Yasekwa ngo-1993 ngoobhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Yasekwa ngo-1993 ngoobhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Ufunda inqaku lasimahla elinezimvo ezinokuthi zahluke kwinkonzo yotyalo-mali yeMotley Fool.Yiba lilungu leMotley Fool namhlanje kwaye ufumane ukufikelela kwangoko kwiingcebiso zethu eziphezulu zomhlalutyi, uphando olunzulu, izixhobo zotyalo-mali kunye nokunye.funda ngakumbi
Molweni nonke, kwaye namkelekile kwi-US Steel's Q1 2022 yenkomfa yengeniso yomnxeba kunye ne-webcast.Njengesikhumbuzi, umnxeba wanamhlanje uyarekhodwa.Ngoku ndiza kubuyisela umnxeba ku-Kevin Lewis, uSekela Mongameli woBudlelwane boMtyali-mali kunye ne-FP&A.Nceda uqhubeke.
OKEnkosi, Tommy.Molo, kwaye enkosi ngokusidibanisa nathi kwikota yethu yokuqala ka-2022. Ukuzimanya nam kumnxeba wenkomfa yanamhlanje yi-United States.
UDave Burritt, uMongameli weNsimbi kunye ne-CEO;UChristine Breves, iSekela likaMongameli oPhezulu kunye neGosa eliyiNtloko lezeMali;kunye no-Rich Fruehauf, i-Vice-President oyiNtloko kunye neSicwangciso esiPhambili kunye neGosa lokuZinza.Ngale ntsasa, sithumele izilayidi ezihamba kunye namanqaku alungiselelwe namhlanje.Iikhonkco kunye nezilayidi ezivela kwinkomfa yenkomfa yanamhlanje inokufumaneka kwiphepha lomtyalo-mali wase-US phantsi kweMicitho kunye neeNkcazo.
Ngaphambi kokuba siqale, mandikukhumbuze ukuba ezinye iinkcukacha ezinikezelweyo ngeli xesha lomnxeba zinokubandakanya iingxelo ezijonge phambili ezisekelwe kuqikelelo oluthile kwaye zixhomekeke kwinani lemingcipheko kunye nokungaqiniseki okuchazwe kwiifayile zethu kunye nesiphumo seKomishoni yezoKhuseleko kunye noTshintshiselwano, iziphumo zokwenyani zexesha elizayo zinokwahluka ngokwezinto eziphathekayo. UDave Burritt, uMongameli kunye ne-CEO ye-US Steel, oya kuqala kwisilayidi sesi-4.
Enkosi, Kevin, kwaye enkosi ngomdla wakho kwi-US Steel.Enkosi ngexesha lakho ngale ntsasa.Enkosi ngenkxaso yakho eqhubekayo yenkampani yethu.
Kwikota nganye, sibonisa inkqubela yethu kwaye siyavuya ukubonelela ngohlaziyo kwenye ikota yeziphumo zerekhodi.Kodwa okona kubaluleke kakhulu, sibeka irekhodi yokusebenza kokhuseleko kwikota.Ukuza kuthi ga ngoku kulo nyaka, ukhuseleko lwethu lungcono kunerekhodi lika-2021, lungcono kunerekhodi lika-2020, lungcono kunerekhodi lika-2019.Ingoma yokuphucula eqhubekayo iqaqambisa indima yethu njengenkokeli ye-US sithatha ngokunzulu kakhulu isikhundla kwi-US
Intsimbi, ukhuseleko luhlala lusiza kuqala.Enkosi kwiqela lase-US Steel ngokuqhubeka nokusebenza ngokukhuselekileyo.Siyabulela.
Sonke siyazi ukuba imisebenzi isebenza kakuhle xa ukhuseleko luphezulu.Umsebenzi wakho onzima nokuzinikela kusembindini wempumelelo yethu.Masithathe umzuzwana siqaphele oogxa bethu base-US Steel Europe abaziintshatsheli zokhuseleko nabaquka imigaqo yethu yentsimbi.
Baquka indlela yethu yokuziphatha. Ngentlekele yoluntu e-Ukraine eyenzeka kufutshane nekhaya kwimpuma yeSlovakia, egameni leqela lonke lobunkokeli e-US Steel, siyabulela ngenkxaso kunye noncedo osinike lona-inkxaso kunye nokomelela okunike abamelwane bakho kwiinyanga ezimbalwa ezidlulileyo
intsimbi.Sihambise eyona kota yethu iphambili kwaye sinethemba lokuyenza kwakhona ngokuzisa eyona kota yethu yesibini ibalaseleyo, ekulindeleke ukuba igqithe kwikota yesibini yonyaka ophelileyo i-EBITDA.US Steel yazisa i-EBITDA ye-6.4 yeebhiliyoni zeedola kunye nokuphuma kwemali simahla kwe-3.7 yeebhiliyoni zeedola kwiinyanga ezili-12 ezilandelayo, siqhuba isicwangciso sethu sodidi oluphezulu kunye nesikhokelo solwabiwo lwemali elinganayo.
Okona kulungileyo kuthi sonke, kusinika amandla okuqhubeka notshintsho lwethu ukuya kwikhapitali encinci kunye neshishini elitya kakhulu ikharbhoni ngelixa singoyena sikhuphisana nentsimbi. Ukuze sibe sesona singcono, sidibanisa amashishini amancinci anamandla, amaxabiso aphantsi kwaye aphucuke kakhulu, kunye nentsimbi yethu yokusila enexabiso eliphantsi ukwenza injini yezoqoqosho enikezela ngeyona nkonzo ilungileyo kubathengi bethu, Ukubonelela ngeyona nkxaso ibalaseleyo kubasebenzi bethu, kwaye ngokuqinisekileyo sifumana imbuyekezo egqwesileyo kubasebenzi bethu, kwaye ngokuqinisekileyo sibe ngabanini bethu abangcono, kubandakanya bonke abasebenzi bethu abangcono kakhulu. oogxa bethu, abathengi, uluntu kunye namazwe esihlala kuwo kunye nokusebenza. Ngokukodwa, sithembele kwinkxaso eqhubekayo eyomeleleyo evela eUnited States.
Urhulumente uqinisekisa umgangatho wokudlala.Sidinga ukunyanzeliswa korhwebo oluqinileyo ukuphendula kwikhwelo likarhulumente kwisenzo sokutshintsha kwemozulu.Siyazi oorhulumente bayayazi indima edlalwa yintsimbi kukhuseleko lwethu lwesizwe kunye noqoqosho, kunye namathuba esinawo okuqhubela phambili izenzo ezenza ukuba insimbi igcineke ngakumbi.Siyanelisekile ngumsebenzi kaNobhala wethu wezoRhwebo kunye neMelika.
ummeli worhwebo.Sinethemba lokuba ubunkokeli babo obuqinileyo kunye nokunyanzeliswa kwabo kuya kuqhubeka.Abathengi bethu, abasebenzi kunye nabanini-zabelo bonke bathembele kuyo.Abachaphazelekayo bethu nabo bajonge kuthi ukunikezela ngeyona nkonzo ingcono ngokwandisa inzuzo yethu yokhuphiswano kwixabiso eliphantsi lentsimbi yentsimbi yaseMntla Melika, ukwenza intsimbi encinci yokusila kunye nokugqitywa kodidi lokuqala, ngelixa sisebenzisa isicwangciso sethu solwabiwo lwemali elinganayo.
Umsebenzi esiwenzileyo kwiphepha lethu lomncono kunye nembono yethu enethemba ngo-2022 usibeka kwindawo eyomeleleyo yokubonelela ngezisombululo ezandisa inzuzo yethu yokhuphiswano ngelixa sigcina isicwangciso esilungeleleneyo solwabiwo lwemali, kubandakanya ukwanda okubonakalayo kwembuyekezo ngqo kubanini-zabelo ithuba. s.Isabelo esithe ngqo kwimbuyekezo yokuthenga kwakhona.Ngoku kunanini na ngaphambili, ukunikezela esona sicwangciso singcono kubo bonke yindlela eya phambili.Masityhile kwisilayidi sesi-5, apho ndiza kuthi thaca imiyalezo ephambili esuka kubizo lwenkomfa yanamhlanje.
Okokuqala, sihambise iziphumo zekota yokuqala.Njengoko kukhankanyiwe ngaphambili, silindele iziphumo zerekhodi kwikota yesibini ngokunjalo.Ukuba sinikezela ngeziphumo zethu ezilindelekileyo zekota yesibini, siya kuba neyona ndlela ingcono yemali yeenyanga ezili-12 kwimbali yenkampani.Okulandelayo, njengoko benditshilo ngaphambili kwinkcazo-ntetho yam, sinokuphunyezwa ngamandla kulo lonke ishishini kwaye sidibanisa ipotfoliyo yee-asethi ezahluliweyo kunye nezisombululo ze-asethi zentsimbi zokuhambisa abantu abanenzuzo.
Okokugqibela, sibuyisela imali eyinkunzi kubaninizabelo ngokwenkqubo yethu yolwabiwo lwemali. Kamva, siya kuchitha ixesha sishwankathela isikhundla sethu sokhuphiswano kunye nexabiso lexabiso lomthengi elikhethekileyo kwicandelo ngalinye. Okokugqibela, sibonisa ukomelela kwesicwangciso sethu kunye nokugcina amandla emali njengoko siqhuba ukwenza utshintsho kwimodeli yeshishini lethu, okusivumela ukuba sigqibezele isicwangciso sethu sohlahlo lwabiwo-mali kwaye sikholelwa ukuba uhlahlo lwabiwo-mali luselubala kwaye sikholelwa ukuba ixesha lethu lihle kakhulu. ingeniso, ukwenza ukuthengwa kwezabelo kube ngumthombo oqhubekayo wokudala ixabiso lexesha elide.
Yiya ekusebenzeni kwemali kwisilayidi 6.Ikota yokuqala ibonise imingeni kwishishini lethu kunye neshishini, kubandakanywa iziphumo eziqhelekileyo zonyaka ezikhuliswe kukuguquguquka kunye nokuphazamiseka kwekhonkco lokubonelela.Kwi-US Steel, sibona yonke imingeni njengethuba, kwaye sihambise irekhodi ye-Q1 yengeniso eseleyo, irekhodi ye-Q1 Adjusted EBITDA kunye nerekhodi yokuhlawula imali.
Okona kubaluleke kakhulu, saguqulela ingeniso yerekhodi kwi-cash flow flow enamandla engaphezulu kwe-400 yezigidi zeedola kwikota.Imali yethu eyomeleleyo yasimahla yasishiya ne-2.9 yeebhiliyoni zeerandi kwimali ekupheleni kwekota ukuxhasa inkxaso yethu engcono kulo lonke utyalo-mali kunye nendlela elungeleleneyo yolwabiwo-mali.Ukukhangela phambili kwikota yesibini, silindele ukuba icandelo ngalinye lethu lifake isandla kwi-EBITDAY ephezulu kwikota yesibini ekulindeleke ukuba iqhube i-BITGiventro kwikota yesibini elindelekileyo kwikota yesibini. icandelo elisebenzayo elichazwe kwiSilayidi sesi-7 ukuqaqambisa indlela esiwahlula ngayo amacandelo ethu oshishino ngokusebenzisa amandla ethu awodwa kunye nendlela esisebenzisa ngayo i-US.
Iinzuzo zentsimbi ziyahlangabezana neemfuno zabathengi bethu.Masiqale ngecandelo leeFlethi zaseMntla Melika kwiSilayidi 8.Icandelo lethu leemveliso ezithe tyaba zaseMntla Melika ngundoqo wenkonzo yethu ingcono kuzo zonke izicwangciso zethu njengoko siqhubeka nokunyusa ixabiso lethu eliphantsi lentsimbi ekrwada kunye nempahla yethu ehlanganisiweyo yokwenza intsimbi ukuze sikhonze umxube wabathengi obahlukeneyo kwiimfuno zomgangatho wentsimbi ziya phezulu kwaye ziphezulu. yinzuzo yokhuphiswano oluzinzileyo ngokwenene, ukubaluleka kwayo okuye kwandiswa luphazamiseko lwakutsha nje kumatyathanga obonelelo ngentsimbi yehlabathi.
Izikhundla zethu ezicwangcisiweyo zexesha elide zentsimbi zingumthombo wokudala ixabiso lexesha elide njengoko siqhubeka nokwandisa inzuzo yethu yokukhuphisana ukuze sizuze ngakumbi imisebenzi yethu yokugaya intsimbi encinci.NgoFebruwari, sibhengeze inyathelo lokuqala kwisicwangciso sethu sentsimbi, ukwakha umatshini wehagu kwindawo yethu yeGary Works.Utyalo-mali lwethu kwi-Gary's pig iron capacity yi-capital light investment enokuthi inike izibonelelo ezibalulekileyo kwi-first plant ye-iron iya kuvelisa imveliso ye-iron ye-iron. ukuncama amandla okwenza intsimbi.
Isityalo saseGary sinentsimbi ende, oku kuthetha ukuba indawo ivelisa isinyithi esimanzi ngaphezu kokuba ilitye lentsimbi lisetyenziselwa ukuvelisa isinyithi. Ngokufakela oomatshini bentsimbi yehagu, sinokunyusa ukusetyenziswa kwesithando somlilo kunye nokudala ukusebenza kakuhle ngaphakathi kwecandelo lethu le-flat rolling. intsimbi yehagu efunyenwe ngumntu wesithathu, i-DRI, i-HBI okanye i-plain scrap.us
Intsimbi inethuba elikhethekileyo lokuguqula ubunini bexabiso eliphantsi lentsimbi ekrwada ibe yi-feedstock yenqanawa ekhulayo ye-arc furnaces yombane.Siza kuqhubeka nokuvavanya amathuba ongezelelweyo okuphucula ukuzimela kwethu kunye nokukhulula imithombo eyohlukileyo eyahluke kakhulu.Isiseko sethu sokwenza isinyithi esihlanganisiweyo sikwalungiswa kwakhona.Senze isigqibo esinzima kodwa esiyimfuneko sokubeka ngokutsha indawo yethu enzima ngokunyusa umthamo we-furnaceblast kunye nokunyusa i-furnaceblast yethu.
Izakhono zethu ezongeziweyo ziquka imigca yethu yokugqiba yelizwe-of-the-art ukuvelisa iintsimbi eziphezulu zabathengi bethu, ingakumbi abathengi beemoto kunye nokupakisha, bafuna kuphela kwiimeko ezifanelekileyo. .Nangona kukho imingeni yokubonelela kunyaka ophelileyo, sithumele intsimbi ekumgangatho ophezulu kakhulu kwikota yokuqala ka-2022 kunekota yokuqala kunyaka ophelileyo.
Inkqubela esiyenzileyo kwicandelo lethu loMntla waseMelika weFlat Mill iphucule ingeniso kunye nokomelela. Kwikota yokuqala, sizuze ixabiso elithengisiweyo elithe tyaba xa lithelekiswa nekota yesine yalo nyaka uphelileyo, nangona ukwehla kwamaxabiso nge-34%. ll ulwahlulo kwisilayidi 9, esibandakanya iBig River Steel, yinkokeli yoshishino kwimveliso yentsimbi yesithando sombane.
Kwakhona, i-Great River Steel yazisa iziphumo zezezimali eziphambili kwi-industrial.I-segment yekota yokuqala ye-EBITDA ye-margin yayiyi-38%, okanye i-900 yesiseko, iphakamileyo kuneyona ndawo ikhuphisana nayo i-mill mill.Inkqubo engenakulinganiswa ne-Big River Steel kunye nokuveliswa kwezinto ezintsha, kunye nokukwazi ukuvelisa insimbi ezinzileyo kunye ne-75% ye-greenhouse gas ikhule i-greenhouse i-platform yabathengi. kubathengi bethu kwintsimbi yombane ngaphezu konyaka odlulileyo kwaye ngale ndlela siye sabonisa ukuzibophelela kwethu ekukhonzeni imarike yentsimbi yombane ebanzi.
Ngabaxumi abaqhuba izenzo zethu kunye nokwazisa utyalo-mali lwethu kwi-non-grain oriented or NGO electronic steels.Asinamathandabuzo malunga nokuhamba ngokukhawuleza kwaye ngaphandle kokulinda ukuba abathengi bemoto baya kwenza ntoni.Ubudlelwane bethu obusondeleyo kunye ne-OEMs busenza sibe nolangazelelo kwaye siqiniseke ukuba iintsimbi zombane ze-NGO ezinqabileyo, ezibanzi eziza kuveliswa kwi-Big River Steel ziya kuhlangabezana neemfuno zabathengi bethu kuba siyazi apho bahamba khona kwaye bajonge apho bahamba khona. iqale kwikota yesithathu ka-2023.
Sikwakhulisa ishishini lethu lokongezwa kwexabiso le-electroplating kwi-galvanizing capacity, kwakhona ngokuhambelana nezaziso zabathengi bethu, ukuhlangabezana nemfuno ekhulayo yolwakhiwo, umbane kunye necandelo leemoto. Olu tyalo-mali lukwangaphakathi kuhlahlo lwabiwo-mali kwaye lusexesheni lokuphehlelelwa kwikota yesibini ka-2024. Ngenxa yokufumana kwethu ngexesha i-Big River Steel kulo nyaka uphelileyo kunye nempumelelo ekhawulezileyo ebesinayo ngaphambili kwi-Mill River ekhoyo kwi-Small Steel.
Idityanisiwe, iBig River Steel kunye ne-Small Roller 2 yinto esiyibiza ngokuba yiBig River Steel Works, ekulindeleke ukuba inike i-1.3 yeebhiliyoni zeedola kumjikelo opheleleyo wonyaka we-EBITDA ngo-2026 kwaye iya kukwazi ukuvelisa iitoni ze-6.3 yezigidi zentsimbi. kunye nokuqina kwekhabhoni.
Siyazi ukuba abathengi bethu bafuna ngokuzinzileyo ukuvelisa intsimbi ephezulu ukuze bancede bafezekise iinjongo zabo ze-decarbonization, yingakho savuya kakhulu xa i-Big River Steel yaqinisekiswa njengentsimbi yensimbi enoxanduva, eyiNyakatho Melika Eyokuqala kunye neyodwa yokugaya intsimbi ukwenza oko. isekelwe kwimithetho-siseko eli-12 kwaye ibandakanya uluhlu olubanzi lwemigangatho equka imiba engundoqo yokusingqongileyo, intlalo kunye nolawulo okanye uxanduva lwe-ESG.Olu bizo luqinisekisa ubunkokeli bethu ekunikezeni iimveliso kunye neenkqubo ezizinzileyo kubathengi bethu, kunye nokuzinikela kwethu kwi-ESG.
Siceba ukufaka isicelo seSatifikethi se-Responsible Steel Facility ye-Small Mill 2, ngexesha lokuqalisa kwayo okucwangcisiweyo kwi-2024. Njengomvelisi wensimbi ohlaziyiweyo, i-Big River Steel ibeka imigangatho emitsha ekujoliswe kuyo eNyakatho Melika.Ngoku, makhe sithethe ngecandelo lethu laseYurophu kwisilayidi se-10, eyinqanaba legolide lemveliso yentsimbi edibeneyo kwiYurophu yaseMpuma.
Kwezi nyanga zimbalwa zidlulileyo, amaqela ethu e-Slovakia nase-United States asebenze nzima kakhulu ukunciphisa ifuthe lohlaselo lwaseRashiya lwase-Ukraine kwikhonkco lonikezelo lwempahla ekrwada. Sisebenzisa ubudlelwane obutsha kunye obukhoyo ukuze sikhusele unikezelo lwentsimbi ekrwada, amalahle kunye nezinye izinto ezikrwada, ngelixa siqhubeka ukuhlangabezana nemfuno yabathengi ngenzuzo. Ngaphandle kongquzulwano oluqhubekayo e-Ukraine, ishishini lethu lisaqhubeka lisebenza kumenzi wentsimbi kunye nexabiso eliphezulu le-Sliva , IRiphabhliki yaseCzech, iPoland, iHungary kunye neNtshona Yurophu.Siza kuqhubeka sikhonza olu luntu kwaye siqhubeke nokuxhasa uqoqosho lwaseSlovakia kunye noluntu.
Kuwo wonke umjikelo, imisebenzi yethu yaseSlovakia ibonise umvuzo oqinileyo kunye nokuhamba kwemali ekhululekile, kunye nekota yokuqala ibe yikota yesithathu eyona nto ingcono kwimbali.Ekugqibeleni, kwisilayidi 11 icandelo lethu le-tubular.Icandelo lethu le-tubular liye ladlula kwiimeko zemarike ezinzima, kodwa ndivuyiswa kakhulu ngokukwazi kwabo ukunyamezela. bazibeke ngcono xa kuchacha kufika.
Ewe, ixesha lifikile, kwaye icandelo lethu le-tubular likhonza inkonzo enenzuzo ekubuyiseleni imarike yamandla ase-US.Isithando sombane se-arc sombane se-Fairfield, esigunyaziswe kwi-2020, sandisa ukusebenza kakuhle kwemveliso ngokulawula yonke inkqubo ukususela ekuqaleni ukuya ekugqibeleni.Oku kunika abathengi amaxesha okuphendula ngokukhawuleza kunokuba bathembele kumaqela esithathu ukubonelela ngee-substrates ezifunekayo kwimveliso ye-tube engenamthungo.
Imijikelezo engaphakathi yemveliso edityaniswe noqhagamshelo lobunikazi, kubandakanywa i-API, i-semi-advanced kunye ne-advanced connection, yenza iseti ebanzi yezisombululo kubathengi.Kwikota yokuqala, ukusebenza kwe-EBITDA yecandelo le-Tubes liphindwe kabini ukusuka kwikota yangaphambili, kwaye silindele ukuphuculwa okuqhubekayo kwikota yesibini.
intsimbi.Yiya kulwabiwo lwemali kwi-slide 12.Iiprayorithi zethu zolwabiwo lwemali zisemgceni ngokucacileyo.I-balance sheet ihlala yomelele kwaye ihambelana namatyala ethu ahlengahlengisiweyo kunye neethagethi ze-EBITDA.
Ibhalansi yethu yemali evaliweyo ihleli ingaphezulu kwenkcitho yethu yenkunzi kwiinyanga ezili-12 ezizayo, siqinisekisa ukuba sixhaswa ngemali ngokupheleleyo kulo lonke utyalo-mali olucwangcisiweyo.
Xa siqhuba kakuhle, nenze kakuhle, kwaye senza kakuhle kakhulu.Iintsuku zethu ezilungileyo ziyeza.Siyazi apho sisingise khona, kwaye sidibanisa iphothifoliyo enexabiso eliphantsi, enomthamo ophezulu kwaye sandise inzuzo yethu ekhethekileyo yokhuphiswano.UChristie ngoku uya kuzisa iziphumo zethu zekota yokuqala kunye nokulindela kwikota yesibini.
Enkosi, Dave.Ndiza kuqala ngesilayidi 13.Ingeniso kwikota yokuqala yayiyi-5.2 yeebhiliyoni zeedola, exhasa uhlengahlengiso lwe-EBITDA ye-1.337 yeebhiliyoni zeedola kwikota yokuqala, eyona kota yethu inenzuzo enkulu.Enterprise EBITDA imajini yayingama-26% kwaye imivuzo ehlengahlengisiweyo ngesabelo esihlanjululweyo yayiyi-3.05 yeedola.
Ukuhamba kwemali simahla kwikota yokuqala ibizizigidi ezingama-406 zeedola, kubandakanywa iidola ezingama-462 ezigidi kutyalo-mali lwenkunzi esebenzayo, ikakhulu enxulumene noluhlu lweempahla. Kwikota yokuqala. Kwisithuba esishiyekileyo sonyaka, eyethu intsimbi ekrwada enexabiso eliphantsi kunye namalahle ekhontrakthi yonyaka zisibeka kakuhle kwimekobume yanamhlanje yokunyuka kweendleko zempahla ekrwada.
Ishishini lethu eliqengqelekayo liqhuba kakuhle kwaye lisendleleni eya kwelinye ixesha eliphakamileyo ngo-2022. Kwicandelo elincinci lokusila, sixele i-EBITDA yezigidi ezingama-318 zeedola kunye nomda we-EBITDA wama-38%, omele enye ikota yeshishini - ekhokelela ekusebenzeni komda omncinci. .Kwi-tubing, senze ngaphezu kokuphindwe kabini ukusebenza kwethu kwikota yokugqibela, sivelisa i-EBITDA ye-89 yezigidi zeedola, ngokuyinhloko ngenxa yamaxabiso aphezulu kwimarike ye-OCTG, iimeko ezintsha zokurhweba ze-OCTG ezithunyelwa ngaphandle, kunye neenzame zokuphucula ukwakhiwa kweendleko zethu kunye nokwandisa kwiminyaka embalwa edlulileyo.Ishishini eliqhagamsheleneyo elinengeniso ephezulu.
Iziphumo zethu zekota yokuqala zisisiqalo nje sento i-US Steel ilindele ukuba ibe ngomnye unyaka okhethekileyo.Kwikota yesibini, icandelo lethu le-Flat Rolling liye lanyuka kakhulu kwipotifoliyo kunye ne-EBITDA xa kuthelekiswa nekota yokuqala.Amaxabiso okuthengisa amabala aphezulu kunye nokunyuka kwemfuno, iindleko ezisisigxina zentsimbi kunye namalahle, kunye nokungabikho kwexesha lonyaka kwimigodi yentsimbi kufuneka zonke zibe negalelo kwi-EBIT-DA ekuphuculeni okubalulekileyo kwikota yekota.
Icandelo lethu lokusila elincinane likwalindeleke ukuba lifikelele kwimveliso ephezulu kunye namaxabiso aphezulu okuthengisa.Silindele ukuba iindleko eziphezulu zempahla ekrwada zihlawule kakhulu i-tailwind yorhwebo elindelekileyo.EYurophu, imfuno eqhubekayo enempilo kunye namaxabiso aphezulu alindeleke ukuba ahlawule iindleko eziphezulu zempahla ekrwada, ngakumbi i-iron ore kunye namalahle avela kwezinye iindlela zokubonelela.Okwangoku silindele ukuba i-Q2 EBITDA ibe yikota yesibini kwirekhodi yeshishini lethu le-Slovak.
Kwicandelo lethu lombhobho, silindele ukuphuculwa okuqhubekayo kwemali, ngokuyinhloko kumaxabiso okuthengisa aphezulu, ukunyanzeliswa korhwebo olunamandla, kunye neenzuzo eziqhubekayo ezivela kuphuculo lweendleko zesakhiwo.Oku kupheliswa ngokuyinxenye ngeendleko eziphezulu ze-EAFs zethu.Kuko konke, silindele ukuba i-EBITDA ehlengahlengisiweyo kwikota yesibini ibe phezulu kuneyokuqala kunye nesiphumo esihle kakhulu kwikota yesibini.
Enkosi, Christy.Phambi kokuba siqale ukubuza imibuzo, makhe ndithathe imizuzu embalwa ukuqonda isilayidi 14.Siqhuba ukubeka ngokutsha ishishini lethu elizayo kwaye siphumeza isicwangciso sethu esisesona singundoqo ekuboneleleni ngeli thuba kubathengi bethu kunye noogxa bethu, kubanini-zabelo bethu kunye noluntu esihlala kulo kunye nesisebenza kulo.Siqhubela phambili imiba ephambili yesicwangciso sethu ngexesha kunye nokwandiswa kwentsimbi ephantsi kunye nokwandiswa kwentsimbi encinci kunye nokwandiswa kohlahlo lwabiwo mali. izakhono zokugqiba ezigqwesileyo kwiklasi.
Njengoko sisenza utyalo-mali olucetyiweyo olubhengeziweyo, siza kuhambisa malunga ne-880 yezigidi zeerandi kwi-EBITDA eyongezelelweyo yonyaka kunye nemivuzo xa utyalo-mali lwethu lwehagu kwi-Gary Works lungena kwi-intanethi ngo-2023.
Kulungile, enkosi, Dave. Kule minyaka mibini idlulileyo, ubhubhane wehlabathi ube nefuthe elikhulu kwindlela esisebenzisana ngayo nabachaphazelekayo bethu.
Intsimbi, siye samkela umsebenzi osasaziweyo ukuze sibe kufutshane nabathengi bethu kunye nokwandisa imveliso, ulwaneliseko kunye nokugcinwa kwabasebenzi bethu. Zange khe siqhagamshelwe njengombutho, sizibandakanye nzulu nabathengi bethu, okanye sigxile ekufumaneni iqula elitsha letalente lokujoyina umbutho wethu. Kuloo moya, kunye nokuqinisekisa ukuba senza iindlela ezintsha zokubandakanya nabanini-zabelo kwinkomfa ye-Say ukuze siphendule imibuzo ye-Saynoch kwinkomfa ngqo, siphendule imibuzo ye-Saynoch kwinkomfa. iqonga elithi Say Technologies, abatyali-mali bakwazile ukungenisa nokuvota kwimiba kule veki iphelileyo.