London Feb 10, 2020 (Thomson StreetEvents) -- Ushicilelo oluhleliweyo lwe Smurfit Kappa Group PLC yenkomfa yengeniso yefowuni okanye intetho ngoLwesithathu, nge-5 kaFebruwari 2020 ngo-9:00:00am GMT
Kulungile.Molo, nonke, kwaye ndingathanda ukubulela kakhulu ngokuzimasa kwenu, apha nasefowunini.Njengesiqhelo, ndiza kutsalela ingqalelo yakho kwiSilayidi sesi-2. Kwaye ndiqinisekile ukuba besikucela ukuba uphinde oku, uya kukwazi ukuyiphinda ngokwezwi nezwi, ngoko ke ndiya kuyithatha njengefundiweyo.
Namhlanje, ndonwabile ngokwenene ukunika ingxelo yeseti yeziphumo eziphinda zibonise amandla okusebenza kweqela leSmurfit Kappa ngokuchasene nawo onke amanyathelo.Njengoko besesitshilo ngaphambili, iSmurfit Kappa Group liguqukile, kodwa okona kubaluleke ngakumbi, ishishini eliguqulayo, elikhokelayo, elenza izinto ezintsha kwaye linikezela rhoqo.Siyawuphila umbono wethu, kwaye lo msebenzi umele elinye inyathelo elisingise ekuphunyezweni kwalo mbono.Imbuyekezo yethu ibonisa zombini umgangatho wabantu bethu kunye nesiseko sethu se-asethi esihlala siphucuka.Kwaye oku kunikezele ukukhula kwe-EBITDA kwe-7% kunye nomda we-18.2%, kunye nembuyekezo kwi-capital ye-17%.
Apha enyakeni, nangokuhambelana neSicwangciso seXesha eliPhakathi, sigqibe inani elikhulu leeprojekthi ezinkulu ezibalulekileyo.Ngo-2020, silindele ukugqiba uninzi lweeprojekthi zethu zephepha leSicwangciso seXesha eliPhakathi laseYurophu, kusishiya sikhululekile ukuba siqhubele phambili notyalo-mali lwethu kwimisebenzi yethu yamalahle ejongene nemarike.Umlinganiselo wethu wokuphindaphinda umi kwi-2.1x, kwaye ukuhamba kwethu kwemali simahla yi-EUR yezigidi ezingama-547, kwaye oku kusemva kokutyala imali ye-EUR 730 yezigidi kwishishini lethu.
Njengoko sele ubonile, iBhodi yenza isincomo sokunyuswa kwesahlulo sokugqibela nge-12%, nto leyo ebonisa inkolelo yayo kumandla awodwa emodeli yeshishini leSmurfit Kappa kunye, ngokuqinisekileyo, nengeniso yethu yexesha elizayo.
Kwingxelo yethu yemivuzo ngale ntsasa, sithethe malunga nokungaguquguquki kokuhanjiswa kwempahla ngokweqhinga, ukusebenza kunye nangokwemali.Kwaye simisela oku ngokuchasene nomxholo wexesha elide, ngokuchasene nemilinganiselo yokusebenza engundoqo kwesi silayidi.Ungabona apha ngokulula ukuphuculwa kolwakhiwo kuzo zonke iimetriki eziphambili zokusebenza.
Ngelixa impumelelo ingaze ibe ngumgca othe tye, uhambo lwethu lwexesha elide lwenguqu lunikeze iSmurfit Kappa ukonyuka kwe-EUR 600 yezigidi kwi-EBITDA, ukonyuka kwamanqaku angama-360 kumda wethu we-EBITDA, ukonyuka kwamanqaku angama-570 kwi-ROCE yethu, kunye oku kwenze ukuba ulwahlulo oluqhubela phambili nolunomtsalane lune-CAGR ye-28% ukusukela ngo-2011. Ngo-2020, sigxininise ekuqhubeni nokuphuma kwemali simahla kunye nokuqhubeka nokwakha iqonga elingcono lomsebenzi wexesha elide kunye nempumelelo.
Ngoku eSmurfit Kappa, siziinkokeli kwiimarike esizikhethileyo kunye namacandelo, kwaye lo ngumbindi wayo yonke into esiyenzayo nesiyicingayo.Makhe ndiphuhlise oku kunye nawe.Ukuzinza kubaluleke ngakumbi kwiSmurfit Kappa nakubathengi bethu.Imveliso yethu, incangci, yeyona ndlela yothutho ezinzileyo kunye nokusingqongileyo kunye norhwebo olukhoyo namhlanje.Njengoko nisazi nonke, ukusebenza kwethu ngamandla kwezemali akukhange kukhuphele ngaphandle imisebenzi yethu ye-CSR.Uyabona ukuba, ngokuchasene nesiseko sika-2005, siye sanciphisa i-CO2 yethu yeenyawo zombini ngokugqibeleleyo kunye nesiseko esihambelanayo ngaphezu kwe-30%, kwaye sinezicwangciso zokuphucula oku ngakumbi ngokunciphisa kwethu okujoliswe kuko ngama-40% ngo-2030.
Siphehlelele ingxelo yethu ye-12 yozinzo ngoMeyi ka-2019 kwaye sifezekise okanye sagqitha usukelo lwethu lwangaphambili ngaphambi kwexesha elimiselweyo lika-2020.Loo nkqubela phambili iye yamkelwa ngamandla ngamaqela amaninzi esithathu azimeleyo njengoko iSmurfit Kappa iqhubela phambili isiya kwaye ixhasa inyathelo leNjongo yoPhuhliso oluZinzileyo yeUN yowama-2030.
Inqanaba lomdla kubathengi bethu, eyona nto iphambili kwiPakethe yethu eNgcono yePlanethi, iye yaba yinto engakholelekiyo ngeziganeko ezi-2 zakutsha nje, ngakumbi, ukuqaqambisa oku.NgoMeyi, siye sabamba ngaphezulu kwabathengi abangama-350, ngaphezulu kokuphindwe kabini, ngaphezulu kokuphindwe kabini kumnyhadala wangaphambili ovela kwihlabathi liphela ukuya kuMnyhadala wethu wehlabathi wokuTsha eNetherlands.Ilitye lembombo lalo mnyhadala yayiyiPlanet Packaging eNgcono, kwaye eyona nto yayithandeka kakhulu yayilinqanaba labantu abadala ababemelwe kumsitho, ebonisa ukubaluleka kwesi sihloko kunye nazo zonke iziseko zabathengi bethu.
Ngomhla wama-21 kuNovemba, ukuqala e-St. Petersburg ukuya eLos Angeles, siye sabamba uSuku lwethu lwe-Global Better Planet Packaging kumazwe ali-18 sisebenzisana nabathengi abangaphezu kwama-650, abanini beempawu kunye nabathengisi.Sisebenzise amaziko ethu amava ehlabathi angama-26 njengeqonga lokunceda abathengi bethu bahambe kweli hlabathi litsha.Ezi ziganeko zi-2 zibonisa ukuba xa ulungiselela ukutshintsha imikhwa yabathengi, iibrendi eziphambili ziza kwiQela le-Smurfit Kappa njengenkokeli yokuphuhlisa izisombululo ezintsha nezizinzileyo.Inyathelo lethu lokuPhakhelwa kwePlanethi eNgcono laphehlelelwa kwiminyaka eyi-1.5 eyadlulayo kwaye sele lifumene -- liphumelele isiphumo esiphazamisayo kwimarike yokupakisha.
Njengenkokeli yeshishini elimoshakeleyo, sisebenza kushishino lokukhula kunye neemarike zethu ezininzi ezikhula okanye ngaphambi koqikelelo lokukhula kwehlabathi lwe-1.5% ukuya ku-2023. Kukho inani lezinto eziqhuba ukukhula okanye ukukhula kwelizwe ezingatshintshi nje ngokusisiseko izicelo. yodaka kodwa nexabiso layo lexesha elide.Ezi zibandakanya i-corrugated iye yanda isetyenziswa njengendlela yokuthengisa esebenzayo;uphuhliso lwe-e-commerce, apho i-corrugated yindlela yothutho ekhethwayo;kunye nokukhula kweleyibhile yabucala.Kwaye siya kuphuhlisa ukupakishwa okuzinzileyo njengebali lokukhula kolwakhiwo njengoko siqhubeka nomboniso.
Sikhumbula imbono eyakhayo yeshishini lethu, iSmurfit Kappa yeyona nkampani ikwimeko engcono yokuthabatha ithuba elifutshane, eliphakathi kunye nexesha elide kwezi ndlela zintle zolwakhiwo.Siphuhlise usetyenziso olululodwa ngokwenene kwaye olungakwaziyo ukuphinda-phindwa nguye nawuphi na omnye umdlali kwishishini lethu, nokuba ziimboniselo eziyi-145,000 zevenkile kwiShelf Viewer ukuya kuma 84,000 amatsheyina obonelelo kwiPack Expert okanye ngaphezulu kwe-8000 iisistim zoomatshini bespoke ezizezabo, ezisebenzayo okanye igcinwe yiSmurfit Kappa Group kubathengi bayo.
Umkhondo wethu wehlabathi awunakuthelekiswa.Ngokulinganayo, ekuhambeni kwexesha, siyaqhubeka kutyalo-mali ukwenza eyona siseko sisebenza kakuhle, sivelisa izinto ezintsha kunye nekumgangatho wehlabathi esikwaziyo ukunika abathengi bethu ezona mveliso zibalaseleyo ngexabiso eliphantsi.Imodeli yethu ehlanganisiweyo ivumela iSmurfit Kappa ukuba isebenzise ngokupheleleyo indawo yayo, isiseko sayo se-asethi kunye nolwazi esinalo kwishishini lethu.
Kwaye phezu kwayo yonke le nto, sinabantu bethu.Kwaye ke, yonke inkampani ithetha ngabantu bayo.Kodwa ndinebhongo ngakumbi ngenkcubeko esiyiphuhlileyo, apho abantu bamkela iinqobo ezisemgangathweni zokunyaniseka, imfezeko kunye nentlonipho kule nkampani.Ukubuyisela, i-Smurfit Kappa iqalise iinkqubo zoqeqesho zehlabathi jikelele, ezifana ne-INSEAD, apho bonke abaphathi bethu abaphezulu baya kugqiba inkqubo yobunkokeli beeveki ezininzi ekupheleni kwe-2020. Le nkqubo, ngokuqinisekileyo, ngaphezu koqeqesho esinalo ukunika amanye amawaka amaninzi eetalente eziselula eziya kuthi ziqhubele phambili amaxabiso kunye nenkcubeko yeSmurfit Kappa kwixesha elizayo.
Kwaye okokugqibela, njengoko bekutshiwo ngaphambili, ukuzinza kuyinzuzo enkulu yokhuphiswano, okokuqala kwi-SKG, kodwa nakwishishini lethu, njengoko ukusetyenziswa kwepakethe esekwe ephepheni kugqwesileyo kwihlabathi elizinzileyo.
KwiSmurfit Kappa, ukusungula izinto ezintsha kunye nokuzinza zikwiDNA yethu.Phakathi kwe-25% kunye ne-30% yeshishini lethu nyaka ngamnye yibhokisi eprintiweyo esanda kuyilwa kubathengi abatsha okanye abakhoyo.Ngale mali yotshintsho, kunyanzelekile ukuba ube nolwazi kunye nobuchule bokwenza izinto ezintsha, ukongeza ixabiso, ukunciphisa iindleko kunye nokunika abathengi esona sisombululo silungileyo kwishishini labo kunye nentengiso.Oku kugxininisa ukubaluleka njengoko kubekiwe kumbono wethu wokuhambisa ngamandla kubathengi bethu imihla ngemihla.
Njengoko besenditshilo, ukuhlangabezana nokuchaza imfuno yokupakisha izinto ezintsha, iSmurfit Kappa kule minyaka ili-10 idlulileyo iphuhlise amaziko angama-26 kwihlabathi liphela.Ziindawo zokuyila zokwenyani ezinxibelelanisa ilizwe leSmurfit Kappa ukuze kuxhamle abathengi bethu.Amaziko ethu amava ehlabathi ahluke ngokupheleleyo njengoko eli hlabathi liqhagamshelwe kuzo zonke izicelo zethu, linika abathengi bethu ukuveliswa kwezinto ezintsha zenkampani ngokucofa nje iqhosha.Kwaye oku kunika ukufikelela kubunzulu kunye nolwazi kunye nobubanzi benkampani yethu kunye nokufikelela kwijografi esinakho.
Ke yintoni ekwezi hubs zotshintsho eyenza umahluko kubathengi bethu?Okokuqala, sithatha indlela yenzululwazi.Ngedatha kunye nokuqonda, sinokubonisa kubathengi bethu ukuba bafumana ukupakishwa okulungiselelwe okulungele injongo kunye nenkunkuma encinci.I-SKG ngezicelo zayo izibophelele ekunciphiseni inkunkuma ngenzululwazi, kubandakanywa neyethu imveliso yamalahle.Asifuni ukubona iimveliso ezipakishwe kakhulu.Okubaluleke kakhulu, siqinisekisa abanini bebrendi ngezikhundla zethu njengenkokeli esele imisiwe ukuba uphawu lwabo luya kukhuselwa ngokusetyenziswa kweemveliso zeSmurfit Kappa.
Ukuqinisekisa ukuba siyahlangabezana nezi njongo zibalulekileyo, sinabayili abangaphezu kwe-1,000 yonke imihla siqinisekisa ukuba iikhonsepthi ezintsha ziyafumaneka kubathengi bethu.Aba bayili bahlala beyila izimvo ezintsha ezenza indawo yokugcina abathengi bethu ukuba bayisebenzisele ishishini labo.Amaziko ethu amava akwabonisa izisombululo zethu zokuphela ukuya-ekugqibeleni, nokuba bubuchule beenkqubo zoomatshini bethu okanye iziqinisekiso zethu zozinzo, sikwazi ukunika inkonzo nangaluphi na uqeqesho abanqwenela ukulusebenzisa abathengi bethu.Iindawo zethu zokuvelisa izinto ezintsha zibonelela ngofikelelo olwandisiweyo kuzo zonke iinkalo zabathengi kwihlabathi labathengi bethu, nokuba oko kukuthenga, ukuthengisa, ukuzinza okanye nayiphi na indlela umthengi wethu anqwenela ukuyindwendwela.
Ekugqibeleni, nangona kunjalo, amaziko ethu abonelela ngesakhono kubathengi bethu ukuba baphumelele kwindawo yabo yentengiso.Imfuno yabo kukuthengisa ngaphezulu, kwaye kwi-SKG, singabanceda benze oko.Ngaphezulu kwe-90,000 yemibono yabathengi kunye nezicelo ezizodwa nezingenakuphinda zifumaneke esinazo, sibonisa kwabo bathengi yonke imihla ukuba ibhokisi yenkcenkceshe yeyona ndlela yokuthengisa kunye nentengiso.
Kwaye into entsha ihambisa yonke imihla yeSmurfit Kappa Group.Nabu ubungqina bendlela-- ngembalwa nje yabona bathengi bakhulu, abona bathengi bantsonkothileyo emhlabeni, indlela esikhule ngayo ngamandla.Uxabiso lwabo ngomnikelo wethu lubonakaliswa ngokubonakalayo kukukhula okuboniswa kwesi silayidi.Le mizekelo imbalwa kumawaka amaninzi kunye namawakawaka emizekelo yempumelelo esiqhubekeka ukubanayo ngenxa yokunikela kwethu izinto ezintsha.
Namhlanje, abathengi bethu babona iSmurfit Kappa Group njengeqabane lokuzikhethela kuba sihlala sinikezela ngeyona ndlela ikhethekileyo kwicandelo lethu yonke imihla.Siyabanceda ukuba banyuse intengiso yabo, siyabanceda banciphise iindleko zabo kwaye siyabanceda banciphise umngcipheko.
Enkosi, Tony, kwaye kusasa, nonke.Ngaphambi kokuba ndithethe ngeziphumo kwiinkcukacha ezincinci, ndifuna nje ukugxila kwenye yezinto eziphambili kunye nabaqhubi bezakhiwo abathetha ngazo uTony, i-ajenda yozinzo.Kubalulekile ukukhumbula ukuba i-SKG igxile kuzinzo ixesha elide kakhulu.Lo nyaka uya kuba ngunyaka wethu we-13th wokuhanjiswa ngokuchasene neenjongo zethu, kwaye xa sithetha ngokuzinza, kukuzinza kuyo yonke i-fiber, kuquka i-fiber yabantu.
Kodwa kukho utshintsho kwiminyaka yakutshanje kwaye abathengi bethu, oorhulumente kunye nabathengisi bambalwa babachaphazelekayo abaqhuba ulwazi malunga nokupakishwa okuzinzileyo ngendlela esingazange siyibone ngaphambili.Kwaye ngokubanzi, loo ncoko ijikeleza izihloko ezi-2: indima yokupakishwa kwingxoxo-mpikiswano yokutshintsha kwemozulu kunye nemingeni ngokusetyenziswa okukodwa, iplastiki yesalathiso enye eya kubangela ingxoxo malunga nefuthe layo yonke inkunkuma yokupakisha.Umthengi ulindele ukuba abavelisi beemveliso bakhokele.Ke ngelixa abathengisi kunye neeNGOs zisabela kwizicelo zabathengi, balindele ukuba abavelisi, abathengi bethu, bakhokele.Kwaye ngenxa yembali yethu ende kule ndawo, sibekwe ngokukodwa ukuba sibancede.Kwaye njengoko besenditshilo, sinozinzo kuyo yonke imicu.
Into ephinda icace kukuba ukupakishwa okusekwe ephepheni kuya kuba sisisombululo esithandwayo, kwaye oku kungenxa yeendlela zamva nje, ukunyuka kwe-e-commerce, ukunyuka kwamandla omthengi kwaye, ngaphezu kwako konke, ukuzinza kwingqiqo ebanzi, zombini imveliso kwaye ngokwenene. ifuthe lokusingqongileyo.Lonke uphando, nokuba luluvo lwendalo esingqongileyo, ukuthandeka okanye ukubonwa komgangatho, luqinisekisa ukuba ukufudukela kwipakethe esekwe ephepheni kwandisa umbono olungileyo wophawu lwakho.Ndiyakholelwa kwakhona ukuba, ekuhambeni kwexesha, siza kubona ukwanda kommiselo kunye nomthetho kule ndawo, kwaye njengoko uza kubona kwisilayidi esilandelayo, iSmurfit Kappa sele inezo zisombululo endaweni.
Njengoko uTony etshilo, ukuze akhokele ishishini kunye nokuxhasa ngakumbi abathengi bethu kunye nomthengi wokugqibela, saphehlelela iPakethi eNgcono yePlanethi.Eli nyathelo likhethekileyo linike injongo kwi-ajenda yokupakisha ezinzileyo ngokuphuhlisa nokuphumeza iikhonsepthi zokupakisha ezizinzileyo ukuya ekupheleni.Linyathelo lokudibanisa lonke ikhonkco lexabiso kwiilensi ezininzi, ukufundisa nokukhuthaza bonke abachaphazelekayo kwikhonkco lexabiso, kubandakanywa nelona libalulekileyo, umthengi;ukuqhuba ukusungulwa kwezinto ezintsha ezizinzileyo kunye noyilo lwezisombululo zokupakisha ezizinzileyo;kwaye ngaphezu kwakho konke, ukuphumeza izisombululo zokupakisha ezizinzileyo kwizinto zokupakisha ezingazinzanga.
ESmurfit Kappa, ulwazi lwethu, amava kunye nobuchule bethu busivumele ukuba siphuhlise ngaphezulu kwe-7,500 yezisombululo zokupakisha ezintsha, ezilungele ukuphumeza kunye nokujongana nomnqweno wabathengi wokushiya ukupakisha okungazinzanga.Iipotifoliyo zethu ezipheleleyo zemveliso ukusuka ephepheni ukuya kwiibhokisi, kwingxowa kunye nebhokisi kunye ne-honeycomb, egubungela yonke i-spectrum yabathengi kunye nokupakishwa kokuthutha, kusenza sibe nelona qabane lithembekileyo lokusungula.
Kodwa ukujongana nemingeni yanamhlanje, ulwazi olunzulu lwephepha, ngakumbi kwi-kraftliner, kufuneka zidityaniswe nenqanaba lehlabathi, ubuchule bokuyila obuphumelele ibhaso olwakhelwe phezu kwedatha kunye neengqikelelo zenzululwazi eziqinisekisiweyo, kunye nobuchule obungenakuthelekiswa nanto bokwenza umatshini.Omnye umzekelo omangalisayo wendlela iSmurfit Kappa innovation elisebenzisa ngayo ulwazi kunye nokukhuthaza intsebenziswano kulo lonke ikhonkco lexabiso yiTopClip.Siphuhlise isisombululo esikhethekileyo sokudibanisa iinkonkxa, kwaye kunye nomnye wababoneleli abakhulu be-automation kwihlabathi kwi-KHS, sele sisenza oku ngokwenene kubathengi bethu.Oku kunesicelo ngokucacileyo kwinani elikhulu leendidi zeemveliso, kwaye okona kubaluleke kakhulu, ziyafumaneka ngoku kwihlabathi liphela kubo bonke abathengi bethu.
Kucacile ukuba kule minyaka idlulileyo, i-SKG inyuse ukubonakala kwemveliso yayo kwiishelufu njengeendlela zokuthengisa ezibhenela ngqo kubathengi.Kwaye ngelixa sikwinqanaba lokuqala lento enokuthi ibe yintshukumo engenakuthintelwa ekupakishweni okusekwe ephepheni, iimveliso esiqhubeka sivelisa ngazo ziya kujongana neenkxalabo zabathengi malunga nozinzo.
Ngoko ke ukuqhubela phambili ukubona ukuba ezinye zazo ziguquka njani zibe ziziphumo kunye nokusebenza kwethu kwezemali, kwaye ujike ngoku ukuya kunyaka ogcweleyo ngeenkcukacha ezithe kratya.Siyavuya ukunikezela ngeseti eyomeleleyo yeziphumo zonyaka opheleleyo ka-2019, nokuba kungoku okanye ngaphambi kwazo zonke iimetriki zethu eziphambili.Ingeniso yeqela yayiyi-EUR 9 yebhiliyoni kulo nyaka, inyuke nge-1% ngo-2018, esi sisiphumo esinamandla sithathela ingqalelo imvelaphi yamaxabiso ebhodi ephantsi.
I-EBITDA inyuke nge-7% ukuya kwi-EUR 1.65 yebhiliyoni, ngokukhula kwemivuzo kumazwe aseYurophu naseMelika.Ndiza kwandisa ukwahlulahlula ngomzuzwana, kodwa kwinqanaba leqela, i-EBITDA yayichatshazelwa kakubi yimali, ngelixa ukuthengwa kwe-net kunye nempembelelo ye-IFRS 16 yayilungile.Siphinde sabona ukuphucuka komda we-EBITDA ukusuka kwi-17.3% ngo-2018 ukuya kwi-18.2% ngo-2019. Sabona imida ephuculweyo kwiYurophu nakwiMelika, ngokuyintloko ebonisa iingenelo zokutsha okujoliswe kubathengi bethu, ukomelela kwemodeli edibeneyo yeqela, imbuyekezo evela kwinkqubo yethu yokuchitha imali eyinkunzi kunye negalelo elivela ekuthengweni kunye nokukhula komthamo.
Singenise imbuyekezo kwinkunzi eqeshwe kwi-17%, kakhulu ngokuhambelana noko besijolise kuko.Kwaye njengesikhumbuzo, oko kujoliswe kuko kwamiselwa kwisiseko sozalisekiso olupheleleyo lweSicwangciso sethu seXesha eliPhakathi esiphuma ngowama-2021 naphambi kokuba impembelelo ye-IFRS 16 ithathelwe ingqalelo.Ke ngokwesiseko esifana neso, ngaphandle kwe-IFRS 16, i-ROCE yethu ngeyaba kufutshane ne-17.5% ngo-2019.
Ukuhamba kwemali kwamahhala kunyaka kwakuyi-EUR 547 yezigidi, ukunyuka kwe-11% kwi-EUR 494 yezigidi ezinikezelwe ngo-2018. Kwaye ngelixa i-EBITDA yayiphezulu kakhulu ngonyaka, ngokunjalo, njengoko uTony etshilo, yi-CapEx.Ukunciphisa oku ibikukutshintsha kwenkunzi yokusebenza ukusuka ekuphumeni kwe-EUR 94 yezigidi ngo-2018 ukuya kwi-EUR yezigidi ezingama-45 ngo-2019. Inkunzi esebenzayo njengepesenti yentengiso kwi-7.2% ngoDisemba '19 iphakathi kwe-7% ukuya kwi-8% yoluhlu lwethu kwaye ingaphantsi kwe-7.5% inani ngoDisemba 2018.
I-Net-debt-to-EBITDA kwi-2.1x yayinyuka kancinane ukusuka kwi-2x esiyibike ngoDisemba '18, kodwa ingaphantsi kwe-2.2x kwisiqingatha sonyaka.Kwaye intshukumo kwi-leverage kufuneka iphinde ibonakale kumxholo wokuthatha ityala elihambelana ne-IFRS 16 kwaye, ngokwenene, ukugqitywa kokunye ukufunyanwa enyakeni.Ke kwakhona, ngaphandle kwe-IFRS 16 ngokwesiseko sokufana, umyinge uyakuba 2x ekupheleni kukaDisemba '19, kwaye nokuba ikunye okanye ngaphandle kwe-IFRS 16, kakuhle kakhulu kuluhlu lwethu oluxeliweyo.
Kwaye okokugqibela kwaye kubonisa ukuzithemba iBhodi enayo kokubini ngoku kwaye, ngokwenene, ithemba lexesha elizayo leqela, livunyiwe ukunyuka kwe-12% kwisabelo sokugqibela ukuya kwi-EUR 0.809 ngesabelo ngasinye, kwaye oku kunika ukunyuka konyaka nonyaka. kwisabelo sisonke se-11%.
Kwaye ukujika ngoku kwimisebenzi yethu yaseYurophu kunye nokusebenza kwabo ngo-2019. Kwaye i-EBITDA inyuke nge-5% ukuya kwi-EUR 1.322 billion.Umda we-EBITDA wawuyi-19%, ukusuka kwi-18.3% kwi-2018. Kwaye isizathu sokusebenza okuqinileyo ngokwenene, njengoko sele ndichazile, inxalenye yentsebenzo yeqela lonke.Ukugcinwa kwexabiso lebhokisi bekuphambi kwezinto esizilindeleyo xa kunikwa amaxabiso aseYurophu kwi-testliner kunye ne-kraftliner yehliswe malunga ne-EUR 145 itoni kunye ne-EUR 185 yetoni, ngokulandelelanayo, ukusuka phezulu kwe-Okthobha '18 ukuya kuDisemba 2019. Kwaye njengoko kuphawulwe kumaphephandaba. Ukukhululwa, sisanda kwazisa abathengi bethu ukonyuka kwe-EUR 60 yetoni kwibhodi ehlaziyiweyo esebenzayo kwangoko.
Ngo-2019, siye sagqiba ukuthenga eSerbia naseBulgaria, inyathelo elongezelelekileyo kwisicwangciso sethu soMzantsi Mpuma Yurophu.Kwaye njengoko kunye nokudibanisa kwangaphambili kunye nokuthengwa, ukuhlanganiswa kwezi asethi kwaye, okona kubaluleke kakhulu, abantu kwiqela baqhubela phambili kakuhle, kwaye bayaqhubeka nokwandisa ukusasazeka kwendawo yeqela kwaye, ngokwenene, bandise amandla ebhentshi kwitalente.
Kwaye ngoku sijonge eMelika.Kwaye eMelika kulo nyaka, i-EBITDA inyuke nge-13% ukuya kwi-EUR 360 yezigidi.Umda we-EBITDA uphinde waphucuka ukusuka kwi-15.7% ngo-2018 ukuya kwi-17.5% ngo-2019, kwaye uqhutywa kwakhona ngabaqhubi abaqatshelwe njengenxalenye yokusebenza kweqela liphela.Kunyaka opheleleyo, i-84% yemivuzo yommandla inikezelwe yi-Colombia, Mexico kunye ne-US, kunye nentsebenzo eqinile yonyaka ngonyaka kuwo onke amazwe ama-3 eqhutywa kukunyuka kwemithamo, ukuhla kweendleko zefayibha ezifunyenweyo kunye nenkqubela phambili eqhubekayo kwinkqubo yethu yotyalo-mali.
E-Colombia, imiqulu yayiyi-9% yonyaka, ngokuyinhloko iqhutywe ngokukhula okuphezulu kwicandelo le-FMCG.Kwaye ngoJuni, sikwabhengeze unikezelo lwethenda oluyimpumelelo lokufumana izabelo ezincinci eCarton de Colombia.Ingqwalasela ehlawulwe apho yayimalunga ne-EUR 81 yezigidi, kwaye yenza lula ubume bequmrhu eColombia kuthi.
EMexico, sibone ukuphucuka okuqhubekayo kuzo zombini isiseko se-EBITDA kunye ne-EBITDA kunye nokukhula komthamo oqhubekayo.Kwaye eMexico, ukuqhubeka -- ukonyuka kokugxila kwizisombululo zokupakisha ezizinzileyo, kunye nokukwazi kwethu ukubonelela ngentengiso eyodwa yePan-American iqhubekile nokuqhuba imfuno yeshishini lethu laseMexico.Kwaye e-US, imida yethu iqhubekile iqhubela phambili unyaka nonyaka ngenxa yokusebenza ngamandla kwesixhobo sethu sokusila kunye neenzuzo zeendleko eziphantsi zefiber ezifunyenweyo.
Ngoko ke iziphumo zonyaka ngokohlobo lwesishwankathelo.Kwaye ngenene ngoku ndifuna ukuphinda ndinike ingxelo kulwabiwo lwenkunzi.Esi silayidi siya kuqheleka kakhulu kuwe kweli nqanaba.Yinto yethu rhoqo.Besisoloko singumvelisi wokuhamba kwemali simahla.Kwaye olo gxininiso luqhubekayo ekuqukuqeleni kwemali simahla lusenza sikwazi ukulungelelanisa izinto eziphambili kulwabiwo lwethu lwenkunzi ngelixa siqinisekisa ukuba i-balance sheet ihlala yomelele.Kwaye njengoko ubona, liphepha lomncono elinokuguquguquka okubonakalayo phakathi koluhlu lwethagethi yethagethi ye-1.75x ukuya kwi-2.5x.Kwaye njengoko usazi, ujoliso lwethu lwe-ROCE lwe-17% ngomjikelo, iprofayili yembuyekezo yeshishini lethu ibisoloko iphucuka ngokuhamba kwexesha kwaye sihlala siqinisekile kumandla ethu okugcina oko kujoliswe kuko ekuhambeni kwexesha.
Isahlulo yinxalenye ephambili yolwabiwo lwethu, kwaye siyikhulise ukusuka kwi-EUR 0.15 emva ngo-2011 ukuya kwi-EUR 1.088 ngo-2019. Kwaye ndicinga ukuba ngumzekelo ocacileyo wendlela esicinga ngayo malunga nolwabiwo lwemali, kuba umsebenzi esiwenzileyo kwi-refinancing. ngexesha lika-2019 lithetha ukuba ukunyuka kwesahlulo kuya kuba sisiganeko esingenacala.Ngokwenyani, sinika abanini zabelo izibonelelo zokwaba.Kwaye sikholelwa ukuba imali eyabelwe iiprojekthi zangaphakathi ingundoqo ekukhuleni okuqhubekayo kunye nokusebenza kweshishini.Njengoko ulindele, sithatha inkqubo esekelwe kwimbuyekezo kuzo zonke izigqibo zethu zokwabiwa kwenkunzi.Ngokulinganayo, nanjengoko imbuyekezo ibonisa, singamagosa asebenzayo enkunzi, aqeqeshekileyo xa kufikwa ekufumaneni usukelo kunye nokuziphatha kakuhle xa kuziwa kutyalo-mali lwangaphakathi.
Kwaye esi silayidi sisikhumbuzo nje senguquko yeqela, kokubini ukuhamba kwemali simahla kunye nefuthe lezo zigqibo zolwabiwo lwemali eyinkunzi ngokuhamba kwexesha ngokomgangatho kunye nenzala yemali ngokwenyani ukusukela kunyaka wethu opheleleyo wokusebenza emva kwe-IPO ngo-2007. Ukuvela kwesabelo ukusukela ngo-2011. Njengoko uTony ebonisile, eyona nto ibalulekileyo kumbono wethu kukubonelela ngembuyekezo ekhuselekileyo nephezulu kubo bonke abachaphazelekayo.Ukunikezela ngokuqhubekayo la manqanaba embuyekezo kubonakalisa amandla emveliso yethu yemali ephuma simahla, endikholelwa ukuba, njengoko igrafu ibonisa, singakwazi ukuhambisa nokuba zithini na iimeko zemarike.
Ukusukela ngo-2007, ukuvelisa kwethu imali kuye kwasivumela ukuba sitshintshe ngokuphawulekayo i-balance sheet yeqela, sinciphise amandla kwaye sisebenzise amathuba amaninzi okuhlawula amatyala ethu.Sikwinqanaba ngoku apho i-avareji yethu yenzala ingaphezulu kancinane kwe-3%, i-bill yethu yenzala yemali yehle kakhulu, kwaye njengoko besenditshilo, sibuyisele ezinye zezo nzuzo kubaninizabelo.
Izahlulo yinxalenye ebalulekileyo yenkqubo yethu yokwenza izigqibo zolwabiwo lwenkunzi kwaye zibonelela ngengqiniseko yexabiso kubaninizabelo.Besisoloko siyichaza njengomgaqo-nkqubo wesahlulo esiqhubekayo kwaye sinikezele ngeCAGR emalunga ne-28% ukususela ngo-2011. ngokunjalo imbuyekezo ethe kratya kubaninizabelo bethu.
Kwaye okokugqibela, ndiguqukela nje kwisikhokelo sobuchule sika-2020. Njengesiqhelo, ukuba kukho imibuzo eneenkcukacha ezininzi zokubonisa, mhlawumbi ngokusebenzayo nangokufanelekileyo kujongwana ne-offline.Yintoni ecacileyo nangona kunjalo, njengoko uTony etshilo, kukuba xa sinikwe oku kungasemva kokuhamba kwemali, siza kuba nomnye unyaka wokuziswa kwemali simahla.
Enkosi, Ken.Ngo-2016, sabeka umbono omtsha kunye nokwabelana ngeqela leSmurfit Kappa.Kwaye le yinto esiyilwelayo yonke imihla kwinkampani, njengoko ichaza indlela yethu yeshishini kunye nenkcubeko yethu ekhokelwa yintsebenzo.Oku akusiyo imeko yolangazelelo.ISmurfit Kappa inikezele ngobuchule nangokungaguquguqukiyo, ngokusebenza nangemali.
Njengoko uKen etshilo, i-balance sheet yethu ikuluhlu lwethu oluchaziweyo kwaye imbuyekezo yethu igqithile koko bekujoliswe kuko okubekwe kwisiCwangciso seXesha eliPhakathi.Ndiyakholelwa ukuba ukusebenza kwethu kwamva nje kunye nokuqondwa kubonisa inkqubela phambili ebonakalayo kulo mbono, kwaye ndiyathemba ukuba iyabonakala kuni nonke namhlanje.
Ngokuphathelele ukunconywa lihlabathi, ndanelisekile kukuba senza inkqubela entle ngokubhekisele kule njongo.Amabhaso ethu kuzo zombini iindawo ze-CSR kunye nokusungula izinto ezintsha asenza sonke kwiQela le-Smurfit Kappa sizive ngathi sikwindlela elungileyo.Oku, kunjalo, uhambo olungapheliyo kunye nenkcubeko yethu.Nangona kunjalo, ndiqinisekile ukuba ukuzibophelela kwethu kunye nenkuthazo yabantu iya kukhawulezisa kuzo zombini iinguqulelo ezintsha kunye nemisebenzi ye-CSR.
Ukuqondwa kwehlabathi jikelele kwandisa isikhundla senkampani njengeqabane elikhethiweyo kubathengi bethu kwaye, ngokuqinisekileyo, njengomqeshi okhethwa ngabantu bethu, esinika isakhono sokutsala, ukugcina kunye nokukhuthaza eyona talente ibalaseleyo ekhoyo.
Ngokumalunga nokuhambisa ngamandla, ndiyathemba ukuba uyabona, sikwenza oku ngamandla kwiSmurfit Kappa Group.Ngamaziko ethu amava kunye nabantu, siqhubekeka ukwenza izinto ezintsha kubathengi bethu abakhula kwaye baphuhla kunye nathi.Imisebenzi yethu iyaqhubeka ukuphucuka kuzo zonke iinkalo, nokuba kukhuseleko, umgangatho kunye nokusebenza kakuhle.Inkampani yethu ibinikezela ngamandla ngokufumana, kwaye siye sakwazi ukufumana amathuba kunye namashishini amatsha angena kwinkampani yethu anika ixabiso kwabo bachaphazelekayo.
Isicwangciso sethu seXesha eliPhakathi sinikezelwe ngokubonakalayo.Ukuphakanyiswa okunzima kwinkqubo yaseYurophu yokusila kuya kuba semva kwethu ngo-2020 ekupheleni konyaka.Kusekho amathuba abalulekileyo okutyalo-mali kwishishini lethu elijongene nentengiso ukuze sisebenzise amathuba okwandisa ngenxa yeemarike esikuzo;okanye iintsingiselo zexesha elide, ezifana nokuzinza;okanye ukuthatha iindleko ngenxa yokunyuka kweendleko zabasebenzi.
Ngokubhekiselele kuzinzo, umthengi kunye nabemi bafuna iplanethi engcono kulo lonke ikamva lethu.Indlela ye-Smurfit Kappa iyamahluko obalulekileyo ekunikezeleni kwethu iinkonzo zethu kunye nabathathi-nxaxheba bethu kulo mmandla.Kwaye kwakhona, njengoko u-Ken esandula ukubonisa kwaye njengoko amanyathelo ethu okusebenza kwexesha elide ebonisa ngokucacileyo, siyaqhubeka nokuzisa imbuyekezo ekhuselekileyo neqhubela phambili ngokuqhubekayo kwixesha elide, sisuka kwi-11.3% ngo-- xa sasisiya esidlangalaleni ngo-2007 ukuya kwi-17% Unyaka ka-2019 kwimbuyekezo kwimali eyinkunzi eqeshiweyo, nto leyo ehambelana noko sijolise kuko kwixesha eliphakathi.Eli shishini litshintshiwe ngokwenene kwaye linikezela ngombono wethu.
Kwaye siguqukela kwisishwankathelo sento esiyithethileyo kunye nembono.Makhe siphinde sijonge into ebesiyithethile kule ndawo kwiminyaka emi-2 eyadlulayo ngoFebruwari '18 ekusungulweni kweSicwangciso seXesha eliPhakathi ukuba iSmurfit Kappa kwiminyaka emi-5 iyakuba nemodeli ephuculweyo, ibiya kwandisa iyantlukwano yejografi, ibiya kwandisa ibhalansi. amandla kwaye ebeya kuba nembuyekezo ekhuselekileyo neyongamileyo.
Kwiminyaka nje emi-2 kamva, siphambi kolindelo lwethu.Ukuhanjiswa kweemfuno zethu ze-containerboard zaseYurophu ngokufunyanwa kwe-Reparenco;inkqubela kwiiprojekthi ezininzi ze-kraftliner kwindawo yethu yokusila yaseFransi, i-Austrian mill, i-Swedish mill;kunye nophuhliso oluqhubekayo eColombia naseMexico kwiinkqubo zokusila.Singene kwindawo entsha, eSerbia naseBulgaria.Sinephepha lomncono eliya liqina, elinokukhula kwexesha elide kunye nezinga lenzala elisezantsi elenziwe kakuhle nguPaul, uBrendan kunye namaqela.Kwaye sinikezele ngembuyekezo ephezulu ngokuqhubekayo ngokuhambelana okanye ngaphezulu kwethagethi yethu yexesha eliphakathi.
Sizibophelele kuluhlu lweenjongo ezicwangcisiweyo nezokusebenza nezemali, kwaye ndiyathemba ukuba sibonisile ukuba senze, kwaye kwiimeko ezininzi siye sagqitha kwezi zibophelelo.KwiQela leSmurfit Kappa, sithetha njengoko sisenza kwaye senza njengoko sithetha.
Ukuqukumbela, ndingathanda ukuphawula ukuba kule minyaka imbalwa idlulileyo, umgangatho weshishini leSmurfit Kappa uphucuke ngendlela engenakulinganiswa.Esi sisiphumo sotyalo-mali lwethu ngesiCwangciso seXesha eliPhakathi, izinto esithe sazenza saza sazongeza kwishishini lethu, isakhelo sethu esisebenzayo solwabiwo lwemali kwaye mhlawumbi, ngaphezu kwako konke, inkcubeko kunye nabantu abakwishishini lethu abanabathengi kunye nabathengi. ukusebenza entliziyweni.Kwaye ngokulinganayo, sicela abaphathi bethu ukuba baphathe inkunzi ngokungathi yeyabo njengenkcubeko yomnini-msebenzi.Kwaye njengoko nonke nisazi, imidla yethu ihambelana nabaninizabelo.Ngenxa yoku, siyaphucula kuko konke esikwenzayo.Iphepha lethu lomncono likhuselekile kwaye linengeniso eyomeleleyo yasimahla yokuphuma kwemali.Kwaye njengoko besitshilo namhlanje, ukusebenza kwexesha elizayo kuxhomekeke kwinto owenziwe ngayo.Ibhodi yentsimbi kunye nebhodi yebhokisi lishishini langoku kunye nekamva, kwiplanethi yethu kunye nabathengi bethu abanokusebenzisa imveliso yethu ngenzuzo yeshishini labo.
Ngokubhekiselele kulo nyaka, ngokwembono yemfuno, unyaka uqale kakuhle.Kwaye nangona imingcipheko enkulu kunye nezoqoqosho ngokucacileyo isekhona, silindele omnye unyaka wokuhamba kwemali simahla kunye nenkqubela phambili engaguqukiyo ngokuchasene neenjongo zethu ezicwangcisiweyo.
Ke ngaloo nto, ndiza kuyigqiba intetho kwaye ndiqale ukuthatha imibuzo phantsi.Kwaye emva koko, siyakuthatha imibuzo kule ingasentla.
Lars Kjellberg, Credit Suisse.Imibuzo emithathu evela kum.Tony, ukuba unokucacisa kancinci xa uthetha ngalo lonke ixesha lokuphazamiseka kwintengiso kwinto oyenzayo, ukuPakisha okuNgcono kwePlanethi, njalo njalo, kunye neSicwangciso seXesha eliPhakathi, njengoko ubutshilo, unikezela ngokubonakalayo?Ngaba ungasinika umbono wento oye wayihambisa kuyo ngo-2019, kufuneka sicinge njani ngaloo nto kunye nethuba ngo-2020?Kwaye ekugqibeleni, uthethe malunga nokugcinwa kwexabiso lebhokisi, ecacileyo kakhulu.Ngaba ungasinika naluphi na uhlobo lokuthi siwugqibezele khona unyaka ngokwexabiso lebhokisi apho -- ngokunxulumene nalapho baqale khona?
Kwinqaku lokugqibela, ndithetha ukuba, asiyikuqhawula loo nto kuba, ngokucacileyo, ngumba wezorhwebo kuthi, uLars.Kodwa ndicinga ukuba apho sijonge khona kule minyaka kukubonelela abathengi bethu ngexabiso.Kwaye ke loo nto inokuthetha amaxabiso ebhokisi asezantsi kubo kunye nomda ophezulu wethu kuba siyakwazi ukusungula ibhokisi ngokwahlukileyo.Kwaye ke ixabiso lisalathiso, kodwa ngokucacileyo umda sesinye isalathisi.Kwaye inxalenye yenjongo yokuba nohlobo lotyalo-mali esinalo ekuqaliseni izinto ezintsha kukuba siyakwazi ukufumana i-win-win kunye nabathengi bethu.Kwaye oko kunokuba ngaphaya kwee-spectrum ezahlukeneyo, nokuba kungaphaya kogcino lolungiselelo kunye nokubanceda kwasekuqaleni.
Kwaye enye yezinto ezilungileyo kuthi, njengoko sibona yonke le meko ikhula, kukuba abathengi beza kuthi kwasekuqaleni.Kulapho bafumana khona olona gcino lukhulu kuba banokusebenzisa imveliso encinci ngokwabo kwipakethe yabo yangaphakathi kwaye mhlawumbi babe nebhokisi eyomeleleyo, okanye babe nebhokisi ekhaphukhaphu ukuze sifumane imveliso eninzi ngaphakathi.Ndiyathetha, kukho zonke iintlobo zeendlela ezahlukeneyo, xa umthengi eqala ukusebenza nathi, ukuze sinciphise iindleko ezibalulekileyo kubo.Ke ndicinga ukuba asenzi ngenene--ndithetha ukuba, kukho iifomula eziya ezantsi kwishishini eliqhelekileyo, kodwa ngokucacileyo, sizama ukwenza izinto ezintsha kangangoko kubathengi.
Ngokubhekiselele kumbuzo wakho wokuqala, yintoni isiphumo esiphazamisayo sokuPhakhelwa kwePlanethi eNgcono.Ndithetha ubungqina kuphela endinokuthi nditsho ngokwenene ukuba zingaphi iziganeko esiziqhubela abathengi ngokuzinzileyo kunye nendlela yokutshintsha izinto.Kwaye ndiyathetha, kukho ixesha lag kuyo.Kuba umzekelo, uKen uthetha ngale TopClip.Ndiyathetha ukuba asiqinisekanga nge-1,000% ukuba izosebenza.Kodwa sinokukuxelela ukuba umthengisi woomatshini omkhulu kakhulu usebenza nathi kunye nabathengi bethu ukwenza aba matshini bokugcwalisa ezi toti ngesantya ekufuneka bagcwaliswe ngaso nto leyo eya kuthatha iminyaka eliqela ukuba baphume.Kodwa xa isenzeka kwaye ukuba iyenzeka, uthetha iibhiliyoni ezininzi zeendawo eziphezulu endaweni yokucutha ifilimu ethi-kwaye ndinonyana wam apha nabahlobo bakhe, kwaye bathetha ukuthi bayayithiya into ethile yeplastiki. ijikeleza phezulu.Ke ngumthengi wanamhlanje ocinga loo nto.
Kwaye oko kuyinzuzo enkulu kuthi.Nokuba yinkqubo yethu ephela iyinkqubo esebenzayo, andazi.Kodwa inelungelo elilodwa lomenzi kwihlabathi liphela.Sinomdla omkhulu kuyo.Kwaye yimveliso enye kuphela.Ndithetha ukuba sithetha ngeStyrofoam, sithetha ngazo zonke ezinye iiplastiki.Ngoko ke lutshintsho lomdlalo.Kwaye ndi--omnye umzekeliso kuloo nto, xa bendikwi-CMD ngale ntsasa, omnye wemibuzo ubujikeleze into yokuba sikwindawo elungileyo ngomnye wabanikezeli ngcaciso.Kwaye oko kubonisa inyani yokuba ishishini lethu, hayi ishishini laseSmurfit Kappa kuphela kodwa ishishini lokupakisha ngamalahle, lishishini elinika umdla kakhulu kwixesha elizayo njengoko sihleli apha.Kodwa Ken, uyafuna ukuthatha iXesha eliPhakathi?
ULars, ngokweSicwangciso seXesha eliPhakathi, yigcine ilula, malunga ne-EUR yezigidi ezingama-35 ngo-2019 kwaye malunga ne-EUR yezigidi ezingama-50 ngo-2020.
UDavid O'Brien waseGoodbody.Mhlawumbi ukulandela umbuzo kaLars.KwiSilayidi se-13, uthanda ukuqaqambisa impumelelo oye waba nayo kwabanye abadlali be-FMCG.Loluphi uhlobo lotshintsho oluthambileyo kwiindlela zokuziphatha kwabo bathengi othe wazibona kwisithuba seminyaka emi-5 ngokwexesha lobude bekhontrakthi, ukuncamathela kwikhontrakthi, endiqinisekileyo ukuba ifikelele kuvuthondaba olungcono lomda?Ngaba ibe yintsebenzo engcono kakhulu yomda kunelo lonke ishishini?Kwaye ke ngokuzinza ngakumbi kunye nempumelelo onayo ukuza kuthi ga ngoku, luhlobo luni lweprimiyamu abathengi abazimisele ukuhlawulela isisombululo esizinzileyo?Kwaye xa sicinga ngaloo premium, ngubani oginya iindleko?Ngaba ngumthengi ekugqibeleni okanye ngumthengi wakho?Kwaye okokugqibela, kumagqabantshintshi akho, uTony, malunga nemfuno elungileyo yokuqalisa unyaka, ungachaza ukuba ihambe yaphi xa ithelekiswa ne-1% kwi-Q4, kwaye zeziphi iindawo zentengiso okanye zengingqi ezibonakala zingcono ngokulandelelana?
Kubude besivumelwano sekhontrakthi, ndicinga ukuba sinokuncamathela okuninzi ngokubanzi.Ndiyathetha, ndicinga njengenkampani, sivame ukungaphulukani nabathengi abaninzi.Silahlekelwa ngulowo ungaqhelekanga.Kodwa ngokuqhelekileyo, sivame ukungaphulukani nabo.Kwaye yinxalenye yomnikelo uphela esiwenzayo.Ndiyathetha, ndicinga ukuba njengoko abathengi bethu bejongana noxinzelelo olufanayo nesikwenzayo, oko kukunciphisa iindleko zabo, ngokucacileyo benza utshintsho kwintlangano yabo kwaye bafuna ubuchule obuninzi kumthengisi wabo kunangaphambili ukubanceda kwindawo yabo yentengiso.Kwaye ke yi-positive enkulu leyo.
Enye into elungileyo kukuba bakhuphe iindleko kumaziko abo kwaye bezenzela kwaye banesantya esiphezulu, isebenza ngeendlela zombini.Xa siphumelela ishishini, kuthatha ixesha elide ukulifumana.Kodwa xa befake imigca enesantya esiphezulu, umphakamo webhokisi yethu yentsimbi evuthelweyo iyahluka ngokwenkampani ngenkampani.Kwaye kufuneka wenze amalinge oomatshini kwaye kufuneka wenze amalinge emarike, kwaye udinga umntu okwenzayo oko.Kwaye amaxesha amaninzi abanayo loo nto.Kwaye ixesha lomatshini libaluleke kakhulu kwabo bathengi.Ke ngoko, awukwenzi-- ithande ukuba nzima ukufumana ixesha lomatshini lokubeka imveliso yakho.Ke njengoko nditshoyo, isebenza ngeendlela zombini xa uphumelela ishishini.
Kwaye ke xa uthetha ngabathengi, enye yezinto ezingacingelwanga ngokwenene kwigumbi, xa uthetha ngomthengi othile, ucinga ukuba ngumthengi omnye onemveliso enye, lutyekelo lwendalo.Kodwa loo mthengi omnye unokuba nemigca engama-40 eyahlukeneyo eya kumazwe angama-50 ahlukeneyo anoshicilelo olwahlukileyo, kwaye udinga umntu oza kumlawulela loo nto.Ke ukuntsonkotha kotshintsho kunzima kakhulu xa uneshishini elinesantya esiphezulu, elizenzekelayo, elineemfuno zomgangatho oqinileyo, kunye ne-OTIF eyomeleleyo, enePPM eyomeleleyo.Ke ndicinga ukuba sinabathengi abancangathi kakhulu.Ndithetha ukuba asiyithathi lula, kunjalo.Kodwa sihlala singaphulukani nabathengi kwaye sikholisa ukuphumelela abathengi ngenxa yokuqamba kwethu izinto ezintsha.Kwaye njengoko ndihleli apha namhlanje, sonwabe kakhulu ngenkangeleko eya phambili.Kodwa kwakhona, asinakuze siphumle kulo mba.Ngokubhekiselele kumbuzo wokugqibela, owawu...
Ndicinga ukuba indlela esijonga ngayo i-Q4, u-Oktobha noNovemba yayinamandla kakhulu kwaye ihambelana kakhulu ne-2% esiya kuhlala sikhokela.Ndicinga apho iKrisimesi iwele khona, kungoLwesithathu, oko kuthetha ukuba ngaphandle kweentsuku zokusebenza, uphume uyokwenza uhlobo oluthile lweentsuku zokuprinta, nto leyo ethetha ukuba kukho iiholide ezininzi ngoDisemba ngenene, kuncinci ukuthumela ngenqanawa.Ke ndiyacinga ukuba xa ukhulula yonke loo nto, ugqiba kwelokuba ubuye umva ngokubanzi nge-1.5% ukuya kwi-2% ebesiya kukhokela.
Ndicinga ngokwemimandla kunye nalapho sayibonayo loo nto, ndicinga ukuba iPeninsula yase-Iberia yomelele, i-Italiya yomelele, kwaye iRussia neTurkey yomelele kakhulu.Ndicinga ukuba iJamani ngokuqinisekileyo yayithe tyaba, nto leyo ethatha indawo yangasemva yaseJamani sisiphumo esihle kuthi.Kwaye iFransi iyaqhubeka nokwenza kancinci kakuhle.Ndicinga--ke, i-UK, njengoko unokucinga, uhlobo lokutsalwa kancinci apho kunikwe iBrexit, iBrexit ngaphandle nayo yonke loo nto.Kodwa ndicinga ukuba ngelixa iJamani ilapho, akufuneki ndibone iYurophu isuka ngokuyimfuneko.Nokuba yintoni na ehambayo, ke sihamba kakuhle kuloo nto, kodwa sisenza ngcono kunentengiso ngokubanzi.Kwaye ndicinga ukuba kufanelekile ukuthetha ukuba xa bebuya ngoJanuwari, ezo ntengiso ziqhubekile ziqhuba kakuhle.Ke xa sicinga ngenkangeleko engaphambili kwaye sithetha ngebango lonyaka, ngaba ukuhlobo loluhlu ekujoliswe kulo ka-2 [kwi-biz], ayibonakali ingekho ngokwendalo ngeli xesha.
NguBarry Dixon ovela kuDavy.Imibuzo embalwa.Utshilo nje kwi--kwinto onayo-- ukugcinwa kwexabiso lakho bekungcono kunokuba bekulindelwe eYurophu ngo-2019. Ngaba ucinga ukuba ngumba wexesha nje lowo?Okanye ngaba kukho into ethile eyenzekayo apha onokuthi ukwazi ukuyigcina unikwe yonke imiba eyongeziweyo kunye nozinzo othe wathetha ngayo?Kwaye ke umbuzo wesibini, Ken, mhlawumbi ngokweSicwangciso seXesha eliPhakathi, ukubuyela emva koko, mhlawumbi usinike ingqiqo malunga ne-EUR 1.6 yebhiliyoni, ukuba yimalini echithwe ngoku. Inqanaba lokuhambisa loo EUR 35 yezigidi kunye ne-EUR 50 yezigidi ngo-2020?Kwaye ubonisile kwingxelo ukuba uzakujonga ekwandiseni, ndiyacinga, okanye wandise isicwangciso.Ungasinika umbala ojikeleze loo nto, mhlawumbi ngokwemiqathango ye -- ingaba ngokwexesha?Okanye ngaba kuxhomekeke kwisixa semali oceba ukuyisebenzisa?Kwaye emva koko ukongeza okokugqibela malunga neengcinga zakho malunga neendleko ze-OCC kunye namaxabiso e-OCC.
Kulungile.Ndizakuthatha eyokuqala ekugcinweni kwexabiso emva koko uKen uthathe intsalela.Ndicinga ukuba kulungile ukuthi ngenxa yento esiyizisa ngayo abathengi bethu, kukho -- bekukho ugcino olungcono ngaphambili.Ngokucacileyo, asizukuqikelela ukuba oko kuya kuqhubeka, kodwa ngokuqinisekileyo sinokholo oluqinileyo ekufuneka luqhubeke.Kwaye ngokuqinisekileyo, bonke abantu bethu basebenza nzima kakhulu ukuqinisekisa ukuba inokugcinwa ngcono.Kodwa andizukuma apha kwaye ndithi ngokuqinisekileyo kuya kwenzeka.Kodwa sisebenza nzima kakhulu ukuqinisekisa ukuba siyayigcina.
Kwaye ngokucacileyo, isibhengezo sokunyuka kwexabiso kwindawo yokuthengisa kunceda loo ajenda ngengqiqo yokuba ukuba amaxabiso ayehla, baya kubuyela kwakhona.Ke njengoko sinabathengi abangama-65,000-kunye, wonke umntu wahlukile kwaye sineengxoxo ezahlukeneyo kunye nomnye wabo bathengi.Kwaye ke-kodwa ndingatsho, ngokubanzi, ewe.Kodwa kwakhona, asiphumli kwi-laurels yethu kuloo nto.
Kwaye uBarry, ngokweSicwangciso seXesha eliPhakathi, ndicinga ukuba, okokuqala, luhlobo lokubuyela kwi-EUR 1.6 yebhiliyoni kuba, ngokucacileyo, yatshintsha kancinci njengoko sasihamba kuyo.Ke i-EUR 1.6 yeebhiliyoni, njengoko ukhumbula, yayingaphezulu kweminyaka emi-4 ngohlobo oluthile phakathi kwe-EUR 330 yezigidi, EUR 350 yezigidi njengohlobo lwenani lesiseko.Enyanisweni, mhlawumbi i-EUR 330 yezigidi ekuqaleni, kodwa ke senze izinto ezininzi ezithengiweyo ukunyusa isiseko seCapEx: Serbia, Bulgaria, et cetera.
Ke-kodwa i-EUR 1.6 yeebhiliyoni yayineeprojekthi zephepha ezi-2 apho kwaye yayingumatshini wephepha eYurophu kunye noomatshini bephepha eMelika.Umatshini wephepha eYurophu awenziwanga kuba sithenge iReparenco.Kwaye umatshini wephepha eMelika, asizukwenza njengenxalenye yesi sicwangciso ngoku.Ndicinga ukuba akukho mfuneko yokuba siyenze xa sijonga iimeko zemarike kunye nalapho sihlala khona ngokwamaxabiso kunye nemfuno.Ubonelelo lwethu lwebhodi yeekhonteyina eMelika -- njengoko usazi, ibiziitoni ezingama-300,000 ezimfutshane.Ngoko ke ngokwenyani, unokuphinda usibeke phantsi eso sicwangciso ukusuka kwi-EUR 1.6 yebhiliyoni ukuya, ukubiza, i-EUR 1 yebhiliyoni kubomi besicwangciso esiya kuchithwa.
Kwaye ukuba ujonga kwi-EUR yezigidi ezingama-733 kunyaka ophelileyo kunye nonyaka ongaphambili, kwaye ngenene isikhokelo kulo nyaka se-EUR 615 yezigidi, unokubona ukuba malunga nayo yonke loo mali yeSicwangciso seXesha eliPhakathi, ukuba uyathanda, ekuqaleni. Isicwangciso siya kuchithwa ekupheleni kwe-'21 -- okanye '20 ukuya kwi-'21.Kwaye kunye ne-EUR 350 yezigidi ze-base CapEx, usenokukhula kweCapEx kwelo nani le-EUR 615 yezigidi, nangona i-EUR 60 yezigidi ithetha ukuqeshisa.
Kwaye ndicinga ukuba xa sicinga ngokuphindaphinda okulandelayo okanye utshintsho kwiSicwangciso seXesha eliPhakathi, inyani nje-- ukuba ucinga ngento esasiyithethile malunga ne-2 kwiminyaka eyadlulayo kunye nendlela umhlaba oye watyhalela kuzo nokuba sesizithethile. malunga nale ntsasa malunga nokuzinza okanye ukukhula okuqhubekayo kweminye imimandla kunye nemimandla, kwaye ngokwenene indlela iqela liye lavela ngayo, asizange sibe neReparenco, akukho Serbia, Bulgaria, izityalo ezininzi eFransi, oko kwabangela ukuba sihlale phantsi sicinge. malunga naloo modeli ukuya phambili kunye nohlobo lokubuyisela, ukubuyisela, ukubuyisela kwakhona into esinokuyidinga ngokwemigaqo yabaqhubi besakhiwo esiyibonayo phambi kwethu.Ke ayikonqumama ngenene okanye itshintshe okanye ishukume, yindawo nje yendalo enikwe ubungakanani bomsebenzi esiwenzileyo ukuza kuthi ga ngoku ukutsho, eneneni, sizakujolisa phi ngoku kwingqwalasela yethu kule minyaka mi-4 izayo.
Ke-kwaye sizakuchitha i-EUR 615 yezigidi kulo nyaka, ke ayisiyiyo ncam into yokunqumama ngaloo ndlela.Ndicinga ukuba luphawu lokuba, ngaxa lithile, uya kusiva siphakama kwakhona kwaye sithethe malunga nalapho sibona khona iminyaka emi-4 ezayo yeSmurfit Kappa ngokwembono kunye nenkcitho.Kwaye si--sele siqala ukucinga ngayo, ngoko akukho sikhokelo kumanani malunga nokuba kuthetha ukuthini oko.Kodwa ndicinga ukuba, ngokusisiseko, imalunga nokuhamba kunye nokutsala abanye babaqhubi besakhiwo esibabonayo phambi kwethu.Kwaye i-OCC ixabisa uBarry, ngowuphi owona mbuzo?
Basenokuhlala befana.Ndicinga ukuba -- kulungile.Ngaba yimbono yakho leyo?Jonga, ndicinga ukuba siyazi-kwaye uTony unombono, naye, ndicinga ukuba yimeko--sathetha ngemigangatho kunye ne-OCC ixesha elide, elide, kwaye siyabona ukuba iyaqhubeka ihla.Ndicinga ukuba njengoko sihleli apha namhlanje, ungaxoxa mhlawumbi ayinakuhla kakhulu, kodwa ngokuqinisekileyo inokubuyela phezulu.Ke ndicinga ukuba icala lokuhamba alisekho i-asymmetric, ndicinga ukuba mhlawumbi licala elisezantsi.Kodwa ngokuqinisekileyo, unokuyibona ibuyela umva ngokuxhomekeke-ngoku yazisa ukuba yintoni enokuthi i-coronavirus iiveki ezi-2 kule ngxaki ithile okanye umcimbi uzise ngokwemfuno ngokubanzi.Kodwa ndicinga ukuba thina-- ithisisi yethu iya kuba lixabiso lexesha elide le-OCC lingcono kakhulu kuwo omabini amaxabiso ephepha kunye namaxabiso ebhokisi.Kodwa siye -- njengoko ndicinga ukuba benditshilo kunyaka ophelileyo, ndandingalunganga kumaxabiso e-OCC iinyanga ezili-12 zilandelelana.Ke-kodwa ndiyacinga, ewe, inokuhlala injalo, phezulu okanye ezantsi, ndiyacinga, yimpendulo yam eqwalaselwayo, Barry.
Cole Hathorn ovela eJeffries.Bendifuna nje ukulandelela ukunyuswa kwexabiso lebhodi yakho esetyenzisiweyo.Kwaye bendizibuza nje virgin, unexesha lokuphumla kwiindawo zokusila zaseFinland.Kwaye ngaba le yimeko apho ufuna uhambo oluhlaziyiweyo ukuze uhambe ngaphambi kokuba utyhale uhambo olunyulu?Kwaye okwesibini, ubuya ngoMeyi kwiSigigaba sakho soTshintsho, ubonise oomatshini bakho bokupakisha besenza iibhokisi zokupakishwa kwequnube kunye nezinto ezinjalo.Sele uthetha ngoomatshini bakho bebhokisi abasisiseko, ngaba unganika nje umbala omncinci wokuba unceda njani ngesiseko sabathengi bakho kunye neminye imiqulu yephepha oyibonayo-uhamba ngoomatshini bakho?
Kwicala lentombi enyulu, eCole, kukho umsantsa omkhulu kakhulu phakathi kwamaxabiso entombi enyulu kunye nokuphinda kusetyenziswe.Kwaye ngokucacileyo, yinto esiyibeke iliso kuyo.Kodwa zincinci-- zisetyenziselwa izicelo ezahlukeneyo.Kodwa kukho isiqwenga se-crossover esisoloko sihlala sijonge.Kwaye umsantsa, ngenxa yokuwa kwephepha elisetyenzisiweyo kunye neendleko zephepha elisetyenzisiweyo ngokutsha ngenxa yeendleko zalo eziphambili zokuhla, kuthetha ukuba umsantsa ube mkhulu kakhulu kune--mkhulu ngakumbi kunembali.Kwaye asinawo abaqhubi abafanayo kwiiplanga.Ukhuni aluhambi kumlinganiselo ofanayo nephepha elihlaziyiweyo.Ke njengoko uKen ekhankanyile, ixabiso eliphezulu lenkunkuma ekugqibeleni lilungile kwiSmurfit Kappa.Kodwa kuya kufuneka sihambe -- ukuba iphepha elilahliweyo liyenyuka, kuya kufuneka sidlule kwiintlungu ezithile njengoko siqhubeka nomjikelo kwakhona.Kodwa yi--asiyiboni loo nto-ngokuqinisekileyo kwixesha elifutshane.
Ke ngokubhekisele kwintengiso, iqinile kakhulu kwintombi enyulu.Ndiyathetha ukuba sibaleke kabuhlungu kwindawo yethu yokusila yaseSweden ngenyanga kaJanuwari ngoko ke siphulukene neetoni ezithile, kwaye ke, siyakrazula ukufumana iitoni kwaye asikwazi ukuzifumana.Ke imarike ixinene kakhulu.Kwaye ke ukongeza amafutha kuloo nto lugwayimbo lwaseFinland apho kukho ugwayimbo oluqhubekayo-ngoku iiveki ezi-2 kuqhankqalazo okanye kufutshane neeveki ezi-2, kwaye loo nto ngokucacileyo ikhupha ubuntombi obuthile kwindawo yentengiso.Ke yimarike engqongqo kwaye siyaqhubeka nokubukela indawo malunga nempumelelo yokunyuka kwexabiso elisetyenzisiweyo, kwaye ke mhlawumbi kuya kufuneka sithathele ingqalelo into esiyenzayo kwintombi enyulu ukuba oko kunyuka kwexabiso kuphumelele.Ngokubhekiselele kwiinkqubo zoomatshini, kufana kakhulu ne-8,000 yabo kwishishini, siyayenza, ndiyacinga, bangaphi ngenyanga esiyenza...
Ke si-ndithetha ukuba, yinxalenye nje yomnikelo wethu, uCole, ukuba siqhubeke sitsho kubathengi bethu nokuba siyazenzela, sinayo-e-UK, eJamani, e-Italiya sinezethu. ukwenziwa kweenkqubo zoomatshini, uyilo lwethu;okanye siyithenga njengoko sisebenza nale nkampani ithile eza kusinceda kushishino lwesiselo apho singenakho isakhono sangaphakathi sokubonelela ngomatshini.Ke ndithetha ukuba sikholisa ukuba-- sinecandelo lenkqubo yoomatshini ethanda ukusebenza njengenxalenye yengalo yethu yokuthengisa, kwaye yinto entle kakhulu.Njengoko ndisitsho, nokuba siyenza ngaphakathi okanye ngaphandle, luhlobo lomcimbi womatshini lowo--kunye neemveliso esizinikezelayo.Ngoko ngomnye umtya kwisaphetha sethu, ndingawubiza ngolo hlobo.
Ndicinga ukuba, Cole, ngokunjalo luhlobo lokuzondla ubuyela kwindawo kaDavide malunga nokuncamathela kwabathengi ngengqiqo yokuba, kunzima kakhulu kumthengisi wakho wenkqubo yomatshini, kunzima ngokwenene ukutshintshela kude ngesaziso esifutshane ukuba kusesiseko sexabiso. okanye enye into.Kwakhona, kulula kakhulu ukwenza into entsha ekupheleni kwebhokisi ukuba ungumthengisi.Ke ndicinga ukuba siyibonile impumelelo enkulu kwelo candelo leshishini lethu lenkqubo yoomatshini.Kodwa iluhlobo-- ludibanisa iSmurfit Kappa ngaphaya kwe--yayikade ingumthengisi wephepha kwaye ngoku liqabane lonikezelo lwekhonkco kuyo yonke indlela, eneneni enolu hlobo lokuncamathela abathengi bakho bafuna olungcono (olungavakaliyo) .
Kwaye ngokufanayo, sibonelela ngeyona mihla, eyona mishini yoyilo kwingxowa yethu kunye neshishini lebhokisi.Ngoko ke, ukuba ungumntu ogcwalisa isantya esiphezulu sebhegi kunye newayini yebhokisi, uza eSmurfit Kappa kwaye sibonelela ngomatshini.Banokuyithenga okanye bangayiqeshisa.Kodwa siyayilungiselela kwaye basebenzisa iibhegi zethu, basebenzisa iimpompo zethu ngalo naliphi na ixesha.
UJustin Jordan wase-Exane.Ndiyabulela ukuba awukwazi ukusinika uqikelelo lwe-OCC, kodwa unga-- umbuzo omnye oyinyani wembali.Ngaba ungasixelela ukuba yayingakanani inzuzo eyayiyiyo ngokwebhulorho ye-EBITDA kwishishini ngo-2019?
Ngokuqinisekileyo.Yayingunyaka opheleleyo we-'19, inzuzo yayiyi-EUR 83 yezigidi, kwaye oko kwahlulwa kwi-EUR 33 yezigidi kwisiqingatha sokuqala kunye ne-EUR 50 yezigidi kwisiqingatha sesibini.
Kulungile.Kwaye unga-- kwakhona, uhlobo lombuzo oyinyani.Yixabise loo nto ngaphambi koko.Loluphi uhlobo lwe-OCC oyithengayo eYurophu naseMelika njengoko ishishini lihleli namhlanje?
EMerika, malunga ne-1 yezigidi zeetoni.Kwaye eYurophu, zizigidi ezi-4 ukuya kwezi-4.5 zeetoni.Ukuba uyakhumbula, ibiphezulu kancinci, kodwa sathenga-xa sathenga iReparenco, safumana indawo yefayibha efunyenweyo.Ngoko ke ngokwenyani, sinokuba--kukho malunga nesigidi seetoni apho sidlulisa ukusuka, ukuba uyathanda, olo tyando ukuya kumatshini wethu wokusila.Ke asifumani nzuzo ye-1 yezigidi zeetoni zayo nayiphi na inzuzo kwi-OCC, ifana nje nexabiso lephepha kwaye idlulise ukusuka kwelinye icandelo ukuya kwelinye.Kodwa i-net-net, phakathi kwe-4 yezigidi, i-4.5 yezigidi zeetoni ze-OCC ezisetyenziswe eYurophu ngamashishini aseYurophu.
Kwaye ukuba sicinga malunga nokusuka, masithi, i-EUR 1,650 yezigidi ezingama-2019 EBITDA kuyo nayiphi na isiphumo esinokuba siyintoni na ngo-2020, kwaye ndiyabulela kukho izinto ezininzi ezingaphaya kolawulo lwakho malunga nemvumelwano yexabiso lebhokisi kwaye ekugqibeleni. Ukukhula komthamo weshishini, kodwa izinto ezingaphakathi kolawulo lwakho, sele usixelele malunga ne-EUR yezigidi ezingama-50 yegalelo kwiSicwangciso seXesha eliPhakathi ukongeza ngo-2020, ke ngubani owaziyo, kunokubakho okuhle okuvela kwi-OCC.Ngaba lukhona olunye uhlobo lwezinto ezixabisa kakhulu, phezulu okanye ezantsi, esifanele sizazi?
Ewe.Ndicinga ukuba sihamba kuhlobo oluqhelekileyo lweendlela zeendleko esithetha ngazo, ndingatsho, iSicwangciso seXesha eliPhakathi, mhlawumbi siya kuzisa i-EUR yezigidi ezingama-50 ngo- [2019].Njengesiqhelo, abasebenzi bangumoya ovuthuzayo kwaye badla ngokuba yi-1.5% ukuya kwi-2% ngonyaka, ke yibize nge-EUR 50 yezigidi ukuya kwi-EUR yezigidi ezingama-60.Kodwa sikholisa ukwenza uninzi lweenkqubo zokukhupha iindleko ezithi ikakhulu zithobe ukunyuka kwamaxabiso apho.Kodwa ngenxa yeziphumo ezilungileyo kule minyaka idlulileyo, njengoko usazi, siye sanyusa intatho-nxaxheba yenzuzo kwiindawo ezifana neFransi kwaye, ngokwenene, iMexico neYurophu.Ke ukuba i-offset epheleleyo okanye hayi, siza kubona ngexesha.
Ndicinga ukuba sisabona umoya ovuthuzayo kwizinto ezifana neendleko zokusasaza mhlawumbi ukuya kwi-EUR 15 yezigidi kunye ne-EUR 20 yezigidi.Ndicinga ukuba xa sidlula kwishishini lethu elibanzi, siye kuhlobo lwamanqaku acacileyo ephepha, siyibize, ingxowa, MG, olo hlobo lwamanqaku ephepha, ndicinga ukuba siza kubona mhlawumbi ukutsala '20 ngaphezulu kwe'19 kwenye indawo 10 ukuya ku 15. Amandla mhlawumbi uya kuba sisivunguvungu somsila njengoko sihamba unyaka, uJustin, kodwa kusesekuseni kakhulu ukuba uyibize okwangoku, ngoko ke mhlawumbi uhlobo oluthe tyaba ukuya kwi-tailwind kancinane njengoko sihlala apha namhlanje.Kwaye ngaphaya koko, andikwazi ukucinga ngabaqhubi beendleko ezinkulu endi...
Umbuzo wam olandelayo--kulungile.Ngokwembali, ngokucacileyo lishishini elincinci kunyaka okanye emi-2 edlulileyo, uthethe malunga ne-1% yevolumu yebhokisi ibe yinto efana ne-EUR yezigidi ezili-17, i-EUR 18 yezigidi ze-EBITDA kunye ne-1% yamaxabiso ebhokisi malunga ne-EUR 45 yezigidi, i-EUR 48. izigidi ze-EBITDA.Ndiyazi malunga neshishini, liyaqhubeka nokukhula.Wenze kakuhle.Mhlawumbi, ngawaphi loo manani namhlanje?
Ndicinga ukuba, ewe, ngokuqhelekileyo yi-1% ene-EUR 15 yezigidi ngevolumu, i-1% kunye ne-EUR 45 yezigidi kwiibhokisi.Ndicinga ukuba ngokunyuka kwamaxabiso ebhokisi kulo nyaka uphelileyo, iminyaka eyi-1.5, ndicinga ukuba ungatsho ngokwengqiqo ukuba, ukuba i-1% kumaxabiso ebhokisi mhlawumbi ingaphezulu kwe-EUR 45 yezigidi ukuya kwi-EUR 50 yezigidi ngokwe-quantum.Kwaye ngokulinganayo kumthamo, unikwe, kwakhona, isikali kunye nobukhulu beshishini, mhlawumbi une-EUR 15 yezigidi, kwaye mhlawumbi uye kwi-EUR 15 yezigidi ukuya kwi-EUR 17 yezigidi ngokomthamo.
Umbuzo nje omnye wokugqibela kaTony kwiPlanethi eNgcono.Ewe, ndiyabulela ukuba sikwi-innings yokuqala yale nto, kwaye uyamazi unyana wakho kwaye wonke umthengi wewaka leminyaka usenokuba yeyona nto iqhubayo njengayo nantoni na.Kodwa ungasinika ingqiqo-kwaye, umbuzo wembali oyinyani, ngo-2019, we-1.5% yokukhula komthamo we-organic, leliphi igalelo kuloo nto isuka kwiplastiki endaweni yokufaka ipakethe?Kwaye xa sicinga ngayo ukuya phambili, ndiyayibulela izakuba linani elikhulu ngonyaka kule minyaka mi-5 izayo, kodwa ungasinika umbono wobungakanani bethuba elinokubakhona ngaphambili?
Kunjalo-ndithetha ukuba iyakuba ncinci kakhulu ngo-2019. Ndithetha, umzekelo, senze ukuqaliswa kunye nomthengi webhiya yaseBelgian enobungakanani obuphakathi ebesiyicwangcisile ngo-2018, bathatha umatshini kwaye bawuthatha. 'baqala ngoku imveliso yabo, masithi, kwikota yokugqibela.Ke leyo yayiyinyani--ndifuna ukuphelelwa, ndifuna ukuphuma kwiiplastiki ezindala.Ndifuna nje ukuba kwipakethe esekwe ephepheni.Kwaye kwathatha iinyanga ezili-18 ukusuka ekuqaleni ukuya ekugqibeleni.Kwaye siyibeka kwi-intanethi, ngoko yinto yoluntu.Linyathelo elikhulu ngabo.Kodwa ukutshintsha imigca yokupakisha kunye nemigca yokuzalisa kuthatha ixesha elide.Ngoko ngokwenene akunakwenzeka ukubala zonke.Ubungqina kuphela esinokububona kukuba sisebenza kwiitoni kunye neetoni zeeprojekthi kuyo yonke indawo, kwaye izakuba yi--ngumsila omkhulu oqinisekileyo kuthi njengoko sijonge kwiminyaka ezayo. .Kwaye laa nto ikliphu kaninzi endikuxelele ngayo kukuba-- ukuba oko kuyasebenza, ngoko sisixa esikhulu-- hayi kuphela isixa seeTopClips kodwa sisixa esikhulu sephepha.Uthetha kwiibhiliyoni ezininzi.Ngoko ngokucacileyo, kufuneka siyibone isebenza.Kodwa ndiyathetha, ixabiso -- iindleko ezihambelanayo, zibiza kakhulu kwisifaki kunento abayisebenzisayo ngoku.Kodwa ngaphezulu kwe--ndiyathetha, sinosihlalo okuloo ndawo, kwaye angatsho ukuba yindleko apho umthengi angakuvuyela ukuyihlawula.Yi-- ndiyawazi amandongomane, [ndithetha, kuwo], iisenti kwi-- hayi neesenti kwipesenti yeesenti.Ngoko akukho nto inokwenzeka.
Imibuzo nje embalwa apha.Ngokwesicwangciso sotyalo-mali saphakathi, ukhankanye i-EUR 50 yezigidi zenzuzo ngo-2020. Ngaba unokuthetha kancinci malunga nokuba kuqhubeka ntoni apho?Yintoni eqhuba loo nto?
Mikael, ndicinga ukuba akunakwenzeka ukuyohlulahlula ibe yiprojekthi nganye okanye ngokwenyani kumacandelo onke, kuba ekugqibeleni, ukuba uyakhumbula, yayiyipotfoliyo yotyalo-mali oluninzi ephepheni kunye necandelo lamalahle.Kodwa ndicinga ukuba kufanelekile ukuthetha ukuba i-EUR 50 yezigidi iqhutywa kukusebenza kunye nokwandisa umthamo kumatshini wephepha.Iqhutywa lutyalo-mali olutsha kunye nokukhula kunye nokwahlula, ukusungula inkqubo yebhokisi kwaye, ngokwenene, ngezinye iiprojekthi zokuthatha iindleko.Ke kuzo zonke iisayithi ezingama-370, i-EUR 50 yezigidi inikezelwe ngabanye okanye bonke ngendlela encinci.Kunzima kakhulu ukuyiqhekeza kwiibhakethi ezinkulu kunoko.
Kwaye ke umbuzo wokugqibela kwiLatin America, ngokucacileyo, indawo yokuthengisa apho ngoku ngokwemfuno kunye namaxabiso kunye nokunyuka kwamaxabiso.
Ewe, Mikael, ndicinga ukuba -- kufuneka ujonge ilizwe ngalinye ngokwahlukileyo ngandlela thile kuba lahlukile.Ndiyathetha ukuba siyabona, njengoko besitshilo kushicilelo lweendaba, ukukhula olomeleleyo eColombia kuwo wonke unyaka ophelileyo, kwaye oko kuqhubekile ukuya kwinyanga kaJanuwari.IMexico ayizange ikhule ngendlela ebesiyilindele kwaye iqhubekile nangoJanuwari.Ayikabikho uqoqosho olukhulayo.Ishishini laseMntla Melika, elincinci kuthi, liqhuba kakuhle.Yamkelekile.
Kwaye ke enye into enomdla eneneni yeyokuba apho sibenobunzima eBrazil naseArgentina naseChile ngokwembono yemfuno kwiinyanga ezili-9 zokuqala kulo nyaka uphelileyo, ethe yabuya umva ngenyanga-kwikota yokugqibela kwaye iqhubekile. NgoJanuwari, apho sibone imfuno ephezulu kakhulu kunokuba bekulindelwe kula mazwe ma-3.Kwaye ndicinga ukuba imeko yamaxabiso ilungile yonke indawo.Ndiyathetha ukuba akukho -- sineenguqu zeendleko zegalelo kumazwe athile kwaye sineempembelelo zeendleko zegalelo kwamanye amazwe.Ke ndicinga kumjikelo, ndicinga ukuba uqhuba kakuhle.Kwaye ke ngokuqinisekileyo, siwuqale kakuhle unyaka kwezo--kuwo onke amazwe aseMelika.
Kulungile.Ndicinga ukuba siyigqibile imibuzo kwaye sigqiba ngexesha.Kubo bonke abo bakumgca, ndingathi enkosi.Kwaye kunjalo, kuni nonke egumbini, ndiyabulela kakhulu ngokubakho kwenu.Kwaye egameni likaKen kunye noPaul kunye nam kunye neqela liphela kwiQela leSmurfit Kappa, enkosi ngenkxaso yakho ngo-2019 kwaye sijonge phambili ku-2020 ngethemba elithile.Enkosi.
Ixesha lokuposa: Feb-12-2020