An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool yana taimaka wa miliyoyin mutane su sami 'yancin kuɗi ta hanyar gidan yanar gizon mu, kwasfan fayiloli, littattafai, ginshiƙi na jarida, nunin rediyo, da sabis na saka hannun jari na ƙima.
Na gode da shiga Kamfanin Packaging Corporation na Amurka's Quarter Uku na 2019 Kiran Taro Sakamakon Sakamako.Mai masaukin ku a yau zai zama Mark Kowlzan, Shugaba da Babban Jami'in PCA.Bayan kammala labarinsa, za a yi zaman Tambaya da Amsa.
Barka da safiya, kuma na gode don shiga cikin kiran taron sakin kudaden shiga na kashi na uku na kashi na uku na Packaging Corporation of America.Ni Mark Kowlzan, Shugaba da Shugaba na PCA;kuma tare da ni, akan kira a yau shine Tom Hassfurther, Mataimakin Shugaban Kasa, wanda ke gudanar da kasuwancin tattara kaya;da Bob Mundy, Babban Jami'in Kuɗi namu.Zan fara kiran tare da bayyani sakamakon sakamakonmu na kashi na uku sannan zan juya kiran Tom da Bob, waɗanda za su ba da ƙarin cikakkun bayanai, bayan haka zan tattara abubuwa kuma za mu yi farin cikin dauki kowace tambaya.
A jiya, mun bayar da rahoton samun kudin shiga na kashi na uku na dala miliyan 180 ko kuma dala miliyan 1.89 a kowace kaso, wanda ya hada da dala 0.02 a kowace kaso na kashe kudade na musamman.Ban da abubuwa na musamman, kashi na uku cikin kwata na 2019 mai shiga ya kasance $182 miliyan ko $1.92 kowace kaso idan aka kwatanta da kashi na uku na 2018 mai shiga tsakani na dala miliyan 211 ko $2.23 a kowace rabon.
Kasuwanci na kwata na uku ya kasance dala biliyan 1.8 a cikin 2019 da 2018. Jimlar kamfanin EBITDA na kwata na uku, ban da abubuwa na musamman shine $ 364 miliyan a cikin 2019 da $ 406 miliyan a 2018. Ban da abubuwa na musamman, kashi uku cikin kwata na 2019 samun kowane kaso na $1.912 shine $0. raba ƙasa da kwata na uku na 2018, wanda aka fara farawa ta hanyar ƙananan farashi a cikin haɗin $ 0.36 da ƙarar $ 0.03 a cikin ɓangaren marufi da ƙananan ƙarar a cikin ɓangaren takarda na $ 0.03.Haɗin daɗaɗɗa a cikin shuke-shuken akwatin mu da ƙarin aiki da kashe kuɗi na gyara sun ba da gudummawa ga haɓakar canjin kuɗi na $0.06 kuma muna da ƙarin aiki da sauran farashin $0.03.Waɗannan abubuwan an daidaita su ta wani bangare ta hanyar farashi mai girma a hade a cikin sashin Takardunmu na $0.09, ƙarancin kashe kuɗin shekara na $0.09 da ƙananan kayan sufuri da kayan aiki $0.02.
Duban kasuwancin marufi, EBITDA ban da abubuwa na musamman a cikin kashi na uku na 2019 na dala miliyan 325 tare da tallace-tallace na dala biliyan 1.5 ya haifar da ragi na 22% sabanin EBITDA na bara na $378 miliyan da tallace-tallace na $1.5 biliyan ko 25% gefe.Makarantun kwandon mu suna aiki cikin inganci da farashi mai inganci, yayin da muke ci gaba da daidaita wadatar mu tare da buƙatun gida da fitarwa na yanzu yayin da muke haɓaka sawun kwandon mu don rage farashin kaya da dabaru a cikin tsarin.
Mun gama kwata tare da lissafin ton 51,000 a ƙasa da bara da tan 30,000 ƙasa da kwata na baya.Bugu da ƙari, mun kiyaye ƙimar haɗin gwiwar masana'antu ta hanyar samar da shuke-shuken akwatinmu tare da katako mai mahimmanci don kafa sababbin bayanan jigilar kaya.
Yanzu zan mika shi ga Tom, wanda zai ba da ƙarin cikakkun bayanai kan tallace-tallacen kwantena da kasuwancinmu na corrugated.
Na gode, Mark.Kamar yadda Mark ya nuna, masana'antar samfuran mu sun kafa sabbin bayanai don jigilar kwata kwata a kowace rana da jimillar jigilar kayayyaki cikin kashi uku, duka biyun sun haura 1.9% idan aka kwatanta da kwata na uku na bara.Duk da gagarumin asarar kasuwanci da muka jawo a cikin akwati na Sacramento saboda siyan manyan abokan cinikin takarda guda biyu ta wani haɗin gwiwa.
Adadin tallace-tallace a waje na kwandon ya kai tan 26,000 a ƙasa da kwata na 3 na bara, yayin da muke aiwatar da tsarin kwalin mu zuwa buƙatun gida da fitarwa na yanzu tare da samar da ƙarin buƙatun masana'antar akwatin mu.Kwancen kwantena na cikin gida da farashin kayan kwalliya da haɗuwa tare sun kasance $ 0.23 kowace kaso a ƙasa da kwata na uku na 2018 kuma ƙasa da $ 0.20 kowace kaso idan aka kwatanta da kwata na biyu na 2019. Kamar yadda muka ambata a baya, yawancin tasirin da aka buga daga farashin index yana raguwa da wuri. a cikin shekara za a bayyana a sakamakon mu na kwata na 3rd.Farashin kwandon kwantena na fitarwa ya ragu dala $0.13 a kowane rabo idan aka kwatanta da kwata na 3rd 2018 kuma ya ragu da $0.04 kowace kaso idan aka kwatanta da kwata na biyu na 2019.
Na gode, Tom.Duban ɓangaren Takarda, EBITDA ban da abubuwa na musamman a cikin kwata na 3 shine $58 miliyan tare da tallace-tallace na $243 miliyan ko 24% gefe.An kwatanta wannan da 3rd kwata 2018 EBITDA na $44 miliyan da tallace-tallace na $254 miliyan ko 17% gefe.
Girman kofin mu na yanayi mai ƙarfi da bugu da jujjuyawar juzu'in sun kasance sama da matakan kwata na biyu haka ma dan kadan sama da kwata na uku na 2018. Matsakaicin farashi da haɗewa ga kundin takardanmu a cikin kwata ya kasance kusan 6% sama da bara.Koyaya, matsakaicin farashin mu da haɗe-haɗe ya kasance kusan 1.5% ƙasa da kwata na biyu na 2019, wanda ya yi ƙasa da raguwa fiye da yadda farashin fihirisar masana'antu ya nuna.
Babu shakka, jimlar juzu'in takarda da kudaden shiga sun yi kasa da kwata na 3 na bara saboda fita daga kasuwancin farar takarda a Wallula Mill.Muna ci gaba da inganta ribarmu da ribarmu a sashin takarda a wani bangare ta hanyar barin wannan kasuwancin a Wallula, maimakon ci gaba da raba wa mutane da albarkatu.
Na gode, Mark.Muna da tsabar kuɗi masu kyau a cikin kwata na uku tare da kuɗin da aka samar ta ayyukan dala miliyan 340 da tsabar kuɗi kyauta na dala miliyan 247.Babban amfani da tsabar kuɗi a cikin kwata ɗin ya haɗa da kashe kuɗi na dala miliyan 93, rabon hannayen jari na gama gari ya kai dala miliyan 75, dala miliyan 46 na biyan harajin kuɗin shiga na tarayya da na jihohi, biyan fansho na dala miliyan 49 da kuma biyan ribar dala miliyan 4.Mun ƙare kwata da tsabar kudi dala miliyan 738 a hannu.
A ƙarshe, shirinmu na kulawa na shekara-shekara don kwata na 4 ba ya canzawa daga jagorarmu ta baya, wanda ke nuna mummunan tasiri na $ 0.06 a kowace rabon motsi daga na 3rd zuwa na 4th.Yanzu zan mayar da shi ga Markus.
Na gode, Bob.Duban gaba, yayin da muke motsawa daga na 3rd zuwa kwata na 4 a cikin sashin Maruƙan mu, jigilar samfuran corrugated tare da ƙarancin ranar jigilar kaya yakamata ya zama ƙasa kaɗan.Adadin tallace-tallacen kwantena zai yi ƙasa da ƙasa, yayin da muke ci gaba da buƙata kuma muna aiki don gina wasu kayayyaki kafin ƙarshen shekara a shirye-shiryen kashi na farko na 2020 da aka tsara za a daina kula da su a manyan injinan kwantena guda 3, wanda zai rage yawan samar da mu. farkon shekara mai zuwa.
Muna sa ran farashi kaɗan kaɗan kamar yadda ya rage - yayin da ragowar tasirin farashin kwantenan cikin gida da aka buga ya ragu daga farkon wannan shekara yana aiki ta hanyar tsarin mu da ƙananan farashin fitarwa.Har ila yau, muna sa ran za a sami ƙarancin wadataccen kayan abinci na zamani idan aka kwatanta da kwata na 3 a matsayin kasuwancin samarwa a cikin Pacific Northwest, da kuma nuni a cikin manyan kasuwancin zane-zane na lokacin hutu yakan faɗi a cikin kwata.
A cikin ɓangaren takarda na mu, ana tsammanin ƙididdigewa zai zama ƙasa na yanayi tare da ƙananan matsakaicin farashin.Tare da yanayin sanyi da ake tsammani, farashin makamashi zai ɗan yi girma kuma muna sa ran wasu farashin aiki da canza canjin za su kasance mafi girma.Waɗannan farashin mafi girma sun haɗa da kusan $0.03 kowace rabon da ke da alaƙa da farawa na sabon shukar akwatin mu na Richland Washington a wannan kwata.
A ƙarshe, kamar yadda Bob ya ambata ƙarancin kulawa da aka tsara ya kamata ya zama sama da kwata na uku.Idan akai la'akari da waɗannan abubuwan, muna tsammanin samun kwata na huɗu na $ 1.70 kowace rabon.
Mai farin cikin nishadantar da kowace tambaya.Amma dole ne in tunatar da ku cewa wasu daga cikin maganganun da muka yi kan kiran sun hada da maganganun sa ido.Waɗannan maganganun sun dogara ne akan ƙididdiga na yanzu, tsammanin da tsinkaye na kamfanin, kuma sun haɗa da haɗari da rashin tabbas, ciki har da jagorancin tattalin arziki da waɗanda aka gano a matsayin abubuwan haɗari a cikin Rahoton Shekara-shekara akan Form 10-K akan fayil tare da SEC.Sakamakon haƙiƙa na iya bambanta ta zahiri da waɗanda aka bayyana a cikin waɗannan maganganun sa ido.
[Umaroriyar Mai Gudanarwa] Tambayar ku ta farko ta fito ne daga layin Chip Dillon tare da Bincike a tsaye.
Da alama layin Mista Dillon na iya kasancewa -- mai yiwuwa ya yanke haɗin.Kuma tambayar ku ta gaba ta fito ne daga layin Brian Maguire tare da Goldman Sachs.
Ee.Alama, kun yi wasu sharhi a kusa da yanayin yanayi a cikin ƙarancin wadatar arziki zuwa kashi na huɗu don jigilar kaya - a fili [Phonetic].Abin mamaki kawai, idan za ku iya yin sharhi game da abin da kuka gani ya zuwa yanzu a cikin Oktoba kan jigilar kaya da nau'ikan abubuwan da suka danganci waɗannan maganganun, duk wani tunani na farko kan lokacin kasuwancin e-commerce na biki?Kun san tattaunawa da yawa game da hakan da kuma yadda SIOC da wasu canje-canje a cikin marufi na takaici na Amazon na iya yin tasiri ga kundin 4th-quarter, kawai duk wani tunani na farko akan hakan?
Iya, Brian.Ta cikin kwanaki 15, mun fara a [Phonetic] Oktoba 2% gabanin shekara guda da ta gabata.Don haka mun fara farawa mai kyau a watan Oktoba.Game da kasuwancin e-commerce, ina tsammanin kasuwancin e-commerce zai sami ƙarfi na 4th kwata.Hakanan kamar yadda aka ambata a baya, yanzu kuna kwatanta kasuwancin e-commerce gabaɗaya tare da kasuwancin e-commerce na baya kuma ba haka bane, ba kasuwa bace gabaɗaya tukuna, amma tabbas ya girma tsawon shekaru.
Don haka muna tsammanin tashin hankali amma ba, ba kamar yadda yake a lokacin yana ƙuruciyarsa ba kuma yana girma akan ƙimar lambobi biyu.Ina tsammanin bacin rai kyauta kuma SIOC suna yin tasiri kaɗan a wannan lokacin cikin lokaci.Ina tsammanin zai kasance da yawa farawa a shekara mai zuwa yayin da muke ci gaba da haɓaka wannan don Amazon musamman.Kuma kamar yadda na fada a baya, ina tsammanin wannan yana taka rawa ga ƙarfin PCA sosai musamman ma yanki na SIOC, inda ake buƙata da yawa don yin aiki;tushen ƙira, tushen sufuri, waɗanda ke taka rawa sosai cikin ƙarfinmu.
To, babba.Daya na karshe kawai a gareni.Ina tsammanin an riga an tambaye ku kaɗan game da wannan a kan kira na ƙarshe, game da sabon ma'anar sake amfani da shi ne, wanda yanzu yake yayin da yake birgima.Akwai wani tunani kan yadda abokan ciniki za su iya mayar da martani ga hakan?Neman ƙila kasuwanci ƙasa zuwa ƙananan ingancin sake yin fa'ida ko wataƙila don dalilai masu dorewa na muhalli, wataƙila samun fifiko don marufi da aka sake fa'ida don kawai haskaka cewa takarda ce ta sake fa'ida, na san haɗin abokan ciniki ya ɗan bambanta da kasuwar gabaɗaya. don haka watakila dan kadan ya fi dacewa da shi, amma kawai tunani gaba ɗaya kamar wane tasiri, idan wani abu, kuna tsammanin wannan sabon fihirisar zai iya samun?
To Brian wannan, wannan shine Tom kuma.Fihirisar ba ta yi tasiri a kanmu kusan ba.Kamar yadda aka ambata a baya, samfuri ne daban-daban, ba bisa ga aiki ba.Ba yawancin sauran abubuwan da muke sayar da su a kasuwa ba, kuma ba a sami wadata mai yawa ba.Don haka ina jin cewa akwai dalilai da yawa da suka sa ya yi, kusan ba shi da wani tasiri.
Ee, tambaya ta farko ita ce kan gyaran kuma, yaya yanayin shekara mai zuwa kwata-kwata ya kasance da yadda take a wannan shekara?
Lafiya.Lafiya.Sannan kuma ban sani ba ko ka ba mu matakin bashi na karshen shekara, yi hakuri, matakin bashi na karshen kwata, ko kadan ya canza daga kwata na biyu?
Ee, mun kasance ƙasa, bashin gidan yanar gizon mu ya ɗan haura dala biliyan 1.7 kuma haɓaka yana cikin tsakanin wancan 1.1, sau 1.2.
To, wannan yana da taimako sosai.Sannan a tambaya ta uku da nake da ita ta kasance cikin sauri idan za ku iya yin magana kadan game da abin da kuke gani a kasuwannin fitar da kayayyaki a kalla dangane da, da alama mun sake ganin wata kafa a watan Oktoba akalla a Turai. .
Kuma kuna tsammanin cewa wasu mutane a can suna kusa da inda za su iya ɗaukar wasu lokuta kuma watakila ma sun ƙare a cikin waɗannan kasuwanni don kawai kamar babu wani abu mai yawa da za a samu ta hanyar ci gaba da samar da waɗannan kasuwanni?
Chip, wannan shine Tom, Zan ɗauki wannan tambayar game da kasuwannin fitarwa.Ee, mun ga wani raguwar farashi a nan kwanan nan.Amma ina ganin cewa muna samun a ko kusa da kasa, ba da, ba da dauki, Ina tsammanin zuwa kasuwa a kan wannan karshe daya.Don haka ina tsammanin ku -- Ina tsammanin rubutun ku yana kusa.
Godiya sosai.Sannu, kowa.Barka da safiya.Ina so ne kawai in sami damar yin aikin takarda, wanda ya fi abin da muke nema.Mark, za ku iya tantance watakila abin da Wallula ba ya cikin ma'anarsu [Phonetic] dangane da gadar samun kuɗi da duk wasu dalilai, idan ba dala ba, kawai ku ajiye guga dangane da aikin shekara-shekara a cikin ɓangaren takarda. .
To, kuma, da yawa daga cikinsu yana da alaƙa da kawai aikin gabaɗayan aiki sannan kuma kawai inda muke cikin kasuwa tare da wannan kasuwancin.Kamar yadda na fada a baya, mun yi aiki tukuru a cikin shekaru shida da suka gabata don fitar da farashi daga wannan kasuwancin.Bayan haka, ficewa daga Wallula musamman a ƙarshe na ficewa gabaɗaya gaba ɗaya na shekara-shekara wanda ya sake taimakawa tare da duk tsarin farashi a cikin kasuwancin kuma mun sake jin daɗin inda tallace-tallacen ya gudana.
Kuma kar ku manta, mun yi magana game da wannan a cikin shekaru da yawa cewa ɗayan mafi kyawun dacewa a cikin wannan kasuwancin shine ikon kayan aikin Boise na gado a cikin ƙimar ƙima kuma ƙarfin dabaru yana kawo daidaito.Don haka kuma babu wani abu daban-daban, wanda yake jin daɗin kasuwanci sosai kuma kundin ya kasance a wuri mai kyau a gare mu.
Lafiya.Taya murna a kan wasan kwaikwayon a can.Kuma, da marufi zan so kawai in sami haɗin kai tsaye.Ta hanyar lissafin mu, ƙila haɗin kai tsaye ya tashi sama da ɗari biyu, maki 300 [Phonetic] a cikin kwata, za ku iya yin sharhi game da hakan, kuna iya yin sharhi inda haɗin kai tsaye yake gare ku a yanzu kuma idan kun fi son kada ku bayar. kashi dari.Nisa nawa kuke daga inda kuke son zama mafi kyawu?
Bari in amsa ta wannan hanya.A halin yanzu muna cikin ƙananan 90s kamar yadda muke magana a wannan shekara.Muna shirin fara sabuwar shukar akwatin Richland.Yayin da hakan ke ci gaba da tafiya zuwa shekara mai zuwa, muna sa ran ganin ko kasuwa ta ci gaba yayin da muke kallon duniya, za mu fara kusantar tsakiyar 90s inda muka kasance shekaru biyu da suka gabata a matsayin shekarar. ya bayyana a shekara mai zuwa.Wato, wato - ba na son bayar da takamaiman lambobi, amma haka muke kallon abubuwa.
To, na gode Mark.Na karshe daga gare ni kuma zan juya shi.Ka sani yayin da kake duban 2019, a bayyane yake bai cika shekara ba watakila kamar yadda ya kasance a cikin 2018 a kalla a farkon rabin, amma ka san a cikin shekarun da watakila ba su da karfi ta hanyar bukatu, akwai wasu. Abubuwan da kamfani kamar PKG zai yi don inganta bayanan samun kuɗi da shekaru masu zuwa a bayyane yake Richland yana ɗaya daga cikin abubuwan da kuke yi, waɗanne mahimman abubuwan da kuke da su a yanzu don haɓaka aikin kasuwancin, wanda ya kasance mai kyau a cikin ƙari - a cikin yanayi mai ƙarfi da kuma abin da kuke yi musamman a kan juzu'in juzu'i har za ku iya yin sharhi dangane da ci gaba da ci gaban kasuwancin e-commerce dangane da tashar.Me kuke yi ta fuskar bugu ko jujjuyawa har za ku iya yin sharhi a can.Na gode, maza, sa'a a cikin kwata.
Ee, zan fara hakan sannan in bar Tom ya gama.A ko'ina cikin hukumar, muna ci gaba da duba damar da za mu iya fitar da farashi, mun ambata a farkon wannan shekara cewa tare da manyan ayyukan da aka kammala a DeRidder da Wallula a kan sauye-sauye, mun dauki kayan aikin injiniya da fasaha kuma muna turawa. su a duk duniya a yanzu zuwa ayyukan canza canji kuma hakan yana ba mu damar lura da ganin wasu sabbin damar da za mu iya ci gaba da su.
Bugu da kari, muna daukar sabbin injiniyoyi duk shekara.Mun fara sanya injiniyoyi a cikin waɗannan ayyukan shukar akwatin, amma gabaɗaya, za mu ci gaba da fitar da farashi da damar girma a wancan ɓangaren kasuwancin tare da ƙoƙarin da muke da shi.Tom, kuna so ku ƙara zuwa wancan?
Da, George.Zan ƙara da cewa, kamar yadda kuka sani, muna ɗaukar, muna ɗaukar kyakkyawar hanya ta dogon lokaci ga kasuwancinmu kuma muna yin saka hannun jari a lokutan da za a iya samun, ana iya samun jinkirin lokaci.Wannan shine ɗayansu inda buƙatar ba ta da ƙarfi sosai.Ya yi kyau, amma ba, amma ba mai ƙarfi ba kuma muna yin wasu manyan jarin jari.
Muna yin wasu abubuwan da za su ba mu matsayi na dogon lokaci.Kuma yana da, lokaci ne mai kyau don yin hakan saboda yayin da kasuwancin ke haɓaka, kamar yadda buƙatu ke haɓaka lokacin da muka ɗan ɗanɗana lokacin girma kaɗan, za mu iya ɗaukar hakan.
Don haka kun san na'urar W3 [Phonetic] misali ne mai kyau na cewa inda muka gina wasu titin jirgin sama dangane da ton, kuma muna yin wani abu iri ɗaya a cikin shuke-shuken akwatin.
Mark, don farawa, kun ƙara yin magana a cikin 'yan kwanakin nan game da kawai gudu don buƙata.Kuma na yi mamakin ko za ku iya raba 'yan tunani kan abin da dabarun da suka fi dacewa sun kasance don dawo da samarwa da gudu don buƙata.Wadanne nau'ikan abubuwa masu mahimmanci a wurin?
Bugu da ƙari, tare da iyawa a Wallula Mill, mun sami damar sake daidaita wancan gabaɗayan tsarin.Kuma ba tare da rufe injuna ba, mun sami damar komawa baya kuma hakan yana ba mu ikon sake daidaitawa a cikin ainihin lokacin kamar yadda kasuwa ta faɗi yayin da buƙatun abokin ciniki ke gudana cikin kwata.Mun fi kwarewa a yadda muke hidimar wannan kasuwa.Amma a lokaci guda, ya ƙara mana kwarin gwiwa kan yadda muke sarrafa kayan mu.Kuma idan kun yi tunani game da kaya na shekara-shekara yana raguwa ton 50,000 a cikin kwata na biyu zuwa kwata na uku kwata kaya yana ƙasa da ton 30,000 wanda ikon yanzu don aiwatar da tsarin niƙa da gaske kamar yadda buƙatun ya faɗa mana da gaske an biya mu kuma mu yanzu muna da ɗaukar nauyin samar da kwantena a duk faɗin ƙasar kuma muna cin gajiyar sa.
Lafiya.Sannan ina so kawai in juya ga wannan ci gaban a cikin kwandon da aka sake fa'ida.Da alama wasu sabbin masana'antun da adadin sabbin injuna suna gudana da gaske babban yanki na gauraye sharar gida kuma tare da gauraye sharar zama wani wuri kusa da sifili a yanzu wannan tabbas riba ce mai tsada daga, Na yi mamakin ko ku ko Tom za ku iya magana kaɗan. bit game da sanyawa kuma yana ɗaukar wannan ta amfani da samfurin sarrafa katako mai yawa mai gauraye datti zai ƙunshi.Mene ne mai kyau ga kuma abin da ba za a iya amfani da shi ba?
Da kyau kuma, gauraye sharar gida gabaɗaya magana, ingancin fiber daga mahangar ƙarfi ba ta kusa da abin da zaku yi tsammani tare da kraft ko OCC ko VOK.Hakanan, matakin gurɓataccen abu yana da muni sosai a al'ada sai dai idan kuna samun takardar ofis ɗin da aka jera, amma kuma gabaɗayan halayen wasan kwaikwayon sun fi ƙasa da kayan aikin fiber na al'ada [Phonetic].Don haka ba wai ba za ku iya amfani da wasu daga cikin waɗannan ba, amma yana cikin ƙayyadaddun aikace-aikace kuma kuma, ba ma amfani da sharar da aka haɗe.
Lafiya.Komawa kawai ga irin tambayar Brian.Shin, an haɗa da kwandon da aka sake yin fa'ida a cikin mahaɗin, wani abu ne da zai ba ku sha'awa a nan gaba, in ji, shekaru uku zuwa biyar?
A gaskiya daya daga cikin ayyukan da muka amince da su a matakin hukumar a watan Agusta shi ne na gina wani sabon kamfani na OCC a ginin Wallula daga shekara mai zuwa, kuma muna fatan samun shi ta yanar gizo nan da karshen shekara.Ton dubu ne a rana aikin OCC wanda zai samar da shuka, duk abin da ake buƙata na fiber da aka sake sarrafa kuma za mu samu - kamar yadda muka yi amfani da wannan kalmar kafin sau da yawa mafi girman sassaucin fiber a Wallula, inda fiber ya fi tsada a cikin sharuddan. na tsarin niƙa.Don haka za mu yi amfani da damar samun OCC kuma mu yi amfani da shi a kan injuna.Don haka, Tom, kuna son ƙarawa akan wancan?[Maganar ta zo tare]
To, zan amsa sashin ƙarshe na tambayarka a can, Mark.Kuma wannan shine ga abokan cinikinmu suna neman 100% sake yin fa'ida.Wani lokaci suna yin amma da zarar sun sami ilimi kuma sun fahimci cewa don gudanar da wannan rufaffiyar tsarin da muke da shi, dole ne a fara da budurwa.Kowa ya fahimci haka, kowa ya san haka.Don haka ina tsammanin sun fi kula da aiki bisa tushen aiki da abin da yake yi musu, da kuma yadda akwatin ke yi musu da kuma bayarwa a hanya mai inganci.Fiye da cewa, dole ne in sami OCC 100%.Sun fahimci abokin ciniki [Ba a iya tantancewa] ya ce ba za mu samu ba, ba za mu sake samun tsarin rufe madauki tare da shi ba.Wannan kayan yana raguwa da sauri cikin ɗan lokaci.Don haka shi ke nan, ainihin inda muke kuma shi ya sa nake ganin cewa duk wannan tattaunawa ta allo da aka sake yin fa'ida an ɗan soke ta aƙalla dangane da PCA.
Kadan kaɗan, akan ɗan ƙarin akan wannan aikin, muna kallon hakan kuma wata dama ce ta rage farashi.Kuma wadatar da ke cikin yankin gaba ɗaya idan kun fita zuwa gaɓar teku da ƙasa zuwa yankin Intermountain, mun gano majiyoyin mu.Haka kuma, muna sa ran samun wannan aikin akan layi zuwa ƙarshen shekara mai zuwa.
Godiya.Mark, ka ce Walloli tana da kewayon kewayon da ba a saba da shi ba tare da samun ingancin buga cewa yawanci muna gani ba.Shin wannan haɗin kasuwancin ya zuwa yanzu ya kasance cikin tsammaninku ko da kasuwa ta yi laushi kuma Richland zai canza babban haɗin da kuke samarwa a can?
A'a, an yi aiki sosai.Kamar yadda muka tsara a shekaru biyu da suka gabata, Wallula Mill don samun nasara, dole ne a samar da makin mafi nauyi mai nauyi, har zuwa makin mafi ƙarancin nauyi.Kuma duk shekara muna yin haka.Don haka a fili ba mu gudanar da aikin niƙa har zuwa cikakken ƙarfinsa amma idan Richland ya zo, za mu iya cin gajiyar wannan ragowar ƙarfin.Kuma mun gamsu da ingancin.Mun gamsu sosai da sassaucin na'ura dangane da babban aikin nauyi mai nauyi har zuwa babban aiki mai nauyi.Don haka yana ba mu sassauci na ƙarshe don samar da Pacific Northwest da West Coast tare da duk hukumar, muna buƙata.
Hakan yayi kyau.Kuma ƙarin tambaya ɗaya kawai, kun yi magana game da mahimmancin dabarun abokan hulɗarku na fitarwa.Amma shin wannan mahimmancin mahimmancin kasuwannin fitarwa ya canza yayin da tsarin ku ya girma kuma ya bambanta?
Da kyau kuma, ku tuna cewa mai yiwuwa shekaru talatin da ƙari, shekara arba'in da shekara, mun sami wannan kasuwancin abokin ciniki na gado a duk duniya zuwa 36, 38 ƙasashe daban-daban.Tom, a nan kuna son ƙarawa?
Ee, zan ce kawai, Mark, cewa ya kasance dabarun daga ra'ayi na waɗannan dogayen, abokan ciniki na dogon lokaci sun kasance tare da mu na dogon lokaci, maki suna da kyau sosai.Yanayin yanayi yana da kyau sosai.Akwai abubuwa da yawa da ke shiga cikin lissafin, amma har yanzu suna kan dabarun.
Mark, kun yi tsokaci game da wasu tsare-tsaren ficewa na shekara mai zuwa.Don haka zan dauki hakan a matsayin karshen.Shin za ku iya ƙididdige duk wani nau'in ton ɗin samarwa da ya faru a nan a cikin 2019 kuma wataƙila ina tsammanin [Ba a iya tantancewa] ya bambanta da abin da kuke tsammani don 2020 kuma da gaske yanayin tambayar yana cikin 2018, da alama masana'antar tana ci gaba. karkata, zuwa cikin '19 abubuwa sun koma baya kadan kadan.Kuma ra'ayi na shine cewa ku mutane sun ɗauki ɗan lokaci kaɗan don yin wasu ayyukan kulawa a kusa da injin, kamar yadda 2020 za ku iya yin ɗan wahala kaɗan.Amma yana jin kamar daga sharhin ku cewa ku mutane kuna da kyakkyawar kulawa mai nauyi a sake tsarawa a cikin 2020. Don haka kawai ƙoƙarin fahimtar hakan.
Ee, a'a, ba mu ɗauki wani ɗan gajeren lokaci ba a wannan shekara don yin wani ƙarin aiki, mun aiwatar da abubuwan da aka tsara na yau da kullun na shekara-shekara.Sannan kuma muna amfani da damar Wallula, yanzu muna iya samar da dukkan buƙatunmu da gaske a cikin akwati na kasuwanci tare da tsarin niƙa shida.Kuma da gaske gudu don buƙata sannan wannan ƙarfin ya ba mu damar matsar da matakan ƙirƙira zuwa matakin da ya fi dacewa da wannan damar.Da aka ce, za mu ci gaba da gudu don nema.
Na gode.Sannan ina tsammanin, ƙoƙarin fahimtar maganganun abokin ciniki, kaɗan anan ba shakka ba ƙoƙarin samun takamaiman wani abu ba.Amma yaya zance ke tafiya?Kuma ina tsammanin mutanenmu suna neman ƙarin inganci daga masu samar da su, Ina nufin lokacin da abubuwa suka fara raguwa.Ina tsammanin, lokacin da abubuwa ke tafiya da kyau, ƙila jama'a ba sa yin kiran waya sosai a ɓangaren farashi.Amma yanzu al'amura sun kasance da dan kadan a hankali, shin fiye da tattaunawa ne game da farashi ko inganci a bangaren juyawa?
Ba gabaɗaya muna magana game da takamaiman ayyuka na abokin ciniki kuma za ku iya sake tunanin wani ɓangare na shawarwarinmu - ƙimar mu shine kawai muna ba da babbar ƙima ga abokan cinikinmu ta hanyoyi da yawa.
Barka da safiya.A cikin shekaru biyu da suka gabata, kun yi wasu abubuwan aiwatarwa a gefen [Phonetic] tare da DeRidder da Wallula sannan a wannan shekara, Ina tsammanin kun fi mai da hankali kan sashin shukar akwatin tare da Richland da Wisconsin a tsakanin sauran.Shin zai dace a ce capex zai iya sauka a shekarar 2020 idan aka yi amfani da wannan aikin a cikin shekaru biyu da suka gabata.
To, kuma ba tare da ba da amsa ba wanda zai ba ku kyakkyawar kimantawa a cikin Janairu lokacin da muke da kiran Janairu, kawai ku tuna cewa za mu iya amfani da damar da muka ga dama.Don haka, kawai na fi son amsa shi ta wannan hanyar cewa duk damar da muka ɗauka a matsayin dama ta gaskiya, muna da iyawa, muna da kuɗi a hannu, muna da albarkatun da za mu iya aiwatarwa.Don haka muna kan kyakkyawan wuri dangane da hakan.
To, wannan gaskiya ne.Ina tsammanin zuwan ta ta wani kusurwa daban, kuna amfani da ƙungiyar fasahar ku ta cikin gida don inganta tsarin shukar akwatin ku na kwata biyu yanzu [wanda ba a iya tantancewa] kuna kallon sa, menene inning za ku faɗi cewa aiwatarwa a ciki. har yanzu a farkon ko na biyu inning, ko kuma Richland da sauran ayyukan a Wisconsin shine kyakkyawan chunk na abin da kuke tsammani?
Wanda ke nufin muna da babbar dama ta titin jirgin sama a cikin shekaru masu zuwa don ci gaba da haɓakawa a wancan gefen damarmu kuma kamar yadda muka yi a cikin injinmu shekaru 25 da suka gabata.
An fahimta, fahimta.Wannan yana da taimako sosai sannan kawai canza kayan aiki da sauri.Na san kun sanar da sabon shukar OCC a Wallula a tarihi Ina tsammanin haɗin fiber ɗin da aka sake yin fa'ida ya kasance wani wuri kusan 15% zuwa 20%.A ra'ayin ku, shin akwai ƙayyadaddun yanayi zuwa inda hakan zai iya zuwa, yayin da kuke ci gaba da yin aikin da abokan cinikin ku suke tsammani daga gare ku ko kuma yadda kuke tunani game da hakan?
Ba mu da wasu tsare-tsare na yanzu don matsawa da mahimmanci a cikin tsarin injin mu na gado.Amma muna da sassaucin ratsawa sama da ƙasa a kowane injin injin kwantena, amma kuma akwai iyakoki kamar yadda muka yi kira cikin shekara.Don haka kuma in ban da aikin Wallula, sauran masana'antun gado za su kasance cikin kewayon da suka kasance na amfani da OCC, amfani da VOK.
Na gode.Da farko a gefen buƙatar akwatin, kun kusan kusan kashi 2% a cikin kwata na ƙarshe da kuka ba da shawarar, haka Oktoba ke gudana.Ina tsammanin cewa a baya kun kuma nuna cewa asarar kasuwanci mai alaƙa da Sacramento ta kasance kusan ja da kashi 1.5%.Don haka yana da kyau a faɗi cewa kuna cikin yanayin da za ku iya tsammanin da zarar kun gama kasuwancin Sacramento, ku kasance masu girma a kusan nau'in nau'in nau'in 3.5%, shin wannan hanya ce mai kyau don kallon ta?
To, bari in fara sannan Tom ya ba ku wasu launi.Babu shakka ba zan yi hasashe kan abin da girma zai yi a shekara mai zuwa ba, fahimtar mu, muna cikin wuri mafi kyau.Kuma, kun ambaci mahimmin kalmar da muka yi la'akari da shi tun daga lokacin Disamba, za mu fito a shekarar da kasuwancin ya fita.Don haka, a cikin shekara mai zuwa, yana da bambanci - ma'auni daban-daban, amma kuma duk ya dogara da yadda buƙatun yake kama da haka ba zan iya yin hasashe a kan hakan ba.
Sannan Bob, lokacin da kuke - kun ambaci kun faɗi wani abu game da haɓakawa don Amazon lokacin da ya shafi tattaunawar SIOC kuma ni kawai - shine sharhin Packaging Corp takamaiman, shine sharhin masana'antu, kuma idan wannan shine Abubuwan da aka bayar na Packaging Corp.Shin za ku iya samar da wani launi akan abin da ya kamata mu cire daga wancan - wanda aka ambata?
Mark, abin da zan yi, abin da zan ce shine zan ce muna kan - muna kan ƙungiyar Amazon don taimakawa wajen bunkasa SIOC da taimakawa aiki akan wannan kuma taimakawa wajen ƙayyade abin da yake da kuma taimakawa wajen cimma manufofin da Amazon ke da shi. .Don haka muna da hannu sosai tare da Amazon da abokan cinikinmu kai tsaye da kuma wasu abubuwan da za su iya haɓaka wannan shirin SIOC.
Don haka, ina yin tsokaci game da PCA kuma a fili wannan shine - wannan yunƙurin masana'antu ne kuma.
To, babba.Sannan kawai na wannan shekara, kashe kuɗi zuwa watanni 9 na farko, yana gudana kusan 264, ina tsammanin kamar za ku kashe kuɗi mai yawa a cikin kwata na 4th, tabbas kuna iya zai shigo cikin sauki fiye da abin da na yi tsammani a baya.Duk wani sabuntawa akan abin da capex ɗin ku na 2019 zai iya fitowa a ciki?
Da, Mark.Wannan kyakkyawan kallo ne.Mun yi kira ta hanyar kiran Yuli cewa mu (Ba a iya tantancewa) za mu yi ƙasa da miliyan 400 a lokacin bazara, mun sami damar sake tantance wasu dama kuma mun canza kayan aiki.Haka dai yadda ayyukan Wallula suka kasance.Kuma hakan ya ba mu damar ja da baya ga wasu daga cikin babban birnin.
Don haka za mu fi sauƙi fiye da ainihin ƙiyasin ƙila ba za a wuce 400 ba amma a wani wuri da ke ƙasa da wancan, amma kuma muna yin motsi kan wasu daga cikin waɗannan damar.Amma ina ganin yana da daraja yin kira da cewa a al'adar PCA, muna da wannan ikon komawa baya mu sake tantance abin da ya dace don yi da dalarmu kuma, lokaci ne na lokacin rani na sake kimanta yadda damar ya yi kama, menene mafi kyau. dama sun kasance gare mu.Don haka mu, mun canza wasu abubuwa kewaye.Don haka batun lokaci ne kawai.
Don haka ne za mu yi tsammanin cewa na abin da aka kashe zai gudana zuwa shekara mai zuwa, ko kuwa -- ko watakila ɗan karin launi.Shin akwai wasu zaɓuɓɓukan da ake la'akari da su waɗanda a fili ba za ku iya magana da su ba, amma hakan na iya taka rawa a ciki.Ko kuma ina tsammanin madadin na 3 zai kasance idan kun kasance, kuma ina tsammanin hakan ba zai yuwu ba, amma idan kun kasance ƙasa da kwarin gwiwa akan inda kuɗin ku ke gudana - tsarar kuɗin kuɗin ku akan tsarin gaba.Duk wani taimako da zaku iya bamu dashi.
To, ba tare da ba ku ainihin babban adadin ba, kwamitin ya amince a watan Agusta manyan ayyuka guda biyu a Wallula Mill, ɗaya aikin OCC, ɗayan kuma sabon aikin farfajiyar itace.Kuma ta yadda za a kashe, kodayake ba duka ba ne a shekara mai zuwa, wasu daga cikinsu za su mirgine zuwa 2021, amma wani kaso mai kyau na kashe kuɗi zai fara a shekara mai zuwa kan waɗannan manyan ayyuka guda biyu a Wallula, amma waɗannan ayyuka ne da yawa na dawowa.
Don haka kuma mun tanadi haƙƙin samun damar, matsar da babban birnin sama da ƙasa, amma a cikin kewayon wani wuri da muka kasance kuma muna jin daɗinsa.Wani bangare na abin da muke yi shi ne muna tabbatar da cewa duk wadannan ayyukan da muke yi muna yin aikin injiniya ne, muna gudanar da ayyukan da kanmu, kuma muna kula da wadannan ayyukan kashe-kashe kuma hakan ya ba mu kyakkyawan aiki. dawo.
Har zuwa karshen 2017, ku mutane sun kasance masu ban sha'awa, masu samun damar canzawa amma tun Sacramento, kuna da nau'in cire ƙafar ku daga iskar gas kuma kawai ina mamakin wani abu ya canza a falsafa ko kuma watakila hangen nesa.
Yanzu, bari in yi sharhi a kan hakan, to Tom na iya ƙarawa a kan hakan.Wani ɓangare na shi shine damar da ke akwai da kuma cikin abin da kuke biya don wannan damar.Don haka kuma, muna da kyau, kyawawan shari'a a yadda muke kimanta waɗannan damammaki da kyawawan damar da za mu so - za mu sha'awar.Tom?
Zan kara da cewa.An ladabtar da mu sosai a dabarun sayan mu.Ya kasance a, ya kasance takamaiman hanya.Dama ba su da yawa a yau kamar yadda -- musamman yadda kasuwa mai zaman kanta ta ragu sosai.Don haka akwai, akwai 'yan damammaki a can?Ee, mu, muna bincika kowane damar da muke tunanin tana da ma'ana.Ba mu kawai sami wani wanda ya dace ba - wanda ya dace da ƙa'idodinmu da muke nema don haka, har yanzu yana da matukar muhimmanci a cikin dabarunmu kuma za mu ci gaba da dubawa da bincika kowane dama da waɗanda suke da ma'ana. , za mu ci gaba.Wannan shine mafi kyawun da zan iya cewa.
To, na gode.Kuma kawai bin sauri, Ina tsammanin kan kasuwancin e-commerce, wanda har yanzu yana girma, watakila ba da sauri ba kuma SIOC wani ci gaba ne mai ban sha'awa amma yayin da mutane ke ƙoƙarin rage marufi gabaɗaya, mun ga akwatunan filastik irin na sake fitowa kuma Ba na tsammanin hakan yana da alaƙa da muhalli kwata-kwata.Shin ku samari kuna da wata iyawa ko kuna hango wata fa'ida ta ƙaura zuwa takarda kraft ko buhunan kraft?
Ba mu, ba a fili ba ne a cikin kraft buhu kasuwanci amma ina ganin akwai corrugated damar da suke zuwa a sakamakon da masu amfani da gaske motsi daga robobi fahimtar abin da ya aikata ga muhalli da kuma, kuma a yawancin lokuta, muna da kasuwancin e-commerce da yawa kuma muna magana game da Amazon koyaushe game da kasuwancin e-commerce, amma kusan duk wanda ke kera wani abu da tallace-tallace ta hanyar mahalli yana cikin wani nau'in kasuwancin e-commerce a yau.Kuma duk suna faɗin abu ɗaya kuma shine yawancin masu siye ba sa son karɓar samfuran su ko dai a cikin jakar filastik ko wani nau'i na kwandon filastik har ma a cikin shirin SIOC.
Akwai tattaunawa da yawa game da fitar da filastik daga kunshin farko.Don haka ina tsammanin alkawarinku [Phonetic] daidai ne kuma ina tsammanin akwai dama ga masana'antar tarkace da ke gaba game da wannan yuwuwar damar a cikin kasuwancin e-commerce.
Barka da safiya.Godiya ga kowa da kowa don ɗaukar tambayoyina.Ina godiya.Tom, kai - ka yi sharhi don amsa tambaya a cikin kira na ƙarshe game da yanayin kwata yana farawa da ƙarfi sosai sannan yana raguwa zuwa ƙarshen kwata, kuma da alama 3Q iri ɗaya ne.
Ina tsammanin kun ce a watan Yuli, kun haura 5.8% a cikin makonni biyu na farko kuma na cikakken kwata kun yi ƙasa da kashi 2%.Shin za ku iya sake maimaita dalilin da yasa kuke tunanin kuna ganin waɗannan alamu kuma kuna tsammanin 4Q ya zama kama da abin da kuka gani a baya duk da haka [Phonetic] da yawa a cikin waɗannan layin?
Adam, ba zai yiwu a yi hasashen ainihin abin da zai faru da kwastomomin mu 18,000 ba, amma ina ganin abin da ya faru shi ne saboda abokan cinikinmu suna ajiye kayan aikin su sosai kuma suna duban cewa a cikin kwata su, farkon kwata, sun sake cika kayan. zuwa wani matsayi.Kuma a ƙarshen kwata ƙila suna rusa su saboda kamar yadda kuka sani, tattalin arziƙin yana da ƙarancin tsinkaya.Ba shi da ƙarfi, idan kuna so, kuma ina tsammanin abokan cinikinmu suna sarrafa kuɗin kuɗin su, kayan aikin su, duk abin da ke kusa da vest don haka ina tsammanin abu ɗaya zai faru a cikin kwata na 4.Da kyau, kwata na 4 yana da kyau, yana da ɗan ƙarin tsinkaya dangane da bukukuwa da duk sauran abubuwan da ke faruwa farawa Thanksgiving da mirgina zuwa Kirsimeti.
Don haka zan yi mamakin idan matakin ya tsaya a wannan matakin, amma har yanzu ina tsammanin kwata na 4 zai kasance da ƙarfi sosai.
Kuma kawai don bayyanawa a cikin kwata na 3, kun ga irin nau'in abin da yanayin ya ragu zuwa ƙarshen?
Ok sannan, na gode Tom.Kuma kawai Bob daya akan gada don 4Q.Na san kun ambaci kulawa zai zama ja da $0.06 kuma a fili kuna jagora zuwa ƙasa da $0.22 gabaɗaya.Don haka wannan ya bar 16. Za ku iya yin magana game da wasu dalilai, ƙananan farashin, ƙananan ƙarar, ƙarami mai rauni, farashi mafi girma?Shin za ku iya ba mu ma'anar abin da kowane ɗayan waɗannan, kuke tsammanin kowane ɗayan ya kasance?
To, kuma a fili, waɗannan su ne nau'ikan da muka yi nuni da su, amma -- ba mu taɓa ba da takamaiman lambobi ga waɗannan bokiti daban-daban ba.Don haka kawai mu tafi da sharhinmu a yanzu.
Lafiya.Sannan ina tsammanin kun ce a kira na gaba, zaku yi magana game da abin da kulawa zai kasance ta kwata, yana kama da 1Q zai zama kwata-kwata mai nauyi musamman, shin wannan shine hanyar da ta dace don yin tunani game da shi?
To, kawai zan ce muna da namu, kamar yadda muka faɗa a cikin namu, ina tsammanin a cikin sakin kuɗin da aka samu, muna da manyan injinan kwantena uku mafi girma tare da katsewa kowace shekara a cikin kwata na farko.Don haka wannan yana nuni da aiki da yawa da ke gudana a kansu.
Hey, na gode don ɗaukar bibiyata.Ina so in tabbatar da cewa ina da wannan madaidaiciyar, duk kuna da kuɗi daga iyawar OCC a Wallula kuma na san akwai wata ƙungiyar da ke ƙoƙarin tara kuɗi don gina injin sake yin fa'ida a Utah kuma ku duka ina tsammanin kuna da mafi yawan akwatin juyawa a ciki. wannan jihar.Tare da Wallula Mill kyawawan yawa kula da duk sake fa'ida gubar da za ku samu don cewa akwatin akwatin idan suna bukatar shi, sake fa'ida jirgin a Utah?
Ee.Chip, yayin da muke sake nazarin wannan damar aikin.Mun duba daga yankin Intermountain, har zuwa Tekun Pasifik duk damar samar da kayayyaki.Don haka muna da kwarin gwiwa, muna da tattaunawa da ke gudana kuma a wasu lokuta an kulle mu tare da inda kayan za su fito.Don haka muna da kwarin gwiwa kuma aikin yana ci gaba kuma muna ci gaba da ci gaba da sauri tare da aiwatar da wannan aikin a shekara mai zuwa.
Da kyau sannan kuma da sauri kuma, na yi imani an tambaye shi game da kasuwancin White Paper kuma $ 48 miliyan a cikin kwata ɗaya shine, Ina tsammanin kun fi dacewa a cikin ɗayan mafi kyawun da kuka samu tun lokacin yarjejeniyar Boise shekaru shida da suka gabata kuma ya kasance. akwai wani abu da ba a saba gani ba a cikin kwata na 3, ko dai kyakkyawan kyakkyawan aiki ne ko kuma wannan nau'in ingantaccen tushe ne don yin tunani yayin da muke ci gaba kuma a zahiri muna ba da gudummawa ga kiyayewa, muna ƙididdige farashi da ƙima daga nan.
To, ku tuna, ba mu sami matsala ba a cikin kwata na 3 na wannan shekara.Har ila yau, akwai juzu'in yanayi a can, amma kuma wani ɓangare na shi ne kawai, shi ne, zan yi amfani da kalmar, ƙananan ƙananan kasuwanci ne a gare mu, na biyu ne;niƙan niƙa na Jackson da ni Falls kuma mun sami wannan babban ikon rarraba ƙasa baki ɗaya.Don haka muna da kyakkyawan tushe na abokin ciniki kuma ikon dabaru yana da matukar amfani ga wannan shawarar kuma don haka idan kuna iya fahimtar cewa za mu sami ɓarke da aka tsara don shekara mai zuwa a wani lokaci a cikin waɗannan wuraren, zaku sami waɗannan manyan. yana sanyawa kuma yana ɗaukar tasirin farashi, amma net-net, zai yi - zai kasance kasuwanci mai kyau a gare mu.Bob, kuna so ku ce akan wannan.
A'a, a'a, na yarda.Yana da kawai tsarin farashi, kuma ina tsammanin akwai, kawai zai ci gaba da yin babban aiki na kawai sarrafa farashi, Chip da kuma juya yawancin farashi kamar yadda zai yiwu zuwa nau'in nau'in nau'in nau'i sabanin gyarawa a cikin abubuwa irin wannan kuma shi kawai ci gaba - sun ci gaba da yin wani gagarumin aiki kawai.
Kuma a ƙarshe akan kundin, ina nufin an sami raguwa da yawa tare da shigo da kaya, amma an cire ƙarfin da yawa kuma mai fafatawa ɗaya yana barin kasuwa.Yayin da kuke duba cikin 2020 da 2021, kun ga wani abu, kowane mataki yana aiki a ɓangaren buƙata ko kuma idan ya ci gaba da kasancewa da bege ko ƙila ya ƙi kaɗan ko kuna ganin wani abu daban da wancan.
Da kyau, kun sani idan kun karanta bayanan index tare da abin da kasuwancin ke faɗi, a fili suna tsinkayar lalacewar buƙatun kasuwa na ci gaba a kan lokaci.Amma eh, mun kasance muna fama da hakan a cikin ƴan shekarun da suka gabata yanzu.Don haka kawai muna da wannan ikon sarrafa wannan.Adadin mu zai gudana zuwa buƙatun kasuwa, kuma wannan shine ainihin abin da zan iya faɗi.Muna da ikon jujjuya wannan ƙarfin kaɗan kaɗan, kuma mu ma - yana ba mu damar matsawa cikin tushen abokin ciniki, wanda ya kasance a ciki.
Hai, Mark.Ina so kawai in zo kusa da ma'aunin kuɗi, wanda kusan kashi 3 cikin kwata na dala biliyan 1 a yanzu.Za ku ji daɗin irin ci gaba da gina kuɗi aƙalla kashi 2 ko 3 na gaba?
Ba zan yi magana mai nisa ba.Muna jin daɗin inda muke a yanzu.Za mu yi amfani da wasu kalmomin da muka yi amfani da su a wannan shekara dangane da su, har yanzu muna rayuwa a cikin lokuta marasa tabbas.Muna jin yana da wayo sosai a gare mu a yanzu mu kasance masu ra'ayin mazan jiya kan yadda muke kula da kuɗin.Yana ba mu matuƙar zaɓi a yadda muke cin gajiyar wannan kuɗin.Kuma na ce wannan a kan kiran Yuli da kowane dala na tsabar kudi da ke zaune a hannu ba a barnata ba.Don haka muna da haƙƙin ƙyale hakan ya ci gaba har zuwa yanzu, amma yana ba mu dama mai yawa a nan gaba don ƙirƙirar ƙimar masu hannun jari kamar yadda muka yi shekaru da yawa a kan .
Ee, duba Mark, kun kasance babban mai raba jari akan lokaci Ina tsammanin kowa zai iya ganin hakan.Ni kawai irin m, yana da babban matsayi, Ina nufin wannan shi ne a fili karin tsabar kudi fiye da ka so bukatar cewa saya kamar wata akwatin shuke-shuke.Don haka za ku iya ba mu wata ma'ana ta irin nau'ikan yanayi na iya zama masu ban sha'awa da kuma ko an sami wani canji a cikin nau'ikan abubuwan da kuke son yin la'akari da su a tarihi, kun ce, ba ku so ku tafi teku, ba ka son zuwa Mexico, ba ka son zuwa Turai.Akwai wani canji a waɗannan mukamai?
Babu canje-canje a wannan matsayi na kasancewa a cikin teku.Mu na Amurka ne kuma za mu ci gaba da zama na Amurka.Kuma dole ne in yi imani, za mu shiga shekarar zabe a shekara mai zuwa.Muna da rashin tabbas da yawa a duniyar da ke kewaye da mu.Don haka wannan kuɗin yana ba mu dama mai girma, komai ya faru a nan gaba.
To, wannan gaskiya ne.Bugu da ƙari, ina tsammanin idan kun kalli tarihin ku a cikin shekaru 20 da suka gabata, yana magana sosai a fili.Zan juya shi.
Godiya da ɗaukar bin diddigin.Zan maida shi a takaice.A cikin sanarwar manema labarai, Ina tsammanin a cikin shirye-shiryen maganganun da kuka yi magana game da gudu don buƙata amma kuma ƙoƙarin gina wasu kaya a cikin tsammanin kiyayewa a shekara mai zuwa.Shin akwai wani abu, wani takamaiman abin da kuke so mu cire daga wannan?
A'a, kuma, kamar yadda muke duban abubuwan da suka faru a shekara mai zuwa.Kuma idan muka ɗauka wani buƙata, wanda dole ne ku gina samfurin, ko abin da ke faruwa a duniya ke nan.Amma idan muka ɗauka cewa za mu ɗauki waɗannan abubuwan a cikin shekara mai zuwa da kuma abin da ke tattare da ton ɗin da muke ɗauka a cikin kwata na farko, dole ne ku - kuma kuna fuskantar yanayin yanayin hunturu, wanda shine. babban rashin tabbas a duk faɗin ƙasar da abin da hakan zai iya yi don sufuri.Don haka, lallai dole ne ku sami ɗan ƙaramin ƙima don samar da buƙatu a cikin tsire-tsire, yayin da kuke ɗaukar waɗannan injinan ƙasa.
Don haka kawai muna cewa akwai wasu adadin da za mu tashi daga ƙarshen 3rd na kwata don samun kwanciyar hankali kamar yadda muke a cikin Disamba da shiga cikin Janairu.Ba za mu kira wannan lambar ba, amma zai ɗan yi girma fiye da ƙarshen 3Q.
Sannu, kowa.Na gode da dacewa da ni kuma zan yi sauri, kawai tambaya mai sauri kan kasuwancin e-commerce sau ɗaya.Mark da Tom, Ina nufin har kuna aiki akan ƙarin ayyukan SIOC, watakila haƙƙin samfuran haƙƙin abokan ciniki waɗanda aka ba da ƙa'idar nauyi mai girma.Shin akwai wasu mahimman abubuwa waɗanda kuke aiki da su, a gefen juyawa, duk wani abu da kuke yi, wataƙila akan bugu mai yiwuwa dijital yayin da kuke ƙoƙarin haɓaka shigar ku ko raba abin da kuke yi wa abokin ciniki a can sannan idan za ku iya sake sabunta mu kan ra'ayoyinku dangane da farar saman layi ko kuna buƙatar gina kowane ƙarfin zuwa babban digiri a cikin gida ko a'a.
Bari in dauki farar tambayar farko sannan Tom ya iya gama sauran tambayar.A halin yanzu muna da damar, idan muna da, za mu iya samar da farar saman, amma ba tattalin arziki ba ne a gare mu mu yi hakan don haka mu, ba za mu bi hakan kamar yadda kuke tsammani ba.Tom?
George, kawai mai sauri a kan e-com, a fili ba zan shiga wani cikakken bayani game da abin da muke shirin yi ba, ban da cewa kawai mu bincika duk hanyoyin, mu bincika abin da ya fi dacewa da mu. abokan ciniki.Abin da muke tunanin shine mafita mafi kyau a kasuwa, kuma za mu ci gaba da yin hakan.
To, na gode.Zetania wanda ya kammala kiran mu a yau kuma ina so in gode wa kowa da kowa da ya zo tare da mu kuma muna fatan yin magana da ku a cikin Janairu yayin da muke ba ku cikar shekara da kwata ta huɗu.A yini mai kyau.
Lokacin aikawa: Oktoba-30-2019