Yasekwa ngo-1993 ngubhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifumane inkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, ikholamu yamaphephandaba, umboniso kanomathotholo, kunye neenkonzo zotyalo-mali oluyiprimiyamu.
Enkosi ngokujoyina iPackaging Corporation of America's Third Quarter 2019 Earnings Results Call Call.Umamkeli wakho namhlanje uya kuba nguMark Kowlzan, uSihlalo kunye neGosa eliLawulayo eliyiNtloko le-PCA.Ekupheleni kwebali lakhe, kuya kubakho iseshoni ye-Q&A.
Molo, kwaye enkosi ngokuthatha inxaxheba kwi-Packaging Corporation yaseMelika kwikota yesithathu ye-2019 yenkomfa yokukhupha ingeniso.NdinguMark Kowlzan, uSihlalo kunye ne-CEO ye-PCA;kunye nam, kwifowuni namhlanje nguTom Hassfurther, uSekela Mongameli oLawulayo, oqhuba ishishini lokupakisha;kunye noBob Mundy, iGosa lethu lezeMali eliyiNtloko.Ndizakuqala umnxeba ngesishwankathelo seziphumo zethu zekota yesithathu emva koko ndiza kudlulisela umnxeba kuTom noBob, abaza kubonelela ngeenkcukacha ezithe kratya, emva koko ndisonge izinto kwaye singavuya thatha nayiphi na imibuzo.
Izolo, siye sanika ingxelo yengeniso yekota yesithathu ye-180 yezigidi zeedola okanye i-1.89 yeedola ngesabelo ngasinye, esibandakanya i-$0.02 ngesabelo ngasinye seendleko zezinto ezizodwa.Ngaphandle kwezinto ezikhethekileyo, ingeniso yekota yesithathu ka-2019 yayiyi-182 yezigidi zeedola okanye i-1.92 yeedola ngesabelo ngasinye xa kuthelekiswa nekota yesithathu yengeniso ye-2018 ye-211 yezigidi zeedola okanye i-2.23 yeedola ngesabelo ngasinye.
Ukuthengiswa kwekota yesithathu ibiyi-1.8 yeebhiliyoni zeedola ngo-2019 nango-2018. Inkampani iyonke i-EBITDA kwikota yesithathu, ngaphandle kwezinto ezikhethekileyo yayiyi-364 yezigidi zeedola ngo-2019 kunye ne-406 yezigidi zeedola ngo-2018. Ngaphandle kwezinto ezikhethekileyo, ikota yesithathu ka-2019 ingeniso ngesabelo ngasinye se-$ 0.312 isabelo esingaphantsi kwekota yesithathu ye-2018, eqhutywe ngokuyinhloko ngamaxabiso aphantsi ngokuxutywa kwe-$ 0,36 kunye nomthamo we-$ 0.03 kwicandelo lokupakisha kunye nomthamo ophantsi kwinqanaba lethu lephepha le-0,03 yeedola.Umxube otyebileyo kwiibhokisi zethu zezityalo kunye neendleko eziphezulu zabasebenzi kunye nokulungisa zibe negalelo kwiindleko eziphezulu zokuguqula i-$ 0.06 kwaye sineendleko eziphezulu zokusebenza kunye nezinye iindleko ze-$ 0.03.Ezi zinto ziye zahlaziywa ngokuyinxenye ngamaxabiso aphezulu ngokuxutywa kwicandelo lethu lePhepha le-0.09 yeedola, iindleko ezisezantsi zokucima zonyaka ze-$0.09 kunye neendleko eziphantsi zothutho kunye neendleko ze- $0.02.
Ukujonga kwishishini lokupakisha, i-EBITDA ingabandakanyi izinto ezikhethekileyo kwikota yesithathu ka-2019 yezigidi ezingama-325 zeedola kunye nentengiso ye-1.5 yezigidigidi eziye zakhokelela kumda we-22% xa kuthelekiswa ne-EBITDA yonyaka ophelileyo ye-378 yezigidi zeedola kunye nentengiso ye-1.5 yeebhiliyoni zeedola okanye i-25%.Izixhobo zethu zokusila zebhodi zisebenza ngendlela esebenzayo nenexabiso eliphantsi, njengoko siqhubeka silungelelanisa unikezelo lwethu kunye nemfuno yangoku yasekhaya kunye nokuthumela ngaphandle ngelixa siphucula umgangatho wethu webhodi yeekhonteyina ukunciphisa iindleko zothutho kunye nolungiselelo kuyo yonke inkqubo.
Siyigqibile ikota ngoluhlu lweetoni ezingama-51,000 ngaphantsi konyaka ophelileyo kunye neetoni ezingama-30,000 ngaphantsi kwekota edlulileyo.Ukongeza, sigcine izinga lokudityaniswa kweshishini elikhokelayo ngokunikezela ngezityalo zethu zebhokisi kunye nebhodi yeebhokisi eziyimfuneko ukuseka iirekhodi ezintsha zokuthumela.
Ngoku ndiza kuyidlulisela kuTom, oya kubonelela ngeenkcukacha ezithe kratya kwintengiso yebhodi yeebhokisi kunye neshishini lethu elityaliweyo.
Enkosi, Mark.Njengoko uMarko ebonisile, amashishini ethu emveliso yelitha aseke iirekhodi ezintsha zokuthunyelwa kweebhokisi ngekota ngosuku kunye nokuthunyelwa kwekota yesithathu iyonke, zombini bezinyuke nge-1.9% xa kuthelekiswa nekota yesithathu yonyaka ophelileyo.Ngaphandle kwelahleko enkulu yeshishini esiyenzileyo kwisikhongozeli saseSacramento ngenxa yokuthengwa kwabathengi ababini bamaphepha amakhulu ngomnye odibeneyo.
Umthamo wentengiso wangaphandle webhodi yeekhonteyina ubumalunga neetoni ezingama-26,000 ngaphantsi kwekota yesi-3 yonyaka ophelileyo, njengoko besiqhuba inkqubo yethu yeebhokisi zeebhokisi ukuya kwimfuno yangoku yasekhaya kunye nokuthunyelwa kwamanye amazwe kwaye sibonelela ngeemfuno ezongeziweyo zezityalo zethu zebhokisi.Ibhodi yezingxobo zasekhaya kunye namaxabiso eemveliso ezinodaka kunye nokuxuba kunye yayiyi-$ 0.23 ngesabelo ngasinye ngaphantsi kwekota yesithathu ka-2018 kwaye ihla i-$ 0.20 ngesabelo ngasinye xa kuthelekiswa nekota yesibini ka-2019. enyakeni iya kubonakala kwiziphumo zethu zekota yesi-3.Amaxabiso e-containboard athumela ngaphandle aphantsi kwe-$ 0.13 ngesabelo ngasinye xa kuthelekiswa nekota ye-3 ye-2018 kwaye yehla i-$ 0.04 ngesabelo ngasinye xa kuthelekiswa nekota yesibini ye-2019.
Enkosi, Tom.Ukujonga icandelo lePhepha, i-EBITDA ingabandakanyi izinto ezikhethekileyo kwikota ye-3 yayiyi-58 yezigidi zeedola kunye neentengiso ze-243 yezigidi okanye i-24%.Oku kwafaniswa nekota ye-3 ye-EBITDA ye-44 yezigidi zeedola kunye nokuthengiswa kwe-254 yezigidi zeedola okanye i-17%.
Ubungakanani bekomityi yethu eyomelele ngokwamaxesha onyaka kunye nokushicilela nokuguqula imiqulu ibiphezulu kunamanqanaba ekota yesibini kunye nangaphezulu kancinane kwikota yesithathu ka-2018. Umndilili wexabiso kunye nomxube wemiqulu yethu yamaphepha ngekota ubumalunga ne-6% ngaphezulu konyaka ophelileyo.Nangona kunjalo, ixabiso lethu eliphakathi kunye nomxube wawumalunga ne-1.5% ngaphantsi kwekota yesibini ka-2019, eyayingaphantsi kokuhla kunokuba kuboniswe ngamaxabiso esalathisi soshishino.
Ngokucacileyo, umthamo wecandelo lephepha lilonke kunye nengeniso bezingaphantsi kwekota yesi-3 yalo nyaka uphelileyo ngenxa yokuphuma kwishishini lamaphepha amhlophe kwiWallula Mill yethu.Siyaqhubeka nokuphucula ingeniso yethu kunye nemida kwicandelo lamaphepha ngokuyinxenye ngokuphuma kweli shishini eWallula, kunokuba siqhubeke nokwabela abantu kunye nemithombo yemali eyinkunzi kulo.
Enkosi, Mark.Siye savelisa imali entle kakhulu kwikota yesithathu ngemali ebonelelwe yimisebenzi yezigidi ezingama-340 zeedola kunye nokuphuma kwemali simahla kwezigidi ezingama-247 zeedola.Olona setyenziso luphambili lwemali kule kota luquka inkcitho yemali eyi-93 yezigidi zeerandi, izabelo zezabelo eziqhelekileyo ziye zafikelela kwizigidi ezingama-75 zeerandi, iidola ezingama-46 ezigidi zeerandi zomdibaniso kunye neentlawulo zerhafu yengeniso yelizwe, iintlawulo zomhlalaphantsi ezizizigidi ezingama-49 zeerandi kunye neentlawulo zenzala ezizizigidi ezi-4 zeerandi.Sigqibe ikota ngeedola ezingama-738 ezigidi zemali esandleni.
Okokugqibela, iindleko zethu zonyaka ezicwangcisiweyo zokugcinwa kwekota yesi-4 azitshintshanga kwisikhokelo sethu sangaphambili, esibonakalisa impembelelo embi ye-0.06 yeedola ngesabelo ngasinye ukusuka kwi-3 ukuya kwi-4.Ngoku ndiza kuyibuyisela kuMarko.
Enkosi, Bob.Ukujonga phambili, njengoko sisuka kwi-3rd ukuya kwikota yesi-4 kwi-Packaging segment yethu, ukuthunyelwa kwemveliso emdaka kunye nosuku olunye lokuthumela oluncinci kufuneka kube ngaphantsi kancinane.Umthamo wokuthengisa webhodibhodi uya kuba sezantsi, njengoko siqhubeka sibaleka kwimfuno kwaye sisebenzela ukwakha uluhlu oluthile lwempahla ngaphambi kokuphela konyaka silungiselela ikota yokuqala ka-2020 ukungabikho kokulungiswa okucwangcisiweyo kumatshini wethu omkhulu o-3, oya kunciphisa kakhulu imveliso yethu. ekuqaleni konyaka ozayo.
Silindele amaxabiso aphantsi kancinci njengoko eshiyekile -- njengoko impembelelo eseleyo yexabiso lebhodi epapashiweyo yasekhaya ihla ukusuka ekuqaleni kwalo nyaka sebenza ngenkqubo yethu kunye namaxabiso asezantsi athumela ngaphandle.Sikwalindele ukuxubana okutyebileyo kancinci kwixesha lonyaka xa kuthelekiswa nekota yesi-3 njengeshishini lemveliso kwiPasifiki kuMntla-ntshona, kunye nokuboniswa kwishishini lemizobo ephezulu yexesha leholide lidla ngokuwa ngekota.
Kwicandelo lethu lamaphepha, imithamo ilindeleke ukuba ibe phantsi ngexesha lonyaka kunye namaxabiso asezantsi.Ngemozulu ebandayo elindelekileyo, iindleko zamandla ziya kuba phezulu kancinci kwaye silindele ukuba ezinye iindleko zokusebenza kunye nokuguqula zibe phezulu kananjalo.Ezi ndleko ziphezulu zibandakanya malunga ne-0.03 yeedola ngesabelo ngasinye esinxulumene nokuqalisa kweplanti yethu entsha yebhokisi yaseRichland Washington kule kota.
Okokugqibela, njengoko uBob ekhankanyile ukucinywa kwesondlo okucwangcisiweyo kufanele kube phezulu kunekota yesithathu.Ukuqwalasela ezi zinto, silindele ingeniso yekota yesine ye-$ 1.70 ngesabelo ngasinye.
Ndiyavuya ukonwabisa nayiphi na imibuzo.Kodwa kufuneka ndikukhumbuze ukuba ezinye zeenkcazo esizenzileyo kubizo ziquka iingxelo zokujonga phambili.Ezi nkcazo zisekelwe kuqikelelo lwangoku, izinto ezilindelekileyo kunye noqikelelo lwenkampani, kwaye zibandakanya imingcipheko yendalo kunye nokungaqiniseki, kubandakanywa ulwalathiso lwezoqoqosho kunye nezo zichongwe njengezinto ezinobungozi kwiNgxelo yethu yoNyaka kwiFomu ye-10-K kwifayile kunye ne-SEC.Ezona ziphumo zinokwahluka kakhulu kwezo zichazwe kwezi ngxelo zijonge phambili.
[Imiyalelo yoMsebenzi] Umbuzo wakho wokuqala uvela kumgca weChip Dillon kunye noPhando oluNqobileyo.
Kubonakala ngathi umgca kaMnu Dillon unokuba --unokuthi uqhawulwe.Kwaye umbuzo wakho olandelayo uvela kumgca kaBrian Maguire kunye neGoldman Sachs.
Ewe.Maka, wenze amagqabantshintshi malunga nexesha lonyaka kumxube otyebileyo onganeno kwikota yesine yokuhanjiswa -- ngokucacileyo [Ifonetiki].Ukuzibuza nje, ukuba unokuphawula ngento oyibonileyo ukuza kuthi ga ngoku ngo-Okthobha ngokuthunyelwa kunye nohlobo olunxulumene nezo zimvo, naziphi na iingcamango zangaphambili kwixesha leeholide le-e-commerce?Uyayazi ingxoxo eninzi malunga naloo nto kunye nendlela i-SIOC kunye nolunye utshintsho kwi-Amazon yokuphoxeka yokupakisha yasimahla inokuchaphazela imiqulu yekota yesi-4, naziphi na iingcinga zangaphambili kuloo nto?
Ewe, uBrian.Ukutyhubela iintsuku ezili-15, siqale kwi- [Phonetic] Okthobha 2% phambi konyaka ophelileyo.Ngoko ke siqale kakuhle ngo-Okthobha.Ngokumalunga ne-e-commerce, ndicinga ukuba i-e-commerce iya kuba nekota eyomeleleyo ye-4.Kwakhona njengoko bekutshiwo ngaphambili, ngoku uthelekisa i-e-commerce iyonke kunye ne-e-commerce yexesha elidlulileyo kwaye, ayisiyiyo imakethi eqolileyo ngokupheleleyo, kodwa ngokuqinisekileyo ikhulile ukutyhubela iminyaka.
Ke silindele i-uptick kodwa hayi, hayi kwinqanaba elaliyiyo xa yayisebusaneni kwaye yayikhula ngemilinganiselo enamanani amabini.Ndicinga ukuba ukukhungatheka simahla kwaye i-SIOC inempembelelo encinci ngeli xesha.Ndicinga ukuba kuya kuba njalo ukuqala kulo nyaka uzayo njengoko siqhubeka nokuphuhlisa iAmazon ngokuthe ngqo.Kwaye njengoko benditshilo ngaphambili, ndicinga ukuba idlala kumandla ePCA kakuhle ngakumbi isiqwenga seSIOC, apho ifuneka kakhulu ekusebenzeni;uyilo esekelwe, ezothutho esekelwe, abo ukudlala kakuhle kakhulu zibe amandla ethu.
Kulungile, kuhle.Eyokugqibela nje kum.Ndicinga ukuba ubusele ubuzwa kancinci malunga noku kwifowuni yokugqibela, imalunga nesalathiso esitsha sokurisayikilisha, ngoku njengoko sikhutshwa.Naziphi na iingcinga malunga nendlela abathengi abanokusabela ngayo kuloo nto?Ukujonga mhlawumbi ukurhweba ukuya kumgangatho ophantsi webhodi esetyenzisiweyo okanye mhlawumbi ngenxa yezizathu zokuzinza kokusingqongileyo, mhlawumbi ukukhetha ukupakishwa okurisayikilishelweyo ukuqaqambisa nje ukuba liphepha lokurisayikilishwa, ndiyazi ukuba umxube wakho wabathengi wahluke kancinane kunemarike jikelele, ke mhlawumbi kancinane ukuzikhusela kuyo, kodwa ucinga nje ngokubanzi njengeyiphi impembelelo, ukuba kukho nantoni na, ucinga ukuba esi salathiso sitsha sinokuba nayo?
Ewe, uBrian lo, nguTom kwakhona.Isalathiso asikhange sibe nampembelelo kuthi.Njengoko bekutshiwo ngaphambili, yimveliso eyahlukileyo kakhulu, ayisekelwanga ekusebenzeni.Ayizininzi ezinye izinto esizithengisa kwimarike evulekileyo, kwaye akukho nto ingako yokufumaneka.Ke ndicinga ukuba zininzi izizathu zokuba ibenayo, ayinampembelelo kwaphela.
Ewe, umbuzo wokuqala ngowolondolozo kwakhona, ingaba ikhangeleka njani kunyaka ozayo ikota ngekota xa ithelekiswa nendlela ekhangeleka ngayo kulo nyaka?
Kulungile.Kulungile.Kwaye ke andazi ukuba usinike inqanaba letyala lokuphela konyaka, ndiyaxolisa, inqanaba letyala lekota, ngaba iyatshintsha kwaphela ukusuka kwikota yesibini?
Ewe, besiphantsi, ityala lethu belingaphezulu kancinane kwe-1.7 yeebhiliyoni zeedola kwaye amandla aphakathi ko-1.1, 1.2 amaxesha.
Kulungile, iluncedo kakhulu.Kwaye kumbuzo wesithathu ebendinawo ngokukhawuleza ukuba ungathetha kancinci malunga nento oyibonayo kwiimarike ezithumela ngaphandle, kukhangeleka ngathi sibonile omnye umlenze phantsi ngo-Okthobha ubuncinci eYurophu. .
Kwaye ucinga ukuba abanye abantu phaya baya kusondela kwindawo apho banokuthatha ixesha lokuphumla kwaye mhlawumbi bade bagqithe kwezo marike kuba kubonakala ngathi akukho nto ingako yokuzuza ngokuqhubeka nokubonelela ngezo marike?
Chip, lo nguTom, ndiza kuthatha loo mbuzo malunga neemarike zokuthumela ngaphandle.Ewe, sibone ukuhla kwexabiso apha mva nje.Kodwa ndicinga ukuba sifika okanye sisondele kakhulu ezantsi, xa sinikwa impendulo, ndicinga ukuba kwindawo yentengiso kule yokugqibela.Ke ndicinga eyakho--ndicinga ithisisi yakho isondele kakhulu.
Enkosi kakhulu.Molweni nonke.Mholo ngalentsasa.Bendifuna nje ukufumana ukusebenza kwephepha, ebengcono kakhulu kunoko besikufuna.Maka, ungacazulula mhlawumbi ukuba uWallula ungekho kwintsingiselo yabo [iPhonetiki] ngokwebhulorho yemivuzo kunye nazo naziphi na ezinye izinto, ukuba azikho kwidola, gcina nje amabhakethi ngokwentsebenzo yonyaka kwicandelo lephepha. .
Ewe, kwakhona, uninzi lwayo lunento yokwenza nokusebenza nje ngokubanzi kwaye emva koko sikwindawo yentengiso kunye nelo shishini.Njengoko benditshilo ngaphambili, sisebenze nzima kakhulu kule minyaka mithandathu idlulileyo ukukhupha iindleko kwelo shishini.Kwaye emva koko, ukuphuma kweWallula ngokukodwa ekuphumeni ngokupheleleyo konyaka-unyaka okuthe kwanceda kwakhona ngalo lonke uhlobo lweendleko kwishishini kwaye kwakhona sonwabe kakhulu apho intengiso iqhube khona.
Kwaye ungalibali, siye sathetha ngale nto kule minyaka idlulileyo ukuba enye yeesuti ezomeleleyo kwela shishini lilifa le-Boise lokukwazi ukuxhobisa kwisindululo sexabiso kunye nokuba nokukwazi ukwenza izinto kuzisa kwi-equation.Ke kwakhona akukho nto yahlukileyo, eyonwabele kakhulu ishishini kwaye imiqulu ibikwindawo elungileyo kuthi.
Kulungile.Sivuyisana nawe ngentsebenzo apho.Kwaye, kunye nokupakishwa ndingafuna ukufikelela ekudityanisweni okuthe nkqo.Ngobalo lwethu, ukudityaniswa ngokuthe nkqo kunyuke kumakhulu ambalwa, 300 [ifonetiki] amanqaku asisiseko kwikota, ungagqabaza ngaloo nto, ungagqabaza apho udibaniso oluthe nkqo lwenzelwe wena ngoku kwaye ukuba awufuni ukunganikezeli. ipesenti.Ukude kangakanani kumanqaku asisiseko kwindawo ongathanda ukuba kuyo ngokugqibeleleyo?
Makhe ndiphendule ngolu hlobo.Ngoku sikwiminyaka ephantsi yoo-'90s njengoko besithetha kulo nyaka.Silungiselela ukuqalisa iplanti entsha yeebhokisi zaseRichland.Njengoko oko kunyuka kwigophe ukuya kunyaka olandelayo, silindele ngokupheleleyo ukubona ukuba indawo yentengiso imile njengoko sijonge kwihlabathi, siza kuqala ukusondela phakathi koo-'90s apho sasineminyaka embalwa eyadlulayo njengonyaka. yenzeka kunyaka ozayo.Yiyo leyo--andifuni ukunika amanani athile, kodwa yindlela esizijonga ngayo izinto.
Kulungile, ndiyayixabisa loo Mark.Eyokugqibela kum kwaye ndiya kuyijika.Uyazi njengoko ujonge ku-2019, ngokucacileyo awukagcwali unyaka mhlawumbi njengoko bekunjalo ngo-2018 ubuncinci kwisiqingatha sokuqala, kodwa uyazi kwiminyaka ukuba mhlawumbi ayomelelanga ngokwemfuno, kukho ezinye. izinto eziya kwenziwa yinkampani efana ne-PKG ukuphucula iprofayile yengeniso kunye neminyaka ezayo ngokucacileyo i-Richland yenye yezinto ozenzayo, ngawaphi amanye amanyathelo abalulekileyo onawo ngoku ukuphucula ukusebenza kweshishini, elihlala lilungile ngaphezulu -- kwindawo eyomeleleyo kwaye wenza ntoni ngokukodwa kwicala lokuguqula ukuya kuthi ga kwinqanaba lokuba unokugqabaza ngokunxulumene nokukhula okuqhubekayo kwe-e-commerce ngokwemigaqo yejelo.Yintoni oyenzayo malunga nokushicilela okanye ukuguqula ukuya kuthi ga apho unokuphawula khona.Enkosi, bafana, inhlanhla kwikota.
Ewe, ndiza kuyiqala le nto kwaye ndiyeke uTom ayigqibezele.Kuyo yonke ibhodi, siyaqhubeka sijonga amathuba okukhupha iindleko, sichazile ekuqaleni kwalo nyaka ukuba ngeeprojekthi ezinkulu ezigqityiweyo eDeRidder naseWallula kuguqulo, sithathe ubunjineli kunye nezixhobo zobugcisa kwaye sisasaza. kwinkampani ngokubanzi ngoku kuguqulo oluguquguqukayo kwaye oko kusivumela ukuba sijonge kwaye sibone amathuba amatsha esinokuthi siqhubele phambili nawo.
Ukongeza, siqesha ngonyaka iinjineli ezintsha.Siqala ukubeka iinjineli kule bhokisi yemisebenzi yeplanti, kodwa ngokubanzi, siza kuqhubeka nokuqhuba iindleko kunye namathuba omthamo kwelo cala leshishini kunye, ngomzamo esinawo.Tom, uyafuna ukongeza kuloo nto?
Ewe, uGeorge.Ndingongeza nje ukuba, njengoko usazi kakuhle, sithatha, sithatha indlela yexesha elide kwishishini lethu kwaye siye, senza utyalo-mali ngamaxesha apho kunokubakho, kunokubakho amaxesha acothayo.Le yenye yazo apho imfuno ingakhange ibe yomelele ngendlela emangalisayo.Bekulungile, kodwa akunjalo, kodwa akulunganga kwaye senza utyalo-mali olubalulekileyo.
Senza ezinye izinto eziya kusibeka kwindawo yexesha elide.Kwaye, lixesha elilungileyo lokwenza oko kuba njengoko ishishini liya linyuka, njengoko imfuno inyuka xa sihamba kwixesha elincinane lokukhula, siyakwazi ukufunxa oko.
Ke uyazi ukuba umatshini we-W3 [Phonetic] ngumzekelo omhle walapho sakha khona indlela yeenqwelo-moya ngokweetoni, kwaye senza into enye kwibhokisi yezityalo.
Maka, ukuqala nje, ubuthetha ngakumbi kwiikota zamva nje malunga nokubaleka ukuya kwimfuno.Kwaye ndiye ndazibuza ukuba unokwabelana ngeengcinga ezimbalwa malunga nokuba zeziphi ezona zicwangciso zisebenzayo zokuthoba umva wemveliso kunye nokubaleka ukuya kwimfuno.Loluphi uhlobo lwezinto eziphambili apho?
Kwakhona, ngesakhono eWallula Mill, sikwazile ukuyilinganisa kwakhona le nkqubo iyonke.Kwaye ngaphandle kokuvala oomatshini, siye sakwazi ukugoba umva kwaye oko kusinika amandla kwakhona okuhlengahlengisa ngexesha lokwenyani njengoko intengiso iyalela njengoko iimfuno zabathengi zihamba ngekota.Sinomdla ngakumbi kwindlela esibonelela ngayo loo ntengiso.Kodwa kwangaxeshanye, kusinike ukuzithemba ngakumbi kwindlela esilawula ngayo uluhlu lwethu lwempahla.Kwaye ukuba ucinga malunga ne-inventory yonyaka engaphezulu konyaka iphantsi kweetoni ezingama-50,000 kwikota yesibini ukuya kwikota yesithathu iphantsi kweetoni ezingama-30,000 obo buchule ngoku bokusebenza ngokwenyani inkqubo yokusila njengoko kuchaziwe yimfuno buhlawulwe ngokwenene kuthi kwaye thina ngoku sinokhuselo lwelizwe lonke lonikezelo lwebhodi yeebhokisi kwaye sithatha ithuba kulo.
Kulungile.Kwaye ke bendifuna ukujikela kolu kukhula kwibhodi ehlaziyiweyo.Kubonakala ngathi ezinye zezixhobo zokusila ezintsha kunye nenani loomatshini abatsha baqhuba inkunkuma exubeneyo ephezulu kwaye nenkunkuma exubeneyo ikwindawo ethile kufutshane ne-zero ngoku ngokuqinisekileyo oko kuyinzuzo yeendleko, ndiye ndazibuza ukuba wena okanye uTom ninokuthetha kancinci. isuntswana malunga nokubeka kwaye ithatha oko usebenzisa inkqubo yemveliso yebhodi yezikhongozeli enenkunkuma eninzi exubeneyo enokubandakanya.Yintoni elungele kwaye yintoni engasetyenziselwa yona?
Kulungile kwakhona, inkunkuma exubeneyo xa uthetha, umgangatho wefayibha ukusuka kwindawo yokomelela awukho naphi na apho unokulindela khona nge-kraft okanye i-OCC okanye i-VOK.Kwakhona, inqanaba longcoliseko libi kakhulu ngokwesiko ngaphandle kokuba ufumana iphepha elilungelelanisiweyo le-ofisi, kodwa kwakhona iimpawu zokusebenza zizonke zingaphantsi kakhulu kuneefenitshala zefiber yebhodi yebhodi [Ifonetiki].Kwaye ke ayikuko ukuba awukwazi ukusebenzisa enye yaloo nto, kodwa ikwizicelo ezilinganiselweyo kwaye kwakhona, asisebenzisi inkunkuma exutyiweyo.
Kulungile.Ukubuyela nje kuhlobo lombuzo kaBrian.Ngaba, kubandakanywa nebhodi ehlaziyiweyo ehlaziyiweyo kumxube, yinto enokuba nomdla kuwe kwixesha elizayo, yithi, iminyaka emithathu ukuya kwemihlanu?
Ngokwenyani enye yeeprojekthi esisandula ukuziphumeza kwinqanaba leBhodi ngo-Agasti yeyomzi-mveliso omtsha we-OCC oza kwakhiwa eWallula Mill ukuqala kulo nyaka uzayo, kwaye sinethemba lokuba iza kuba nayo kwi-intanethi ekupheleni konyaka.Liwaka leetoni ngosuku lweprojekthi ye-OCC eya kubonelela ngesityalo, yonke ifayibha esetyenzisiweyo esetyenzisiweyo kwaye siya kuba nayo -- njengoko sisebenzise eli gama ngaphambili amaxesha amaninzi ukuguquguquka kwefayibha eWallula, apho ifayibha ibiza kakhulu ngokwemiqathango. yenkqubo yokusila.Ke sizakuthatha ithuba lokufumaneka kwe-OCC kwaye sithathe ithuba layo koomatshini.Kwaye ke, Tom, uyafuna ukongeza kuloo nto?[Intetho iyahambelana]
Kulungile, ndiza kuphendula inxalenye yokugqibela yombuzo wakho apho, Mark.Kwaye oko kubathengi bethu bacela i-100% ehlaziyiweyo.Ngamanye amaxesha baye benza kodwa bakuba befumene imfundo kwaye baqonde ukuba ukuze kuqhutywe le nkqubo ye-loop evaliweyo esinayo, kufuneka iqale nge-virgin.Wonke umntu uyayiqonda loo nto, wonke umntu uyayazi loo nto.Ke ndicinga ukuba banobuntununtunu ngakumbi ekusebenzeni okusekwe kunye nento ebenzela yona, kunye nendlela ibhokisi ebenzela ngayo kwaye izisa ngexabiso elifanelekileyo.Ngaphezu koko, kufuneka ndibe ne-100% ye-OCC.Bayaqonda [ongenakuchazwa] umthengi uthe asiyi kuba nayo, asiyi kuba nayo inkqubo yokuvala loop nayo.Ezo zixhobo ziwohloka ngokukhawuleza kangangexesha elithile.Kungoko ke, kulapho sikhoyo kwaye yiyo loo nto ndicinga ukuba yonke le ngxoxo yebhodi yebhodi iphinde isetyenziswe ithulisiwe noko malunga nePCA.
Kancinci ngakumbi, ngakumbi kule projekthi, sijonge ukuba kwakhona lithuba lokunciphisa iindleko.Kwaye unikezelo kulo mmandla wonke ukuba uphume uye elunxwemeni kwaye ezantsi kwingingqi ye-Intermountain, sichonge imithombo yethu.Kwaye ke kwakhona, silindele ukuba le projekthi ibenayo kwi-Intanethi ngasekupheleni konyaka olandelayo.
Enkosi.Mark, uthe uWallula unoluhlu olubanzi ngokungaqhelekanga lomxube ngaphandle kokubetha okusebenzayo esiqhele ukukubona.Ngaba loo mxube weshishini ukuza kuthi ga ngoku uhlala ngaphakathi kolindelo lwakho nanjengoko imarike iye yathamba kwaye ngaba iRichland iza kutshintsha umxube omkhulu owuvelisayo apho?
Hayi, isebenze kakuhle.Njengoko sasicwangcisile kwiminyaka emibini edlulileyo iWallula Mill ukuze ibe yimpumelelo kwafuneka ivelise ubunzima obunzima bamabanga aphakamileyo okusebenza, ukuya kutsho kubunzima obulula kumabanga aphezulu okusebenza.Kwaye oko besikwenza unyaka wonke.Kwaye ke ngokuqinisekileyo khange siqhube ilitye ukuya kuthi ga kwisikhundla sayo esigcweleyo kodwa ukuba i-Richland iyeza, siya kuba nakho ukusebenzisa eli thuba liseleyo.Kwaye sonwabe kakhulu ngumgangatho.Sivuyiswa kakhulu kukuguquguquka komatshini ngokubhekiselele kwintsebenzo enzima kakhulu ukuya kwi-lightweight high performance.Ke isinika ukuguquguquka kokugqibela ukubonelela ngePacific Northwest kunye noNxweme lwaseNtshona kunye nayo yonke ibhodi, esiyifunayo.
Intle kakhulu.Kwaye omnye nje umbuzo, uthethe ngokubaluleka kobuchule bamaqabane akho okuthumela ngaphandle.Kodwa ngaba ukubaluleka kobuchule beemarike ezithumela ngaphandle kutshintshile njengoko inkqubo yakho ikhula kwaye yahluka?
Kulungile kwakhona, khumbula ukuba mhlawumbi amashumi amathathu kunye neminyaka, amashumi amane kunye nonyaka, sinalo eli shishini labathengi lilifa kwihlabathi jikelele mhlawumbi 36, 38 amazwe ahlukeneyo.Tom, nanku ufuna ukongeza kuloo nto?
Ewe, ndingatsho nje, Marko, ukuba ihlala icwangcisiwe ukusuka kumbono woku, abathengi bexesha elide bebenathi ixesha elide, amabakala alungile kakhulu.Ixesha lonyaka lihambelana kakuhle kakhulu.Zininzi izinto eziya kwi-equation, kodwa zisahleli zinobuchule.
UMarko, wenze inkcazo malunga nezicwangciso zokucima zonyaka ozayo.Ngoko ke ndiza kuthatha oko njengesiphelo.Ngaba ungalinganisa naluphi na uhlobo lweetoni zemveliso ezilahlekileyo ezenzeke apha ngo-2019 kwaye mhlawumbi ndiyaqikelela [engenakuchazwa] ngokuchaseneyo nale nto uyilindeleyo ngo-2020 kwaye ngenene uhlobo lombuzo ngo-2018, bekubonakala ngathi ishishini lisebenza ngokupheleleyo. Ukuthambeka, ukungena kwi-'19 izinto zabuyela umva kancinci.Kwaye imbono yam yayikukuba nina bafana nithathe ixesha elongezelelekileyo ukwenza ezinye iiprojekthi zokulungisa kwindawo yokusila, ukuze ngo-2020 nibaleke kancinane.Kodwa kuvakala ngathi kuluvo lwakho ukuba nina bafana ninolungiso olunzima olucwangcisiweyo kwakhona ngo-2020. Ke uzama ukuyiqonda loo nto.
Ewe, hayi, asikhange sithathe naliphi na ixesha lokuphumla kulo nyaka ukwenza nawuphi na umsebenzi owongezelelweyo, siphumeze ukucinywa kwethu okuqhelekileyo okucwangcisiweyo ngonyaka.Kwaye kwakhona sithatha ithuba lesakhono sikaWallula, ngoku siyakwazi ukubonelela ngenyani zonke iimfuno zethu kwicala lebhodi yeshishini ngenkqubo yokusila ezintandathu.Kwaye baleka ngokwenyani ukuya kwimfuno kwaye ke amandla asivumele ukuba sinyuse amanqanaba e-inventri ukuya kwinqanaba elitofotofo ngakumbi ngesakhono.Oko kuthethiweyo, siya kuqhubeka ukubaleka kwimfuno.
Enkosi.Kwaye ke ndiyaqikelela, ukuzama ukuqonda incoko yabathengi, kancinci apha hayi ngokucacileyo uzama ukufumana nantoni na ethile.Kodwa zihamba njani iincoko?Kwaye ndicinga ukuba abantu bethu bajonge ukusebenza kancinci ngakumbi kubaboneleli babo, ndiyathetha xa izinto ziqala ukucotha.Ndiyaqikelela, xa izinto zihamba kakuhle, mhlawumbi abantu musa ukucofa kakhulu kwicala leendleko.Kodwa ngoku izinto kukuba kukho kancinci kancinci, ingaba yincoko engaphezulu malunga neendleko okanye ukusebenza kakuhle kwicala lokuguqula?
Asisoloko sithethe ngomsebenzi okhethekileyo wabathengi kwaye unokucinga kwakhona ngenxalenye yesindululo sethu--ixabiso lethu lesiphakamiso kukuba sibonelela ngexabiso elikhulu kubathengi bethu ngeendlela ezininzi.
Mholo ngalentsasa.Kule minyaka imbalwa idlulileyo, wenze izinto zenkqubo kwicala le [Phonetic] kunye noDeRidder kunye noWallula kwaye ke kulo nyaka, ndicinga ukuba ugxininise ngakumbi kwicala lebhokisi lebhokisi kunye neRichland kunye neWisconsin phakathi kwabanye.Ngaba kufanelekile ukutsho ukuba i-capex inokurhoxa ngo-2020 njengoko wonke lo msebenzi ubekiwe kule minyaka imbalwa idlulileyo.
Ewe, kwakhona ngaphandle kokuphendula oko kuya kukunika uvavanyo olungcono ngoJanuwari xa sinomnxeba kaJanuwari, hlala ukhumbula ukuba siya kuba nakho ukusebenzisa amathuba njengoko sibona kufanelekile.Ke ngoko, ndingathanda ukuyiphendula ngolo hlobo ukuba nawaphi na amathuba esiwabona njengamathuba okwenene, sinamandla, sinayo imali esandleni, sinezixhobo zokusebenza.Kwaye ke sikwindawo elungileyo kulo mba.
Kulungile, kulungile.Ndiyaqikelela ukuba ndivela kwelinye icala, ubusebenzisa umbutho wakho wetekhnoloji yangaphakathi ukuphucula inkqubo yebhokisi yesityalo sakho kangangeekota ezimbalwa ngoku [engenakuchazwa] xa uyijongile, ungathini ukuba inkqubo ingaphakathi. sisekwi-inning yokuqala okanye yesibini, okanye ngaba i-Richland kunye nezinye iiprojekthi e-Wisconsin yi-chunk efanelekileyo yento oyilindeleyo?
Oko kuthetha ukuba sinethuba elikhulu, elikhulu kakhulu lendlela yeenqwelo moya kule minyaka izayo ukuqhubeka nokwakha kwelo cala lethuba lethu kwaye kanye ngendlela ebesenza ngayo kumatshini wethu wokusila kwiminyaka engama-25 eyadlulayo.
Kuqondwa, kuqondwe.Oko kuluncedo kakhulu kwaye emva koko utshintshe iigiya ngokukhawuleza.Ndiyazi ukuba usandula ukubhengeza isityalo esitsha se-OCC eWallula ngokwembali ndicinga ukuba umxube wakho wefayibha osetyenzisiweyo ukwindawo ethile malunga ne-15% ukuya kwi-20%.Ngokombono wakho, ngaba kukho umda wendalo apho unokuya khona, ngelixa ugcina intsebenzo elindelwe ngabathengi bakho kuwe okanye indlela ocinga ngayo ngaloo nto?
Asinazo naziphi na izicwangciso zangoku zokuhambisa oko kakhulu kwinkqubo yethu yokusila yelifa.Kodwa sinakho ukuguquguquka kokunyuka nokuhla kuyo nayiphi na i-containerboard mill enikiweyo, kodwa kwakhona kukho imida njengoko siye sabiza unyaka wonke.Ke kwakhona ngaphandle kweprojekthi kaWallula, iindawo zokusila zelifa ezishiyekileyo ziya kuhlala kuluhlu olufanayo ebezikulo ngokubhekiselele kusetyenziso lwe-OCC, ukusetyenziswa kweVOK.
Enkosi.Okokuqala kwicala lemfuno yebhokisi, ubusondele kwi-2% kwikota esanda kuphela oyicetyisileyo, yindlela oqhuba ngayo u-Okthobha.Ndicinga ukuba ngaphambili uye wabonisa ukuba ilahleko yeshishini enxulumene ne-Sacramento yayimalunga ne-1.5%.Ke ngaba kufanelekile ukutsho ukuba uluhlobo kwindawo apho unokulindela ukuba xa sele ugqibile ishishini le-Sacramento, ukhule malunga nohlobo lwe-3.5% yezinga, yindlela efanelekileyo yokuyijonga?
Ewe, mandiqale kwaye uTom akunike umbala.Ngokucacileyo andiyi kuqikelela ukuba yintoni umthamo oza kuwenza kulo nyaka uzayo, ukuqonda ukuba sikuyo, sikwindawo engcono kakhulu.Kwaye kwakhona, ukhankanye igama eliphambili esiligqibileyo ukusukela kwinyanga kaDisemba, siza kube siza ngonyaka eliphume ngawo elo shishini.Kwaye ke, kulo nyaka uzayo, yahlukile--yahlukileyo imetriki, kodwa kwakhona konke kuxhomekeke kwindlela imfuno ejongeka ngayo kwaye ke andinakuqikelela kuloo nto.
Kwaye ke uBob, xa u--ukhankanyile ukuba uthethe into malunga nokuphuhlisa i-Amazon xa inxulumene nencoko ye-SIOC kwaye bendiyiyo-yayiyiyo iPackaging Corp yamagqabantshintshi, yayiluphawu lomzi mveliso, kwaye ukuba luphawu. Packaging Corp igqabantshintshi ethile.Ungabonelela ngawo nawuphi na umbala kwinto ebekufanele ukuba siyisuse kuloo nto-- ekhankanyiweyo?
Phawula, into endiya kuyenza, into endiya kuyithetha kukuba sikwiqela leAmazon ukunceda ukuphuhlisa i-SIOC kwaye sincede sisebenze kuloo nto kwaye sincede sichaze ukuba yintoni na kwaye sincede ukuhlangabezana neenjongo zeAmazon. .Ke sibandakanyeka ngokusebenzayo kunye neAmazon kunye nabathengi bethu ngokuthe ngqo kunye namathemba athile ekuphuhliseni inkqubo yeSIOC.
Ke, ndenza uluvo malunga nePCA kwaye ngokucacileyo le -- eli linyathelo leshishini ngokunjalo.
Kulungile, kuhle.Kwaye ke kulo nyaka, inkcitho eyinkunzi ukuya kwiinyanga ezili-9 zokuqala, iqhuba malunga nama-264, ndicinga ukuba kubonakala kum ngathi uza kuchitha imali eninzi kwikota yesi-4. iza kukhanya ngakumbi kunokuba bendiyilindele ngaphambili.Naluphi na uhlaziyo malunga nokuba i-capex yakho ka-2019 inokuphuma ngayo?
Ewe, Mark.Ngumbono olungileyo lowo.Siye sakhwaza ngomnxeba kaJulayi ukuba thina [Asinakuchazwa] siya kuba ngaphezulu kancinci kwezigidi ezingama-400 ehlotyeni, sikwazile ukuphinda sivavanye amathuba athile kwaye satshintsha iigiya.Leyo yindlela iiprojekthi zeWallula ezabakho ngayo.Kwaye ke loo nto isinike ithuba lokubuyela umva kwezinye zekomkhulu.
Ke sizakube sikhaphukhaphu kunoqikelelo lokuqala mhlawumbi hayi ngaphezulu kwama-400 kodwa kwenye indawo engaphantsi koko, kodwa kwakhona sitshintsha iigiya kwamanye ala mathuba.Kodwa ndicinga ukuba kufanelekile ukubiza ukuba kwisiko le-PCA, sinawo amandla okubuya umva kwaye siphinde sivavanye ukuba yintoni eyona nto ilungileyo yokwenza ngeedola zethu kwaye kwakhona, yayilixesha lasehlotyeni lokuphonononga kwakhona ukuba ajongeka njani na amathuba, okona kulungileyo. amathuba ebengakuthi.Ke thina, satshintsha ezinye izinto.Ngoko ke ngumba wexesha kuphela.
Kunjalo ke ukuba sinokulindela ukuba inkcitho ingene kunyaka ozayo, okanye ingaba--okanye umbala ongaphezulu kancinane.Ngaba zikho ezinye iinketho eziphantsi koqwalaselo ezinokuthi ngokucacileyo awukwazi ukuthetha ngokuyimfuneko, kodwa oko kunokudlala kuyo.Okanye ndicinga ukuba enye indlela yesi-3 ibiya kuba ukuba ubukhona, kwaye ndicinga ukuba oko akunakwenzeka, kodwa ukuba awuzithembanga kangako apho iphuma khona imali--inzala yakho yokuhamba-hamba phambili.Naluphi na uncedo onokusinika ngalo.
Ewe, ngaphandle kokukunika elona nani lichanekileyo, iBhodi iye yaphumeza ngo-Agasti iiprojekthi ezimbini ezinkulu eWallula Mill, enye iyiprojekthi ye-OCC kwaye enye iyiprojekthi entsha eyadi yeenkuni.Kwaye ke loo nkcitho, nangona ingeyiyo yonke kulo nyaka uzayo, enye yayo iya kudlulela ngo-2021, kodwa inxalenye entle yenkcitho iya kuqala kunyaka ozayo kwezi projekthi zimbini zinkulu eWallula, kodwa ezo ziiprojekthi ezibuya phezulu kakhulu.
Ke kwakhona sinelungelo lokukwazi, ukunyusa i-capital phezulu sisehlisa, kodwa ngaphakathi, phakathi koluhlu lwendawo esiye saya kuyo kwaye sikhululekile kuyo.Inxalenye yento esiyenzayo kukuqinisekisa ukuba zonke ezi projekthi sizenzayo sizenza ubunjineli, silawula iiprojekthi ngokwethu, kwaye sigcina ulawulo oluluqilima lokwenziwa kweprojekthi kwaye oko kusinika eyona ilungileyo. ukubuya.
Kude kube sekupheleni kuka-2017, nina bafana beninoburhalarhume, nifumana amandla okuguqula kodwa ukusukela eSacramento, ukhe walususa unyawo lwakho kwirhasi kwaye ndiyazibuza ukuba ingaba ikhona into etshintshileyo ngokwentanda-bulumko okanye mhlawumbi yindlela yokuxabisa.
Ngoku, makhe ndiphawule ngaloo nto, emva koko uTom angongeza kuloo nto.Inxalenye ngamathuba akhoyo kunye noko uhlawulela elo thuba.Ke kwakhona, sihle, sinengqiqo kwindlela esiwavavanya ngayo loo mathuba kwaye sijonge ngamathuba esiya kuthi--siya kutsaleleka kuwo.UTom?
Ndingayongeza nje loo nto.Siye saqeqesheka ngendlela emangalisayo kwisicwangciso sethu sokufumana.Kuye kwaba, ibe yindlela ecacileyo kakhulu.Amathuba mancinci namhlanje njenge-ingakumbi njengoko imarike ezimeleyo iye yancipha kakhulu.Ke akhona, kukho amathuba ambalwa phaya?Ewe, thina, siphonononga onke amathuba esicinga ukuba anengqiqo.Asikafumani nanye ifanelekileyo-- ehambelana ngokupheleleyo nemigaqo yethu esiyifunayo, kunjalo, iyinxalenye ebaluleke kakhulu yesicwangciso sethu kwaye siya kuqhubeka sijonge kwaye sijonge onke amathuba kunye nalawo anengqiqo. , siya kuqhubela phambili.Yeyona nto ndinokuyithetha.
Kulungile, enkosi.Kwaye ukulandela nje okukhawulezayo, ndiyaqikelela kwi-e-commerce, esakhula, mhlawumbi hayi ngokukhawuleza kwaye i-SIOC luphuhliso olunomdla kodwa njengoko abantu bezama nokunciphisa ukupakishwa okupheleleyo, sizibonile iingxowa zeplastiki ziphinda zivele kwaye Andiqondi ukuba oko kuhambelana kakhulu nokusingqongileyo kwaphela.Ngaba nina bafana ninazo naziphi na izakhono okanye nibona kwangaphambili naziphi na izibonelelo zokufudukela kwi-kraft paper okanye iingxowa zekraft?
Akunjalo, asikho ngokucacileyo kwishishini lengxowa ye-kraft kodwa ndicinga ukuba kukho amathuba amdaka avelayo ngenxa yokuba abathengi bemka ngokwenene kwiiplastiki ukuqonda ukuba yintoni eyenzayo kwindalo kwaye, kwaye kwiimeko ezininzi, sinorhwebo oluninzi lwe-e-commerce kwaye sithetha ngeAmazon ngalo lonke ixesha malunga ne-e-commerce, kodwa phantse wonke umntu owenza nantoni na kunye nokuthengisa ngokusingqongileyo korhwebo ukuhlobo oluthile lwe-e-commerce namhlanje.Kwaye bonke bathetha into enye kwaye kukuba uninzi lwabathengi abafuni ukufumana iimveliso zabo nokuba kwiingxowa zeplastiki okanye olunye uhlobo lwesikhongozeli seplastiki nakwinkqubo yeSIOC.
Kukho ingxoxo eninzi malunga nokuthatha iplastiki ngaphandle kwephakheji yokuqala.Ke ndicinga ukuba isithembiso sakho [iPhonetiki] sichanekile kwaye ndicinga ukuba kukho amathuba eshishini elinokonakala ukuya phambili malunga neli thuba linokubakho kurhwebo lwe-elektroniki.
Mholo ngalentsasa.Enkosi wonke umntu ngokuthatha imibuzo yam.Ndiyayibulela kakhulu.UTom, ungu--uhlomle xa uphendula umbuzo kumnxeba wokugqibela malunga nendlela yekota eqala ngamandla kwaye yacotha ukuya ekupheleni kwekota, kwaye bekubonakala ngathi i-3Q iyafana.
Ndicinga ukuba uthe ngoJulayi, unyuke nge-5.8% kwiiveki ezimbalwa zokuqala kwaye kwikota epheleleyo unyuke kancinci ngaphantsi kwe-2%.Ngaba unokuphinda uphindaphinde ukuba kutheni ucinga ukuba ubona ezi patheni kwaye ulindele ukuba i-4Q ifane nento oyibonileyo kwixesha elidlulileyo kodwa [iPhonetiki] iikota ezininzi kule migca?
Adam, akunakwenzeka ukuxela kwangaphambili ukuba kuya kwenzeka ntoni na ngabathengi bethu abayi-18,000 kunye nabathengi, kodwa ndicinga ukuba imeko kungenxa yokuba abathengi bethu bagcina uluhlu lwabo luphantsi kwaye bejonga ukuba kwikota, ekuqaleni kwekota, baphinda bazalise uluhlu lweempahla. ukuya kwenye indawo.Kwaye ekupheleni kwekota mhlawumbi bawaqhubela ezantsi kuba njengoko usazi, uqoqosho lunjalo kangangokuba aluqikeleleki.Ayinamandla, ukuba uyathanda, kwaye ndicinga ukuba abathengi bethu balawula imali yabo, uluhlu lwabo lwempahla, yonke into isondele kakhulu kwivest kwaye ke ndilindele ukuba kwenzeke into efanayo kwikota yesi-4.Ewe, ikota yesi-4 intle, iqikeleleka ngakumbi ngokweeholide kunye nazo zonke ezinye izinto ezenzekayo ukuqala uMbulelo kunye nokuqengqeleka kwiKrisimesi.
Ke ndingamangaliswa ukuba inqanaba lihlala kweli nqanaba, kodwa ndicinga ukuba ikota yesi-4 iya kuba yomelele.
Kwaye ukuze ucace kwikota yesi-3, ngaba ulubonile uhlobo olufanayo lwento eyehlayo ukuya esiphelweni?
Kulungile ke, enkosi kuTom.Kwaye nje uBob omnye kwibhulorho ye4Q.Ndiyazi ukuba ukhankanye ukugcinwa kuya kuba yi- $ 0.06 ukutsalwa kwaye ngokucacileyo ukhokelela kwi-$ 0.22 ephantsi iyonke.Ke oko kushiya i-16. Ngaba ungathetha malunga nezinye izinto, amaxabiso aphantsi, umthamo ophantsi, umxube obuthathaka, ixabiso eliphezulu?Ngaba unokusinika nje imvakalelo erhabaxa yokuba yintoni nganye kwezo, ulindele ukuba nganye kuzo ibe?
Ewe, kwaye ngokucacileyo, ezo zizintlu esazichasileyo, kodwa ngu--asizange sinike amanani athile ezo mabhakethi ahlukeneyo.Ke kufuneka uhambe nezimvo zethu okwangoku.
Kulungile.Kwaye ke ndicinga ukuba uthe kumnxeba olandelayo, uya kuthetha malunga nokuba yeyiphi isondlo eya kuba yikota, kuvakala ngathi i-1Q iya kuba nzima kakhulu kwikota yokugcina, yindlela efanelekileyo yokucinga ngayo?
Ewe, ndiza kuthi sinazo, njengoko besitshilo kweyethu, ndicinga ukuba kukhupho lomvuzo, sinezinto zethu ezintathu ezinkulu zokusila zebhodi ezinemivalo yonyaka kwikota yokuqala.Ke loo nto yalatha kumsebenzi omninzi oqhubekayo kubo.
Heyi, enkosi ngokuthatha ulandelelo lwam.Ndifuna nje ukuqiniseka ukuba ndinayo le nto ngokuthe ngqo, nonke niyiprimiyamu evela kwi-OCC kwisakhono eWallula kwaye ndiyazi ukuba kukho omnye umbutho ozama ukunyusa imali yokwakha i-ricycle mill e-Utah kwaye nonke ndicinga ukuba ninobona bhokisi bokuguqula ubukho. loo meko.NgeWallula Mill intle kakhulu ukukhathalela lonke ukhokelo oluhlaziyiweyo onokuthi ube nalo kwibhokisi yakho yezityalo ukuba ziyayifuna, ibhodi ehlaziyiweyo e-Utah?
Ewe.Chip, njengoko sasihlalutya eli thuba leprojekthi kwakhona.Sijonge ukusuka kwingingqi ye-Intermountain, ukuya kutsho kuNxweme lwePasifiki onke amathuba ethu okubonelela.Kwaye ke siziva sizithembile, sineengxoxo eziqhubekayo kwaye kwezinye iimeko zitshixelwe apho unikezelo luza kuvela khona.Ke sithembele kakhulu kwaye kwakhona iprojekthi iyaqhubeka kwaye sityhalela phambili ngesantya esipheleleyo, sifezekisa oku kunyaka olandelayo.
Kulungile kwaye ngokukhawuleza kwakhona, ndiyakholelwa ukuba ibuziwe malunga neshishini lePhepha leNgcaciso kunye ne-48 yezigidi zeedola kwikota enye, ndicinga ukuba uqhuba kakuhle kwenye yezona zinto zibalaseleyo okhe waba nazo ukusukela kwisivumelwano sikaBoise kwiminyaka emithandathu eyadlulayo kwaye kukho nantoni na engaqhelekanga kwikota yesi-3, nokuba ibikukusebenza okuhle kakhulu okanye olu hlobo lwesiseko esindilisekileyo onokucinga ngaso njengoko sisiya phambili kwaye ngokucacileyo sijonga ugcino, sijonga ixabiso kunye nemiqulu ukusuka apha.
Ewe, khumbula, asikhange sibe nokucima kwikota yesi-3 yalo nyaka.Kwaye kwakhona, kwakukho umthamo wexesha lonyaka owawukho, kodwa kwakhona inxalenye yawo ilungile, ngu, ndiza kusebenzisa igama, lishishini elincinci lethu kuthi, zizisila ezimbini;iJackson Mill kunye ne-I Falls mill kwaye sifumene obu buchule bukhulu bokusasaza kwilizwe lonke.Ke sinesiseko esihle kakhulu sabathengi kwaye amandla okusebenza axabiseke kakhulu kweso sindululo kwaye ke ukuba unokuqonda ukuba siya kuba nokucima okucwangciselwe unyaka olandelayo ngexesha elithile kwezi kota, uya kuba nezi zikhulu. ibeka kwaye ithatha iimpembelelo zeendleko zokucima, kodwa i-net-net, iya -- ihlala ilishishini elilungileyo kuthi.Bob, uyafuna ukuthetha ngale nto.
Hayi, hayi, ndiyavuma.Yinto nje ulwakhiwo lweendleko, kwaye ndicinga ukuba kukho, kuya kuqhubeka nje ukwenza umsebenzi obalaseleyo wokulawula iindleko nje, iChip kunye nokuguqula iindleko ezininzi kangangoko kunokwenzeka kwiindleko zohlobo oluguquguqukayo ngokuchasene nokulungiswa kwezinto ezinjalo kwaye iyaqhubeka -- bayaqhubeka nokwenza umsebenzi obalaseleyo.
Kwaye okokugqibela kwimiqulu, ndithetha ukuba zininzi iziqwenga ezihambayo kunye nezinto ezithunyelwa ngaphandle, kodwa amandla amaninzi asusiwe kwaye omnye umntu okhuphisana naye uyishiya imarike.Njengoko ujonge ku-2020 kunye no-2021, ubona nantoni na, naliphi na inyathelo lisebenza kwicala lemfuno okanye liqhubeke nokuba lithemba elithambileyo okanye mhlawumbi lalile kancinci okanye ngaba ubona into eyahlukileyo kunaleyo.
Ewe, uyazi ukuba ufunda ulwazi lwesalathiso kunye nento ethethwa lurhwebo, ngokucacileyo baxela kwangaphambili ukutshatyalaliswa kwemfuno yemarike ngokuhamba kwexesha.Kodwa ewe, besijongene naloo nto inxalenye engcono yamashumi ambalwa eminyaka ngoku.Ke sinawo nje amandla okulawula oko.Umthamo wethu uya kubaleka kwimfuno yentengiso, kwaye yiyo yonke le nto endinokuyithetha.Sinako ukukwazi ukuguqula obo buchule kancinci, kwaye nathi kwakhona-- kusivumela ukuba sihambe ngaphakathi kwisiseko sabathengi, ebesifudula singaphakathi.
Hayi, Mark.Bendifuna ukuza nje kwibhalansi yemali, emalunga ne-3 yekota ye-1 yeebhiliyoni zeedola ngoku.Ngaba ungakhululeka uhlobo lokuqhubeka nokwakha imali ubuncinci kwiikota ezi-2 okanye ezi-3 ezilandelayo?
Andizukuthetha ngokukude kakhulu.Sikhululekile apho sikhoyo ngoku.Siza kusebenzisa amanye amagama esiwasebenzisile kulo nyaka malunga nokuba, sisaphila kumaxesha angaqinisekanga.Sivakalelwa kukuba kububulumko kakhulu kuthi ngoku ukuba sihlale sibambelele kwindlela esiphatha ngayo la mali.Isinika eyona ndlela ibalaseleyo yokuzikhethela kwindlela esiyisebenzisa ngayo loo mali.Kwaye ndathetha oku kwi-call kaJulayi nayo yonke idola yemali ehleli esandleni ayichithwanga.Kwaye ke sinelungelo lokuvumela oko ukuba kuqhubeke okwangoku, kodwa kusinika amathuba amakhulu kwixesha elizayo ukwenza ixabiso labanini-zabelo njengoko besisenza iminyaka emininzi.
Ewe, jonga uMarko, ube ngumabi omkhulu wemali ngokuhamba kwexesha ndicinga ukuba wonke umntu uyayibona loo nto.Ndinomdla nje wokwazi, sisikhundla esikhulu, ndithetha ukuba le yimali engaphezulu kunokuba ubunokuyidinga ukuthenga iibhokisi ezimbalwa zezityalo.Ke ungasinika ingqiqo yohlobo loluphi uhlobo lweemeko ezinokuba nomdla kwaye ingaba kukho naluphi na utshintsho kwiintlobo zezinto ozimisele ukuziqwalasela ngokwembali, uthethile, awufuni ukuya kude nonxweme, wawungafuni ukuya eMexico, wawungafuni ukuya eYurophu.Naluphi na utshintsho kwezo zikhundla?
Akukho lutshintsho kwisikhundla sokuba offshore.Sizinze eMelika kwaye siya kuqhubeka sizinze eMelika.Kwakhona kufuneka ndikholelwe, siya kunyulo kunyaka ozayo.Sinezinto ezininzi zokungaqiniseki kwihlabathi elisingqongileyo.Kwaye ke le mali isinika ithuba elikhulu, nokuba kwenzeka ntoni na kwixesha elizayo.
Kulungile, kulungile.Kwakhona, ndicinga ukuba xa ujonga irekhodi lakho lomkhondo kule minyaka ingama-20 idlulileyo, ithetha ngokucacileyo.Ndiza kuyijika.
Enkosi ngokuthatha ulandelelo.Ndiza kuyenza ibemfutshane.Kushicilelo lweendaba, ndicinga ukuba kwiinkcazo ezilungisiweyo uthethe malunga nokuqhuba imfuno kodwa uzama nokwakha uluhlu lwempahla ngokulindela ukugcinwa kunyaka ozayo.Ngaba kukho nantoni na, nantoni na ethile ofuna siyisuse kuyo?
Hayi, kwakhona, njengokuba sijonga ukucima kulo nyaka uzayo.Kwaye ukuba sithatha imfuno ethile, ekufuneka wakhe imodeli, nokuba yiloo nto eyenzekayo kwihlabathi.Kodwa ukuba sicinga ukuba siza kuthabatha oku kuphazamiseka kulo nyaka uzayo kwaye ithini intsingiselo kwiitoni esizithathayo kwikota yokuqala, kuya kufuneka- kwaye ujongene nemozulu yasebusika, ukungaqiniseki okukhulu kwilizwe lonke kunye nokuba yintoni enokuyenza kwezothutho.Ke, ngokuqinisekileyo kuya kufuneka ube ne-inventri eyandisiweyo yokubonelela ngemfuno kwibhokisi yezityalo, ngelixa uhlisa ezi zixhobo zokusila.
Ke sithetha nje ukuba kukho inani esiza kulinyusa ukusuka ekupheleni kwekota yesi-3 kwaye sikhululeke kancinci njengoko singena ngoDisemba ukuya kuJanuwari.Asizukuyibiza loo nombolo ngaphandle, kodwa iyakuba phezulu kunoko siphela ngo-3Q.
Molweni nonke.Enkosi ngokundifanela kwaye ndiza kukhawuleza, umbuzo nje okhawulezayo kwi-e-commerce elinye ixesha.UMarko noTom, ndithetha ukuba usebenza kwiiprojekthi ezininzi ze-SIOC, mhlawumbi iimveliso zokunika amalungelo abathengi abanikwe iprothokholi yobunzima.Ngaba kukho naziphi na izinto ezibalulekileyo osebenza kuzo, kwicala lokuguqula, nantoni na oyenzayo, mhlawumbi kushicilelo mhlawumbi lwedijithali njengoko uzama ukuqhubela phambili ukungena kwakho okanye ukwabelana ngento oyenzela umthengi apho kwaye ukuba ungasihlaziya kwiimbono zakho kwakhona ngokunxulumene kumgca ongaphezulu omhlophe okanye ufuna ukwakha nasiphi na isakhono kwiqondo elikhulu ngaphakathi kwindlu okanye hayi.
Makhe ndithathe umbuzo omhlophe ophambili kuqala kwaye uTom angawugqiba wonke umbuzo.Okwangoku sinawo amandla, ukuba bekunyanzelekile, sinokuvelisa umphezulu omhlophe, kodwa akukho qoqosho kuthi ukwenza loo nto kwaye ke thina, asiyi kuba silandela njengoko ubunokulindela.UTom?
UGeorge, ngokukhawuleza nje kwi-e-com, ngokucacileyo andizukungena kuzo naziphi na iinkcukacha malunga nento esiceba ukuyenza ngaphandle, ngaphandle nje kokuthi siphonononge zonke ezinye iindlela, siphonononga okona kusilungeleyo. abathengi.Oko sicinga ukuba zezona zisombululo kwimarike, kwaye siya kuqhubeka sikwenza oko.
Kulungile, enkosi.Zetania equkumbela umnxeba wethu namhlanje kwaye ndingathanda ukubulela wonke umntu ngokusidibanisa kwaye ndijonge ukuncokola nawe ngoJanyuwari njengoko sikunika unyaka opheleleyo kunye nekota yesine yokuvala.Ubemin emnandi.
Ixesha lokuposa: Oct-30-2019