I agree, the CC will be an opportunity for Ken to explain past and future, put some meat on the bone. I believe any forward looking information is far more important than the 3 months to December 31.
I think we will have the full picture of how stage 1 is performing in July/August, however, POSCO JV needs to be signed off/or not by end of Feb, and there will be further news re stage 2 finance and progress of same in this quarter, so, a busy 6 months ahead.
Note that they hired the right peeps for overall design, build and commissioning, they spent the extra $ on the plant, therefore, each month should see effeciency gains as the overall project hits its straps.
Dial in details 25.1.19 Quarterly, page-63
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