The qtrly this morning will be about activity during the 1st qtr not a P&L statement.
About mining activity, prices for spod etc, shipping and sales and income.
About expenses incurred during the qtr - including monthly tax (should not include the $773M payable in Dec).
At the end it will be how many $$$$ we still have in the bank. Maybe around $2.6 - 3.0B depending on cap expenses etc.
Update on CMP, POSCO, new JV developments, P680, P1000 and anything else he wishes us to know about.
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