IMO, it's to explain why the financials are so low, and let us know what BIEL is going to do to make improvements.
I would be shocked if the financials are as good as you think, it's possible, just not probable, not with all that is currently happening on a macro level.
I totally agree Miami. The 18 month period of silence ended by KN speaks volumes as to the specific timing of the upcoming Q&A. KN most certainly wouldn't subject himself to be the focal point of irate shareholders on a live broadcast if something disappointing is to be reported. To the contrary, game changing positive news will be quite the feather in his cap and this will be the perfect venue to gain maximum upward traction of the shareprice following the Q&A imho.
the financials are going to suck, sorry. If the financials were good, Staelin would have taken the opportunity to brag about it as he has in the past every time the financials were good.
Luckily, nobody cares about the financials or fundamentals or anything but the pie in the sky.