ku-Kevin Lewis, iPhini Likamongameli Wezobudlelwano Bobatshalizimali kanye ne-Corporate FP&A.sicela uqhubeke.
Kulungile, ngiyabonga, Tommy.Sawubona, futhi siyabonga ngokusijoyina ocingweni lwethu lwekota yokuqala ka-2022. Ukungijoyina ocingweni lwengqungquthela lwanamuhla yi-United States.
UDave Burritt, uMongameli Wensimbi kanye ne-CEO; Christine Breves, iPhini Likamongameli Omkhulu kanye noMphathi Omkhulu Wezezimali; kanye no-Rich Fruehauf, iPhini Likamongameli Eliphezulu kanye Nesikhulu Esiyinhloko Sesu Nokuqina.Namuhla ekuseni, sithumele amaslayidi azohambisana namazwi alungiselelwe namuhla.Izixhumanisi namaslayidi ocingweni lwengqungquthela yanamuhla angatholakala ekhasini labatshalizimali be-US Steel ngaphansi kwe-Imicimbi Nezethulo.
Ngaphambi kokuthi siqale, ake nginikhumbuze ukuthi olunye ulwazi olwethulwa phakathi nalolu cingo lungase luhlanganise izitatimende ezibheke phambili ezisekelwe ekucabangeni okuthile futhi ezingaphansi kwenani lezingozi nokungaqiniseki okuchazwe ezincwadini zethu ngomphumela we-Securities and Exchange Commission, imiphumela yangempela yesikhathi esizayo ingase ihluke ngokwezinto ezibonakalayo. dlulisela ucingo ku-Dave Burritt, uMongameli kanye ne-CEO ye-US Steel, ozoqala ku-slide 4.
Siyabonga, Kevin, futhi siyabonga ngentshisekelo yakho ku-US Steel. Siyabonga ngesikhathi sakho namhlanje ekuseni. Siyabonga ngokuqhubeka nokweseka inkampani yethu.
Ikota ngayinye, sibonisa inqubekelaphambili yethu futhi siyajabula ukunikeza isibuyekezo kwenye ikota yemiphumela yerekhodi. Kodwa okubaluleke kakhulu, sibeka irekhodi lokusebenza kwezokuphepha kwikota. Kuze kube manje, kulo nyaka, ukuphepha kwethu kungcono kunerekhodi lango-2021, lingcono kunerekhodi lango-2020, lingcono kunerekhodi lika-2019. Isigubhu sokuthuthuka okuqhubekayo sigqamisa indima yethu njengomholi wemboni wase-US esiyithatha njengesikhulu isikhundla esibalulekile e-US.
Insimbi, ukuphepha njalo kuza kuqala. Siyabonga ethimbeni lase-US Steel ngokuqhubeka nokusebenza ngokuphepha.Siyabonga.
Sonke siyazi ukuthi ukusebenza kusebenza kahle uma ezokuphepha ziphakeme. Ukusebenza kanzima nokuzinikela kwakho kuyinhliziyo yempumelelo yethu.Ake sizinike isikhashana ukuqaphela ozakwethu e-US Steel Europe abangompetha bezokuphepha futhi abahlanganisa izimiso zethu zensimbi.
Bahlanganisa Imithetho Yethu Yokuziphatha.Ngenhlekelele yabantu e-Ukraine eyenzeka eduze nasekhaya empumalanga ye-Slovakia, egameni lalo lonke ithimba lobuholi e-US Steel, siyabonga ngokuseseka nosizo enisinikeze lona - ukwesekwa nokuqina okunike omakhelwane bakho kulezi zinyanga ezimbalwa ezedlule ngonyaka we-US
steel.Silethe ikota yethu yokuqala engcono kunayo yonke eyake yaba khona futhi sithemba ukuthi sizokwenza futhi ngokuletha ikota yethu yesibili ehamba phambili kunayo yonke, okulindeleke ukuthi idlule irekhodi langonyaka odlule i-EBITDA.US Steel ilethe i-EBITDA yezigidigidi ezingu-6.4 zamarandi kanye nokuphuma kwemali kwamahhala okungamaRandi ayizigidi eziyizinkulungwane ezingu-3.7 ezinyangeni ezingu-12 ezilandelanayo, okuqhubeza isu lethu elisezingeni eliphezulu kanye nohlaka olulinganiselwe lokwabiwa kwezimali.
Okungcono kakhulu kukho konke, okusinikeza ikhono lokuqhubeka nokuguqukela ebhizinisini elincane kanye nekhabhoni enkulu sibe izimbangi zensimbi ezihamba phambili. Ukuze sibe abangcono kakhulu, sihlanganisa izigayo ezincane ezinamandla, ezingabizi kakhulu neziyinkimbinkimbi kakhulu, kanye nensimbi yethu ehlukile eshibhile eshibhile ukuze sakhe injini yezomnotho enikeza isevisi engcono kakhulu kumakhasimende ethu, Ukuze sinikeze ukusekelwa okungcono kakhulu kubasebenzi bethu, futhi sibe abanikazi abangcono kakhulu, futhi sidinga ukubuyisela izisebenzi zethu ezingcono kakhulu. okuhle kunakho konke, okuhlanganisa ozakwethu, amakhasimende, imiphakathi kanye namazwe esihlala kuwo nesisebenza kuwo. Ngokukhethekile, sithembele ekusekelweni okuqinile okuqhubekayo okuvela e-United States.
Uhulumeni uqinisekisa inkundla yokudlala.Sidinga ukuqinisa kwezentengiselwano ukuze siphendule ikhwelo likahulumeni lokuthatha isinyathelo ngokushintsha kwesimo sezulu.Siyazi ohulumeni bayayazi indima edlalwa insimbi ekuvikelekeni kwezwe lethu nomnotho, kanye namathuba esinawo okuqhubeka nokuthuthukisa izenzo ezenza insimbi isimeme.Sanelisekile ngomsebenzi kaNobhala wethu Wezohwebo neMelika.
omele ezohwebo.Sithemba ukuthi ubuholi babo obuqinile nokuqiniswa kwawo kuzoqhubeka.Amakhasimende ethu, abasebenzi kanye nabanikazi bamasheya bonke bathembele kukho.Ababambiqhaza bethu nabo babheke kithi ukuthi silethe isevisi engcono kakhulu ngokunweba inzuzo yethu yokuncintisana ngensimbi yensimbi ebiza kancane eNyakatho Melika, ukwenziwa kwensimbi yokugaya okuncane kanye nokuqedwa kwesigaba sokuqala, kuyilapho sisebenzisa isu lethu elilinganiselayo lokwaba imali.
Umsebenzi esiwenzile kwiphepha lethu lebhalansi kanye nethemba lethu lika-2022 usibeka ethubeni eliqinile lokuhlinzeka ngezixazululo ezikhulisa inzuzo yethu yokuncintisana kuyilapho sigcina isu elilinganiselwe lokwabiwa kwezimali, okuhlanganisa nokwenyuka okukhulu kwembuyiselo eqondile kubaninimasheya ithuba. kangcono kubaninimasheya bethu. Izabelo eziqondile zokuthenga kabusha. Manje kunanini ngaphambili, ukuletha isu elingcono kakhulu lawo wonke umuntu indlela eya phambili.Ake siphendukele ku-Slide 5, lapho ngizokwethula khona imilayezo ebalulekile evela ocingweni lwengqungquthela yanamuhla.
Okokuqala, silethe imiphumela erekhodiwe yekota yokuqala. Njengoba kushiwo ngaphambili, silindele nemiphumela yerekhodi yekota yesibili futhi.Uma siletha imiphumela yethu elindelekile yekota yesibili, sizoba nokusebenza kahle kwezimali kwezinyanga eziyi-12 emlandweni wenkampani. Okulandelayo, njengoba ngishilo ekuqaleni esethulweni sami, sinokusebenza okuqinile kulo lonke ibhizinisi futhi sihlanganisa iphothifoliyo yezimpahla ezihlukene ukuze silethe izixazululo zepulani labantu abanenzuzo.
Okokugcina, sibuyisela imali kubanikazi bamasheya ngokuvumelana nohlaka lwethu lokwabiwa kwezimali. Kamuva, sizosebenzisa isikhathi esithile sifingqa isikhundla sethu sokuncintisana kanye nesiphakamiso senani lekhasimende eliyingqayizivele engxenyeni ngayinye. Okokugcina, sibonise ukuqina kwesu lethu futhi silondoloze amandla ezezimali njengoba siqhubeka nokwenza uguquko lwemodeli yebhizinisi lethu, okusivumela ukuthi siqedele isu lethu lokutshala izimali ezimakethe futhi sikholelwa ukuthi ukutshalwa kwezimali kwemakethe kuyaqhubeka. isikhundla esibalulekile kanye nokulinganisa, okwenza ukuthengwa kwamasheya kube umthombo oqhubekayo wokudala inani elikhulu lesikhathi eside.
Iya ekusebenzeni kwezimali kusilayidi 6.Ikota yokuqala yethule izinselele embonini nasebhizinisini lethu, okuhlanganisa imiphumela evamile yesizini ekhuliswa ukuntengantenga kanye nokuphazamiseka kochungechunge lokuhlinzekwa kwempahla.E-US Steel, sibona yonke inselele njengethuba, futhi silethe izinzuzo eziphelele ze-Q1, saqopha i-EBITDA elungisiwe ye-Q1 kanye nerekhodi lokukhokha imali.
Okubaluleke kakhulu, sihumushe amarekhodi amarekhodi ekungeneni kwemali okuqinile okungaphezu kwezigidi ezingu-400 ngekota. Ukugeleza kwemali kwethu okuqinile kwamahhala kusishiye nesamba semali eyizigidi eziyizinkulungwane ezingu-2.9 ekupheleni kwekota ukuze sisekele ukusekelwa kwethu okuhle kakhulu kukho konke ukutshalwa kwezimali kanye nendlela elinganiselayo yokwabiwa kwezimali. Uma sibheka phambili kwikota yesibili, silindele ukuthi ingxenye ngayinye yethu ibe nengxenye ku-EBITDA ephezulu elindelwe engxenyeni yesibili yebhizinisi yethu ekhuphukayo. ukwethula ingxenye ngayinye yokusebenza echazwe ku-Slide 7 ukuze sigqamise ukuthi sihlukanisa kanjani izingxenye zebhizinisi lethu ngokusebenzisa amakhono ethu ayingqayizivele nendlela esisebenzisa ngayo i-US
Izinzuzo zensimbi zihlangabezana nezidingo zamakhasimende ethu.Asiqale ngomkhakha we-North American Flats ku-Slide 8.Ingxenye yethu yemikhiqizo eyisicaba yaseNyakatho Melika iyisici esiyinhloko senkonzo yethu engcono kakhulu kuwo wonke amasu njengoba siqhubeka sisebenzisa insimbi yethu ebiza kancane kanye nempahla yethu yokwenza insimbi edidiyelwe ukuze inikeze inhlanganisela yamakhasimende ahlukahlukene kuzo zonke izimfuneko zomehluko wezinga lensimbi ziya ngokuya ziba phezulu naphezulu. Insimbi yensimbi ebiza kancane iyinzuzo esimeme yokuncintisana ngempela, ukubaluleka kwayo okuye kwandiswa ukuphazamiseka kwakamuva kwamaketanga okuphakelwa kwensimbi emhlabeni jikelele.
Izikhundla zethu ezihlelekile zensimbi yesikhathi eside ziwumthombo wokudala inani lesikhathi eside njengoba siqhubeka nokwandisa inzuzo yethu yokuncintisana ukuze sizuze ngokwengeziwe emisebenzini yethu encane yokwenza insimbi. Ngo-February, simemezele isinyathelo sokuqala sesu lethu lensimbi, ukwakha umshini wengulube endaweni yethu ye-Gary Works. Ukutshalwa kwezimali kwethu kumthamo wensimbi yengulube ka-Gary kuwukutshalwa kwezimali okulula okungaletha izinzuzo ezibalulekile kuqala kuyo yonke imboni ye-Gary. ukukhiqiza insimbi yengulube ngaphandle kokudela umthamo wokwenza insimbi.
Imboni yakwaGary iyinsimbi ende, okusho ukuthi lesi sikhungo sikhiqiza insimbi ewuketshezi eningi kunaleyo esetshenziswa isigayo sensimbi ukuze kukhiqizwe insimbi. Ngokufaka imishini yensimbi yengulube, singakwazi ukwandisa ukusetshenziswa kwesithando somlilo esiqhumayo futhi sidale ukusebenza kahle ngaphakathi kwesigaba sethu sokugoqa esiyisicaba. Okwesibili, lolu tshalomali lwensimbi yengulube, okulindeleke ukuthi luqale ukukhiqizwa ekuqaleni kuka-2023, luzohlangabezana nezidingo zensimbi efika ku-50% yomfula, idinga i-Big Steel U-50% wensimbi yengulube evela eceleni, i-DRI, i-HBI noma i-plain scrap.us
Insimbi inethuba eliyingqayizivele lokuguqula ubunikazi bensimbi eshibhile ibe isitokwe sokuphakelayo semikhumbi ekhulayo yamafurnaces kagesi.Sizoqhubeka nokuhlola amathuba engeziwe ukuze sithuthukise ukwanelisa kwethu futhi sikhulule izinsiza ezihlukene.Izinyathelo zethu zokwenziwa kwensimbi ezihlanganisiwe nazo ziyabunjwa kabusha.Senze isinqumo esinzima kodwa esidingekile sokumisa kabusha inkimbinkimbi yethu ngokwandisa umthamo wethu we-furnace futhi ukhuphule umthamo wethu.
Amakhono ethu athuthukisiwe ahlanganisa imigqa yethu yokuqedela yesimanje ukukhiqiza izinsimbi ezisezingeni eliphezulu amakhasimende ethu, ikakhulukazi amakhasimende ezimoto nawokuphakheja, azidinga kuphela ngaphansi kwezimo ezingcono kakhulu. Ama-OEM ezimoto abekade enesidingo esikhulu kakhulu sensimbi enamandla aphezulu, kodwa imizamo yethu yebhizinisi neyokuthuthukiswa kwezentengiselwano ihlonza ngokushesha ezinye izimakethe ezizuzayo kumakhasimende anamandla aphezulu futhi zisitshela ngamandla ensimbi ngesikhathi esithuthukisiwe. isabelo sethu siyaqhubeka nokukhula.Naphezu kwezinselelo ze-supply chain ngonyaka odlule, sithumele insimbi enamandla kakhulu esezingeni eliphezulu engxenyeni yokuqala ka-2022 kunangekota yokuqala ngonyaka odlule.
Inqubekelaphambili esesiyenzile engxenyeni yethu yaseNyakatho Melika yeFlat Mill ithuthukise inzuzo kanye nokuqina. Ngekota yokuqala, sizuze intengo yokuthengisa emaphakathi uma kuqhathaniswa nekota yesine yonyaka odlule, naphezu kokwehla kwamanani akhona ngo-34%. 20%.Isigaba sethu sokugaya esincane kusilayidi 9, esihlanganisa i-Big River Steel, sihamba phambili embonini ekukhiqizeni insimbi yesithando somlilo se-arc.
Nakulokhu, i-Great River Steel ilethe imiphumela yezezimali ehamba phambili embonini.Ingxenye yokuqala ye-EBITDA imajini yayingama-38%, noma amaphuzu angu-900, ephakeme kunezimbangi ezincane ezingcono kakhulu zokugaya.Inqubo engenakuqhathaniswa ye-Big River Steel nokusungulwa komkhiqizo, okuhambisana nekhono layo lokukhiqiza insimbi esimeme nge-75% ye-greenhouse yesikhulumi ekhula ngaphansi kwe-Greenhouse steel platform ekhulisa i-greenhouse ephansi ye-Big River ikhule i-greenhouse i-e yesikhulumi esivamile. amakhasimende.Salalela amakhasimende ethu ngensimbi kagesi esikhathini esingaphezu konyaka odlule futhi ngale ndlela siye sabonisa ukuzibophezela kwethu ekuhlinzekeni imakethe yensimbi kagesi ebanzi.
Amakhasimende aqhuba izenzo zethu futhi azise ukutshalwa kwezimali kwethu ezinsimbi zikagesi ezingagxili okusanhlamvu noma ze-NGO. Asingabazi ukuhamba ngokushesha futhi ngaphandle kokulinda ukuthi amakhasimende ezimoto azokwenzani.Ubudlelwano bethu obuseduze nama-OEM busenza silangazelele futhi siqiniseke ukuthi izinsimbi zikagesi ze-NGO ezacile, ezibanzi ezizokhiqizwa e-Big River Steel zizohlangabezana nezidingo zamakhasimende ethu ngoba siyazi ukuthi zibheke kuphi. isikhathi kanye nesabelomali esizoqala ngekota yesithathu ka-2023.
Siphinde futhi sandise ibhizinisi lethu le-value-added electroplating ngomthamo wokwenza uthayela, futhi ngokuhambisana nezaziso zamakhasimende ethu, ukuze kuhlangatshezwane nesidingo esikhulayo emkhakheni wezokwakha, ugesi nezimoto. Lokhu kutshalwa kwezimali nakho kungaphakathi kwesabelomali futhi kusesikhathini sokwethulwa ngekota yesibili ka-2024. Uma sibheka ukutholwa kwethu ngesikhathi kwekota ye-Big River Steel ngonyaka odlule kanye nempumelelo esheshayo esibe nayo ekuqaleni kwe-Big River e-Small Steel, saphula i-Small Steel. ikhampasi ekhona.
Kuhlanganiswe, i-Big River Steel kanye ne-Small Roller 2 yilokho esikubiza ngokuthi i-Big River Steel Works, okulindeleke ukuthi ilethe u-$1.3 bhiliyoni ku-EBITDA yonyaka wonke ngo-2026 futhi izokwazi ukukhiqiza amathani ensimbi angu-6.3 million. sikhiqize futhi sinciphise imali yethu kanye nomfutho wekhabhoni.
Siyazi ukuthi amakhasimende ethu afuna ukwenzani ngokuqhubekayo insimbi yekhwalithi ephezulu ukuze awasize afinyelele izinjongo zawo zokuqeda ikhabhoni, yingakho sajabula kakhulu lapho i-Big River Steel inikezwa isitifiketi njengesigayo sensimbi esinomthwalo wemfanelo, okuyiNyakatho Melika Umshini wokuqala wokugaywa wensimbi ukwenza kanjalo. I-ResponsibleSteel Standard isekelwe ezimisweni ezingu-12 futhi ihlanganisa izinhlobonhlobo zezindinganiso ezihlanganisa izici eziyinhloko zemvelo, inhlalo nokuphatha noma umthwalo wemfanelo we-ESG.Lokhu kuqokwa kuqinisekisa ubuholi bethu ekuletheni imikhiqizo nezinqubo ezisimeme kumakhasimende ethu, kanye nokuzibophezela kwethu ku-ESG.
Sihlela ukufaka isicelo sesitifiketi se-Responsible Steel Facility ye-Small Mill 2, ngokuhamba kwesikhathi ukuze kuqalwe ngo-2024. Njengomkhiqizi wensimbi osha, i-Big River Steel ibeka izindinganiso ezintsha eziqondiwe eNyakatho Melika.Manje, ake sikhulume ngengxenye yethu yase-Europe kusilayidi 10, okuyindinganiso yegolide yokukhiqizwa kwensimbi okuhlanganisiwe eMpumalanga Yurophu.
Kulezi zinyanga ezimbalwa ezedlule, amaqembu ethu e-Slovakia nase-United States asebenze kanzima ukuze ehlise umthelela wokuhlasela kweRussia i-Ukraine ochungechungeni lwethu lokuhlinzeka ngezinto ezingavuthiwe. Sisebenzisa ubudlelwano obusha nobukhona ukuze sivikele ukutholakala kwensimbi, amalahle nezinye izinto zokusetshenziswa, kuyilapho siqhubeka nokuhlangabezana nesidingo samakhasimende ngenzuzo. Naphezu kwezingxabano eziqhubekayo e-Ukraine, ibhizinisi lethu lisaqhubeka lisebenza ngendlela ebaluleke kakhulu umakhi wensimbi futhi lihlala libalulekile ekukhiqizeni insimbi futhi lihlala libalulekile ekukhiqizeni insimbi futhi lihlala libalulekile ekukhiqizeni insimbi. eSlovakia, eCzech Republic, ePoland, eHungary naseNtshonalanga Yurophu.Sizoqhubeka nokusebenzela le miphakathi futhi siqhubeke nokweseka umnotho nomphakathi waseSlovakia.
Kuwo wonke umjikelezo, imisebenzi yethu yase-Slovakia ibonise amaholo aqinile kanye nokuphuma kwemali kwamahhala, ikota yokuqala ibe ikota yesithathu ehamba phambili emlandweni. Ekugcineni, ku-slide 11 esigabeni sethu esinama-tubular. imikhiqizo yabo enikezwayo ukuze bazibeke kangcono lapho ukululama kufika.
Nokho, isikhathi sesifikile, futhi ingxenye yethu ye-tubular inikeza isevisi enenzuzo ekubuyiseleni imakethe yamandla yase-US.Isithando somlilo se-arc sikagesi se-Fairfield, esasebenza ngo-2020, sandisa ukusebenza kahle kokukhiqiza ngokulawula yonke inqubo kusukela ekuqaleni kuze kube sekugcineni.Lokhu kunikeza amakhasimende izikhathi zokuphendula ngokushesha kunokuthembela kubantu besithathu ukuze banikeze ama-substrates adingekayo ekukhiqizeni amashubhu angenamthungo.
Imijikelezo yokukhiqiza etholakalayo ehlanganiswe nokuxhumana okuphathelene nobunikazi, okuhlanganisa i-API, ukuxhumana okuthuthukile nokuthuthukisiwe, kwakha isethi ephelele yezixazululo zamakhasimende.Ekoteni yokuqala, ukusebenza kwe-EBITDA kwengxenye yamaTubes kuphindwe kabili kunekota edlule, futhi silindele ukuthuthuka okuqhubekayo kwikota yesibili.
steel.Iya ekwabiweni kwezimali ku-slide 12.Izinto eziza kuqala ekwabiweni kwezimali zethu zihamba kahle ngokusobala.Ishidi lebhalansi lihlala liqinile futhi lihambisana nezikweletu zethu ezilungiswa ngomjikelezo kanye nezinjongo ze-EBITDA.
Ibhalansi yethu yemali evalayo isalokhu ingaphezu kwezindleko zethu ezinkulu ezinyangeni eziyi-12 ezizayo, okuqinisekisa ukuthi sixhaswa ngokugcwele yizo zonke izimali ezitshaliwe. Silindele ukwandisa kakhulu ukuthengwa kabusha kwamasheya ethu ngekota yesibili njengoba imigomo yethu yokwabiwa kwezimali ifinyelelwa. Njengamanje silindele ukubuyisela ukheshi eningi kunalokho esikulindele okwamanje ukukhiqiza ukuphuma kwemali mahhala kwikota yesibili, futhi sizoqhubeka nokuthatha inzuzo yethu yokuphinda wenze iphutha.
Uma senza kahle, wenza kahle, futhi senza kahle kakhulu.Izinsuku zethu ezihamba phambili ziyeza.Siyazi lapho siphokophele khona, futhi sihlanganisa iphothifoliyo ebiza kancane, enekhono eliphezulu futhi sandise inzuzo yethu eyingqayizivele yokuncintisana.UChristie manje uzokwethula imiphumela yethu yekota yokuqala kanye nalokho esikulindele kwikota yesibili.
Ngiyabonga, Dave.Ngizoqala ngesilayidi 13.Imali engenayo ngekota yokuqala ibingu-$5.2 billion, esekele i-EBITDA elungisiwe ka-$1.337 billion ngekota yokuqala, ikota yethu yokuqala enenzuzo enkulu kunayo yonke.Imajini ye-Enterprise EBITDA ibingu-26% futhi izinzuzo ezilungisiwe ngesheya ngayinye ehlanjululiwe zibe ngu-$3.05.
Ukuphuma kwemali kwamahhala kwekota yokuqala bekungamaRandi ayizigidi ezingama-406, okuhlanganisa amaRandi ayizigidi ezingama-462 ekutshalweni kwezimali okusebenzayo, okuhlobene ngokuyinhloko ne-inventory. Ezingeni lesigaba, i-Flat ibike i-EBITDA yezigidi ezingu-636 zamaRandi kanye nesilinganiso se-EBITDA esingu-21%. ibhizinisi lensimbi engxenyeni yokuqala yonyaka. Ingxenye esele yonyaka, insimbi yethu yensimbi ebiza kancane kanye namalahle enkontileka yonyaka kusibeka kahle esimweni sanamuhla sokukhuphuka kwezindleko zempahla eluhlaza.
Ibhizinisi lethu eliyisigayo liyaqhubeka nokwenza kahle futhi lisethubeni elihle kakhulu ngo-2022. Esigayweni esincane, sibike i-EBITDA yezigidi ezingu-318 zamaRandi kanye ne-EBITDA engu-38%, emele enye ikota yomkhakha - ehamba phambili ngokusebenza kwemajini amancane. ikota yesithathu ehamba phambili kunayo yonke eyake yaba khona.Ekucushweni kweshubhu, siphindaphinde ukusebenza kwethu okuphindwe kabili ngekota edlule, sikhiqiza i-EBITDA yezigidi ezingu-89 zamaRandi, ngokuyinhloko ngenxa yamanani aphezulu emakethe ye-OCTG, izimo ezintsha zokuhweba zokungeniswa kwe-OCTG, kanye nemizamo yokuthuthukisa isakhiwo sethu sezindleko nokwandisa eminyakeni embalwa edlule. Ibhizinisi elixhumene elinenzuzo ephezulu.
Imiphumela yethu yekota yokuqala isiyisiqalo salokho i-US Steel elindele ukuba kube ngomunye unyaka okhethekile. Kwikota yesibili, ingxenye yethu ye-Flat Rolling ibe nokwenyuka okukhulu kwephothifoliyo kanye ne-EBITDA uma kuqhathaniswa nekota yokuqala. Amanani aphakeme okuthengisa amabala kanye nesidingo esikhulayo, izindleko ezingaguquki zensimbi namalahle, kanye nokuntuleka kwenkathi ethile yokumbiwa kwensimbi yensimbi konke kufanele kube nomthelela ekuthuthukisweni okukhulu kwekota ye-EBIT yekota.
Isigaba sethu sokugaya esincane kulindeleke ukuthi sizuze ukukhiqiza okuphezulu nezintengo eziphakeme zokuthengisa.Silindele ukuthi izindleko eziphezulu zempahla eluhlaza zisuse kakhulu umsila wezohwebo olindelwe.E-Europe, isidingo esiqhubekayo esinempilo kanye namanani aphezulu kulindeleke ukuthi asuse izindleko zempahla eluhlaza, ikakhulukazi insimbi yensimbi namalahle avela kwezinye izindlela zokuhlinzeka.Okwamanje silindele ukuthi i-Q2 EBITDA ibe ikota yesibili ehamba phambili kwirekhodi lebhizinisi lethu le-Slova.
Esigabeni sethu samapayipi, silindele ukuthuthuka okuqhubekayo kwezezimali, ikakhulukazi ezintengo eziphakeme ezithengiswayo, ukuqiniswa kokuhweba okuqinile, kanye nezinzuzo eziqhubekayo ezivela ekuthuthukisweni kwezindleko zesakhiwo. Lokhu kulungiswa kancane izindleko ezilahliwe eziphakeme zama-EAF ethu. Sekukonke, okwamanje silindele i-EBITDA elungisiwe kwikota yesibili ukuthi ibe phezulu kuneyokuqala kanye nomphumela omuhle kakhulu wekota yesibili.
Siyabonga, Christy.Ngaphambi kokuthi siqale ukubuza imibuzo, ake ngithathe imizuzu embalwa ukuqonda isilayidi 14.Sizama ukubeka kabusha ibhizinisi lethu lesikhathi esizayo futhi ukwenza isu lethu elingcono kakhulu liyisihluthulelo sokuhlinzeka leli thuba kumakhasimende ethu kanye nozakwethu, kubanikazi bamasheya bethu kanye nemiphakathi esihlala kuyo nesisebenza kuyo.Sithuthukisa izici ezibalulekile zesu lethu ngesikhathi kanye nokukhulisa inzuzo yethu ephansi, nge-iron-cost, okuhlanganisa nokwandisa isabelomali sethu. ukwenza insimbi encane kanye namakhono okuqeda asezingeni eliphezulu kakhulu.
Njengoba sisebenzisa utshalomali lwethu lwamasu olumenyezelwe, sizoletha cishe izigidi ezingu-$880 kwenye i-EBITDA yonyaka eyengeziwe kanye nezinzuzo lapho utshalomali lwethu lwe-pig iron iron ku-Gary Works lufika ku-inthanethi ngo-2023. Sibamba lesi sikhathi nsuku zonke, sakhe umfutho futhi sibe nethimba eliqinile lokufeza izinhloso zethu.Isu lethu lilungile, futhi u-2021 uyisinyathelo sokuqala nje sokuthola leyo njongo. Q&A.
Kulungile, ngiyabonga, Dave. Kule minyaka emibili edlule, ubhubhane lomhlaba wonke lube nomthelela omkhulu endleleni esisebenzisana ngayo nababambiqhaza bethu ababalulekile. E-US
Insimbi, samukele umsebenzi osabalalisiwe ukuze sisondelane namakhasimende ethu futhi sikhulise ukukhiqiza, ukwaneliseka nokugcinwa kwabasebenzi bethu. Asikaze sixhumeke njengenhlangano, sizibandakanye ngokujule namakhasimende ethu, noma sigxile kakhulu ekutholeni iqoqo elisha lamakhono ukuze ujoyine inhlangano yethu. Kulowo moya, kanye nokuqinisekisa ukuthi senza izindlela ezintsha zokusebenzelana nabaninimasheya bethu nabatshalizimali bethu ukuze siphendule imibuzo ngokuqondile ku-Say Technologies ucingo lwengqungquthela.Besebenzisa inkundla ye-Say Technologies, abatshalizimali bakwazile ukuhambisa nokuvota ezindabeni zesonto eledlule.