Yasekwa ngo-1993 ngubhuti uTom noDavid Gardner, iMotley Fool incede izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali ezikumgangatho ophezulu.
Yasekwa ngo-1993 ngubhuti uTom noDavid Gardner, iMotley Fool incede izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali ezikumgangatho ophezulu.
Ufunda inqaku lasimahla elinezimvo ezinokuthi zohluke kwezo zenkonzo yotyalo-mali lweprimiyamu I-Motley Fool.Yiba lilungu leMotley Fool namhlanje kwaye ufumane ukufikelela kwangoko kwiingcebiso zomhlalutyi ophezulu, uphando olunzulu, izixhobo zotyalo-mali kunye nokunye.funda ngakumbi
Molo emva kwemini kwaye ndiyabulela ngenkxaso yakho.Wamkelekile kumnxeba wenkomfa we-Q3 2021 weTenaris SA.[Imiyalelo]
Ndingathanda ngoku ukunikezela ngenkomfa kwisithethi sanamhlanje, u-Giovanni Sardagna.nceda uqhubeke.
I-10 Stocks Sithanda Ngcono kuneTenaris Pay ukumamela xa iqela lethu labahlalutyi eliphumelele ibhaso linika iingcebiso zesitokhwe.Emva kwayo yonke loo nto, incwadana yeendaba yeMotley Fool Stock Advisor abayiqhuba ngaphezulu kweminyaka elishumi iphindaphindeke kathathu imarike.*
Basanda kutyhila izitokhwe ezilishumi abacinga ukuba zezona zithengwa kakhulu kubatyali-mali ngoku ... kwaye iTenaris ayikho enye yazo!Kulungile-bacinga ukuba ezi zitokhwe zili-10 zithengwa ngcono.
Ndiyabulela uGigi kwaye wamkelekile kwinkomfa yenkomfa ye-Tenaris Q3 2021.Ngaphambi kokuba siqale, ndingathanda ukukukhumbuza ukuba siza kuxoxa ngolwazi olujonge phambili ngexesha lokufowuna, kwaye iziphumo zokwenyani zinokwahluka kwezo zichaziweyo okanye zichazwe kule fowuni.Ukundijoyina namhlanje nguPaolo Rocca, uSihlalo kunye ne-CEO yethu;UAlicia Mondolo, iCFO yethu;UGuillermo Vogel, iSekela likaSihlalo kunye neLungu leBhodi yabaLawuli;Herman Kura, uSekela Sihlalo kunye namaLungu eBhodi;UGabriel Podskubka, uMongameli wemisebenzi yethu yaseMpuma kunye noLuca Zanotti, uMongameli wemisebenzi yethu yase-US.Phambi kokunika uPaolo ingxelo yokuvula, ndingathanda ukugqabaza ngokufutshane ngeziphumo zethu zekota.Iintengiso zethu zekota yesithathu beziyi-1.8 yeebhiliyoni zeerandi, zenyuka nge-73% unyaka nonyaka kunye ne-15% ngokulandelelana, ngakumbi ngenxa yokuba intengiso ephezulu kumazwe aseMelika inkulu kunezo zaseMbindi Mpuma ngenxa yokwehla kwempahla kunye nokuncipha kwentengiso.Ukuhla kweentengiso kuphenjelelwe yimiba yexesha elithile eYurophu.I-EBITDA yethu yekota inyuke ngokulandelelanayo nge-26% ukuya kwi-379 yezigidi zeedola, ibonakalisa imiqulu ephezulu, amaxabiso angcono kunye nokusebenza okuqinileyo.
Umda wethu we-EBITDA unyuke waya ngaphaya kwe-20% enkosi kwii-ASP eziphezulu, ngelixa ukukhula kweendleko kuqhutywe kuphuculo lwe-pent-up ekusebenzeni komsebenzi kunye neendleko eziphezulu ezisisigxina.Umyinge wexabiso lokuthengisa kwityhubhu yethu yenyuka nge-10% unyaka nonyaka kunye ne-6% kwikota ngekota.Ngexesha lekota, ukuhamba kwemali esebenzayo ibizizigidi ezingama-53 zeedola kwaye inkcitho eyinkunzi ibizizigidi ezingama-74 zeedola.Ukuphuma kwethu simahla kwemali bekungalunganga kancinci.Iimali ezivela kwimisebenzi yokusebenza zinyuke nge-276 yezigidi zeedola kwikota, ikakhulu ngenxa yokukhula okuqhubekayo kunye namanqanaba aphezulu oshishino e-US.Indawo yethu yemali eseleyo ekupheleni kwekota yehle yaya kutsho kwi-830 yezigidi zeedola ukusuka kwi-854 yezigidi zeedola kwikota edlulileyo.Ibhodi yabaLawuli ivume ukuhlawulwa kwesahlulo sexeshana se-$0.13 ngesabelo okanye i-$0.26 nge-ADR nge-24 kaNovemba.
Enkosi Giovanni molweni nonke.Kwezi nyanga zimbalwa zidlulileyo, siye sabona ifuthe lokuqina kweemarike zamandla njengoko imfuno yehlabathi iphinde yanyuka njengoko uqoqosho lwaluthotha ngenxa yobhubhane kunyaka ophelileyo.Amaxabiso e-oyile anyuke ngaphezu kwamanqanaba angaphambi kobhubhane njengoko uluhlu lwempahla lungaphantsi kwesiqhelo kunye namazwe e-OPEC+ kunye nabaqhubi be-shale abaphantsi kukarhulumente wase-US bagcina uqeqesho lokubonelela.Amaxabiso erhasi yendalo, ngakumbi i-LNG kwindawo yentengiso, asabela kwimiqobo yokubonelela, eshiya indawo yokugcina yaseYurophu ingenanto ngaphambi kobusika.Nantsi into eyenzekayo xa ishishini liphantsi koqwalaselo njengoko intlanganiso yeenkokeli zehlabathi ikhokelela ekuqwalaselweni kwendlela yokomeleza kunye nokukhawulezisa uhlengahlengiso lotshintsho lwamandla.Nangona injongo icacile, isantya kunye nesikhokelo sokuhamba sihlala singaqinisekanga, kunye nenkunkuma eninzi ehambayo.Olu tshintsho lwamandla, ludityaniswe nokuphazamiseka kobonelelo kunye neziphumo eziqhubekayo zobhubhane, zidala zombini umngcipheko kunye namathuba eTenaris.Kwelinye icala, siye sajongana nokunyuka kweendleko zemathiriyeli ekrwada, amandla kunye nolungiselelo, kunye nokuphazamiseka okuthile kwisicwangciso semveliso kunye neenkqubo zokomba abathengi.Kwelinye icala, imfuno iyakhula njengoko umsebenzi ukhula ekuxhaseni ukuhanjiswa kweoyile negesi.
Ngaphantsi kwezi meko, iziphumo zethu ziyaqhubeka zibonisa ukukhawuleza okunamandla okubuyisela, kunye neentengiso ezikhulayo kwikota-kwikota kunye nemida ephindaphindayo.Umda wethu we-EBITDA okwangoku ungaphezulu kwe-20% enkosi kwimiqulu ephezulu, amaxabiso aphezulu kunye nolawulo lweendleko.Kwixesha elizayo, silindele ukuba lo mkhwa uqhubeke.Iintengiso zethu kuMntla Melika kwikota yesithathu zinyuke enye i-28% ngokulandelelana kwaye zenyuka nge-155% unyaka nonyaka.Silindele ukukhula okunamandla ngakumbi kwikota elandelayo njengoko sihlangabezana nemfuno ekhulayo yabathengi kunye nokunciphisa ukunyuka kwamaxabiso emarike.Njengoko besitshilo kwiifowuni zangaphambili, sinyusa imveliso e-US kwaye sikhupha inkonzo yeRig Direct ukuhlangabezana nemfuno ekhulayo kunye neemfuno zabathengi bethu.Ngo-Agasti, saphinda savula indawo yethu yokwenza imibhobho engenamthungo e-Ambridge, ePennsylvania.Ngo-Okthobha, saphinda savula iziko lethu lonyango lobushushu kunye noqeqesho eBaytown, eTexas.Imveliso kwiziko lethu leSixeko saseBay iyaqhubeka nokukhula.Senza olu lwandiso kwimarike yezemisebenzi ecela umngeni apho siye saseka khona inkampani yethu - ukusukela ngo-Okthobha kulo nyaka uphelileyo siqeshe abasebenzi abatsha abayi-1,000 kwaye silindele ukuzisa inani elipheleleyo kwi-1,000 ngoJuni 2022, abantu abayi-1,600.I-US Steel kunye nezinye iinkampani ezininzi ezikhuphisanayo zemibhobho edityanisiweyo ziye zafaka uphando oluchasene nokulahlwa kokungeniswa ngaphandle kwemibhobho ye-oyile evela eMexico, eArgentina naseRussia, kunye nophando oluchasene nenkxaso-mali eRashiya kunye noMzantsi Korea.ISebe lezoRhwebo lase-US lamkele isindululo sokuvula uphando, kwaye iKhomishoni yoRhwebo lwamazwe ngamazwe e-US kufuneka ikhuphe ukuzimisela komonakalo wokuqala ngoNovemba 19.
Sikholelwa ukuba uxwebhu lwezikhalazo alunasihlahla kwaye siyakubuza ngokunzulu nasiphi na isiphakamiso sokuba izinto ezisuka ngaphandle ziyalahlwa okanye zonakalise okanye zoyikise ishishini lasekhaya - uxolo ngokukhathaza abavelisi balapha ekhaya.Kwiminyaka eyi-15 edlulileyo, i-Tenaris ityale imali ngaphezu kwayo nayiphi na enye inkampani ekuthengeni nasekukhuliseni ukwakha inkqubo yokuvelisa i-OCTG e-United States.Ngelixa singenako ukuqikelela impembelelo yolu phando, siqinisekile ukuba singaqhubeka sisebenzela abathengi bethu nokuba sithini na isiphumo.Ngale ntsasa siye sabhengeza kubasebenzi bethu baseJapan ukuba kulusizi ukuba thina kunye neqabane lethu i-JFE sigqibe kwelokuba siphelise ubambiswano lwethu oluyimpumelelo kunye ne-NKKTubes kwaye sivale iplanti yethu yombhobho engenamthungo ngoJuni ka-2022. Oku kulandela isaziso sangaphambili se-JFE ngoJuni 2020 sokuvala i-Keihin. intsimbi yokusila, apho isityalo sethu sikhoyo, esibonelela ngentsimbi kunye neenkonzo ezisisiseko [ezingenakuvakala].I-NKKTubes ibe negalelo elikhulu kwi-Tenaris kunye nakwi-JFE kwiminyaka eyi-20 edlulileyo, kodwa ukuvalwa kwayo kusondele.Emva kokuba umzi-mveliso uvaliwe, siya kuba sisenza iimveliso eziphezulu ze-chromium alloy ezinikezelwa yi-NKKTubes kubathengi kwihlabathi jikelele kwiziko lethu loshishino.I-JFE iya kusixhasa kolu tshintsho ngomoya ongumzekelo wentsebenziswano osoloko uqhelekile kwindibaniselwano.Abasebenzi bethu baseJapan babonise ukunyamezela okukhulu xa senza isaziso namhlanje kusasa kwaye siya kubaxhasa kwiinyanga ezizayo.
Ngo-Okthobha, sandise ubudlelwane bethu bexesha elide kunye no-Sandvik ukubonelela nge-CRA okanye imibhobho yentsimbi engatyiwayo eminye iminyaka emihlanu.Apha sidibanisa itekhnoloji yezinto zeSandvik kunye nobuchule bethu boqhagamshelo lweprimiyamu kunye neteknoloji yeDopeless ukubandakanya le mibhobho yobuchwephesha obuphezulu [kwinkqubo yesindululo].Eli licandelo lemarike elikhulayo.EQatar, sifumene ikhontrakthi yezigidi ezingama-330 zeedola zokubonelela ngemibhobho edityanisiweyo nengenamthungo yokubonelela ngegesi phantsi kwezivumelwano ze-LNG.Ukuhanjiswa kucwangciselwe ukuqalisa kwisiqingatha sesibini sika-2020. Oku kuhambelana neemvumelwano zethu ezikhoyo zokubonelela ngemibhobho ye-OCTG kulo mmandla.Oku kwandisa incwadi yethu yoku-odola kuMbindi Mpuma, impembelelo eya kubonakala kwiziphumo zethu ukususela kwikota yesibini ye-2022. E-Argentina, siye savumelana ne-YPF ukwandisa isivumelwano sethu sexesha elide ukuqinisa i-rigs yethu enye i-5. iminyaka yenkonzo ngqo ukusuka 22 April.Siyaqhubeka nokuqhubela phambili izicwangciso zethu zokunciphisa ubunzulu bekhabhoni kwimisebenzi yethu.Sigqibezela utyalo-mali lokwandisa ubungakanani boluhlu lwethu lokusila lwedayamitha ephakathi eDalmina ukuze luquke imibhobho ukuya kuthi ga kwi-18″ yedayamitha, okukhokelela kukongiwa kwamandla kunye nekhabhoni kule mveliso inkulu yedayamitha.Sikwajonge ukutyala imali okanye ukufumana amandla ahlaziyekayo kuninzi lwezityalo zethu kwihlabathi liphela, kubandakanya i-Itali, iArgentina, iRomania kunye ne-US.Kwangaxeshanye, sandisa ukuthengiswa kweetanki zokugcina i-hydrogen ukuze kufakwe i-refueling eYurophu naseCalifornia, kwaye siphumelele isivumelwano kunye neeMveliso zoMoya ukuphuhlisa umbhobho wokubonelela nge-hydrogen eSaudi Arabia.Kwimeko ecela umngeni kunye nokutshintsha ngokukhawuleza, i-Tenaris izalisekisa izibophelelo zayo ngokuphucula ukusebenza kwayo kwezemali kunye nokugcina indawo eyomeleleyo yokuxhasa abathengi bayo kwihlabathi jikelele.
[Imiyalelo yoMsebenzisi] Umbuzo wethu wokuqala uvela ku-Ian McPherson wePiper Sandler.Umgca wakho uyasebenza ngoku.
Mholo.Enkosi.Paolo, ndicinga ukuba wena - sixoxe ngekota yokugqibela ukuba unokulindela ukukhula kwengeniso ephindwe kabini kwikota yesithathu neyesine.Uyiqhekeze kwikota yesithathu nge-15%.Ngaba - ngaba ungenise nayiphi na ingeniso?Okanye ngaba usalindele ukukhula kwengeniso ephindwe kabini kwikota yesine?
Enkosi Jan. Ndicinga ukuba kufuneka sinyuse ingeniso yethu kwakhona kolu luhlu, kuluhlu lwabafikisayo.Ndiyathetha, imarike ikhula kwimimandla eyahlukeneyo, ngakumbi eMntla Melika.Ngoko sicinga ukuba singayenza.Kwaye ndicinga ukuba lo mkhwa unokuqhubeka kwikota elandelayo.
OKULUNGILEYO Ke, oku kufana ne-ASP ikhula nge-6% okanye i-7% kwikota yesithathu, kwaye okuseleyo kuya kuba ngenxa yomthamo?Ngenxa yoko, ukukhula kwimithamo kunye namaxabiso kuye kwalingana.
Ngokusisiseko, kuya kuba - mhlawumbi iyantlukwano ngakumbi.Kodwa njengoko ubona, ukukhula kwePipe Logix kule nyanga kubaluleke kakhulu.Njengoko ubutshilo, oku kuya kuxhasa ngokuthe ngcembe ukukhula kwengeniso kwikota yesine nakwikota yokuqala yalo nyaka uzayo.
KULUNGILE Oku kuluncedo kakhulu.Emva koko ndifuna ukubuza malunga nokuphela kwe-NCC.Ngaba ungathetha kancinci ngokubaluleka kwendibaniselwano yaseJapan xa kuthelekiswa namanani angama-2021 kunye nento ekufuneka sicinge ngayo malunga ne-spin-off emva kombindi wonyaka olandelayo?
Ewe, intsebenziswano yenza igalelo elibalulekileyo ngexesha lokusekwa kwayo ngo-2000. Ngelo xesha, yasinceda kakhulu ukugqiba uluhlu lwethu kwaye singene kwimarike yaseJapan.Kodwa kulo nyaka uphelileyo, imveliso iyonke yehle kakhulu.Inqanaba lemveliso lilonke kunyaka ophelileyo lalimalunga neetoni ezingama-50,000 ngonyaka.Ngandlela ithile, isisombululo sangoku silinganiselwe, njengoko ngo-2020 i-JFE yagqiba ekubeni ivale indawo apho indawo yethu ikhona, kwaye ayizukubiza kwangoko, kodwa ngo-2023, unikezelo lweendawo ezivaliweyo zeziko, sijongene ne ayinakuthintelwa - Sinyanzelekile ukuba senze esi sigqibo.Andinakuthi inefuthe elibonakalayo kwiphepha lethu lomncono kuba sikwanamalungiselelo apho inxalenye ebalulekileyo yeendleko inokunxulumana nolu kuvalwa.Ingxaki iya kuba kukuba sikulungele ukuphinda sigxininise imveliso, ngakumbi izixhobo ezikumgangatho ophezulu, kuyo yonke inkqubo yethu yoshishino.
Ewe.Enkosi kakhulu.Inika umdla, andiqinisekanga ukuba uthini ngoku ngaphandle kokuphawula nje ngesivumelwano sorhwebo esinokubakho.Ngokucacileyo uyigxininise into ocinga ukuba ifanelekile.Ngaba kukho nayiphi na idatha yokukhomba, okanye idatha ethile yoshishino ecebisa okanye exhasa isikhundla sakho?
Ewe.Ngokusisiseko, ngaba kukho nayiphi na idatha kwimisebenzi yakho okanye kwimarike exhasa uluvo lwakho lokuba ibango alinasiseko.Ngokusisiseko uyazibuza ukuba unokwandisa kangangoko unokuxhasa isikhundla sakho.
Ewe.Enkosi Connor Kulungile, ngokubanzi, kule minyaka ili-15 idlulileyo sityale imali eninzi e-US kuzo zombini izinto ezifunyenweyo kunye nokukhula okungeyondalo.Ukongeza ekufumaneni, sifake indawo entsha yeziko lobugcisa eTexas.Utyalo-mali lwethu ludlula i-1.8 yeebhiliyoni zeedola.Singene ekwandiseni umthamo wezityalo ezazisakuba yiMaverick neHydril, kwakunye nezo zifunyenwe yi-IPSCO.Ngoko sinamandla okuvelisa kakhulu e-US kwaye songeza imveliso yethu yasekhaya ngokungenisa okanye iimveliso ezithi kwezinye iimeko zenze ukusilela okanye ukubonelela ngeengxenye zentengiso yethu apho kungekho mveliso yasekhaya, akukho mveliso yasekhaya, imveliso yasekhaya. nangoku akwanelanga, imveliso yasekhaya ayonelanga.Leyo yimeko yethu kule meko, ibuhlungu, asizange senzakalise yangaphakathi [INAudible] phantsi kwesivumelwano.Siyinxalenye ebalulekileyo yangaphakathi [engavakaliyo].
Ngokusisiseko siyingcinga zethu kunye nentando yethu - iingxabano esiza kuzenza ukukhusela isizathu sethu yi-DOC kwelinye icala kunye nokulimala kwe-ITC kwelinye.Sinetyala elinamandla kakhulu.Ngexesha elifanayo, sikulungele ukwandisa imveliso yasekhaya njengoko kufuneka - njengoko imarike ekhulayo iqhubeka ifuna - ngokunyusa imfuno yeemarike.Njengoko benditshilo kumazwi am okuvula, besidibanisa ukusukela ngo-Okthobha kulo nyaka uphelileyo - siza kudibanisa abasebenzi abangaphezu kwe-1,600 ukuxhasa ukwandiswa kwemveliso kumaziko ethu.Esi sisombululo sizimele kuwo nawuphi na umba okanye imeko yorhwebo kwaye siya kuphuculwa ukubonelela abathengi bethu ngokhuseleko lokubonelela kwicala lethu kuzo zonke izivumelwano esinazo.Iziza ezisibhozo esizisebenzayo ngoku, enyanisweni, ziziza ezisibhozo eMelika.Ezi ziintsimbi zesiXeko saseBay, iHickman kunye neMcCarthy, iBaytown, iConroe, iKoppel, kwaye mhlawumbi nombhobho weoyile waseBlytheville.Ndithetha ukuthi, yeyona nkqubo ithembekileyo engenamthungo kunye newelding e-United States.Ngoko ukuba sicinga ukuba ityala lokurhweba alinasiseko, siya kulikhusela ngamandla.Kananjalo ngokwexabiso, ubone ukuba iPipe Logix inyukile ngama-98% xa kuthelekiswa nonyaka ophelileyo.Ke kule meko, ukunyuka kwexabiso le-100 ekhulwini kunzima ukwenza umonakalo.Ukongeza, njengoko uyazi, iinkampani zensimbi zaseMelika ngoku zibonisa amanani erekhodi.Ngoko ke siza kuzikhusela kunye neSebe lezoBulungisa kwimeko yokwenzakala.
Lo mbulelo uyawuxabisa kakhulu umbala apho.Ke, ukunamathela kwimakethi yase-US, omnye wemibuzo esihlala siyifumana yeyokuba i-HRC, amaxabiso aphantsi okanye amaxabiso aphezulu e-welding aya kuba yinkuthazo njani yokuqalisa iifektri apho.Unikwe nje izakhono zakho zokuwelda eziphucukileyo, yintoni ekufuneka uyibone kwimarike ukuze uzithethelele ngenene ukwenza nabuphi na obu buchule?
Ewe, ubone ukunyuka kwamaxabiso okunamandla okuza kuvuselela ukuqaliswa kwezityalo zemibhobho edibeneyo, akukho mathandabuzo malunga naloo nto.Siza ku… siza kuyenza ngo-Hickman.I-HRC ifikelele kwinqanaba, mhlawumbi umda, kwaye sinokucinga ukuba ukuba ukhangele kwixesha elizayo, ixabiso le-HRC linokuncipha ngandlel' ithile ekuhambeni kwexesha ngexesha le-2022. Kodwa, ngokombono wam, amaxabiso aphezulu kwi-oyile yelizwe lempahla ye-tubular iya kukhuthaza ukusungulwa kwezakhono.Nangona kunjalo, ukuba sicinga ukuba imfuno yonyuka - njengoko silindele ukuba inani leengqungquthela liqhubeke likhula kwikota elandelayo, silindele ukuba inani leengqungquthela, kwaye silindele ukuba inani lee-rigs, kwaye abathengi bethu baqinisekisa le mbono yomnye. abahlalutyi.ukususela ngoku ukuya phambili, yongeza ii-rigs ze-100 kwisiqingatha sesibini se-2022. Ngoko ke, kunye nemarike ekhulayo ye-OCTG, ixabiso le-coil eshushu eligobileyo liya kuncipha ngokuthe ngcembe kwixesha elizayo, kwaye siyabona ukuba iintlobo ezidibeneyo ziya kungena kwiimarike.Nangona kunjalo, imfuno iya kuqhubeka nokucudisa unikezelo.Ngokombono wam, ixabiso liya kuqhubeka nokuguquguquka kwayo okulungileyo.
Mholo ngalentsasa.Ke okwesihlandlo sokuqala kwixesha elide, ndikhumbula ukukhutshwa kwakho kweendaba kuphuculo lwaselwandle kwimimandla emininzi.Ukuba ndikhumbula ngokuchanekileyo, ishishini eliqinileyo elingaphesheya laliyinto ephambili ekutyhaleni imida ye-EBITDA ngaphezulu kwe-25% kumjikelo wokugqibela kwaye asizange sikubone oko ukusukela ngo-2014.Ukuba ubunokuqikelela, siyakubona ngokukhawuleza kangakanani imida engaphezulu kwe-25%?
Ewe, siyavuma ukuba sibona ishishini laselwandle liqala ukuchacha.Ukususela kwikota yokuqala yalo nyaka uzayo, sinokubona oku kuphinda kuqale kwakhona.Oku kuya kuba yi-bounce yokuqala, kodwa ke inkqubo iya kuqhubeka.Silindele ukuba ezinye iiprojekthi ezinkulu zenze izigqibo zokugqibela zotyalo-mali ngo-2022 kwaye ngokuthe ngcembe zichaphazele isikhundla sethu kunye nokuthengisa okanye imfuno kwisiqingatha sesibini se-2022 kunye ne-2023. Kuthatha ixesha.Namhlanje sibona umdla ongakumbi.Ishishini elingaselunxwemeni liyavela, ngakumbi eLatin America, eMexico, eBrazil naseGuyana.Kule mimandla, umzekelo, iimpawu zokuchacha ziqala ukubonakala.Kodwa ndicinga ukuba kwi-2023 eminye imimandla iya kujoyina - kuya kuba neeprojekthi ezintsha kwi-Eastern Hemisphere, e-Afrika, eya kuza kwizigqibo zotyalo-mali kunye nokwenziwa.Kunjalo, uya esiba ngcono...
kakhulu.Njengenqaku elisecaleni kumbuzo kaConnor malunga neshishini lokurhweba, ungacacisa kancinci malunga nokuba zingakanani iintengiso zakho zase-US ezenziweyo ngoku e-US?Ukucinga ukuba iifektri zakho zase-US ziqala ukusebenza ngokupheleleyo, iya kuba yintoni imfuno e-US - imfuno yase-US yento oyithengisayo, into onokuyivelisa kwindawo?Ngaba kukho naluphi na uhlobo lwemibhobho engenako ukuveliswa apha kwaye kufuneka ingeniswe kweli lizwe?
Molo Igor.Mhlawumbi umgca eBuenos Aires awusebenzi, andiyazi, mhlawumbi uLuca okanye uHerman uya kuphendula lo mbuzo.
Sisonke sikunye kule nto.Ewe, enkosi, Igor, kwaye siseJamani.Xa siphinda sivula umgca osuka eBuenos Aires, ndingatsho, okokuqala, ukuba siceba ukufuna ukuba sikwazi ngokupheleleyo ukukhonza abathengi bethu abakhoyo nabakhulayo.Njengoko sibhengeze kwezi veki zimbalwa zidlulileyo, ngoku sinendawo yase-US apho siceba ukuqesha abantu abayi-1,000.Sinexabiso elifanayo lokunyusa amandla ethu angaphakathi.Igor, asiqhelekanga ukuveza imvelaphi njl.Ikwancedisa imveliso evela kwezinye iindawo zenkqubo yoshishino yehlabathi, kwaye sizimisele ukwenza njalo ngale ndlela.Ndiyathemba ukuba oku kuyisombulula ingxaki yakho.
Enkosi.Umbuzo wethu olandelayo uvela ku-Alessandro Pozzi waseMediobanca.Umgca wakho uyasebenza ngoku.
Molo, enkosi ngokwamkela umbuzo wam.Uchazile ukuba kwikota yesine unokubona - ukukhula malunga nokufikisa.Ndiyazibuza ukuba mhlawumbi kweli nqanaba unokuqonda ngcono izinga lokukhula kwikota yokuqala, kwaye ndiyazibuza ukuba kunokwenzeka na ukwandisa izinga lokukhula kwikota yokuqala.Mhlawumbi njengokulandelayo, ndikholelwa ukuba ukhankanye ukuba ukuqala kwikota yesibini yonyaka ozayo, uya kukwazi ukubona impembelelo entle yokuthengisa okwandisiweyo kuMbindi Mpuma.Ndiyazibuza ukuba ungasixelela na ngakumbi malunga nokuchacha okubonayo kuMbindi Mpuma nakunyaka ozayo.
ngokuqinisekileyo.ngokuqinisekileyo.Ngelixa silinde uPaolo, ndiza kuphendula umbuzo wesibini malunga noMbindi Mpuma, apho sibona ukucinezelwa okuqhubekayo.Ukuza kuthi ga ngoku, siye sabona ukuchacha okuthobekileyo.Xa kuthelekiswa nokuqala konyaka, inani lezixhobo zokomba kuMbindi Mpuma lonyuke nge-5% kuphela.Sisemalunga nama-35% ngaphantsi kwamanqanaba angaphambi kobhubhane, kodwa siyayibona le nto itshintshayo.Sibona ukwehla kwenani lee-rigs kwaye silindele ukuba ukugrumba kuthathe isantya ekupheleni kwalo nyaka ukuya ku-2022 ngokuhambelana nezicwangciso zenkcitho yokusebenza ukuze kunyuke kunye nokunyusa imveliso.Enye indawo ebalulekileyo ethintela ingeniso yethu kuMbindi Mpuma lutshintsho lwesakhiwo sobonelelo kwi-UAE.Uyazi ukuba sifudukela kwi-Rig Direct, ke kukho ukuncitshiswa kwe-inventri.Ukongeza, kukho umsantsa phakathi kwezivumelwano ezindala kunye nezitsha zaseKuwait.Ke oko kukwachaphazele imfuno ebonakalayo kwiikota ezimbalwa ezidlulileyo kunye neekota ezimbini ezilandelayo.Kulo mongo, njengoko ukhankanyile, silindele ukuba intengiso yethu kuMbindi Mpuma ihlale ifana kwiikota ezimbini ezizayo xa kuthelekiswa neekota ezidlulileyo.
Kodwa, njengoko kuchaziwe ngexesha lokugqibela lomnxeba, silindele ukuba ukutsiba okuhambelanayo kuqale kwi-Q2 22 nangaphaya njengoko sinenani elibalulekileyo lezivumelwano ezisalindileyo kummandla.Ukongeza umbala kuwe, e-Saudi Arabia, sinikeze uphuhliso olungavumelekanga lwediphozithi yeJafura.Sibonile ukuba iSaudi Aramco iphinde yaqala njani iiprojekthi ezininzi zolwando lwaselunxwemeni.E-Kuwait, sifumene umyalelo wethu wokuqala wokurhoxisa, osishiya singaqiniseki malunga nokuziswa kwempahla kwikota yesibini yonyaka ozayo ngenxa yovuselelo lweminyaka emininzi esiye saphawula kwiikota ezimbalwa ezidlulileyo.Ukongeza, umsebenzi kwi-UAE uye wathembisa, kunye nokuhanjiswa kwe-Rig Direct kwi-ADNOC ecetywayo ukunyuka kulo lonke i-2022. Siye sabona ukuphononongwa kwegesi okunomdla kwi-UAE, kungekhona kuphela e-Abu Dhabi kodwa naseRas Al Khaimah naseSharjah, inzima kakhulu. amaqula afuna imixube etyebileyo.Okokugqibela, kumazwi akhe okuvula, uPaolo ukhankanye iQatar, esandula ukuphumelela ikhontrakthi enkulu yombhobho weQatari kwaye yongeza i-OCTG kwipotfoliyo yethu yekhontrakthi.Siselapha kwaye le marike iya kuhlala isomelele kuthi kwixesha elizayo.Ke ngoko, ndiyakholelwa ukuba ukusukela kwikota yesibini ka-2022 kuya kubakho ukutsibela phambili okuhambelanayo kunye nomgangatho omtsha kuMbindi Mpuma.
Silindele nini ukuba uMbindi Mpuma ubuyele kumanqanaba angaphambi kwe-COVID-19?Ngaba ngu-2022 okanye into ethile kunyaka ozayo?
Ewe.Ngo-2022, oku kuxhuma kufanele kusibuyisele kumgca wengeniso ka-2020 kwaye ngethemba nokuba ngo-2019, kodwa kula manqanaba.
OKULUNGILEYO Ukubuyela kumbuzo wokuqala malunga nokukhula okuqhubekayo kwengeniso kwikota yokuqala, ngaba kufuneka silindele ukukhula kwengeniso ephindwe kabini ekuqaleni kuka-2022?
OKULUNGILEYO Hayi, ngala mazwi bendiwakhankanye ngaphambili, siqikelela ukuba ukukhula kwethu kwengeniso kwikota yokuqala ka-2022 kuya kuba phakathi kwiminyaka yeshumi elivisayo.
Enkosi.Umbuzo wethu olandelayo uvela kuFrank McGann kwiBhanki yaseMelika.Umgca wakho uyasebenza ngoku.
Kulungile, enkosi kakhulu.Mibini nje imibuzo, ukuba kunokwenzeka.Okokuqala, malunga noko ukubonileyo.Njengoko ukhankanyile kwixesha elidlulileyo, ukhankanye kwingxelo yakho yeendaba ukuba abavelisi babucala ngabona baqhuba ukukhula.Ndiyazibuza ukuba ihamba njani – ubona njani isiya phambili?Ngaba oku kuyaqala ukutshintsha?Ngaba ubona iinkampani ezininzi zikawonke-wonke ziqala ukuvula inkcitho yazo encinci?Kwaye ke, ngokoxinzelelo lwexabiso olubonayo, amaxabiso ngokucacileyo anyuke ngokukhawuleza kangangokuba kubonakala ngathi angaphezulu kunokwenza oko, okukhokelela ekunyukeni okukhulu kwevolumu.Kodwa-uyawubona umahluko weendleko oqala ukuba yingxaki emva kweekota ezimbini okanye ezintathu?
Enkosi uFrank.Ewe, okokuqala, ndingathanda ukucela uLuca Zanotti ukuba anike izimvo malunga nendlela iinkampani zabucala kunye nezikarhulumente ezityala imali ngokwahlukileyo kule mihla.
Ewe.Enkosi uPawulos ndithetha ukuba, jonga, uqikelelo olwenziwa ngabathengi bethu lusasekelwe kumaxabiso eemveliso, eziphembelela ngokupheleleyo indawo eyakhayo ngakumbi esiyibonayo ngoku.Ngoko oku kunokutshintsha.Kwimeko ekhoyo ngoku, sibona ukuba icandelo labucala liyaqhubeka nokudlala indima enkulu kolu hlumo lwezikhundla.Kodwa kwakhona, ukuba ufunda abazimeleyo abakhulu, abantu abakhulu abazimeleyo, uya kufumanisa ukuba bathetha ukuba ikamva linokutshintsha ngokuxhomekeke kwimeko.Njengoko benditshilo, imeko-bume engqongileyo ibonakala yakha ngakumbi kunangaphambili.Ukongeza, kukho enye into ekufuneka iqwalaselwe, eyokuba iM&A isaqhubeka, enokuthi itshintshe kancinci imbonakalo yekamva.Ndiyathemba ukuba oku kuyakusebenzela.Ewe.Enkosi Luka.Ngokweendleko, uyazi kakuhle ukuba sihamba kwixesha lokuguquguquka okugqithisileyo ngenxa yotshintsho oluphawulekayo kwiindleko zesinyithi kunye namandla, kunye noko kwenzekayo eYurophu namhlanje.Kodwa, umzekelo, ngokubhekiselele kwisinyithi, ixabiso lentsimbi lenyuka ngokukhawuleza, kwaye i-China yagqiba ukusika imveliso yentsimbi ngokukhawuleza kwaye ngexabiso elikhulu kangangokuba banciphisa ixabiso lentsimbi eninzi.Ngoku amalahle aya ebiza kakhulu, ebiza kakhulu ngenxa yezithintelo kunye nemiqobo kwicandelo lamandla.Umtshato unyukile, kodwa kutsha nje ixabiso lehlile.Ke kukho ukudityaniswa okuthile phakathi koguquko ebesilisebenzisa kunye ngaphambili, ngoko akukho lula ukuqikelela.Kodwa okwangoku, iindleko-ukuthethelela iindleko zemathiriyeli ekrwada, amandla, kunye nolungiselelo-luluhlu lwethu.Ngekota yesine, ndicinga ukuba impembelelo epheleleyo iya kubonakala kwiindleko zethu zokuthengisa.Iyahlawulwa, njengoko ubutshilo, ngemveliso encinci kunye nokulinganisa okungcono.Ukuba ndikhangele kwixesha elizayo, ndicinga ukuba ezinye zezi ziguquko ziya kuba ziqhelekileyo, umzekelo, silindele ukuhla kancinci kweendleko zamandla, mhlawumbi emva kwentwasahlobo - entwasahlobo yaseYurophu, emva kobusika.Ke neendleko ziya kuba - ikhonkco lobonelelo liya kuphendula kwaye singakwazi ukuqulatha okuncinci kolu kuphazamiseka kugqithisileyo kunye nokungazinzi esikubonileyo kwinyanga ephelileyo.Kwingxelo yethu, ndicinga ukuba oku kuya kubonakala ngokupheleleyo kwikota yesine nakwikota yokuqala ka-2022.
Enkosi.Umbuzo wethu olandelayo uvela kuStephen Gengaro waseStifel.Umgca wakho uyasebenza ngoku.
Enkosi Ku.Mholo emvakwemini.Molweni manene.Uphendule kakhulu.Ndinomdla wokuba oku kunxulumana njani nemeko yorhwebo xa ucinga ngemveliso yakho yasekhaya okanye yase-US ngokuchasene nemveliso evela kwezinye iimarike.Ndiyazi ukuba awufuni kutyhila iinkcukacha zale miqulu.Kodwa xa ucinga ngenzuzo enokubakho yexabiso, ndiyazi ukuba kwiminyaka embalwa edlulileyo, ukuba ezi meko ziyenzeka, amaxabiso kwiimarike zase-US avame ukunyuka.Ithini impembelelo yenethi kwinzuzo yakho.Ngaba kukho indlela yokuchaza nayiphi na intsebenziswano phakathi kweenzuzo zemveliso yase-US kunye neerhafu zokunciphisa iindleko ezihamba kwilizwe?
Ewe, unyanisile, njengakwixa elidlulileyo, oku kunokuchaphazela ixabiso.Kodwa, njengoko usazi, amaxabiso ase-US ebenyuka kwiinyanga ezili-13 ezidlulileyo.Iinyanga kunye neenyanga, amaxabiso ayenyuka kwaye omelele njengoko amaxabiso ePipe Logix enyuke nge-12% kwinyanga ephelileyo.Ngoko kukho ukuthambekela kokunyuka kwamaxabiso.Ngoku - ngalo mkhwa, naziphi na izithintelo zecala lokubonelela okanye ukunciphisa ukungenisa, ngokukodwa kwiimveliso ze-niche, kunokukhokelela kwi-spike.Oku kunokwenzeka nako.Kodwa kum kubonakala ngathi iimpahla ziqinile.Ngokwempembelelo yoluhlu lwempahla, uluhlu lwempahla belukwinqanaba eliphezulu ekuqaleni kwalo nyaka, nto leyo ithe yathomalalisa ukunyuka kwamaxabiso njengoko uluhlu lwempahla lusuka kwimfuno ukuya kusetyenziso.Ngoku uluhlu lwempahla luye lwancitshiswa lwaya kwiinyanga ezine, iinyanga ezi-4.5.Ngaloo ndlela, inqanaba lesitokisi liqhelekileyo okanye liphantsi kwinqanaba elilindelekileyo lokusetyenziswa.Ngoko ke le nto ikwayinto echaphazela ixabiso.Ngoko kubonakala kum ukuba nangona kungakhathaliseki ukuba yiyiphi imeko yokurhweba, siya kubona uxinzelelo lwexabiso.Kwaye ke, mhlawumbi, ityala lokurhweba lingathethelela ukunyuka okongeziweyo kwezinye iindawo zokusetyenziswa.
Enkosi.Umbuzo wethu olandelayo uvela kumnombo weVaibhava Vaishnava ukusuka kuCocker Palmer.Umgca wakho uyasebenza ngoku.
Molweni nonke kwaye ndiyabulela ngokuphendula umbuzo wam.Okokuqala, ngumbandela nje wokucaciswa.Ndicinga ukuba nina bafana nijolise ekukhuleni okuphakathi kwe-Q4, kodwa ngaba ubuthetha malunga ne-Q1 22 yokukhula kwengeniso ephakathi?
Nangona uMbindi Mpuma uthe tyaba.Ziqhutywa yintoni?Ngaba zininzi zazo kuMntla Merika?Okanye ziqhutywa yintoni?
Ewe, uMntla Merika ngokuqinisekileyo udlala indima.Kwaye ndithetha ukuba eLatin America umsebenzi wokomba uyenyuka.Amaxabiso eoli ajikeleze i-80 yeedola abalulekile xa kuthelekiswa nalapho besikhona kunyaka ophelileyo.Amaxabiso egesi e-US ajikeleze i-5 yeedola kwaye i-LNG ikwaxhasa inqanaba eliphezulu lomsebenzi.Ngoko iyaqhuba-iCanada yinto ebalulekileyo.Xa ndikhankanya ingeniso, ndifaka ixabiso.Ngoko ukuba kukho ubungakanani, kukho ixabiso.Ukudityaniswa komthamo kunye nexabiso, imfuno kunye nokuxinana, kuqhuba ukukhula kwengeniso.
Ixesha lokuposa: Jan-23-2023