Motley Fool yashinzwe mu 1993 n’abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi y'ibinyamakuru, amaradiyo, na serivisi zishoramari bihebuje.
Ndabashimira ko mwinjiye muri Packaging Corporation yo muri Amerika Igihembwe cya gatatu cya 2019 Amafaranga yinjiza Ihuriro.Uzakira uyu munsi azaba Mark Kowlzan, Umuyobozi n’Umuyobozi mukuru wa PCA.Numara kurangiza ibyo yavuze, hazaba ikibazo cyibazwa.
Mwaramutse, kandi ndabashimira ko mwitabiriye Packaging Corporation yo muri Amerika igihembwe cya gatatu cya 2019 cyo gusohora amafaranga yo guhamagara.Ndi Mark Kowlzan, Umuyobozi n'Umuyobozi mukuru wa PCA;hamwe nanjye, kumuhamagaro uyumunsi ni Tom Hassfother, Visi Perezida Nshingwabikorwa, ukora ubucuruzi bwo gupakira;na Bob Mundy, Umuyobozi mukuru ushinzwe imari.Nzatangira guhamagarwa hamwe nincamake y'ibisubizo byigihembwe cya gatatu hanyuma ngiye guhindura umuhamagaro kuri Tom na Bob, bazatanga ibisobanuro birambuye, nyuma nzarangiza ibintu kandi twabyishimira fata ikibazo icyo ari cyo cyose.
Ejo, twatangaje ko igihembwe cya gatatu cyinjiza miliyoni 180 $ cyangwa 1.89 $ kumugabane, harimo $ 0.02 kumugabane wibintu bidasanzwe byakoreshejwe.Usibye ibintu bidasanzwe, igihembwe cya gatatu 2019 amafaranga yinjije miliyoni 182 cyangwa $ 1.92 kumugabane ugereranije nigihembwe cya gatatu cyumwaka wa 2018 yinjiza miliyoni 211 cyangwa $ 2.23 kumugabane.
Igihembwe cya gatatu cyagurishijwe cyari miliyari 1.8 z'amadolari muri 2019 na 2018. Isosiyete yose EBITDA mu gihembwe cya gatatu, usibye ibintu bidasanzwe yari miliyoni 364 z'amadolari muri 2019 na miliyoni 406 $ muri 2018. Usibye ibintu bidasanzwe, igihembwe cya gatatu 2019 yunguka ku mugabane wa $ 1.92 yari 0.31 kuri $ umugabane munsi yigihembwe cya gatatu cya 2018, utwarwa cyane cyane nigiciro cyo hasi uvanze $ 0.36 nubunini $ 0.03 mugice cyo gupakira hamwe nubunini buke mubice byimpapuro zingana na $ 0.03.Kuvanga ubutunzi mu bihingwa byacu byamasanduku kimwe n’amafaranga menshi yo gukoresha no gusana byagize uruhare runini mu guhindura amadolari 0.06 kandi twari dufite ibikorwa byinshi hamwe n’ibindi $ 0.03.Ibi bintu byagabanijwe igice nigiciro cyo hejuru kivanze mugice cyimpapuro zingana na $ 0.09, amafaranga yo kugabanuka yumwaka wa $ 0.09 hamwe n’ibicuruzwa bito n'ibikoresho byoherejwe $ 0.02.
Urebye ubucuruzi bwo gupakira, EBITDA ukuyemo ibintu bidasanzwe mu gihembwe cya gatatu cya 2019 cya miliyoni 325 z'amadolari hamwe n’igurisha rya miliyari 1.5 z'amadolari byatumye habaho inyungu ya 22% ugereranije na EBITDA y'umwaka ushize wa miliyoni 378 z'amadolari no kugurisha miliyari 1.5 cyangwa 25%.Uruganda rwa kontineri yacu rwakoraga muburyo bunoze kandi buhendutse, mugihe dukomeje guhuza ibicuruzwa byacu hamwe nibisabwa imbere mu gihugu ndetse no kohereza ibicuruzwa hanze mugihe tunonosora ibirenge byacu kugirango tugabanye ibicuruzwa bitwara ibicuruzwa n'ibikoresho muri sisitemu.
Twasoje igihembwe tubarura toni 51.000 munsi yumwaka ushize na toni 30.000 munsi yigihembwe gishize.Twongeyeho, twagumanye igipimo cy’inganda ziyobora mu gutanga ibicuruzwa byacu mu gasanduku hamwe n’ibikoresho bikenewe kugira ngo dushyireho inyandiko nshya zoherejwe.
Ubu nzabishyikiriza Tom, uzatanga ibisobanuro birambuye kubicuruzwa bya kontineri hamwe nubucuruzi bwacu bwangiritse.
Urakoze, Mark.Nkuko Mark yabigaragaje, uruganda rwibicuruzwa rwacu rwashyizeho amateka mashya kubyoherezwa mu gihembwe buri munsi kimwe n’igihembwe cya gatatu cyoherejwe, byombi byariyongereyeho 1.9% ugereranije n’igihembwe cya gatatu cyashize.Nubwo igihombo gikomeye cyubucuruzi twagize muri kontineri ya Sacramento kubera kugura abakiriya babiri bimpapuro nini nundi wahujwe.
Hanze yo kugurisha ibicuruzwa byabitswe byari hafi toni 26.000 munsi yigihembwe cya 3 cyumwaka ushize, mugihe twakoreshaga sisitemu ya kontineri kubikenerwa byimbere mu gihugu no kohereza ibicuruzwa hanze kandi tugatanga ibikenerwa byinganda zinganda zacu.Ibikoresho byo mu rugo hamwe n’ibicuruzwa bikonjeshwa hamwe no kuvanga hamwe byari $ 0.23 kuri buri mugabane munsi yigihembwe cya gatatu cya 2018 bikamanuka $ 0.20 kumugabane ugereranije nigihembwe cya kabiri cya 2019. Nkuko twabivuze mbere, ingaruka nyinshi ziva mubiciro byashyizwe ahagaragara zigabanuka hakiri kare mumwaka byagaragarira mubisubizo byigihembwe cya 3.Ibicuruzwa byoherejwe mu mahanga byagabanutseho $ 0.13 kuri buri mugabane ugereranije n’igihembwe cya 3 2018 kandi byagabanutseho $ 0.04 kuri buri mugabane ugereranije n’igihembwe cya kabiri cya 2019.
Urakoze, Tom.Urebye ku mpapuro, EBITDA ukuyemo ibintu bidasanzwe mu gihembwe cya 3 yari miliyoni 58 $ yagurishijwe miliyoni 243 cyangwa 24%.Ibi byagereranijwe nigihembwe cya 3 2018 EBITDA ya miliyoni 44 zamadorali naho kugurisha miliyoni 254 $ cyangwa 17%.
Ibikombe byacu bikomeye cyane hamwe no gucapa no guhindura amajwi byari hejuru kurwego rwa kabiri kimwe no hejuru gato yigihembwe cya gatatu cya 2018. Igiciro cyo kugereranya no kuvanga impapuro zacu mugihembwe byari hafi 6% hejuru yumwaka ushize.Nyamara, igiciro cyacu cyo kugereranya no kuvanga byari hafi 1.5% munsi yigihembwe cya kabiri cya 2019, ibyo bikaba bitaragabanutse ugereranije n’ibiciro by’inganda byatangajwe.
Ikigaragara ni uko muri rusange igice cy'impapuro n'amafaranga yinjira byari munsi yigihembwe cya 3 cyumwaka ushize kubera gusohoka mubucuruzi bwimpapuro zera muri Wallula Mill.Turakomeza kunoza inyungu ninyungu mubice byimpapuro igice cyo kuva muri ubu bucuruzi i Wallula, aho gukomeza kubigenera abantu n’umutungo shingiro.
Urakoze, Mark.Twagize amafaranga meza cyane mugihembwe cya gatatu hamwe namafaranga yatanzwe nibikorwa byamadorari miliyoni 340 hamwe nubusa bwamafaranga miliyoni 247.Ikoreshwa ryambere ry’amafaranga mu gihembwe harimo amafaranga yakoreshejwe angana na miliyoni 93 z’amadolari y’Amerika, inyungu rusange z’imigabane zose hamwe zingana na miliyoni 75, miliyoni 46 z’amadolari y’imisoro yinjira muri leta na Leta, kwishyura pansiyo miliyoni 49 n’inyungu z’inyungu zingana na miliyoni 4.Twasoje igihembwe dufite miliyoni 738 z'amadorari mu ntoki.
Hanyuma, gahunda yacu yo kubungabunga buri mwaka yigihembwe cya 4 ntigihinduka mubuyobozi bwatubanjirije, ibyo bikaba byerekana ingaruka mbi ya $ 0.06 kumugabane uva kumunsi wa 3 ujya kumunsi wa 4.Ubu nzabisubiza kuri Mark.
Urakoze, Bob.Urebye imbere, mugihe tuvuye kumunsi wa 3 tujya mu gihembwe cya 4 mugice cyacu cyo gupakira, ibicuruzwa byoherejwe hamwe numunsi umwe wo kohereza bigomba kuba munsi gato.Igicuruzwa cya kontineri kizaba gito, mugihe dukomeje kwiruka dusaba kandi tugakora kugirango twubake ibarura mbere yumwaka urangiye mu rwego rwo kwitegura igihembwe cya mbere cya 2020 giteganijwe guhagarara ku ruganda rwacu runini 3, ruzagabanya cyane umusaruro wacu ntangiriro z'umwaka utaha.
Turateganya ko ibiciro biri hasi nkibisigaye - nkingaruka zisigaye zasohotse mububiko bwimbere mu gihugu zagabanutse guhera mu ntangiriro zuyu mwaka akazi binyuze muri sisitemu no kugabanya ibiciro byoherezwa mu mahanga.Turateganya kandi ibihe bitarondoreka bivanze mubicuruzwa bivanze ugereranije nigihembwe cya 3 nkubucuruzi bwibicuruzwa muri pasifika y’amajyaruguru yuburengerazuba, ndetse no kwerekana mubucuruzi bwo murwego rwohejuru rwo gushushanya mugihe cyibiruhuko bisanzwe bigabanuka mugihembwe.
Mugice cyimpapuro zacu, biteganijwe ko umubare uzaba munsi yigihe hamwe nibiciro biri hasi.Hamwe nikirere gikonje giteganijwe, ibiciro byingufu bizaba hejuru cyane kandi turateganya ko nibindi bikorwa byo guhindura no guhindura nabyo bizaba byinshi.Ibi biciro biri hejuru birimo amadorari 0.03 kumugabane ujyanye no gutangiza uruganda rwacu rushya rwa Richland Washington muri iki gihembwe.
Hanyuma, nkuko Bob yabivuze gahunda yo kubungabunga igomba kuba hejuru yigihembwe cya gatatu.Urebye ibyo bintu, turateganya igihembwe cya kane cyinjiza $ 1.70 kumugabane.
Nshimishijwe no gushimisha ikibazo icyo ari cyo cyose.Ariko ngomba kukwibutsa ko amwe mumagambo twavuze kumuhamagaro agize amagambo areba imbere.Aya magambo ashingiye ku kigereranyo kiriho, ibiteganijwe n'ibiteganijwe muri sosiyete, kandi bikubiyemo ingaruka zishobora kuvuka no gushidikanya, harimo icyerekezo cy'ubukungu ndetse n'ibigaragaza ko ari ibintu bishobora guteza ingaruka muri Raporo yacu y'umwaka ku Ifishi ya 10-K iri muri dosiye muri SEC.Ibisubizo nyabyo birashobora gutandukana mubintu nibigaragara muri aya magambo-areba imbere.
[Amabwiriza ya Operator] Ikibazo cyawe cya mbere kiva kumurongo wa Chip Dillon hamwe nubushakashatsi bwimbitse.
Birasa nkaho umurongo wa Bwana Dillon ushobora kuba ufite - ushobora kuba waraciwe.Kandi ikibazo cyawe gikurikira kiva kumurongo wa Brian Maguire hamwe na Goldman Sachs.
Yego.Ikimenyetso, watanze ibitekerezo hafi yigihe cyigihe gito mubutunzi buvanze mugihembwe cya kane cyo kohereza - biragaragara [Fonetike].Gusa nibaze, niba ushobora gutanga ibisobanuro kubyo wabonye kugeza ubu mu Kwakira kubyoherejwe hamwe nubwoko bujyanye nibitekerezo, ibitekerezo byambere mugihe cyibiruhuko e-ubucuruzi?Uzi ibiganiro byinshi kuri ibyo nuburyo SIOC hamwe nimpinduka zimwe na zimwe za Amazone zo gutenguha kubuntu zishobora kugira ingaruka kumubumbe wa kane, gusa ibitekerezo byambere kuri ibyo?
Yego, Brian.Mugihe cyiminsi 15, twatangiye muri [Fonetike] Ukwakira 2% mbere yumwaka ushize.Twebwe rero twatangiye neza mu Kwakira.Kubijyanye na e-ubucuruzi, ntekereza ko e-ubucuruzi buzagira igihembwe cya 4 gikomeye.Na none nkuko byavuzwe haruguru, ubu urimo kugereranya e-ubucuruzi muri rusange hamwe na e-ubucuruzi bwashize kandi ni, ntabwo ari isoko rikuze rwose, ariko rwose ryarakuze mumyaka.
Turateganya rero kuzamuka ariko sibyo, ntabwo kurwego rwarwo mugihe rwatangiye kandi rwakuraga kumibare ibiri.Ndibwira ko gucika intege kubuntu na SIOC bigira ingaruka nkeya muriki gihe.Ndibwira ko bizaba byinshi cyane guhera umwaka utaha mugihe dukomeje guteza imbere ibyo kuri Amazone byumwihariko.Kandi nkuko nabivuze mbere, ngira ngo ibyo bikinisha imbaraga za PCA cyane cyane igice cya SIOC, aho bisabwa cyane mubikorwa;igishushanyo gishingiye, ubwikorezi bushingiye, ibyo bikina neza cyane mumbaraga zacu.
Nibyo, byiza.Icya nyuma gusa kuri njye.Gusa ndatekereza ko wari usanzwe ubazwa bike kubijyanye no guhamagarwa kwanyuma, ni ibijyanye nigipimo gishya cyo gutunganya ibintu, ubu kikaba kimaze gusohoka.Igitekerezo icyo aricyo cyose cyukuntu abakiriya bashobora kubyitwaramo?Urebye wenda gucuruza hasi kurwego rwo hasi rwibicuruzwa bitunganijwe neza cyangwa wenda kubwimpamvu zibidukikije zirambye, birashoboka ko ufite icyifuzo cyo gupakira ibicuruzwa byongeye gukoreshwa kugirango gusa ugaragaze ko ari impapuro zisubirwamo, nzi ko kuvanga kwabakiriya bitandukanye gato nisoko rusange, birashoboka rero ko gato birenze ubudahangarwa kuri yo, ariko utekereza muri rusange nkingaruka, niba hari icyo, utekereza ko iyi ngingo nshya ishobora kugira?
Nibyiza Brian ibi, uyu ni Tom yongeye.Ironderero ntacyo ryatugizeho.Nkuko byavuzwe mbere, nibicuruzwa bitandukanye cyane, ntabwo bishingiye kumikorere.Ntabwo aribyinshi mubindi bintu tugurisha kumasoko afunguye, wongeyeho ntakintu kinini kiboneka.Ndatekereza rero ko hari impamvu nyinshi zatumye igira, nta nkurikizi yagize.
Yego, ikibazo cya mbere kiri mukubungabunga, birasa gute umwaka utaha igihembwe-kimwe cya kane ugereranije nuko bisa nuyu mwaka?
Nibyo.Nibyo.Noneho sinzi niba waduhaye urwego rwimyenda yumwaka urangiye, mumbabarire, urwego rwimyenda yigihembwe, ibyo birahinduka rwose kuva mugihembwe cya kabiri?
Yego, twaramanutse, ideni ryacu ryari hejuru ya miliyari 1.7 z'amadolari kandi leverage ni ubwoko buri hagati yinshuro 1.1, 1.2.
Nibyo, ibyo birafasha cyane.Hanyuma ku kibazo cya gatatu nari mfite cyarihuse niba ushobora kuvuga bike kubyo ubona ku masoko yohereza ibicuruzwa byibuze ukurikije, bisa nkaho twabonye ukundi kuguru kumanuka mu Kwakira byibuze i Burayi .
Kandi uratekereza ko abantu bamwe bari hanze barimo kwegera aho bashobora gufata igihe gito kandi wenda bakarenga no muri ayo masoko gusa kuko bisa nkaho ntakintu kinini cyunguka mukomeza gutanga ayo masoko?
Chip, uyu ni Tom, Nzafata kiriya kibazo kijyanye namasoko yohereza hanze.Yego, twabonye akandi kamanuka kubiciro hano vuba aha.Ariko ndatekereza ko turimo kugera cyangwa hafi cyane hepfo, ukurikije Uwiteka, ukurikije reaction, ndatekereza kumasoko kuriyi yanyuma.Ndatekereza rero ibyawe - Ndatekereza ko theisis yawe iri hafi.
Murakoze cyane.Muraho, mwese.Mwaramutse.Nashakaga gusa wenda kubona imikorere yimpapuro, byari byiza cyane kuruta ibyo twashakaga.Mark, ushobora gusobanura wenda icyo Wallula itari mubisobanuro byabo [Fonetike] ukurikije ikiraro cyinjiza nibindi bintu byose, niba atari amadorari, komeza indobo ukurikije uko umwaka utashye mubice byimpapuro .
Nibyiza, na none, ibyinshi muri byo bifitanye isano nibikorwa rusange muri rusange hanyuma noneho aho turi mumasoko hamwe nubucuruzi.Nkuko nabivuze mbere, twakoze cyane mumyaka itandatu ishize kugirango dukure muri ubwo bucuruzi.Hanyuma, gusohoka i Wallula byumwihariko muburyo bwo gusohoka umwaka wose-umwaka ushize byongeye gufasha hamwe nuburyo bwose bwibiciro mubucuruzi kandi nanone twishimiye cyane aho ibicuruzwa byabereye.
Kandi ntiwibagirwe, twabiganiriyeho mu myaka yashize ko imwe mu myambaro ikomeye muri ubwo bucuruzi ari umurage Boise logistique ubushobozi bwo gutanga agaciro kandi ubushobozi bwibikoresho buzana kuringaniza.Ubundi rero ntakintu gitandukanye, cyishimiye cyane ubucuruzi kandi inomero yatubereye ahantu heza kuri twe.
Nibyo.Twishimiye imikorere ihari.Kandi, no gupakira ndashaka gusa kubona muburyo bwo guhuza.Ukurikije imibare yacu, guhuza vertical birashoboka ko byazamutseho amanota magana abiri, 300 [Fonetike] ishingiro ryigihembwe, ushobora gutanga ibisobanuro kuri iyo ngaruka, ushobora gutanga igitekerezo aho kwishyira hamwe bihagaze kuri wewe nonaha niba ushaka kudatanga? ijanisha.Woba uri kure gute ingingo zifatizo uhereye aho wifuza kuba mwiza?
Reka nsubize muri ubu buryo.Ubu turi mu myaka ya za 90 nkuko twabivuze muri uyu mwaka.Turimo kwitegura gutangiza uruganda rushya rwa Richland.Mugihe ibyo bizagenda byiyongera mumwaka utaha, turateganya rwose kureba niba isoko ryifashe nkuko tureba isi, twaba dutangiye kwegera hagati ya 90 aho twari tumaze imyaka mike ishize nkumwaka umwaka utaha.Nibyo, nibyo - Sinshaka gutanga imibare runaka, ariko nuburyo tureba ibintu.
Sawa, ndashima ko Mark.Icya nyuma kuri njye nzagihindura.Urabizi nkuko ureba muri 2019, biragaragara ko itigeze yuzura umwaka wenda nko muri 2018 byibuze kugeza igice cya mbere, ariko urabizi mumyaka ko wenda bidakomeye mubisabwa, hariho nibindi ibintu isosiyete nka PKG yakora kugirango itezimbere umushahara winjiza nimyaka iri imbere biragaragara ko Richland ari kimwe mubintu ukora, niyihe gahunda zindi wingenzi ufite ubu kugirango utezimbere imikorere yubucuruzi, bikomeza kuba byiza muri a byinshi - mubidukikije bikomeye kandi niki urimo gukora cyane cyane kuruhande rwo guhindura kuburyo ushobora gutanga ibitekerezo ugereranije no gukomeza kwiyongera kwa e-ubucuruzi ukurikije umuyoboro.Niki urimo gukora mubijyanye no gucapa cyangwa guhindura kuburyo ushobora gutanga ibitekerezo hano.Murakoze, basore, amahirwe masa muri kimwe cya kane.
Yego, ngiye gutangira ibyo hanyuma reka Tom abirangize.Hirya no hino, dukomeje kureba amahirwe yo gufata amafaranga, twavuze mu ntangiriro zuyu mwaka ko hamwe n’imishinga minini yarangiye i DeRidder na Wallula ku mpinduka, twafashe ibikoresho byubuhanga na tekiniki kandi turimo kohereza. bose hamwe ubu mubikorwa byo guhindura ibintu kandi ibyo nabyo biradufasha kwitegereza no kubona amahirwe mashya dushobora gutera imbere.
Mubyongeyeho, buri mwaka dushaka abakozi ba injeniyeri bashya.Dutangiye gushyira injeniyeri muribi bikorwa byinganda zikora, ariko muri rusange, tuzakomeza gutwara ibiciro nubunini bwamahirwe muruhande rwubucuruzi hamwe na, hamwe nimbaraga dufite.Tom, urashaka kongera kuri ibyo?
Yego, Joriji.Gusa nakongeraho ko, nkuko mubizi neza, dufata a, dufata inzira ndende ndende kubucuruzi bwacu kandi dufite, dushora imari mugihe bishoboka, hashobora kubaho ibihe bitinze.Uyu ni umwe muribo aho ibyifuzo bitigeze bikomera bidasanzwe.Byabaye byiza, ariko sibyo, ariko ntabwo bikomeye kandi turimo gushora imari ikomeye.
Turimo gukora ibintu bimwe na bimwe bizadushyira mugihe kirekire.Kandi ,, ni igihe cyiza cyo kubikora kuko nkuko ubucuruzi bugenda bwiyongera, nkuko ibisabwa bigenda byiyongera iyo tunyuze mugihe gito cyo gukura gato, turashobora kubyakira.
Urabizi rero imashini ya W3 [Fonetike] ni urugero rwiza rwibyo twubatsemo inzira imwe mubijyanye na toni, kandi dukora bimwe mubintu bimwe mubihingwa.
Ikimenyetso, kugirango utangire, wagiye uvuga byinshi mubihe byashize kubyerekeye kwiruka gusa kubisabwa.Kandi nibajije niba ushobora gusangira ibitekerezo bike kubijyanye ningamba zifatika zabaye zo gusubiza inyuma umusaruro no kwiruka kubisabwa.Ni ubuhe bwoko bw'ingenzi buhari?
Ubundi hamwe na, hamwe nubushobozi kuri Wallula Mill, twashoboye kuvugurura iyo sisitemu yose.Kandi tutiriwe dufunga imashini, twashoboye gusubira inyuma kandi ibyo biduha ubushobozi bwo kongera guhinduka mugihe nyacyo nkuko isoko ibitegeka nkuko ibyifuzo byabakiriya bitemba muri kimwe cya kane.Turi benshi cyane muburyo dukorera iryo soko.Ariko icyarimwe, biduha ibyiringiro byinshi muburyo ducunga ibarura ryacu.Niba kandi utekereje kubarura umwaka-mwaka byamanutse toni 50.000 mugihembwe cya kabiri kugeza igihembwe cya gatatu ibarwa iri munsi ya toni 30.000 ubwo bushobozi ubu bwo gukora sisitemu yurusyo nkuko byateganijwe nibisabwa rwose biratwishyuye kandi natwe ubu mugire igihugu cyose mugutanga ibikoresho bya kontineri kandi turabyungukiramo.
Nibyo.Hanyuma, nashakaga gusa guhindukira kuri iri terambere mubikoresho byabugenewe.Birasa nkamwe murusyo rushya hamwe numubare wimashini nshya zirimo gukora igice kinini cyimyanda ivanze kandi hamwe n imyanda ivanze iri ahantu hafi ya zeru ubungubu ibyo rwose ni inyungu yikiguzi, nibajije niba wowe cyangwa Tom ushobora kuvuga bike bito kubyerekeye gushira no gufata ibyo ukoresheje ibicuruzwa bitunganyirizwa ibintu hamwe n imyanda myinshi ivanze byaba birimo.Niki cyiza kandi nikidashobora kugikoreshwa?
Nibyiza na none, imyanda ivanze muri rusange, ubuziranenge bwa fibre duhereye kubububasha bwimbaraga ntahantu hegereye ibyo wakwitega hamwe na kraft cyangwa OCC cyangwa VOK.Na none, urwego rwanduye ruba rubi cyane gakondo keretse niba urimo gutondekanya impapuro zo mu biro, ariko na none ibiranga imikorere muri rusange biri munsi cyane ugereranije nibikoresho bya fibre gakondo [Fonetike].Kandi rero ntabwo aruko udashobora gukoresha bimwe muribyo, ariko biri mubikorwa bike cyane kandi na none, ntabwo dukoresha imyanda ivanze.
Nibyo.Gusa dusubire kubibazo bya Brian.Ese, harimo gushiramo ibikoresho byinshi byongeye gukoreshwa mu kuvanga, nicyo kintu cyagushimisha mugihe gikurikira, vuga, imyaka itatu kugeza kuri itanu?
Nkukuri mubyukuri umwe mumishinga twari tumaze kwemeza kurwego rwinama yubuyobozi muri Kanama kwari ukugira ngo uruganda rushya rwa OCC ruzubakwa ku ruganda rwa Wallula guhera umwaka utaha, kandi turizera ko ruzarangira kumurongo mu mpera zumwaka.Ni toni igihumbi kumunsi umushinga wa OCC uzatanga igihingwa, fibre zose zikenewe zisubirwamo kandi tuzagira - nkuko twakoresheje iri jambo mbere inshuro nyinshi ihindagurika rya fibre i Wallula, aho fibre ihenze cyane mubijyanye ya sisitemu y'urusyo.Tugiye rero kwifashisha kuboneka kwa OCC no kubyungukiramo kumashini.Noneho rero, Tom, urashaka kongera kuri ibyo?[Imvugo ihuzagurika]
Nibyiza, nzasubiza gusa igice cyanyuma cyikibazo cyawe, Mark.Kandi ibyo nibyo kubakiriya bacu basaba 100% byongeye gukoreshwa.Rimwe na rimwe barabikora ariko nibamara kubona uburere bakumva ko kugirango dukore iyi sisitemu ifunze loop dufite, igomba guhera ku isugi.Abantu bose barabyumva, abantu bose barabizi.Ndatekereza rero ko barushijeho kumva imikorere ishingiye kubyo ibakorera, nuburyo agasanduku kabakorera kandi gatanga muburyo buhendutse.Kurenza kuvuga, ngomba kugira OCC 100%.Basobanukiwe [Indecipherable] umukiriya yavuze ko tutari kugira, ntituzongera kugira sisitemu yo gufunga hamwe nayo.Ibyo bikoresho byangirika vuba mugihe runaka.Ibyo rero, nibyo byingenzi aho turi kandi niyo mpamvu ntekereza ko iki kiganiro cyose cyongeye gukoreshwa cyongeye kuvugururwa byibuze kijyanye na PCA.
Gusa gato cyane, kuri bike kuri uriya mushinga, turareba nanone ni amahirwe yo kugabanya ibiciro.Ibitangwa muri kariya karere kose uramutse ugiye ku nkombe ukamanuka mukarere ka Intermountain, twabonye inkomoko yacu.Kandi rero na none, turateganya kugira uwo mushinga kumurongo mugice cyanyuma cyumwaka utaha.
Murakoze.Ikimenyetso, wavuze ko Wallula ifite intera nini idasanzwe yo kuvanga idafite imikorere ikunze kugaragara.Ese ubwo buvange bwubucuruzi kugeza ubu bwagumye mubyo uteganya nubwo isoko ryoroheje kandi Richland igiye guhindura imvange nini utanga hariya?
Oya, byakozwe neza.Nkuko twari twabiteganyaga mu myaka ibiri ishize Uruganda rwa Wallula kugirango tugire icyo rugeraho rwagombaga gutanga umusaruro uremereye cyane urwego rwo hejuru, kugeza kumanuka uremereye cyane.Kandi ibyo twabikoze umwaka wose.Kandi rero biragaragara ko tutigeze dukoresha urusyo kugeza mubushobozi bwarwo bwose ariko niba Richland nizaza, tuzashobora gukoresha neza ubwo bushobozi busigaye.Kandi twishimiye cyane ubuziranenge.Twishimiye cyane guhinduka kwimashini mubijyanye nuburemere buremereye cyane kugeza kumikorere yoroheje.Iraduha rero guhinduka gukomeye kugirango dutange inyanja ya pasifika y'amajyaruguru yuburengerazuba hamwe na West Coast hamwe nibibaho byose, dukeneye.
Nibyiza.Kandi ikindi kibazo kimwe gusa, wavuze kubyerekeye ingamba zifatika zabafatanyabikorwa bawe bohereza ibicuruzwa hanze.Ariko se akamaro ko gufata ingamba zo kohereza ibicuruzwa hanze byahindutse uko sisitemu yawe yakuze kandi itandukanye?
Nibyiza kandi, uzirikane ko bishoboka ko imyaka mirongo itatu wongeyeho imyaka, mirongo ine wongeyeho umwaka, twagize ubu bucuruzi bwabakiriya kumurage kwisi yose mubihugu 36, 38 bitandukanye.Tom, hano urashaka kongera kuri ibyo?
Yego, nagira ngo mbabwire, Mark, ko bikomeje kuba stratégie duhereye kuri ibi ni birebire, abakiriya b'igihe kirekire babanye natwe igihe kirekire, amanota arahuye neza.Ibihe birahuye neza.Hariho ibintu byinshi bijya muburinganire, ariko biracyakomeza ingamba.
Mark, watanze igitekerezo kuri gahunda zimwe zo guhagarika umwaka utaha.Ngiye rero kubifata nkimperuka.Urashobora kugereranya ubwoko ubwo aribwo bwose bwatakaye bwatakaye hano muri 2019 kandi birashoboka ko ndakeka ko [Indecipherable] itandukanye nibyo utegereje muri 2020 kandi mubyukuri imiterere yikibazo iri muri 2018, byasaga nkinganda zuzuye. guhindagurika, kuza muri 'ibintu 19 byasubijwe inyuma gato.Kandi icyo natangaje nuko mwebwe basore mwafashe umwanya muto winyongera kugirango mukore indi mishinga yo kubungabunga urusyo, kuburyo 2020 ushobora gukora bitoroshye.Ariko birasa nkigitekerezo cyawe ko basore mufite gahunda nziza yo kubungabunga byateganijwe muri 2020. Gusa rero mugerageza kubyumva.
Yego, oya, ntabwo twigeze dufata umwanya urenze uyu mwaka kugirango dukore akazi kiyongereye, twasohoye ibisanzwe byateganijwe buri mwaka.Noneho nanone twongeye gukoresha ubushobozi bwa Wallula, ubu turashoboye gutanga ibyifuzo byacu byose muburyo bwa kontineri yubucuruzi hamwe na sisitemu itandatu.Kandi rwose wiruke gusaba hanyuma ubwo bushobozi bwatwemereye kwimura rwose urwego rwibarura rumanuka kurwego rwiza cyane hamwe nubushobozi.Ibyo bivuzwe, tuzakomeza kwiruka kubisabwa.
Murakoze.Hanyuma ndakeka yuko, kugerageza kumva ibiganiro byabakiriya, gato hano ntabwo bigaragara ko ugerageza kubona ikintu cyihariye.Ariko gusa ibiganiro bigenda gute?Kandi ndakeka abantu bacu bashakisha uburyo buke buke kubatanga isoko, ndavuga iyo ibintu bitangiye kugenda gahoro.Ndakeka yuko, iyo ibintu bigenda neza, birashoboka ko abantu bataguhamagarira cyane kuruhande rwibiciro.Ariko ubu ibintu ni uko hari buhoro buhoro, ni byinshi mubiganiro byerekeranye nigiciro cyangwa imikorere kuruhande rwo guhindura?
Ntabwo dukunze kuvuga kubikorwa byihariye byabakiriya kandi urashobora kongera gutekereza igice cyifuzo cyacu - icyifuzo cyacu ni uko dutanga agaciro gakomeye kubakiriya bacu muburyo bwinshi.
Mwaramutse.Mu myaka mike ishize, wakoze ibintu bimwe na bimwe kuruhande rwa [Fonetike] hamwe na DeRidder na Wallula hanyuma uyumwaka, ndatekereza ko wibanda cyane kuruhande rwibimera hamwe na Richland na Wisconsin mubindi.Byaba byiza tuvuze ko capex ishobora kuva ku butegetsi muri 2020 urebye iyi mirimo yose yashyizwe mu myaka mike ishize.
Nibyiza, na none udasubije bizaguha isuzuma ryiza muri Mutarama mugihe dufite umuhamagaro wa Mutarama, gusa uzirikane ko tuzashobora gukoresha amahirwe nkuko tubonye bikwiye.Kandi rero, gusa nahitamo kubisubiza gutya ko amahirwe yose tubona ko ari amahirwe nyayo, dufite ubushobozi, dufite amafaranga kumaboko, dufite amikoro yo gukora.Kandi rero turi ahantu heza muri urwo rwego.
Nibyo, nibyiza.Ndakeka ko uza kubituruka mu bundi buryo, wakoresheje ishyirahamwe ryikoranabuhanga ryimbere kugirango utezimbere sisitemu yo guteramo agasanduku kubice bibiri bya none [indecipherable] urebye, ni ubuhe buryo wavuga ko bukorwa. Turi. biracyari muri inning ya mbere cyangwa ya kabiri, cyangwa ni Richland hamwe nindi mishinga muri Wisconsin nicyo gice cyiza mubyo utegereje?
Ibyo bivuze ko dufite amahirwe menshi yo guhaguruka mu myaka iri imbere kugirango dukomeze kwiyubaka kuruhande rwamahirwe yacu kandi nkuko twabikoze mu ruganda rwacu hashize imyaka 25.
Byarasobanutse, birasobanutse.Nibyiza cyane hanyuma uhindure ibikoresho byihuse.Ndabizi ko umaze gutangaza uruganda rushya rwa OCC i Wallula mumateka ndatekereza ko kuvanga fibre yongeye gukoreshwa byabaye ahantu hafi 15% kugeza 20%.Mubitekerezo byawe, hari imipaka karemano aho ishobora kujya, mugihe ukomeje imikorere abakiriya bawe bagutezeho cyangwa nukuntu ubitekerezaho?
Ntabwo dufite gahunda zubu zo kwimuka cyane muri sisitemu yumurage.Ariko dufite uburyo bworoshye bwo kuzamuka no kumanuka muruganda urwo arirwo rwose, ariko na none hari imipaka nkuko twahamagaye umwaka.Ubundi rero, usibye umushinga wa Wallula, uruganda rusigaye rwumurage ruzaguma murwego rumwe rwabaye muburyo bwo gukoresha OCC, gukoresha VOK.
Murakoze.Icyambere kuruhande rwibisabwa, wasangaga hafi 2% mugihembwe cyarangiye gusa watanze, niko Ukwakira kugenda.Ndibwira ko mbere wigeze kwerekana ko igihombo kijyanye na Sacramento kijyanye no gukurura ibicuruzwa byari hafi 1.5%.Birakwiye rero kuvuga ko umeze nkibidukikije ushobora kwitega ko umaze guhagarika ubucuruzi bwa Sacramento, ukaba uri hafi ku gipimo cya 3.5%, ubwo ni inzira nziza yo kubireba?
Nibyiza, reka ntangire hanyuma Tom aguhe ibara.Biragaragara ko ntagiye gutekereza ku njwi igiye gukora umwaka utaha, kumva ko turi, turi ahantu heza cyane.Kandi na none, wavuze ijambo ryibanze twakoresheje guhera mu Kuboza, tuzaza ku mwaka ubwo bucuruzi bwavuyemo.Kandi rero, mumwaka utaha, biratandukanye - ibipimo bitandukanye, ariko na none byose biterwa nuburyo ibisabwa bisa bityo sinshobora kubitekerezaho.
Noneho Bob, iyo uri - wavuze ko hari icyo wavuze kubijyanye no guteza imbere Amazone mugihe bijyanye nikiganiro cya SIOC kandi nari gusa - ni uko igitekerezo cya Packaging Corp cyihariye, cyari igitekerezo cyinganda, kandi niba aricyo a Gupakira Corp ibisobanuro byihariye.Urashobora gutanga irindi bara kubyo twakagombye kuvanaho - byavuzwe?
Mark, icyo nifuza, icyo navuga nuko navuga ko turi kuri - - turi mumakipe ya Amazone kugirango dufashe guteza imbere SIOC no gufasha gukora kuri ibyo no gufasha gusobanura ibyo aribyo no gufasha kugera kubyo intego Amazone afite .Dufite uruhare runini haba kuri Amazone ndetse nabakiriya bacu bataziguye kimwe nicyizere cyo guteza imbere iyo gahunda ya SIOC.
Noneho, ndatanga igitekerezo kijyanye na PCA kandi biragaragara ko aribyo - iyi ni gahunda yinganda.
Nibyo, byiza.Noneho muri uyumwaka gusa, gukoresha imari mumezi 9 yambere, birakora nka 264, ndakeka ko bisa nkanjye ugiye [Phonetic] gukoresha amafaranga menshi mugihembwe cya 4, birashoboka ko kujya kuza byoroshye kuruta ibyo nari narateganije mbere.Amakuru yose kubyo capex yawe ya 2019 ishobora gusohoka?
Yego, Mariko.Ibyo ni indorerezi nziza.Twari twarahamagaye binyuze muri guhamagarwa muri Nyakanga ko twe [Indecipherable] tuzaba turenga gato miliyoni 400 mugihe cyizuba, twashoboye gusuzuma amahirwe amwe hanyuma duhindura ibikoresho.Nibyo mubyukuri uko imishinga ya Wallula yaje.Kandi rero ibyo byaduhaye amahirwe yo gusubira inyuma kuri bimwe mumurwa mukuru.
Tugiye rero kuba woroshye kurenza igereranyo cyambere birashoboka ko bitarenze 400 ariko ahandi munsi yibyo, ariko na none duhindura ibikoresho kuri amwe mumahirwe.Ariko ndatekereza ko bikwiye guhamagarwa ko mumigenzo ya PCA, dufite ubwo bushobozi bwo gusubira inyuma no gusuzuma icyiza cyo gukora amadolari yacu kandi na none, cyari igihe cyizuba cyo kongera gusuzuma uko amahirwe asa, nibyiza amahirwe yari kuri twe.Natwe rero, twahinduye ibintu bimwe na bimwe.Nibibazo rero byigihe.
Nibyo rero ko twakwitega ko amafaranga azakoreshwa mumwaka utaha, cyangwa ni - cyangwa wenda ibara ryinshi.Hariho ubundi buryo burimo gusuzumwa birashoboka ko bigaragara ko udashobora kuvugana byanze bikunze, ariko birashobora kubigiramo uruhare.Cyangwa ndakeka ko ubundi buryo bwa 3 bwaba uramutse ubaye, kandi ndatekereza ko ibyo bidashoboka, ariko niba utizeye neza aho amafaranga yawe atemba - amafaranga yawe yinjira muburyo bwiza.Ubufasha ubwo aribwo bwose ushobora kuduha.
Nibyiza, utaguhaye umubare nyawo w’imari shingiro, Inama yemeje muri Kanama imishinga ibiri minini ya Wallula Mill, imwe ikaba umushinga wa OCC undi ikaba umushinga mushya wibiti.Kandi rero ayo mafranga, nubwo atari yose umwaka utaha, amwe muri yo azatangira muri 2021, ariko igice kinini cyamafaranga azatangira umwaka utaha kuriyi mishinga ibiri minini i Wallula, ariko iyo ni imishinga yo kugaruka cyane.
Ubundi rero turabika uburenganzira bwo gushobora, kwimura umurwa mukuru hejuru no hepfo, ariko imbere, murwego runaka ahantu twabaye kandi twishimiye.Bimwe mubyo dukora ni ukureba neza ko iyi mishinga yose dukora ko dukora injeniyeri, twiyobora imishinga ubwacu, kandi tugakomeza kugenzura neza ibyo bikorwa byumushinga bityo bikaduha ibyiza. garuka.
Kugeza mu mpera za 2017, mwebwe basore mwari abanyarugomo, bafite ubushobozi bwo guhindura ariko kuva Sacramento, wagize ngo ukure ikirenge kuri gaze kandi ndimo nibaza ko hari icyahindutse mubitekerezo cyangwa birashoboka ko ari imyumvire yo kugereranya.
Noneho, reka ntange ibisobanuro kuri ibyo, noneho Tom arashobora kongera kuri ibyo.Igice cyacyo ni amahirwe ariho kandi mubyo uriha ayo mahirwe.Na none rero, turi beza, bafite ubushishozi muburyo dusuzuma ayo mahirwe kandi byumwihariko kubyerekeye amahirwe twifuza - tuzakwegerwa.Tom?
Nakongeraho gusa.Twahawe indero zidasanzwe muburyo bwo gushaka.Byabaye a, byabaye uburyo bwihariye.Amahirwe ni make uyumunsi nku - cyane cyane isoko ryigenga ryagabanutse cyane.Noneho harahari, hari amahirwe make hanze aha?Nibyo, twe, dushakisha amahirwe yose twibwira ko yumvikana.Ntabwo twigeze tubona ibikwiye - bihuye rwose nibyo dusabwa kugirango tubone, biracyari igice cyingenzi mubikorwa byacu kandi tuzakomeza gushakisha no gucukumbura amahirwe yose hamwe nibisobanuro. , tuzakomeza imbere.Nibyiza cyane nshobora kuvuga.
Nibyo, urakoze.Kandi gukurikiranwa byihuse, ndakeka kuri e-ubucuruzi, bukomeje kwiyongera, birashoboka ko bitihuta kandi SIOC niterambere rishimishije ariko mugihe abantu bagerageza no kugabanya ibipfunyika muri rusange, twabonye pouches ya plastike ubwoko bwa reemerge na Ntabwo ntekereza ko ibyo bitangiza ibidukikije na gato.Mwebwe basore mufite ubushobozi cyangwa mubona inyungu zokwimuka zerekeza kumpapuro zubukorikori cyangwa imifuka yubukorikori?
Ntabwo turi, ntabwo bigaragara ko turi mubucuruzi bwubukorikori ariko ndatekereza ko hari amahirwe yangiritse aje bitewe nabaguzi rwose bava muri plastiki bumva icyo bikora kubidukikije kandi, kandi kenshi, dufite e-ubucuruzi bwinshi kandi tuvuga kuri Amazone igihe cyose kubijyanye na e-ubucuruzi, ariko mubyukuri abantu bose bakora ikintu icyo aricyo cyose no kugurisha binyuze mubicuruzwa biri muburyo bumwe bwa e-ubucuruzi uyumunsi.Kandi bose bavuga ikintu kimwe kandi nuko benshi mubaguzi badashaka kwakira ibicuruzwa byabo haba mumifuka ya pulasitike cyangwa ubundi buryo bwibikoresho bya pulasitike ndetse no muri gahunda ya SIOC.
Hano haribiganiro byinshi kubyerekeye gukuramo plastike mubikoresho byibanze.Ndatekereza rero ko amasezerano yawe [Fonetike] arukuri kandi ndatekereza ko hari amahirwe yinganda zikora imbere zijyanye n'aya mahirwe ashobora kuba muri e-ubucuruzi.
Mwaramutse.Ndashimira buriwese gufata ibibazo byanjye.Ndabishima.Tom, uri - watanze ibisobanuro usubiza ikibazo mumuhamagaro uheruka kubyerekeranye nicyerekezo cyigihembwe gitangira gikomeye hanyuma kigatinda kugera kumpera yigihembwe, kandi wasangaga 3Q ari imwe.
Ndibwira ko wabivuze muri Nyakanga, wazamutseho 5.8% mubyumweru bibiri byambere kandi mugihembwe cyuzuye uzamuka gato munsi ya 2%.Urashobora gusubiramo gusa impamvu utekereza ko ubona ubu buryo kandi urateganya ko 4Q isa nibyo wabonye kera ariko [Fonetike] ibice byinshi kuriyi mirongo?
Adam, ntibishoboka guhanura neza ibizaba hamwe na 18,000 hiyongereyeho abakiriya bacu, ariko ndatekereza ko icyerekezo ari ukubera ko abakiriya bacu bagumya kubarura ibintu hasi cyane kandi bakareba ko mugihembwe bo, guhera mu gihembwe, bakuzuza ibarura. ku rugero runaka.Kandi igihembwe kirangiye birashoboka ko babirukana kuko nkuko mubizi, ubukungu nuburyo butateganijwe.Ntabwo bikomeye, niba ubishaka, kandi ndatekereza ko abakiriya bacu bayobora amafaranga yabo, ibarura ryabo, ibintu byose byegeranye cyane na kositimu bityo rero ndateganya ko ikintu kimwe kizabaho mugihembwe cya 4.Nibyiza, igihembwe cya 4 ni cyiza, birateganijwe gato mubijyanye nibiruhuko nibindi bintu byose bibaho guhera Thanksgiving no kuzunguruka kuri Noheri.
Njye rero natungurwa niba urwego rugumye kururu rwego, ariko ndacyeka ko igihembwe cya 4 kizaba gikomeye.
Kandi kugirango byumvikane neza mugihembwe cya 3, wabonye ibintu bimwe inzira igenda gahoro kugera kumpera?
Nibyiza hanyuma, urakoze Tom.Kandi Bob gusa umwe kumuraro kuri 4Q.Nzi ko wavuze kubungabunga byaba $ 0.06 gukurura kandi biragaragara ko uyobora $ 0.22 munsi muri rusange.Ibyo rero bisiga 16. Urashobora hafi, kuvuga kubindi bintu, ibiciro biri hasi, ingano yo hasi, kuvanga intege nke, igiciro kinini?Urashobora kuduha kumva neza icyo buri kimwe muri ibyo, utegereje ko buri kimwe muri ibyo?
Nibyiza, kandi biragaragara, ibyo nibyo byiciro twerekanye, ariko ni - ntabwo twigeze dutanga imibare yihariye kuri izo ndobo zitandukanye.Gusa rero ugomba kujyana nibitekerezo byacu kurubu.
Nibyo.Noneho ndatekereza ko wavuze kumuhamagaro ukurikira, uzavuga kubijyanye no kubungabunga bizaba byigihembwe, birasa nkaho 1Q izaba ikomeye cyane igihembwe cyo kubungabunga, ubwo ni bwo buryo bwiza bwo kubitekerezaho?
Nibyiza, nzavuga gusa ko dufite ibyacu, nkuko twabivuze mubyacu, ngira ngo mugusohora kwinjiza, dufite inganda eshatu nini nini za kontineri zifite ikibazo cyumwaka mugihembwe cya mbere.Ibyo rero byerekana imirimo myinshi ibakorera.
Hey, urakoze gufata ibyo nkurikirana.Gusa ndashaka kumenya neza ko mfite ibi bigororotse, mwese muri premium kuva mubushobozi bwa OCC muri Wallula kandi nzi ko hari irindi shyirahamwe rigerageza gukusanya amafaranga yo kubaka uruganda rutunganya ibicuruzwa muri Utah kandi mwese ndatekereza ko ufite agasanduku gahindura byinshi muri iyo leta.Hamwe na Millula Mill rwose witondere amasasu yose yatunganijwe wagira kubyo kubimera byamasanduku niba ayakeneye, ikibaho cyongeye gukoreshwa muri Utah?
Yego.Chip, mugihe twongeye gusesengura amahirwe yumushinga.Twarebye mu karere ka Intermountain, kugeza ku nyanja ya pasifika amahirwe yose yo gutanga.Kandi rero twumva dufite ikizere, dufite ibiganiro bikomeje kandi mubihe bimwe na bimwe bifunze aho ibicuruzwa bizaturuka.Turizera cyane kandi na none umushinga urakomeje kandi turimo dusunika imbere umuvuduko wuzuye hamwe, turabona ibi bikorwa mumwaka utaha.
Sawa hanyuma vuba na bwangu nanone, ndizera ko ibazwa ibijyanye nubucuruzi bwa White Paper na miliyoni 48 zamadorali mugihembwe kimwe cyari, ngira ngo uri kwitwara neza muri kimwe mubyiza wagize kuva amasezerano ya Boise mumyaka itandatu ishize kandi yari hari ikintu kidasanzwe mugihembwe cya 3, cyaba ari imikorere myiza cyane cyangwa ni ubu buryo bwiza bwibanze bwo gutekerezaho nkuko tujya imbere kandi bigaragara ko dushishikajwe no kubungabunga, dushyira mugaciro kubiciro hamwe nubunini kuva hano.
Muraho, uzirikane, ntabwo twagize ikibazo mu gihembwe cya 3 cyuyu mwaka.Kandi na none, hari ibihe byigihe byari bihari, ariko na none igice cyacyo ni gusa, ni a, ngiye gukoresha ijambo, ni ubucuruzi buto kuri twe, ni insyo ebyiri;uruganda rwa Jackson na I Falls kandi dufite ubu bushobozi bukomeye bwo gukwirakwiza igihugu cyose.Dufite rero abakiriya beza cyane kandi ubushobozi bwa logistique bufite agaciro kanini kuri icyo cyifuzo bityo rero niba ushobora kumva ko tuzagira ikibazo cyateganijwe umwaka utaha mugihe runaka mugihe cyigihembwe, uzagira ibi binini shyira kandi ifate ingaruka zamafaranga yatakaye, ariko net-net, izabikora - iracyari ubucuruzi bwiza kuri twe.Bob, urashaka kuvuga kuriyi ngingo.
Oya, oya, ndabyemera.Nuburyo bwibiciro gusa, kandi ndatekereza ko bihari, gusa bizakomeza gukora akazi keza ko gucunga ibiciro gusa, Chip no guhindura ibiciro byinshi bishoboka mubiciro byubwoko butandukanye bitandukanye no gukosorwa mubintu nkibyo kandi gusa birakomeza - bakomeje gukora akazi keza gusa.
Ubwanyuma kuri volume, ndashaka kuvuga ko habaye ibice byinshi byimuka hamwe nibitumizwa hanze, ariko ubushobozi bwinshi bwakuweho kandi umunywanyi umwe ava mumasoko.Iyo urebye muri 2020 na 2021, urabona ikintu icyo aricyo cyose, intambwe iyo ari yo yose ikora murwego rusabwa cyangwa igomba gukomeza kuba twizeye ko igororotse cyangwa wenda ikagabanuka gato cyangwa ukabona ibitandukanye nibyo.
Nibyiza, uzi niba usomye amakuru yamakuru hamwe nubucuruzi buvuga, biragaragara ko bahanura ko isoko izakomeza kwangirika mugihe runaka.Ariko yego, twakemuye ibyo mugice cyiza cyimyaka mike ishize.Dufite gusa ubwo bushobozi bwo gucunga ibyo.Ingano yacu izagera kubisabwa ku isoko, kandi ibyo aribyo byose nshobora kuvuga rwose.Dufite ubushobozi bwo guhindura ubwo bushobozi buke, kandi natwe nanone - biradufasha kwimuka mubakiriya bacu, byahoze imbere.
Hey, Mark.Nashakaga kuzenguruka gusa amafaranga asigaye, ni hafi kimwe cya kane cya miliyari imwe y'amadolari.Wakoroherwa no gukomeza kubaka amafaranga byibuze ibihembwe 2 cyangwa 3 biri imbere?
Ntabwo ngiye kuvuga kure cyane.Twishimiye aho turi ubu.Tuzakoresha amwe mumagambo twakoresheje uyumwaka mubijyanye, turacyabaho mubihe bitazwi.Twumva ari ubushishozi kuri twe ubungubu gukomeza kuguma twibanda cyane kuburyo dufata ayo mafaranga.Iraduha guhitamo cyane muburyo dukoresha ayo mafaranga.Kandi ibi nabivuze kuri guhamagara Nyakanga hamwe na buri dorari y'amafaranga yicaye ku ntoki ntabwo ari ugupfusha ubusa.Kandi rero turabitse uburenganzira bwo kwemerera ibyo gukomeza kugeza magingo aya, ariko biduha amahirwe menshi mugihe kizaza cyo guha agaciro abanyamigabane nkuko twabikoze mumyaka myinshi ishize.
Yego, reba Mark, wabaye umushoramari ukomeye mugihe kinini ntekereza ko abantu bose bashobora kubibona.Mfite amatsiko gusa, ni umwanya munini, ndashaka kuvuga ko bigaragara ko ari amafaranga arenze ayo wakenera kugirango ugure ibiti bibiri.Urashobora rero kuduha kumva ubwoko bwubwoko bwibihe bishobora kuba bishimishije kandi niba hari impinduka zabaye muburyo bwibintu wifuza kuzirikana mumateka, wavuze ko utashakaga kujya hanze, ntiwifuzaga kujya muri Mexico, ntiwifuzaga kujya i Burayi.Impinduka iyo ari yo yose muri iyo myanya?
Nta gihinduka muri uwo mwanya wo kuba offshore.Turi Abanyamerika kandi tuzakomeza kuba Abanyamerika.Nongeye kubyemera gusa, tugiye mumwaka wamatora umwaka utaha.Dufite byinshi bidashidikanywaho kwisi idukikije.Kandi rero aya mafaranga aduha amahirwe menshi, uko byagenda kose mugihe kizaza.
Nibyo, nibyiza.Na none, ndatekereza ko iyo urebye inyandiko zawe mumyaka 20 ishize, ivuga neza.Nzabihindura.
Urakoze gufata ibikurikiranwa.Nzahindukira kubikora muri make.Mu itangazo rigenewe abanyamakuru, ngira ngo mubitekerezo byateguwe wavuze kubyerekeye kwiruka kubisabwa ariko ukagerageza no kubara bimwe mubiteganya kubungabunga umwaka utaha.Hari ikintu, ikintu cyihariye ushaka ko tuyikuramo?
Oya, na none, nkuko tureba ibura umwaka utaha.Niba kandi dufashe icyifuzo runaka, ugomba kubaka icyitegererezo, niba aribyo bitabaho mwisi.Ariko niba twibwira ko tugiye gufata ibi bibazo umwaka utaha nicyo bisobanura kuri toni tumanura mu gihembwe cya mbere, ugomba - kandi nanone urimo guhangana nikirere cyimvura, aricyo ikintu kidashidikanywaho mu gihugu hose nicyo gishobora gukora mu bwikorezi.Rero, ugomba rwose kugira bimwe mubyongeweho kubarura kugirango utange ibisabwa mubihingwa, mugihe urimo gufata izo nsyo hasi.
Turavuga rero ko hari umubare tugiye kuzamuka guhera mu mpera zigihembwe cya 3 hanyuma tukoroherwa gato nkuko twe mu Kuboza tukajya muri Mutarama.Ntabwo tugiye guhamagara iyo nimero, ariko bizaba birenze ibyo turangije 3Q.
Muraho, mwese.Urakoze kumpuza kandi nzihuta, gusa ikibazo cyihuse kuri e-ubucuruzi ikindi gihe.Mark na Tom, ndashaka kuvuga kuburyo urimo ukora imishinga myinshi ya SIOC, wenda uburenganzira bwibicuruzwa kubakiriya bahawe protocole yuburemere.Hariho ibintu by'ingenzi urimo ukora, kuruhande rwo guhindura, ikintu icyo ari cyo cyose ukora, wenda nko gucapa wenda digitale mugihe ugerageza guteza imbere kwinjira cyangwa gusangira ibyo ukorera umukiriya ahari hanyuma niba urashobora kutugezaho ibitekerezo byawe byongeye bijyanye kumurongo wera cyangwa niba ukeneye kubaka ubushobozi ubwo aribwo buryo bunini murugo cyangwa utabikora.
Reka mbanze mfate ikibazo cyera hejuru hanyuma Tom arashobora kurangiza ikibazo gisigaye.Kugeza ubu dufite ubushobozi, niba twabishaka, dushobora kubyara hejuru yera, ariko ntabwo ari ubukungu kuri twe kubikora bityo natwe, ntituzabikurikirana nkuko ubitekereza.Tom?
Joriji, byihuse rwose kuri e-com, biragaragara ko ntagiye muburyo burambuye kubyo duteganya gukora usibye, usibye kuvuga gusa ko dushakisha ubundi buryo bwose, dushakisha icyatubera cyiza abakiriya.Ibyo twibwira ko aribisubizo byiza kumasoko, kandi tuzakomeza kubikora.
Sawa, urakoze.Zetania isoza umuhamagaro wuyu munsi kandi ndashaka gushimira abantu bose kuba twifatanije natwe kandi ntegereje kuzavugana nawe muri Mutarama mugihe tuguhaye umwaka wose nigihembwe cya kane gisoza.Ugire umunsi mwiza.
Igihe cyo kohereza: Ukwakira-30-2019