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. W kunye ne-DNOW, ezizithekhi zethu ze-NYSE.
Nceda uqaphele ukuba ezinye zeengxelo esizenzayo ngexesha lenkomfa, kuquka neempendulo kwimibuzo yakho, zinokuqulatha uqikelelo, uqikelelo kunye noqikelelo, kubandakanywa kodwa kungaphelelanga kwizimvo malunga nokwenziwa kweshishini lenkampani yethu.Ezi ziingxelo ezijonge phambili ngokwentsingiselo yemithetho yezokhuseleko yase-US, esekwe kulwazi olulinganiselweyo ukusukela namhlanje, kwaye zixhomekeke kutshintsho. Ezi ziphumo zinokwahluka kwaye ngokungathandabuzekiyo zinokuthi zithathele ingqalelo izinto ezinokuthi zichaphazeleke. Iingxelo ziya kuhlala zisemthethweni kamva kwikota okanye kamva enyakeni.Asikwenzi uxanduva lokuhlaziya esidlangalaleni okanye ukuhlaziya nayiphi na inkcazo ekhangele phambili ngenxa yaso nasiphi na isizathu.Ukongezelela, le ngqungquthela yenkomfa iqulethe ulwazi olunobuzaza bexesha kwaye ibonisa isigwebo esilungileyo solawulo ngexesha lenkomfa ephilayo.Nceda ubhekiselele kwi-NOW Inc.'s iiFom zamva nje ze-10-K kunye ne-10-ingxoxo yomngcipheko we-Q kunye ne-10 echaphazela umngcipheko weKhomishini ngoku ngakumbi kwiingxoxo zeKhomishoni kunye ne-10 ukwenza 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 onokuthelekiseka, kunye nolwazi olongezelelweyo olunikezelweyo ekupheleni kokukhutshwa kwemivuzo yethu. Ukusukela ngale ntsasa, icandelo lezoBudlelwane boMtyali-mali kwiwebhusayithi yethu libandakanya intetho egubungela iziphumo zethu zekota kunye nonyaka opheleleyo ka-2021 kunye nezinto eziphambili zokuthatha. Ifomu ye-10-K namhlanje, eya kufumaneka nakwiwebhusayithi 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.Ukudodobala koqoqosho kukhuthaza utshintsho, kwaye ndibone apha kusasa, ndimangalisiwe kwi-DNOW yabasetyhini abanetalente, abagxile kubathengi kunye namadoda angazange amkele kuphela, kodwa aqhube utshintsho.
Kwikota yokuqala yalo nyaka, siqale ukusebenza kwi-Permian 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, Power Services kunye ne-TSNM eqinile kwikota yethu ye-Fiberglass kunye negama elixabisekileyo le-Fiberglass. , siceba ukuvula isikhungo esitsha esicacileyo kummandla 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 obusondeleyo 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 lithathela ingqalelo ukusebenza okunamandla kwangaphambili kwe-COVID-4 kwingeniso ye-3 yezigidi ezi-2 zeedola. amagama, kwiinyanga ezilithoba eziphelile ngo-Disemba 31, 2021, ukungahoywa kwengeniso yekota yokuqala yonyaka ngamnye kwakunyuka i-$ 256 yezigidi, okanye i-25%, ukusuka kunyaka ongaphambili.Kwi-4Q21, i-gross margin yandiswa kwakhona ukuya kwi-high-time high ye-23.4%, i-150bps ye-sequentially ye-sequentially. s imida yonyaka opheleleyo ka-2021.Sikwimeko yokunyuka kwamaxabiso kwaye siyazuza kuyo.Kodwa oku kusebenza kusisiphumo senkqubo yokhetho ngononophelo, kwaye sakhe ubudlelwane nababoneleli abahloniphekileyo abenza iimveliso ezisemgangathweni kunye nentlonipho kunye nomvuzo wokubuyelana njengathi.Okukhona sithenga ngakumbi sinokudibanisa kwaye sisasaze kubaxhasi bethu bomthengisi, kokukhona sifumana inzuzo kubathengi bethu kunye nexabiso elithe kratya, ngokukhona sifumana inzuzo ekufumanekeni kwemveliso, kokukhona sifumana inzuzo kubathengi bethu kwaye sifumana inzuzo. indawo yokugcwalisa 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 kuba sithanda iimveliso ezinenzuzo ngakumbi kwaye sinyuse amaxabiso okanye sigqithise iimveliso ezinengeniso encinci. Abasebenzi bakarhulumente bakhuthaze abavelisi babucala be-oyile kunye negesi ukuba bakhokele ukukhula kwe-rig count. Ngexesha lekota kwaye kuyo yonke i-2021, siye saqhubeka sijolise kwaye sikhulisa isabelo sethu sabasebenzi babucala ngokunikezela ngeevalvu zemibhobho kunye nokufakelwa koqhagamshelo lwe-wellhead kunye nezibonelelo zebhetri yetanki. imisebenzi yoyilo kubavelisi abaninzi be-E&P abakhulu.
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 kumvelisi weshelufu ozimeleyo kwiGulf of Mexico kunye flow umvelisi ukuya impahla yayo yombhobho eyonakaliswe yiNkanyamba Ida August.Siye sanikezela ngePVF yokulungiswa kwesikhululo secompressor ezininzi nazo zibalelwa kumonakalo wenkanyamba.Siye safumana umsebenzi owandisiweyo kunye nomyalelo ovela kwindawo yokuthengisa ephakathi kwe-hayville ezimeleyo kwimithombo emithathu ezimeleyo yokuthengisa i-hayville. , silindele ukubona umfutho oqhubekayo njengeenkqubo zokomba kunye nokuqokelela, ukwandisa ukusetyenziswa kwamandla okuthatha i-midstream, ukuqhuba utyalo-mali olungakumbi ekugcinweni kwe-midstream kunye neeprojekthi ze-capex.Inkcitho yethu yabathengi ephakathi yayigxile kakhulu kwigesi yendalo kunye neeprojekthi zamanzi eziveliswayo ezinxulumeneyo, ezaziyi-pivot kwiikota zangaphambili.
Kwimidlalo kaMarcellas, u-Utica noHaynesville, sibonelele abavelisi begesi abaliqela ngezixhobo zokwenziwa kwe-skid ezidityanisiweyo kunye nezixhobo zokwamkela umthumeli. 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. Ukuguqukela kwiNkqubo yeZisombululo zase-US, siye sabona ukuba abanye abathengi bethu banomdla wokugaya kunye nokugqitywa okuye kwanciphisa imfuno yezixhobo zethu ezijikelezayo kunye nezobugcisa ngenxa yokudluliselwa kunye nokusebenza kobuchule obukhoyo.Nangona kunjalo, siqala ukubona ukunyuka kwee-odolo njengoko iinkqubo ezidibeneyo zomthengi zifudukela kwiindawo ezingenayo i-infrastructure ekhoyo. yokwahlulwa okuphezulu kwealloy kunye neevalvu zolawulo zeprojekthi yethu yomgodi wetrona kumazantsi-ntshona eWyoming.
Umsebenzi kwi-Powder River Basin waqala ukuqalisa kwakhona njengoko sinikezela ngenani lezigaba ezithathu zokwahlula iivalvu kunye nezixhobo kumqhubi omkhulu ozimeleyo kunye nephakheji yonyango ye-brine komnye umqhubi we-E&P.Imfuno yesixhobo sethu esixinzelelweyo somoya kunye nezixhobo zokomisa iyaqhubeka ihlale iphezulu njengoko abaqhubi babuyisela iinkqubo zomoya kunye neenkqubo zomoya ezixinzelelweyo ukuphelisa i-greenhouse pipe gas emissions i-supplian yempompo ye-greenhouse, i-supplian yempompo yomoya oxinisiweyo. umqhubi kwaye wasahlula kwiziko lethu lokuvelisa i-Tomball 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 bentlabathi yeoli yaseKhanada, iipakethi zenaliti ye-wellhead ezivela kubavelisi baseAlberta kumazantsi-mpuma eSaskatchewan, kunye neemveliso zokuphakamisa okwenziweyo kwimisebenzi yokugcinwa kwe-capex kumbindi weCanada. I-s.Activity iyanda kwiiprojekthi ezincinci, ezimele ziqalise ukufumana i-traction njengoko ukuqaliswa kwakhona kwe-rig kuMbindi Mpuma.Ukongezelela, umsebenzi weprogram yokubhuka uye wanda kwii-EPC ezininzi esihlala siqhuba ngazo ishishini.Ezinye eziphawulekayo eziphumeleleyo kule kota ziquka ukubonelela ngenani elikhulu leevalvu zesango, iglowubhu kunye neevalvu zokujonga, iintambo zombane kunye nokufakelwa kwezixhobo zombane ze-UK kunye nezixhobo zokudibanisa iintambo zombane kunye nezixhobo zombane ze-UK kunye nokufakelwa kwezixhobo zombane ze-UK kunye nezixhobo zombane zombane kunye nezixhobo zombane ze-UK kunye ne-fittings ye-cogeneration ye-Cables ye-UK Iibholiti eNtshona Afrika.
Kwakhona, qaphela, sibonelele ngofakelo lwemibhobho kunye nezicwangciso zeprojekthi kwi-NOC e-Oman kunye nomgca webhola yesango kunye neevalvu zokujonga kwindawo yokucoca igesi eKurdistan. Kwimisebenzi yethu ye-UAE, sibonelela ngeevalvu ze-actuation yeeyunithi zokubuyisela i-methylene kwiindawo zokucoca zaseIndiya kunye nee-EPC zeeprojekthi zokuvelisa i-triethylene glycol ePakistan. .Ishishini lethu lijongene nokunyuka kwamaxabiso emveliso kunye nefuthe ekufumanekeni kwemveliso okubangelwa kukunqongophala kwekhonkco lokubonelela kunye nokulibaziseka.Iqela lethu lokubonelela ligxile ekunciphiseni ukuphazamiseka ngokuqinisekisa ukuba sinemveliso eyaneleyo yokuxhasa abathengi bethu.Sinyusa inkcitho yethu yehlabathi kunye nababoneleli bethu ukuqinisekisa ukuba sinokubeka phambili iivolumu ezikhoyo, ngelixa silungelelanisa umngcipheko kunye nokubonelela ngexabiso eliphantsi kunye nokubonelela ngezinto eziyimfuneko kunye nokubonelela ngezinto eziyimfuneko. iindlela ezizezinye kubathengi abathembela ngakumbi kwi-DNOW ukufumana izisombululo ezihlangabezana neemfuno zabo. Oku kubangele ukuba abanye abathengi bethu bandise uluhlu lwabo lwabavelisi abavunyiweyo besebenzisa i-DNOW's AML.
Tyhila kwinkqubo yethu yeDijithaliNOW.Ingeniso yethu yedijithali njengepesenti yengeniso ye-SAP iyonke ibiyi-42% kwikota.Siza kuqhubeka nokusebenza 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 Uninzi lwabathengi bethu baqulunqa kunye neepakethe ze-eSpec air compressor kunye ne-dryer ukuvumela ukuba utshintshe iinkqubo ze-pneumatic ekuxhaseni imfuno yomsebenzisi ukunciphisa ukukhutshwa kwegesi ye-greenhouse.Ukwengeza, amanye amaqela eprojekthi yethu yabathengi asebenzisa i-eSpec ukunceda ukwakha nokwakha iibhidi zeprojekthi, ngelixa abanye bayisebenzisela ukusungula ubungakanani kunye neepakethe zomamkeli ukucaphula. NGOKU iimveliso zibandakanya iikhamera, i-sensor, i-smart locks, i-barcodes, i-RFID kunye nezisombululo zokuqokelela idatha ezizenzekelayo ezenza ukuba abathengi bethu balawule kakuhle kwaye balawule i-inventory yabo ngaphandle kokufumana 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 eTexas.ECanada, siye saphumelela ii-odolo ezininzi ze-zero-emission actuation, iiprojekthi ze-albertdriation actuation kwi-carbon drive valves kunye ne-albertdrive valves eziqhutywa kwi-carbon drive valves kunye ne-albertdrive valves. I-rs ukukhupha i-helium kwiimarike zokuphela kweshishini lokuhlola okuphezulu.Ezi mpumelelo zigxininisa ukuba zininzi kangakanani iimveliso ezikhoyo esizinikezelayo ezikhulayo kwiimarike zokukhula ezifana ne-carbon capture kunye ne-high-tech industry industrial.Siqhubeka nokubeka iliso kunye nokulandelela inani elikhulayo leeprojekthi zokuguqulwa kwamandla.Iqela lethu lophuhliso lweshishini liye laphatha ii-RFIs ezahlukeneyo kunye ne-RFPs kubathengi abaninzi abanxulumene nedizili ehlaziyiweyo, i-carbon dioxide kunye ne-carbon dioxide eqhubekayo kunye nokugcinwa kwe-carbon dioxide kunye nokugcinwa kwe-carbon dioxide kunye ne-air transmission, i-carbon dioxide kunye ne-air transmission ngqo kunye ne-carbon dioxide. iiprojekthi zokugcina.Njengoko sihlolisisa amatyala kunye nezixhobo kuluhlu lwethu lweprojekthi yokutshintsha amandla, sisebenza kunye necandelo lethu lokuvelisa ukuqinisekisa ukufikelela kuluhlu olubanzi lweemveliso ezifanelekileyo eziza kunceda 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 achatshazelwa ziiholide kunye neentsuku ezimbalwa zokusebenza apho isikhokelo sethu kulindeleke ngcono.Ikota yesine 2021 ingeniso US $303 yezigidi, phantsi $9 yezigidi okanye 3% ukusuka kwikota yesine US ingeniso ehlayo kwikota yesine ye-US 7 yengeniso ye-US iphelele kwi-Centre ye-7 yengeniso.O I-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 okanye i-6% kwikota yesithathu.Xa kuthelekiswa nekota yesine ye-2020, ingeniso yayinyuke nge-24 yezigidi zeedola okanye i-50% ngonyaka.Ikota yesine eyomeleleyo yaseCanada yaqhutywa yimfuno ephuculweyo kwimarike yamandla yaseCanada, kunye nokuba imodeli yethu eqinisekisiweyo yengeniso kunye nokuhanjiswa kwetekhnoloji. million, phantsi kancinane ngokulandelelanayo nasezantsi $2 million okanye ithe tyaba xa kuthelekiswa nekota yesithathu, kunikwe impembelelo engathandekiyo imali yangaphandle buthathaka xa kuthelekiswa US dollar.International kwikota yesine ingeniso yande 21%, okanye $10 million, xa kuthelekiswa nexesha elifanayo 2020.Gross umda uphuculwe 150 isiseko amanqaku ukusuka kwikota yesithathu ukuya kwikota enye ukuya kwi-App ukusuka kwikota yesithathu ukuya kwi-23.4%. okwesithathu kokulandelelana kwesiseko sophuculo lwesiseko somda okanye malunga nezigidi ezi-2 zeerandi yaba yimbuyekezo emalunga nesigidi esi-1 seedola nganye kwiindleko zothutho kunye neendleko zempahla kwikota yesine, zombini kulindeleke ukuba zibuyele kumndilili wazo kwikota yokuqala yeNqanaba.
Enye impembelelo entle kwimida kwikota yesine yaba ngenxa yokunyuka kwinqanaba lokuqwalaselwa komboneleli, esingayilindelanga ukuphinda kwinqanaba elifanayo kwikota yokuqala ye-2022 njengoko umda wokuthenga amanqanaba okuthenga uhlaziywa ngokutsha. Uninzi lweminye imigca yemveliso, njengoko sikhetha ukufudukela kwiimveliso kunye nezisombululo ezibonelela ngexabiso elikhulu kwi-DNOW kunye nabathengi bethu. Ukuthengiswa kwendawo yokugcina impahla kunye neendleko zolawulo zonyuse i-91 yezigidi zeedola kwikota, yenyuka i-5 yezigidi zeedola ngokulandelelanayo, ngenxa yezibonelelo zeqhinga, ukufuduswa kunye neentlawulo zokuqhawula i-3 yezigidi zeedola, ngcono-kunokuba-bekulindelekile kwimbuyekezo ye-COVID-19 yezigidi zeedola kunye nokuyeka imbuyekezo ye-COVID-19 yezigidi. kunye notyalo-mali lwethu ngabom kwizibonelelo kunye nabantu abakwimarike yemisebenzi enoxinzelelo, ukuziqhelanisa ne-DNOW kulo mjikelo wokukhula. Njengoko imilinganiselo yethu yokomelela iqhubeka ivelisa isiqhamo, sinokubona ukuguqulwa okufanayo kulwakhiwo lwe-WSA oluya kwikota yokuqala ka-2022.
Ukusukela ngo-2019, sinciphise iindleko zethu zokuthengisa kunye neendleko zolawulo ngezigidi ezingama-200 zeedola, 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 ye-3 yesigidi esinye kwisiseko sengeniso emalunga nesigidi seedola. ikakhulu zinxulumene nokuphuma kwezona ndawo zincinci kunye nezixhobo ezizezenkampani ngeli xesha sihlanganise amaziko ali-15 kwikota yesine. Ingeniso yeGAAP yekota yesine yayiyi-12 yezigidi zeedola okanye i-$0.11 ngesabelo ngasinye, kwaye ingeniso ye-GAAP engeyiyo ye-GAAP ngaphandle kwezinye iindleko yayiyi-8 yezigidi zeedola okanye i-$ 0.07 ngesabelo ngasinye. Kwikota yesine ye-DAP okanye i-non-DAP7 ye-DAAP engaphandle kwe-DAP7EBIT okanye i-non-DAP7 EBIT ngaphandle kwe-2021 yezigidi zeedola 3.9%.Njengokuba uBullard wabonisayo, uxolelwaniso lwethu lwe-EBITDA yangoku neyexesha elizayo yongeza kwiindleko zembuyekezo ye-stock-based ye-non-cash stock-based per period.Indleko yembuyekezo esekelwe kwi-Stock ye-2 yezigidi ngekota ngo-2021.Sigxininise ekuchongeni ngokuqhubekayo kunye nokuphumeza amanyathelo okuphucula imodeli yethu yokusebenza kunye nokwandisa ixabiso lethu kubasebenzi bethu bezemali kunye nokwandisa ixabiso lethu kubaxhasi bethu bezemali. Ingeniso ka-2021 yezigidi ezingama-432 zeedola ibiyi-35% ngaphezulu kwekota yesine ka-2020, kwaye ukuhamba kwe-EBITDA bekungama-39%, okanye ngekota ye-EBITDA yezigidi ezingama-44 ezigidi kunyaka ophelileyo.
Xa sijonge i-EBITDA yonyaka opheleleyo, siye sasuka kwilahleko ye-47 yezigidi zeedola ngo-2020 saya kwi-EBITDA ekwi-45 yezigidi zeedola ngo-2021 okanye ukuphuculwa kwe-EBITDA yeenyanga ezili-12 ezizigidi ezingama-92 zeedola ezinamanqanaba engeniso efanayo. Umjikelo wokukhula wonyaka.Enye impumelelo kwikota yesine ephucula ukhetho lwethu lwexesha elizayo luhlengahlengiso lwethu lwenkonzo yetyala ekhuselweyo engabanjwanga, eyandiswa ngoDisemba 2026, kwaye inyuka kwisambuku yethu yangoku yeedola ezingama-313 ezigidi. Izigidi ezisi-8 kwizibonelelo zetyala ezifumanekayo.Ii-akhawunti ezifunyenweyo beziyi-304 yezigidi zeerandi, zinyuke nge-2% ukusuka kwikota yesithathu, uluhlu lwempahla ibizizigidi ezingama-250 zeerandi, ukunyuka kwe-6 yezigidi zeedola ukusuka kwikota yesithathu, kwaye ukujika kwezinto ngekota bekuyi-5.3 amaxesha.
Inkunzi esebenzayo, ngaphandle kwemali, njengepesenti yesine yengeniso yonyaka yayiyi-11.6% ukusukela nge-31 kaDisemba, 2021. ye-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 kwekheshi simahla ngo-2021, elixesha lethu eliqhelekileyo Ixesha eliya kutya imali kweli nqanaba lokukhula. , kwaye sinetalente, izixhobo kunye namandla okukhulisa umgca wethu osezantsi, 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 kunye nokwandisa ishishini lemveliso, iindawo okanye izisombululo esizinikezela kubathengi bethu, kunye nokwenza le mibutho isebenzise imali ekubuyiseni intengiso kunye nokwakha amathuba okujoliswa kwishishini elinokubakho ngokusebenzayo. Imimandla ekugxilwe kuyo ngobuchule, ngakumbi kwiisombululo zenkqubo kunye nemigca yemveliso eyahlukanisiweyo, kunye neemarike zeshishini. Kuwo onke amathemba entengiselwano, kukho amaqela amabini abandakanyekayo. Ke, kuthatha ixesha kunye nobuchule ukufikelela kwisigqibo sokuba ngamaxabiso eoli kwi-90s yeedola kunye noqoqosho oluqilima ngokwentelekiso ngokubanzi, ulindelo lwabathengisi lunyukile, kodwa sijonge ixesha elide kwaye liqinile ukusebenza kwezemali kwinkampani ethengisiweyo. kuluhlu lwethu, 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 + yokunciphisa unikezelo. Oku kuziphatha kubangele amaxabiso aphezulu eemveliso, ukuphuculwa kwamaphepha ebhalansi kunye nokusebenza okungcono kwezemali kuninzi lwabathengi bethu. I-engineered equipment packages.Ndinethemba lokuba ukubuyiswa kwangoku kunye nesantya siya kuqhubeka siqhuba imfuno ephezulu yeemveliso kunye neenkonzo zethu ngelixa siphucula inzuzo.Kwicandelo lethu lase-US, ndilindele ukukhula okuqinileyo konyaka njengoko iziseko zemarike ziqhubeka ziphucula.ECanada, sibekwe kakuhle ukusebenzisa ukubuyiswa okuqhubekayo kumaxabiso eemveliso ukubonelela ngenkuthazo kubavelisi ukuba banyuse uhlahlo lwabiwo-mali lwabo.
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 umkhondo wethu ngelixa siqinisekisa amanqanaba eenkonzo angaphazanyiswa. kunye nemiba enxulumene nemozulu ngoJanuwari, sikholelwa ukuba ingeniso ye-Q1 2022 iya kunyuka ngokulandelelana kwinqanaba lepesenti enye yedijithi enye. I-WSA inokuthi ibuyele kumanqanaba e-3Q21 kwi-1Q22, kwaye silindele ukuba ixesha elisondeleyo lokuqhelaniswa kwemida enkulu ukuba lisondele kunyaka ogcweleyo ka-2021 amanqanaba e-21.9-minyaka elindelekileyo kwi-21.9 yeminyaka engaphantsi kwe-21. 022.Silindele unyaka ogcweleyo ka-2022 ingeniso eyongeziweyo ye-EBITDA ikhule kuluhlu lweepesenti zolutsha, oluqhutywa kukwandiswa kwemarike okuqhubekayo, imida eqinileyo, efana nenqanaba lepesenti ye-2021. Ngelixa i-COVID, imiba ye-geopolitical kunye nokuguquguquka kwekhonkco lonikezelo kudale imeko enzulu kwi-dollar ephindwe kabini ye-EBIT20 kwaye sikholelwa ukuba ingeniso ephindwe kabini yedola yase-US ingadlula i-20 yezigidi zeedola.
Ngoku, ndiza kuphonononga apho sikhoyo kwinqanaba lokuqala lolwandiso lwentengiso yexesha elide. Kunyaka ophelileyo, besilindele ukuba ingeniso yonyaka ogcweleyo ka-2021 yehle, xa sijonga amandla amanqanaba engeniso yobhubhane kwi-Q1'20. Ke ngoko, sigxile ekuphuhliseni amandla okuthengisa akumgangatho wehlabathi, ukuphuhlisa imodeli yethu yofezekiso yokuphucula ukufumaneka kwemveliso kunye nenkonzo yabathengi, kunye nokunciphisa iindleko kumjikelo wengeniso kunye nokunciphisa umngcipheko wedola nganye. ukugxila kwizibonelelo zethu ezixabisekileyo, ukuvumela abathengi ukuba babone ixabiso kwaye baphucule kakhulu imivuzo kunye nokuhamba kwemali simahla. Xa sijonga emva, ukusuka ekukhuleni okuqinileyo ukuya kwirekhodi yemida ethe kratya, ukujika kwe-inventri yerekhodi, ukujika kwe-capital esebenzayo, siye sagqithisa izinto esizilindeleyo kuzo zonke ii-akhawunti kwaye ngoku silindele ukuba u-2022 abe Ukungena kunyaka wesihlanu olandelelanayo wokuhamba kwekheshi simahla, sisondele kakhulu kwi-2 incwadi yokuzabalazela ukungena kwimbali. 2022.Ndiyazingca ngokuba sinamatyala e-zero kunye ne-liquidity eyaneleyo enikezela ukuguquguquka okucwangcisiweyo ukuxhasa ukukhula kwe-organic kunye nokuthatha amathuba e-inorganic.Ndiyakholelwa ukuba asizukujongana noxinzelelo lwemali ngenxa yenkonzo yamatyala.Ndichulumancile ngotshintsho lwemodeli yethu yokusebenza kunye nendlela yethu ye-hypercenter kunye nezicwangciso zengingqi ziya kusinika ithuba lokuqhubeka nokuphucula ukusebenza kwethu kwezemali.
Ndivuyiswa bubuchule bethu bombutho kunye nendlela esincedisa ngayo ukujongana nemicelimngeni yobonelelo lwangoku kunye nemiqobo abahlangabezana nayo abathengi bethu. Ndichulumancile ngamandla ethu okufumana iimveliso okanye iindlela ezizezinye. Ndiyavuya kakhulu yindlela abaqeshwa bethu kunye nabathengi bethu abaliqonda ngayo ixabiso esibonelela ngalo kwaye libonakala kumda we-gross margin. Ndichulumancile malunga nendlela eyahluka-hlukeneyo yohambo kunye nohambo lwethu lweDEI kwiinzame ezahlukeneyo zezemfundo kunye nohambo lwethu oluya kulwahlulo lwemfundo kunye nohambo lwethu oluya kulwahlulo lwe-DEI kunye nohambo lwethu oluya kulwahluka-hlukeneyo njengoko siya kwenza kwi-DEI. Ndiyazingca ngobunkokeli bethu, uqeqesho kunye neenkqubo zophuhliso, kunye namathuba abasebenzi bethu ukuba baphucule izakhono zabo. Ndiyazingca ngobuhlakani bethu obutsha kunye neenkampani eziphambili, kwaye sifuna itekhnoloji ekumgangatho ophezulu kwiingcali ukuze zidibanise neshishini lethu. Ndinebhongo ngokuba sinelona qela libalaseleyo lokuthengisa kwaye eyona nto inzima, engadinwayo, kwaye inika abantu indawo yokujongana nomsebenzi ovuyisayo kubasebenzi be-D. sebenza kwaye uphumelele.
Ekugqibeleni, ukongeza kuzo 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. abathengi abafuna izisombululo kunye nolwazi oluhlangeneyo Oku kuya kusinceda ukuba siqhubeke siphumelela kwimarike.Siphi thina, siyiloo nto siyiyo ngenxa yakho.Ngaloo ndlela iphuma endleleni, masivule 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?
Kulungile, kuxhomekeke kumgca wemveliso ofanelekileyo.Kunokwenzeka ukuba sibe nowona mgca wemveliso uphumeleleyo kakhulu ngokwemiqathango yokukhula komda, nangona ixabiso lethu libanzi kakhulu ngaphandle kombhobho.Umbhobho ngumbhobho esisawugcina ixabiso lombhobho ongenamthungo, umbhobho ongenamthungo ngowona mbhobho wezinto esiwuthengisayo, kwaye umbhobho wentsimbi unokuphinda ube namava emva kwesiqingatha sokuqala sonyaka. singafumana ezinye iimveliso ekupheleni kwalo nyaka, hayi thina kuphela, kunjalo, kodwa abo sikhuphisana nabo kunye nabathengi bethu.Oko kunokwandisa imida yeprimiyamu esilindele ukuyibona kwimigca yemveliso ethile.
Sibona ukunyuka kwamaxabiso okubanzi kuqhubekayo.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 sikhokele i-2022 i-gross margin ukuya kwinqanaba eliphezulu kakhulu, elibukeka lifana nenqanaba elifanayo le-quartercutive ye-20 yekota, ngoko ke irekhodi le-quartercutive ye-20. ixesha 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 ziza kuba shushu kakhulu apha, oku kuthetha 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 eqinile yezemali kwimimandla yethu, imimandla ngenxa yentshukumo engqongqo, uhlahlo lwabiwo-mali lwabathengi, kunye nokuqinisa abathengi, nto leyo enefuthe kwimpumelelo yabathengi bomgca wemveliso yendawo, njl. njl. lungiselela ikamva kwaye uqhubeke nokukhulisa inkampani.Ngoko ke ndicinga ukuba yinyani yeshishini eqhubekayo ukuba kungakhathaliseki ukuba kweliphi ishishini okulo, uya kuhlala ufuna ukuchumisa kunye nokhula kwaye uphinde utyale kwaye uhlale ubeka ishishini kwindawo engcono kakhulu kwishishini.
Ngoko yinto eqhubekayo.Ngotshintsho olukhulu lwesakhiwo, ndicinga ukuba siphelile.Ndicinga ukuba siphume kwimowudi 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 yohambo oluphezulu, nokuba abathengi bahamba ngexabiso eliphezulu. kwishishini, ishishini lemihla ngemihla, iiprojekthi ezinkulu, i-speculation.We want to regionalize it.Sifuna italente ephezulu yokulawula le mixokelelwane yokubonelela, sifuna iindidi ezininzi zeendawo zokuhlala okanye amaziko okuthumela i-courier okanye iindawo ezincinci zendawo ezihambelana ngokusondeleyo nabathengi.Ngoko ndibona oku kusenzeka, kodwa isantya ngoku kwaye sivuya kakhulu ngayo.
Dave, ndingathanda ukuqala 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. kuya kuba luncedo.
Ngoko 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. Kwangaxeshanye, ngakumbi kwezi nyanga zimbalwa zidlulileyo, ndicinga ukuba sele kudlule ikhulu leentsuku ukusukela oko sithe sathetha noluntu, kwaye kwelinye icala, siye sazuza kakhulu. Ndiyakholelwa ukuba uninzi lwayo sisicwangciso sethu sokukhulisa kwaye sigxile kwizinto ezifanelekileyo zokunyusa amaxabiso, avela ekunyukeni kwamaxabiso emveliso, ukunqongophala kwemveliso, ukunqongophala kokufumaneka. sifumana isikhokelo 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 angama-200 ukusuka ku-2021 ukuya ku-2022. Njengoko benditshilo kwiikota ezininzi, sikwimowudi yokwakha. Kungelula ukuya phambili kuba si--nangona sinesikhokelo kuloo nto, ndicinga ukuba ingqongqo kwisikhokelo sethu sisonke sezendlela kunye nengeniso njalo njalo. Kodwa siza kujolisa ekubeni nabantu abagqwesileyo kushishino.Sigxile ekoyiseni ukhuphiswano. Sigxile ekukhuleni. ukunciphisa iindleko zokwenza ishishini.Kodwa, njengoko benditshilo, sikwakho kwinqanaba eliqinileyo kule kota.Sityala imali kwi-supercenters entsha kwixesha elizayo lokukhulisa ishishini kwaye oko kuya kuhlawula iindleko.Kodwa siyayiqonda indlela ebaluleke ngayo i-Lean, ukuba iya kusinceda ngamaxesha amnandi kunye namabi, kwaye ngokuqinisekileyo siya kuhla kuloo 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. kwiPermian zibe zintlanu, kwicandelo elinye lePermian.Sicinga ukuba, siya kuba ne-inventri eninzi kubathengi bethu.Siza kukwazi ukulawula izinto ezivela kwiindawo ezimbalwa, kubantu abathengisa kakhulu, siya kuba nemirhumo ephantsi ngedola yengeniso, asiyi kusasaza umngcipheko we-inventory, endiyibiza ngokuba yi-exponential inventory risk xa usasaza i-inventory engaphantsi kwe-inventory kunye nomngcipheko ongaphantsi kwe-inventory. Ishishini elisebenzayo
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 emphethweni.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. enye ibloat yombhobho. Kwaye ke xa idibana ne 21.9%, ndiyaqikelela, njengokuba sisiya kuma 23 kunye nama 24, ucinga ungaligcina elonqanaba lomda weminyaka.
Ndiya kuthetha, 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 ngonyaka, ndicinga ukuba kuya kubakho i-offset kamva enyakeni ngokubanzi, mhlawumbi kamva enyakeni ukwenzela umbhobho.Kodwa ngokumalunga nokugcina ixesha elide, ndiyakholelwa ukuba sinako.Yiloo nto ndiyithethayo.Asizange sithethe ngayo kwizimvo ezilungisiweyo, kwaye asizange sithethe ngayo kwi-Q&A.Kodwa eneneni, ngo-2021, siphume kwikota yesi-5 ukuya kweyesi-20 sidityanisiwe kwikota yesi-2 ukuya kweyesi-2. I-125 yabasebenzi abambalwa kunokuba besinjalo ekupheleni kuka-2020, ngokuyinxenye ngenxa yokuba siye sancama amashishini aphantsi. oko kunzima ukufezekisa, kufuneka sijongane nokunyuka kwamaxabiso abasebenzi kunye nenkqubo yokunyuka kwamaxabiso.
Ke ndiyacinga, yingxaki — ayiyontengiso kuphela eqhuba ukusebenza kwethu komda. Enyanisweni, ndisebenze kakhulu koku kumnxeba wokugqibela, kwaye imida yemveliso yethu iphucukile unyaka nonyaka kule minyaka mihlanu idlulileyo. ngokwemiqathango yokuhamba konyaka, ndicinga ukuba kufuneka sijonge nje, ndicinga ukuba - ukuba ezinye zeemveliso zethu zomda ophezulu azifumaneki kangako, ke kunjalo, siza kubona umxube wemiba eya kuthi iqhubele phantsi umda wengeniso.
Ukuguqula kancinane, ndicinga ukuba yeyona nto ibalulekileyo.Ngoko ukhokela i-'22 ukuba ifumane imali ephantsi njenge-teens.Kum, oku kubonakala ngathi ku-conservative.Ndithetha ukuba, i-rig count inyuke ngama-30% ngonyaka, kwaye i-US mhlawumbi i-akhawunti ye-70% yeshishini lakho.Ngoko, ngokusekelwe kuloo nto yodwa, unyuke ngama-20%.Ngoku, ndiyazi kwaye i-private yenzeke, kodwa i-custom yamazwe ngamazwe kufuneka ixube kwaye i-Canas iyenzeka. ube up in 2022.Curious ukuba ungandinceda 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 ininzi yengeniso ye-US iya kulandelwa, ndicinga ukuba ininzi yengeniso iya kwenzeka. yiKhanada, kwaye ke ukukhula okuthobekileyo ngakumbi kumazwe ngamazwe.Kodwa ukuba ujonga amanani rig kunye nokugqitywa kunye nezinye izinto siye ngokwesiko sigxile, uhlahlo lwabiwo-mali lwabathengi ziye zachithwa kuloo manani kwiikota ezimbalwa ngoku.Silindele ukuba oku kuqhubeke.Ngoko siyakhokela - senze konke okusemandleni ethu ukuphumeza oko sicinga ukuba kukukhula.Njengoko benditshilo ngaphambili, ukongeza iindleko zokunciphisa kunye nokunciphisa i-margin ukuba siqhubele phambili ukukhula kunye nokunciphisa ixabiso ixabiso, siphume malunga 30 yezigidi 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.