US Steel (X) Q1 2022 Earnings Conference Call Transcript

Yakatangwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, maredhiyo eredhiyo uye masevhisi ekudyara ekutanga.
Yakatangwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, maredhiyo eredhiyo uye masevhisi ekudyara ekutanga.
Uri kuverenga chinyorwa chepachena chine pfungwa dzingasiyana kubva kuThe Motley Fool's premium investing service.Iva nhengo yeMotley Fool nhasi uye uwane nekukasira kuwana mazano edu epamusoro anoongorora, tsvakiridzo yakadzama, zviwanikwa zvekudyara nezvimwe.dzidza zvakawanda.
Mangwanani mese, uye tinokugamuchirai kuUS Steel's Q1 2022 yekufona musangano wemuhoro uye webcast.Sechiyeuchidzo, kufona kwanhasi kuri kurekodhwa.Ini ndichaisa runhare kuna Kevin Lewis, Mutevedzeri weMutungamiriri weInvestor Relations uye Corporate FP&A. ndokumbirawo muenderere mberi.
OKNdatenda, Tommy.Mangwanani, uye ndinokutendai nekubatana nesu pakota yedu yekutanga 2022 mihoro yekufona.Kubatana neni pamusangano wekufona kwanhasi iUnited States.
Dave Burritt, Steel President uye CEO;Christine Breves, Mutevedzeri Mukuru weMutungamiri uye Mukuru weMari;naRich Fruehauf, Mutevedzeri Mukuru weMutungamiriri uye Mukuru weChirongwa uye Sustainability Officer.Mangwanani ano, takatumira masiraidhi kuti aenderane nemashoko anhasi akagadzirirwa.Links uye masiraidhi kubva kumusangano wanhasi wekufona anogona kuwanikwa paUS Steel investor peji pasi peZviitiko neMharidzo.
Tisati tatanga, regai ndikuyeuchidzei kuti mamwe eruzivo rwunopihwa panguva yekufona uku runogona kusanganisira zvirevo zvemberi zvinoenderana nefungidziro yakati uye zviri pasi penjodzi dzinoverengeka uye kusava nechokwadi kunotsanangurwa mumafirita edu neSecurities and Exchange Commission effect, mhedzisiro chaiyo yeramangwana inogona kusiyana. Dave Burritt, Mutungamiriri uye CEO weUS Steel, uyo achatanga pane slide 4.
Ndinokutendai, Kevin, uye ndinokutendai nokuda kwekufarira kwenyu kuUS Steel.Ndinokutendai nenguva yenyu mangwanani ano.Ndinokutendai nokuda kwekutsigira kwenyu kunoramba kuchiitwa nekambani yedu.
Chikamu chega chega, tinoratidza kufambira mberi kwedu uye tinofara kupa chigadziridzo pane imwe kota yezviwanikwa zverekodhi.Asi chinonyanya kukosha, tinoisa rekodhi rekodhi rekuchengetedza mukota.Kusvika ikozvino gore rino, kuchengetedzeka kwedu kuri nani pane rekodha ya2021, iri nani pane rekodhi ra2020, zvirinani pane rekodhi ra2019.Kuridza ngoma kwekuvandudza kunoenderera kunoratidza basa redu semutungamiri weUS.
Simbi, kuchengetedzeka kunouya pekutanga.Ndinokutendai kuboka reUS Steel nekuramba richishanda zvisina njodzi.Tinokutendai.
Tese tinoziva kuti maoparesheni anoshanda zvakanaka kana kuchengeteka kwakakwirira.Kushanda nesimba kwenyu uye kuzvipira kuri musimboti wekubudirira kwedu.Ngatitorei kanguva kuti tizive vatinoshanda navo kuUS Steel Europe vari shasha dzekuchengetedza uye vane misimboti yedu yesimbi.
Vanosanganisira Mitemo yedu yeMafambiro.Nedambudziko revanhu muUkraine riri kuitika pedyo nekumusha kwavo kumabvazuva kweSlovakia, takamirira timu yese yehutungamiriri kuUS Steel, tinokutendai nerutsigiro nerubatsiro rwamakapa - rutsigiro nekusimba kwawakapa kuvavakidzani vako mumwedzi mishoma yapfuura Pano, waratidza kuti unokwanisa kukunda zvinoshungurudza nekuvhiringa zvakanyanya kune rimwe gore reUS.
simbi.Takaunza chikamu chedu chekutanga chepamusoro uye tinotarisira kuzviita zvakare nekuendesa chikamu chedu chechipiri chepamusoro, chinotarisirwa kudarika rekodhi regore rechipiri chikamu chechipiri EBITDA.US Steel yakaunza EBITDA yemadhora mabhiriyoni 6.4 uye kubuda kwemahara kwemari yemadhora mabhiriyoni 3.7 mumwedzi gumi nemiviri iri kutevera, tichifambisa zano redu repamusoro-soro uye hurongwa hwekugovera mari.
Zvakanakira tose, zvinotipa kugona kuenderera mberi neshanduko yedu kuenda kune mari shoma uye bhizinesi rinowedzera kabhoni tichive mukwikwidzi wesimbi wepamusoro.Kuti tive akanakisa, tinobatanidza zvigayo zvidiki zvine simba, zvisingadhuri uye zvine hurema, uye simbi yedu yakasarudzika yemutengo wakaderera kugadzira injini yehupfumi inopa sevhisi yakanakisa kuvatengi vedu, Kupa rutsigiro rwakanyanya kuvashandi vedu, uye zvechokwadi tive vanonyanya kuda kudzoka kune vashandi vedu vakanakisa, kusanganisira isu tinonyatsoda vashandi vedu. vatinoshanda navo, vatengi, nharaunda uye nyika dzatinogara nekushanda.Kunyanya, tinovimba nekuenderera mberi rutsigiro rwakasimba kubva kuUnited States.
Hurumende inoita kuti pave nenharaunda.Tinoda kushandiswa kwakasimba kwekutengeserana kuti tipindure kushevedzero yehurumende yekuita chiito pamusoro pekuchinja kwemamiriro ekunze.Tinoziva hurumende dzinoziva basa resimbi mukuchengetedzwa kwenyika uye hupfumi hwedu, uye mikana yatinayo yekuenderera mberi zviito zvinoita kuti simbi igare yakasimba.Tinogutsikana nebasa reMunyori wedu weCommerce neAmerica.
mumiririri wezvokutengeserana.Tinotarisira kuti hutungamiri hwavo hwakasimba uye kutevedzera zvichaenderera mberi.Vatengi vedu, vashandi uye vagovanisi vose vanovimba nazvo.Vashandi vedu vanotarisawo kwatiri kuti tipe basa rakanakisisa rinobvira nekuwedzera mukana wedu wemakwikwi muNorth America inodhura zvakanyanya iron ore, kugadzirwa kwesimbi diki uye yekutanga-kirasi kupedzisa, apo tichishandisa nzira yedu yekuenzanisa mari yekugovera.
Basa ratakaita pabalance sheet uye tarisiro yedu yegore ra2022 inotiisa pachinzvimbo chakasimba chekupa mhinduro dzinowedzera mukana wedu wemakwikwi tichichengetedza nzira yakaenzana yekugovera mari, kusanganisira kuwedzera kukuru kwekudzoka kwakananga kune vanogovana mukana. s.Direct share repurchase returns.Iye zvino kupfuura nakare kose, kuendesa nzira yakanakisa kune vese ndiyo nzira yekumberi.Ngatiendei kuSlide 5, apo ndicharatidza mameseji akakosha kubva parunhare rwemusangano wanhasi.
Chekutanga, takaendesa rekodhi yekutanga kota mhinduro.Sezvambotaurwa, tinotarisira rekodhi mhinduro yekota yechipiri zvakare.Kana tikaunza yedu yaitarisirwa yekota mhinduro, tichava neakanakisa 12-mwedzi wekuita kwemari munhoroondo yekambani.Zvinotevera, sezvandambotaura mumharidzo yangu, tine kuuraya kwakasimba mubhizinesi rese uye tiri kubatanidza portfolio yeakasiyaniswa midziyo yesimbi uye purojekiti mhinduro kune vanhu vane pundutso.
Pakupedzisira, tinodzorera mari kune vanogovana mari maererano nehurongwa hwekugoverwa kwemari. Gare gare, tichapedza imwe nguva tichipfupisa nzvimbo yedu yemakwikwi uye yakasarudzika kukosha kwevatengi muchikamu chega chega. Pakupedzisira, ratidza kusimba kwehurongwa hwedu uye kuchengetedza simba remari sezvatinoramba tichiita shanduko yemhando yebhizinesi redu, zvichitibvumira kupedzisa hurongwa hwedu hwekuita bhajeti uye tinotenda kuti bhajeti redu riri kuenderera mberi uye tinotenda kuti bhajeti redu riri kuenderera mberi. luation, ichiita kuti kutengwa kwemasheya kuve sosi inoenderera mberi yekusika kukosha kwenguva refu.
Enda kumashandiro emari pachisiraidhi 6.Chita chekutanga chakaunza matambudziko kuindasitiri yedu nebhizinesi, kusanganisira zvakajairika mwaka wemhedzisiro inowedzerwa nekusagadzikana uye kukanganiswa kweketani yekugovera.KuUS Steel, tinoona dambudziko rese semukana, uye takaendesa rekodhi Q1 net mihoro, rekodhi Q1 Yakagadziridzwa EBITDA uye rekodhi liquidity.
Chinonyanya kukosha, takashandura mihoro yerekodhi mumari yakasimba yekusununguka kwemari inopfuura mamiriyoni mazana mana emadhora mukota.Kufamba kwedu kwakasimba kwekusununguka kwemari kwakatisiya ne $ 2.9 bhiriyoni mumari pakupera kwekota kuti titsigire rubatsiro rwedu rwakanakisisa rwemari yose uye nzira yakaenzana yekugovera mari. chikamu chekushanda chakatsanangurwa paSlide 7 kuratidza kuti tinosiyanisa sei zvikamu zvebhizinesi redu nekusimudzira kugona kwedu kwakasiyana uye mashandisiro atinoita US.
Zvakanakira simbi zvinozadzisa zvinodiwa nevatengi vedu.Ngatitange nechikamu cheNorth America Flats paSlide 8.Chikamu chedu cheNorth America chakafuratira chigadzirwa chinhu chakakosha chesevhisi yedu yakanakisa kune ese maitiro sezvatinoramba tichiwedzera mari yedu yakaderera yesimbi uye midziyo yedu yakabatanidzwa yekugadzira simbi kuti ishandire musanganiswa wakasiyana-siyana wevatengi pane zvakasiyana giredhi resimbi zvinodiwa zviri kuwedzera uye zvakaderera. ndeyechokwadi inogoneka yemakwikwi mukana, kukosha kwayo kwakawedzera nekukanganiswa kuchangobva kuitika kumaketani epasi rose esimbi.
Nzvimbo dzedu dzakagadziridzwa dzenguva refu dzesimbi dzakaita sosi yekugadzira kukosha kwenguva refu sezvatinoramba tichiwedzera mukana wedu wemakwikwi kuti tiwedzere kubatsira mabasa edu madiki ekugadzira simbi. Muna Kukadzi, takazivisa danho rekutanga muhurongwa hwedu hwesimbi, kuvaka muchina wenguruve panzvimbo yedu yeGary Works.Kudyara kwedu muGary's pig iron capacity imari yekudyara mari inogona kuunza mabhenefiti akakosha pairi indasitiri yesimbi inoburitsa mabhenefiti akawandisa. kupira simba rekugadzira simbi.
Gary plant isimbi yakareba, zvinoreva kuti nzvimbo yacho inogadzira simbi yakawanda kupfuura iyo simbi yesimbi inoshandiswa kugadzira simbi.Nekuisa michina yesimbi yenguruve, tinogona kuwedzera kuputika kwevira rekushandisa uye kugadzira kushanda zvakanaka mukati mechikamu chedu cheflat rolling.Chechipiri, iyi yenguruve iron investment, iyo inotarisirwa kutanga kugadzirwa kwekutanga kwe2023, ichasangana kusvika ku50-based metal inotsiva iyo 50% yesimbi inotsiva iyo 50% yesimbi inotsiva iyo 50% yesimbi. yechitatu-bato yakatorwa nguruve iron, DRI, HBI kana plain scrap.us
Simbi ine mukana wakasiyana-siyana wekushandura muridzi wesimbi yakaderera-inodhura kuita feedstock yezvikepe zviri kukura zvemagetsi arc furnaces.Ticharamba tichiongorora mimwe mikana yekuenderera mberi nekuvandudza kusimba kwedu uye kusunungura zvimwe zvakasiyaniswa zviwanikwa.Iyo yedu yakabatanidzwa yekugadzira simbi yetsoka iri kuumbwa zvakare.
Kugona kwedu kukwidziridzwa kunosanganisira mitsara yedu yemazuva ano yekupedzisa kugadzira simbi dzepamusoro-soro vatengi vedu, kunyanya vatengi vemotokari uye vanorongedza, zvinoda chete mumamiriro ezvinhu akanaka. MaOEM emotokari agara aine kudiwa kukuru kwesimbi yakasimba-yepamusoro, asi bhizinesi redu nekusimudzira bhizinesi nhamburiko dziri kukurumidza kuzivisa mamwe misika yekupedzisira inobatsirwa kubva kune epamusoro-soro makasitoma ayo anoenderera mberi nekukura kwesimbi. .Pasinei nematambudziko ekutengesa kwegore rapera, takatumira simbi yepamusoro-soro muchikamu chekutanga cha2022 kupfuura mukota yekutanga gore rapfuura.
Kufambira mberi kwatakaita muchikamu chedu cheNorth America Flat Mill kwakavandudza purofiti uye kusimba. Muchikamu chekutanga, takawana mutengo wakaderera wepakati wekutengesa zvichienzaniswa nekota yechina yegore rapfuura, kunyangwe kuderera kwemitengo ye34%. ll division pane slide 9, iyo inosanganisira Big River Steel, inotungamira indasitiri mukugadzira magetsi arc furnace simbi.
Zvakare, Great River Steel yakaunza indasitiri-inotungamira mibairo yemari. Chikamu chekutanga-kota EBITDA muganho waive 38%, kana 900 hwaro hwemapoinzi, akakwirira kupfuura akanakisa echigayo madiki akwikwidzi.Big River Steel isingaenzaniswi maitiro uye zvigadzirwa zvitsva, pamwe nekugona kwayo kugadzira simbi inogadzikana ine 75% inodzika simbi yeGreenhouse gasi inoteerera. kune vatengi vedu pasimbi yemagetsi kupfuura gore rapfuura uye nenzira iyi takaratidza kuzvipira kwedu kushandira musika wakafara wesimbi yemagetsi.
Ndivo makasitoma vanotyaira zviito zvedu uye vanozivisa mabhindauko edu mune zvisiri zvezviyo oriented kana NGO masimbi emagetsi.Hatina kukahadzika nezvekufamba nekukurumidza uye tisingamirire izvo vatengi vemotokari vachaita.Ukama hwedu hwepedyo neOEMs hunotiita kuti tive nechido uye chivimbo chekuti maNGO akatetepa, akafara masimbi emagetsi eNGO achagadzirwa kuBig River Steel achazadzisa zvinodiwa nevatengi vedu nekuti tinoziva kwavanoenda. kutanga muchikamu chechitatu che2023.
Tiri kuwedzerawo bhizinesi redu rekuwedzera kukosha kwemagetsi ekugadzira magetsi, zvakare maererano nezviziviso zvevatengi vedu, kuti tizadzise kudiwa kuri kuwedzera muzvikamu zvekuvaka, zvemagetsi nemotokari. Mari iyi zvakare iri mukati mebhajeti uye nenguva yekuvhurwa muchikamu chechipiri cha2024. Tichifunga nezvekuwana kwedu nenguva yeBig River Steel gore rapfuura uye nekukurumidza kubudirira kwatakaita kare paBig River Steel.
Yakasanganiswa, Big River Steel neDiki Roller 2 ndidzo dzatinodaidza kuti Big River Steel Works, iyo inotarisirwa kuendesa madhora bhiriyoni gumi nemazana matatu emadhora ekuzara-kutenderera kweEBITDA panosvika 2026 uye tichakwanisa kuburitsa matani 6.3 miriyoni esimbi. uye carbon intensity.
Tinoziva zvinodiwa nevatengi vedu kugadzira simbi yemhando yepamusoro kuti ivabatsire kuzadzisa zvinangwa zvavo zve decarbonization, ndosaka takafara zvikuru apo Big River Steel yakasimbiswa sechigayo chesimbi chine basa, inova North America Chigayo chekutanga uye chega chesimbi kuita izvi. yakavakirwa pamisimboti gumi nembiri uye inovhara huwandu hwakawanda hwemipimo inovhara zvinhu zvakakosha zvezvakatipoteredza, zvemagariro uye utongi kana ESG mutoro.Iri zita rinosimbisa hutungamiriri hwedu mukuendesa zvigadzirwa zvinogara uye maitiro kune vatengi vedu, pamwe nekuzvipira kwedu kuESG.
Isu tinoronga kunyorera Responsible Steel Facility certification yeDiki Mill 2, munguva yekutangisa kwayo kwakarongwa muna 2024. Semugadziri wesimbi ane hunyanzvi, Big River Steel irikumisa mitsva yakanangana neNorth America.Zvino, ngatitaurei nezve chikamu chedu cheEurope pane slide 10, inova chiyero chegoridhe chekugadzirwa kwesimbi muEastern Europe.
Mumwedzi mishoma yadarika, zvikwata zvedu muSlovakia neUnited States zvakashanda nesimba kuti zvideredze kupindira kweRussia nechisimba kuUkraine pachetani yedu yekugovera zvinhu. Tiri kushandisa hukama hutsva uye huripo kuti tichengetedze kuwanikwa kwesimbi, marasha nezvimwe zviwanikwa, tichiramba tichizadzisa zvinodiwa nevatengi zvine pundutso.Zvisinei nekunetsana kuri kuitika muUkraine, bhizinesi redu rinoramba rakakosha mukugadzira simbi yesimbi, marasha uye zvimwe zvinhu. , Czech Republic, Poland, Hungary neWestern Europe.Ticharamba tichishumira nharaunda idzi uye ticharamba tichitsigira hupfumi hweSlovakia uye nharaunda.
Mukati mese, mashandiro edu eSlovakia akaratidzira mihoro yakasimba uye kubuda kwemari mahara, chikamu chekutanga chiri chikamu chechitatu-chakanakisa munhoroondo.Pakupedzisira, pane slide 11 chikamu chedu chetubular.Chikamu chedu chetubular chave kuburikidza nemamiriro ezvinhu akaomarara emusika, asi ndinofara kwazvo nekugona kwavo kushingirira.Chikwata chakashanda nesimba panguva yekumisikidza kwechigadzirwa, kudzikisa pombi yavo, kuvandudza pombi yavo, kudzikisa mutengo wepaipi yavo. zvimise zviri nani kana kupora kwasvika.
Zvakanaka, nguva yasvika, uye chikamu chedu chetubular chiri kushanda basa rinobhadhara kune kudzorerwa kwemusika wemagetsi weUnited States.Fairfield's electric arc furnace, yakagadzwa muna 2020, inowedzera kubudirira kwekugadzira kuburikidza nekutonga nzira yose kubva pakutanga kusvika pakupedzisira.Izvi zvinopa vatengi nekukurumidza kupindura nguva pane kuvimba nevechitatu kuti vape ma substrates anodiwa pakugadzirwa kwechubhu isina musono.
Muchikamu chekutanga, kuita kweEBITDA kwechikamu cheTubes kwakapetwa nekaviri kubva pakota yapfuura, uye isu tinotarisira kuenderera mberi kwekuvandudza muchikamu chechipiri. Ndazvitaura, uye ndichazvitaura zvakare.
simbi.Enda kune capital allocation pane slide 12.Our capital allocation priority is clearly on track.Balance sheet inoramba yakasimba uye ichienderana nechikwereti chedu chakagadziriswa uye zvinangwa zveEBITDA.
Mari yedu yekuvhara mari inoramba iri yakawandisa pamari yedu yekushandisa kwemwedzi gumi nemiviri inotevera, tichiona kuti tawana mari yakakwana yekudyara kwese kwakarongeka. Isu tinotarisira kuwedzera zvakanyanya kutengwa kwedu kwechikamu muchikamu chechipiri sezvo zvinangwa zvedu zvekugoverwa kwemari zvazadzikiswa. Parizvino tinotarisira kudzorera mari yakawanda kupfuura yatiri kutarisira kuburitsa mari yemahara muchikamu chechipiri, uye isu ticharamba tichitora mukana wekukanganisa.
Kana tikaita zvakanaka, unoita zvakanaka, uye tinoita zvakanaka kwazvo.Mazuva edu akanakisisa ari kuuya.Tinoziva kwatiri kuenda, uye tiri kubatanidza nzvimbo yakaderera, ine hunyanzvi hwepamusoro uye kuwedzera mukana wedu wakasiyana wekukwikwidza.Christie zvino acharatidza mhedzisiro yedu yekutanga yekota uye tarisiro yekota yechipiri.
Ndatenda, Dave.Ndichatanga nemasiraidhi 13.Revenue mukota yekutanga yaive $5.2 bhiriyoni, iyo yakatsigira yakagadziridzwa EBITDA yemadhora 1.337 bhiriyoni mukota yekutanga, yedu yakawanda purofiti yekutanga kota zvachose.Enterprise EBITDA margin yaive 26% uye yakagadziridzwa mihoro yega yega yakaderedzwa yaive $3.05.
Pachikamu chechikamu, Flat yakashuma EBITDA yemamiriyoni mazana matanhatu nemakumi matanhatu emadhora uye EBITDA muganho we21%. Fixed-price contract resets muna 2022 aive akakwira zvakanyanya, zvichiratidzwa mukukura kwebhizinesi redu mumwaka wa2022. kota yekutanga.Kune kwasara kwegore, yedu inodhura yakaderera iron ore uye gore negore makondirakiti marasha anotiisa zvakanaka mumamiriro ezvinhu anhasi ekukwira kwemitengo yezvigadzirwa.
Bhizinesi redu rekutenderera rinoramba richiita zvakanaka uye riri munzira yeimwe yakakwirira-nguva muna 2022. Muchikamu chidiki cheguyo, takashuma EBITDA yemadhora mazana matatu nemakumi masere nemasere uye muganho weEBITDA we38%, inomiririra chimwe chikamu cheindasitiri - inotungamira diki mill margin kuita. .Mumachubhu, takawedzera zvakapetwa kaviri kuita kwedu kota yapfuura, tichigadzira EBITDA yemadhora 89 miriyoni, zvakanyanya nekuda kwemitengo yakakwira mumusika weOCTG, zviitiko zvitsva zvekutengesa zveOCTG kunze kwenyika, uye kuedza kuvandudza mutengo wedu uye kuwedzera mumakore mashoma apfuura.Bhizinesi rakabatana rine pundutso.
Migumisiro yedu yekota yekutanga inongova kutanga kweiyo US Steel inotarisira kuva rimwe gore rakasiyana.Muchikamu chechipiri, chikamu chedu cheFlat Rolling chaive nekuwedzera kukuru kwepodfolio uye EBITDA zvichienzaniswa nekota yekutanga.Matengo ekutengesa nzvimbo yepamusoro uye kuwedzera kudiwa, mari yakagadziriswa yesimbi nemarasha, uye kushayikwa kwemwaka mumigodhi yesimbi yesimbi inofanira kuunza kuwedzera kukuru kweEBIT-quater quater.
Chigayo chedu chidiki chegayo chinotarisirwawo kuwana kugadzirwa kwepamusoro uye mitengo yepamusoro yekutengesa.Tinotarisira kukwira kwemitengo yezvinhu zvakanyanya kudzikamisa inotarisirwa kutengeserana tailwind.MuEurope, kuenderera kune hutano kudiwa uye mitengo yakakwira inotarisirwa kudzikamisa mitengo yakakwira yezvigadzirwa, kunyanya iron ore nemarasha kubva kune dzimwe nzira dzekupa.Isu parizvino tinotarisira kuti Q2 EBITDA ive yechipiri-yakanakisa kota pane rekodhi yebhizinesi redu reSlovak.
Muchikamu chedu chepombi, tinotarisira kuenderera mberi kwekuvandudzwa kwemari, kunyanya kubva pamitengo yepamusoro yekutengesa, kushandiswa kwakasimba kwekutengeserana, uye kuenderera mberi kunobatsira kubva pakuvandudzwa kwemitengo yezvirongwa.Izvi zvinongogadziriswa zvishoma nemitengo yakakwira yeEAFs yedu.Pakazere, isu pari zvino tinotarisira EBITDA yakagadziridzwa muchikamu chechipiri kuti ive yakakwirira kupfuura yekutanga uye mhedzisiro yakanaka kune yechipiri kota.
Thanks, Christy. Tisati tatanga kubvunza mibvunzo, regai nditore maminetsi mashoma kuti ndinzwisise slide 14. Tiri kuita kuti tigadzirise bhizinesi redu remangwana uye kushandisa nzira yedu yakanaka ndiyo yakakosha pakupa mukana uyu kune vatengi vedu uye vatinoshanda navo, kune vagovani vedu uye nenharaunda dzatinogara nekushanda. zvakanakisisa-mu-kirasi kupedza kukwanisa.
Patinenge tichishandisa mabhindauko edu akaziviswa, tichaunza mari inosvika madhora mazana masere nemakumi masere emamiriyoni emadhora mune imwezve EBITDA yepagore uye mibairo apo simbi yedu yenguruve muGary Works yauya online muna 2023.
OK Ndatenda, Dave. Mumakore maviri apfuura, denda repasi rose rakakanganisa zvakanyanya mabatiro atinoita nevatori vechikamu.
Simbi, takambundikira basa rakagoverwa kuti tive pedyo nevatengi vedu uye kuti tiwedzere kubereka, kugutsikana uye kuchengetedzwa kwevashandi vedu. Hatina kumbobvira tanyanya kubatana sesangano, tichiita zvakadzama nevatengi vedu, kana kunyanya takatarisana nekutsvaga tarenda idzva rekubatana nesangano redu. Zviri mumweya iwoyo, uye kuona kuti tagadzira nzira nyowani dzekudyidzana nevatinoshanda navo kumusangano weTechnologies zvakanangana nevatinoshanda navo. iyo Say Technologies chikuva, vanoisa mari vakakwanisa kuendesa uye kuvhota pazvinhu svondo rapfuura.


Nguva yekutumira: May-04-2022