I think Ken is making a smart move having this conference call as I expect the cashflow on the surface will not be as good as people are expecting and will require some detailed explanations.
The reason I think the cashflow numbers will not look great will likely be the higher than expected initial costs plus the timing delay in receiving the sales revenue from China.
It will be important for Ken to justify and give reasons for his forecasts going forward on the expected increase in production numbers for Jan/Feb/Mar, the expected forecast drop in costs per Ton and also the actual Revenue per Ton we are currently getting for both the Lithium and the Tantalum credits.
The March 2019 quarter should look much better so Ken needs to both state and justify this.
I see no reason to have a TH while the conference call takes place as the purpose of the call will be to justify what is stated in the quarterly report and not to provide additional market sensitive information.
Dial in details 25.1.19 Quarterly, page-55
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