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Tuesday, December 20, 2011

[CPSI NewsWire: S&P Raises Mongolia Outlook to Positive, BB-/B Ratings Confirmed]

CPSI NewsWire brings you market updates on Mongolia, compiled by CPS International, a Mongolian marketing arm of CPS Securities, a Perth, WA based stockbroking and corporate advisory firm, specialising in capital raising for mining and junior stocks.

Wish to subscribe or unsubscribe? Let me know.

See Mongolia related quotes at bottom of newsletter

 

S&P Raises Mongolia Outlook to Positive From Stable on Growth

Dec. 19 (Bloomberg) -- Standard & Poor’s Ratings Services revised Mongolia’s outlook to positive from stable and affirmed the landlocked nation’s sovereign ratings, citing its growth prospects as more mines begin operations.

Mongolia’s long-term sovereign rating remains BB- and its short-term rating B, S&P said in a statement today. The outlook revision reflects expectations for a “significant” increase in real per capital gross domestic product through at least 2014, with S&P estimating the measure may more than double to $6,560 by 2014 from $2,973 this year, according to the statement.

Economic growth in Mongolia may surge to 23 percent in 2013, more than twice the pace of expansion in China, as mining projects begin production in the sparsely populated nation, the International Monetary Fund said in April. Mongolia in June surpassed Australia to become the biggest supplier of coking coal to China, according to the Ulan Bator-based Trade and Development Bank.

The nation’s MSE Top 20 stock index gained 2.8 percent today, the biggest one-day increase in two months.

S&P said today it may raise Mongolia’s sovereign ratings if its fiscal and external debt metrics continue to improve. The rating may also be upgraded if improvements in fiscal, monetary, and banking sector policies materially reduce vulnerabilities in these areas, S&P said.

The rating may stabilize or come under downward pressure if macroeconomic stability and public finances come under renewed threat from “extravagant” fiscal expansion or the fiscal cost of intervention from further unexpected banking sector losses, S&P said. Excessive recourse to commercial external borrowing would also put the rating under downward pressure as the move would adversely affect Mongolia’s favorable debt interest and maturity structure, S&P said.

A weak policy environment and its resources-based economy are also acting as constraints on Mongolia’s rating, S&P said.

Link to article

 

Khan Files Year End 2011 Financial Results

TORONTO, ONTARIO--(Marketwire - Dec. 19, 2011) - Khan Resources Inc. (TSX:KRI) ("Khan" or "the Company") announced today that it has filed its financial statements, management's discussion and analysis and annual information form for the year ended September 30, 2011 on SEDAR and has posted these documents to its website www.khanresources.com.

Highlights for the year include:

·         Net loss for the year ended Sep. 30, 2011 was $3,757,000 or $0.07 per share compared to a net loss of $4,130,000 or $0.08 per share for the same period in 2010. 

·         Activities related to the International Arbitration action against the Government of Mongolia accelerated during summer and fall of 2011. The action was initiated in January 2011 and the presiding Tribunal was formally constituted on May 9, 2011. A first procedural hearing was held on June 21, 2011. A second hearing was held on September 19, 2011 to decide whether the overall process would involve a single phase hearing all aspects of the action or would be split into two hearings: a first phase to hear jurisdictional matters followed by phase to hear the merits of the case. In late September, Khan and the Government of Mongolia jointly agreed to the two phase approach and the jurisdictional aspects are scheduled to be heard in May 2012. 

·         In August 2010, Khan initiated a lawsuit in the Ontario Superior Court of Justice against Atomredmetzoloto JSC ("ARMZ") claiming $300 million in damages for ARMZ's breach of fiduciary duties, unlawful interference in Khan's economic relations and damages to Khan's rights, property and reputation. Through a number of procedural delays, including invoking the Hague Convention claiming the lawsuit was an issue of Russian sovereignty or security, ARMZ avoided being served for a period of time. However, on October 31, 2011 Khan announced that it had obtained an order of the Ontario Superior Court of Justice validating service on Atomredmetzoloto JSC ("ARMZ") in respect of the lawsuit. ARMZ has appealed the decision and the appeal will be heard on January 24, 2012. 

·         Following the earthquake/tsunami in Japan, the share prices of most uranium companies have declined significantly. As a result, Khan's investment in Macusani Yellowcake Inc. declined to $2,160,000 compared to the cost base for the investment of $4,339,000. Macusani raised funds in March 2011 (Khan subscribed for 3 million units) and is currently conducting a further drill program on its properties in Peru.

Link to release

 

Mongolian Coal M&A Still Hot To Trot

December 19 (WSJ Blog) The stampede of coal M&A isn’t slowing down in the land of Genghis Khan.

After successful buyouts of Hunnu Coal and QGX’s coking coal assets over the past six months, the latest company with Mongolian coal deposits to move into the crosshairs of acquirers is Guildford Coal’s Terra Energy unit.

Newcastle-based Guildford Coal originally planned to list Terra Energy, which is expected to produce its first coal from the South Gobi project in Mongolia in the first half of next year, on the Australian Securities Exchange and hired UBS to advise on the process.

A float in the second quarter of 2012 remains under consideration. However, Guildford Coal is having its head turned by expressions of interest from parties looking to acquire some or all of its 70% stake in Terra Energy.

It’s from global players and we’ve had a lot of interest,” Craig Ransley, Guildford Coal’s non-executive chairman, told Deal Journal Australia, declining to identify the parties. “They are being evaluated.

Guildford Coal, which also owns coal assets in Australia’s Queensland state and has a current market value of A$155 million, hasn’t engaged a financial advisor to consider the approaches. The company is awaiting the award of a mining license from the Mongolian government, due within weeks. That has the potential to lower the project’s risk, boosting the value of Terra Energy.

“There’s a lot of others that have talked a lot of talk, but they are hundreds or thousands of kilometers away from the border. We’re the only ones that are close to actually producing, so I expect that interest will probably ramp up once the mining licenses are granted,” Ransley said. “We’ll be the only junior in Mongolia that will actually be mining.”

Mongolia, together with the southern African nation of Mozambique, has become a hotspot for investors seeking to unlock new deposits of coking coal that can be exported to steel mills in Asia. The country’s biggest coking coal development – the Tavan Tolgoi project – is being circled by many of the world’s biggest miners including Peabody Energy of the U.S. and China’s Shenhua.

However, developing many of the biggest coal deposits in Mongolia is expensive and technically challenging as they are located far from railroads that can bring in heavy mining equipment and provide an export route for the coal.

Terra Energy’s resource is located around 30 miles east of two operating mines, including one owned by Hong Kong-listed SouthGobi Resources, producing a combined 5 million tons of coal annually that is sold to customers in northern China’s Gansu and Shanxi provinces and Inner Mongolia region.

Guildford Coal says a mine with an annual production capacity 1 million-2 million tons of coal could be built at the South Gobi development site. It would produce a mix of coking coal, used in steelmaking, and thermal coal for power generation.

Earlier this month, Guildford released a maiden resource estimate of 221 million tons of thermal coal on an indicated and inferred basis for its Middle Gobi project, located to the north of the South Gobi site.

Link to article

 

Feeling adventurous? Here’s the next great land of opportunity

December 19 (MoneyWeek) I want to move away from doom, gloom and despair in today’s Money Morning and look at an area of opportunity.

It’s quite a big area – 603,909 square miles, in fact – though at one stage it covered 13 million square miles: everything from Poland in the west to Korea in the east, from Siberia in the north to Oman and Vietnam in south.

I’m talking, of course, about Mongolia.

How Mongolia could take business away from Brazil and Australia

Here’s a statistic that took my breath away when I first heard it a fortnight ago from Jamul Jadamba of Mogul Ventures Corp (my sincere thanks to Jamul for his time – much of the information in this Money Morning I sourced from him). China has a population of 1.4 billion people. Mongolia, immediately to the north, has just 2.8 million.

Sure, China is about six times larger. But Mongolia is hardly small. It’s the world’s 19th largest country. For it to have a population 1/500th the size of China’s – or 1/5th of the 14 million we have living in the London metropolitan area - I find astonishing. I understand it’s among the most sparsely populated countries on earth.

That means it is unlikely to be competing in the future with populous countries like Vietnam, Indonesia or Bangladesh in the world of manufacturing. It simply doesn’t have the workforce. The opportunity for Mongolia lies in its natural resources – mining and agriculture. It has them in abundance.

And, thanks to its location, it could quickly become the supplier of choice for China – threatening the dominance of countries like Australia and Brazil, which are becoming increasingly expensive to work in.

Take coal. Mongolia’s coal exports have grown in the last ten years from little more than nothing to something like 25 million tonnes a year, with growth of 50% in the last year alone. Exports are predicted to hit 50 million tonnes by 2015. The Tavan Tolgoi deposit is the world’s largest deposit of coking coal. Foreign partners with superior mining expertise and technology are being brought in to ramp up production, and 15% of the state-owned company’s shares are expected to list in London next year.

Another example of the potential here is the Oyu Tolgoi copper-gold discovery made by Ivanhoe Mining in 2001. It is now being developed with the Mongolian government and Rio Tinto, and was probably the discovery of the century.

It’s the world’s largest undeveloped copper-gold project, containing in the region of 81 billion pounds of copper and 46 million ounces of gold. Production is anticipated for 2013. (From 2001 to 2013 – that’s how long it takes to get a large mine like this into production – no wonder secular commodity cycles go on for so long).

There are many more discoveries waiting to be made, I am sure, particularly in the south – in the Gobi desert region – as more and more state-of-the-art Canadian and Australian exploration techniques are employed. The challenge is infrastructure.

There are few paved roads. The country is land-locked. Rail transport carries something like 93% of freight. There is the main line, the Trans-Mongolian Railway, which runs north to south, from Russia to China, but there’s not much more than that.

Parliament has recently approved plans develop and build an east-to-south-west network to connect the resource-rich areas. Construction has already begun, but something like 4,000 miles of track need to be laid, so it’ll be a while before we see results.

Four reasons to start researching Mongolian investments now

From shortly after the end of WWI until 1990, Mongolia was communist and heavily supported by the Soviet Union. Peaceful democratic revolution came in 1990 and in 1992 a new constitution was introduced. The country is mining friendly, if bureaucratic, and the government is trying to encourage business. But at present the process of issuing new mineral exploration licences is on hold, while the government tries to clean up existing licences and mineral laws.

I have grave concerns about the state of the global financial system, as you probably know, and I’m not sure now is the right time to be putting speculative money to work. However, while we are in bear market mode, it’s a good time to be researching potential opportunities for when good times return.

I see four exciting areas. The first is mineral exploration. With luck, the freeze on new licences will soon end, so there be plenty of opportunities in early-stage explorers. But, should they find anything, you want to be long gone by the time the decision is taken to build a mine. Just look at the Ivanhoe project if you want to see how long it takes to get to production.

Second, I would be looking at infrastructure companies, particularly those involved in road-building and railways. Third, you could consider some simple exposure to the Mongolian stock market, which has performed with considerable strength relative to other indices. I hear that a Mongolian stock market exchange-traded fund is mooted for the near future, with Van Eck the issuers – we’ll keep you informed.

And fourth – an idea that comes from a hedge fund manager who emails me from time to time (he, like Lord Voldemort, shall not be named) – Mongolian government bonds are an area to watch. The Mongolian government is looking to borrow money to fund its rail construction network.

Now, the Mongolian currency is weakening against the dollar, and commodity prices are falling just now, so they are not a buy just yet. But eventually the commodity cycle will turn back up. The Mongolian government has comparatively low levels of existing debt. And in a few years’ time, it will start to receive revenue from its large mining operations, so it should be good for the money.

We’ll be keeping an eye out for ways to play the country. In the meantime, if this has whet your appetite for investment adventure, you should read this week’s MoneyWeek magazine cover story from my colleague James McKeigue. James has taken a look at opportunities in another sparsely populated, resource-rich region – the ‘Stans’ of Central Asia: How to profit from the scramble for resources in central Asia. If you’re not already a subscriber, get your first three issues free here.

Link to article

 

Commodities Giant Trafigura Shopping for Coal and Iron Projects in Mongolia

December 19 (Coal Investing News) In 2011, Mongolia eclipsed Australia as the main exporter of coking coal to China, which became a net importer of the raw material in 2009. Over the next 20 to 30 years, domestic coal production in China is expected to end as mineable resources disappear while demand continues to rise, placing neighboring resource-rich Mongolia in a fortuitous position.

Looking to capitalize on Mongolia’s growing importance as a strategic raw materials supplier to resource-hungry China, private commodities company Trafigura is actively expanding its already significant position in the global resource market and its subdivision, Trafigura Coal, is anticipated to become a top global supplier of thermal coal, coking coal and coke products.

The Dutch company has already established itself as a supplier of ferrous raw materials — including iron ore, coking coal, PCI coal, metallurgical coke and ferro-alloys — to the steel industry worldwide. The company maintains a strong position in China where it has obtained a trading license that will allow it to store imported ferrous raw materials as well as source and trade domestic materials.

The world’s third largest independent oil trader and the second largest independent trader in the non-ferrous concentrates market, Trafigura posted revenues of $88.512 billion in the first three quarters of fiscal year 2010/11. And it’s putting that money to good use. In keeping with its business model — maintaining “investment in, and access to, key physical assets around the world” — the company has been making investments directly into publicly-listed junior and mid-tier mining companies as well as privately-held companies in order to further strengthen and grow its position in the global marketplace.

Already having invested in a trucking company in Mongolia to transport coal from producing mines to China, Trafigura’s recent joint venture agreement with Origo Partners Plc (a Beijing-based private equity investment company) to invest in coal and iron ore opportunities in Mongolia is a good sign that well-propertied coal and iron mining firms in Central Asia may be next on the commodities trader’s shopping list.

Trafigura-Origo MGL will invest in a number of Mongolian iron ore and high-quality coking coal exploration projects and target further high-grade deposits,” reported Reuters. “The venture is looking to invest $5 million to $30 million per project, and these are likely to be open-cast mines in the five northern provinces of Mongolia.” The joint venture expects to export several million tonnes of coking coal and iron ore to China per year and is also considering expansion into Kazakhstan and Russia.

Bloomberg Businessweek’s Yuriy Humber reported last month that Mikhail Zeldovich, head of Trafigura’s Russia and Mongolia unit, said the company is eyeing a handful of mining firms on the verge of production.

The Reuters report states the joint venture’s investment strategy is in line with the company’s coal strategy of working with smaller mining firms to “help them develop without taking control.”

That same strategy must not have applied to its relationship with Iberian Minerals (TSXV:IZN), whose President and CEO Daniel Vanin faced harsh criticism from shareholders during a conference call last month following the board’s agreement to recommend Trafigura’s takeover bid. As Kip Keen reported for Mineweb, several shareholders questioned the “fair value” of the C$1.10 bid (at the time, a 38 percent premium to the miner’s average, volume-weighted share price over the past 20 days) and lobbed harsh condemnation at Vanin for the decision to accept.

One call participant brought up the fact that Iberian’s board had in the past hinted that Trafigura would decrease its 48.3 percent position in the company and asked what happened to change that, to which Vanin replied, “Ask them why.”

Trafigura is expected to commence the offer and mail out its take-over bid to shareholders by the end of the year.

On Friday, December 16,  shares in Iberian Minerals were trading flat at C$1.09.

Disclosure: I, Melissa Pistilli, have no interests in the companies mentioned in this article.

Link to article

 

BDSec: COMPANY UPDATE: KHUKH GAN (HGN)

December 13 (BDSec) --

Highlights

·         Khukh Gan (HGN:MO) produced 1,450 tonnes of direct reduced iron (DRI) in October, 2011, meaning the company is now running at a 100% capacity utilization rate for the first time since its establishment. It also makes the company’s annual production 17,400 tonnes at this rate.

·         So far this year, Khukh Gan has produced over 5000 tonnes of DRI, majority of which have been sold to Darkhan Metallurgical Plant (DMP), a domestic steel maker recently struggling with shortage in raw material supply. This state-owned plant is able to produce 100,000 tonnes of reinforced bars and other steel products annually which are mainly used in the domestic construction sector.

·         Besides supplying DMP, Khukh Gan has also exported a small amount of DRI to China this year, showing the possibility that the company could still get to an international market. Price for per tonne DRI that sold to DMP this year was 430,000 MNT, or roughly 314 USD which is 30% higher than it was in 2010, but still about 10% lower than the export price.

·         The DRI being produced by the company has an iron content of 84 to 87%, the similar quality as pig iron but still the best raw material for steel making. According to the company’s engineers, at times, the iron content goes well over 90% and they are working to make it consistent.

·         For the time being, Khukh Gan is putting most of its attention on completing a construction of the company’s second production line that would have the same capacity as the existing line. It plans to finish the implementation of the new line later this year and expects a normal operation starting January 2012. It will double the company’s current capacity to 30,000 tonnes for which Khukh Gan sees enough demand domestically as well as internationally.

·         In conclusion, we expect that the company to produce a sound performance in 2012 having successfully completed all of its capex plans, and to start generating a strong cash flow. Even though a potential slowdown in the domestic construction sector could present some danger to the company, if managed wisely, the export market is still a huge potential for Khukh Gan.

Link to report

 

STOCK EXCHANGE WEEKLY REVIEW

Ulaanbaatar, Mongolia, December 19 /MONTSAME/ Five stock trades were held at Mongolia's Stock Exchange on December 12-16. In overall, 1.1 million shares were sold of 75 joint-stock companies totaling MNT 766.2 million.

Index TOP-20 was 18515.02 points decreasing 1257.84 units or 6.4% against the week earlier. The total market capitalization was set at MNT one trillion 893.4 billion decreasing MNT 136.3 billion or 6.7%.

Shares of "Asia Pacific Properties" /100.9%/, "Bokhog" /100.5%/, and "Khishig uul" /76.5%/ increased, but shares of "Chatsargana" /24.3%/, "Guril tejeel bulgan" /19.6%/, and "Tavantolgoi" /16.2%/ decreased. 47 stocks closed higher, 22 shares declined and six shares remained unchanged.

Shares of "Remikon" /594.9 thousand units/, "Olloo" /195.0 thousand units/ and "Genco tour buraeu" /112.8 thousand units/ were the most actively traded in terms of trading volume and in terms of trading value--"Asia Pacific Properties" (MNT 247.4 million), "Remikon" (MNT 108.2 million), and "APU" (99.3 million).

Link to article

 

Kindergarten and secondary school teachers end strike

Decmeber 19 (news.mn) Kindergarten and secondary school teachers returned to work on Monday, ending a weeklong strike. That follows Sunday’s meeting between Prime Minister S.Batbold and the teachers’ representatives, including Confederation of Trade Unions President S.Ganbaatar and J.Batzorig, the head of the Trade Union of Education and Science. 

Prime Minister S.Batbold said the Government has agreed to give the teachers salary increases in February and May 2012. He said documents authorizing the increases are being prepared and will be submitted to Parliament in the near future. 

S.Ganbaatar noted that the agreement was made possible because of the prime minister’s participation in negotiations.

Participants in the negotiations said the Government has also agreed to cooperate with the teachers on other issues.

Prime Minister S.Batbold noted that the agreement will mark a new phase in public-private cooperation.

Link to article

 

Parliament approves draft law on decentralization

December 19 (news.mn) Parliament on Friday discussed a draft law on decentralization, and MPs approved further discussion. 

The draft law would relocate some state services and agencies from Ulaanbaatar to regional centers. Backers say that would reduce the capital’s high density. They also say the new legislation is necessary, because the Government currently does not have the authority to make such changes.

Supporters also say that relocating some service and agencies to regional centers would benefit residents of the countryside, which lags far behind the capital in terms of economic development. 

MP Z.Enkhbold said the agriculture agency could be located in local settlements, and the mining agency could be moved to Umnugobi aimag, where large deposit mines are located. Also, the postal service could be moved to Arvaikheer, which is centrally located in the state, and the agriculture wheat fund could be located in Selenge aimag, which is the central agricultural region.

But some MPs criticized the proposed relocations. However, most MPs said technology would make it possible to connect the Government with relocated agencies. 

Link to article

 

Rostelecom, MobiCom sign partnership agreement

December 19 (Telecompaper) Russian national operator Rostelecom has signed a partnership agreement with Mongolian operator MobiCom.

The operators will deploy a new cross-border link using DWDM equipment. The capacity of the link will total 4x10 Gbps. Construction is planned to be completed in August 2012.

The new link will enable interconnection between Mongolia and Russia, and also connect Mongolia to Europe, Japan and, eventually, the US. Mongo­lia is the only neighbouring country without a direct link to the network of Rostelecom.

Link to article

 

Table: Mongolia Related Stocks (Source: Bloomberg)

 

Name

Symbol

$

Price

Change

+-%

Open

High

Low

Volume

Time

% YTD

% 12 m

Indices

ASX 200

AS51:IND

4,060.40

-98.80

-2.38%

4,147.80

4,148.20

4,058.80

-

19-Dec

 

 

Nikkei 225

NKY:IND

8,296.12

-105.60

-1.26%

8,363.39

8,364.93

8,272.26

-

19-Dec

 

 

Hang Seng

HSI:IND

18,070.21

-215.18

-1.18%

18,053.64

18,092.35

17,821.52

-

19-Dec

 

 

FTSE 100

UKX:IND

5,364.99

-22.35

-0.41%

5,387.34

5,410.06

5,343.08

-

19-Dec

 

 

TSX Composite

SPTSX:IND

11,539.70

-95.68

-0.82%

11,659.78

11,666.86

11,507.62

-

19-Dec

 

 

S&P 500

SPX:IND

1,205.35

-14.31

-1.17%

1,219.74

1,224.57

1,202.37

-

19-Dec

 

 

ASX

Aspire Mining

AKM:AU

A$

0.295

-0.015

-4.84%

0.3

0.3

0.29

1,368,479.00

19-Dec

-38.54%

-41.58%

Blina Minerals

BDI:AU

A$

0.005

0

0.00%

0.006

0.006

0.005

2,818,957.00

19-Dec

-66.67%

-61.54%

Draig Resources

DRG:AU

A$

0.042

0

0.00%

0.041

0.042

0.04

0.00

25-Nov

50.00%

82.61%

FeOre

FEO:AU

A$

0.275

-0.015

-5.17%

0.285

0.285

0.26

273,000.00

19-Dec

General Mining

GMM:AU

A$

0.04

-0.006

-13.04%

0.042

0.042

0.04

15,000.00

19-Dec

-66.67%

-69.23%

Guildford Coal

GUF:AU

A$

0.68

-0.045

-6.21%

0.72

0.72

0.625

1,154,412.00

19-Dec

-6.85%

-4.23%

Haranga Resources

HAR:AU

A$

0.305

-0.015

-4.69%

0.305

0.31

0.295

186,500.00

19-Dec

-52.34%

-43.52%

Hunnu Coal

HUN:AU

A$

1.795

0

0.00%

1.78

1.795

1.78

0.00

16-Nov

34.46%

54.08%

Modun Resources

MOU:AU

A$

0.04

-0.001

-2.44%

0.041

0.041

0.038

1,700,000.00

19-Dec

300.00%

300.00%

Mongolian Res Corp

MUB:AU

A$

0.14

0

0.00%

0.14

0.14

0.14

0.00

13-Dec

-61.11%

Robe Australia

ROB:AU

A$

0.017

-0.002

-10.53%

0.018

0.018

0.015

3,654,107.00

19-Dec

81.82%

Voyager Resources

VOR:AU

A$

0.066

-0.007

-9.59%

0.072

0.072

0.065

5,772,090.00

19-Dec

23.08%

79.63%

Xanadu Mines

XAM:AU

A$

0.34

-0.01

-2.86%

0.34

0.34

0.335

76,251.00

19-Dec

-39.82%

MSE

A Board

Aduunchuluun 

ADL:MO

MNT

4801

-599

-11.09%

5600

5600

4801

66.00

19-Dec

-39.99%

-31.41%

APU

APU:MO

MNT

3790

492

14.92%

3298

3792

3298

39,665.00

19-Dec

90.45%

104.31%

Atar Urguu

ATR:MO

MNT

38000

0

0.00%

38000

38000

38000

0.00

2-Dec

111.11%

106.52%

Baganuur 

BAN:MO

MNT

9500

-300

-3.06%

9800

9800

9500

551.00

19-Dec

-9.52%

-10.38%

Mogoin Gol

BDL:MO

MNT

26000

-2751

-9.57%

26000

26000

26000

59.00

19-Dec

120.34%

151.23%

BDSec 

BDS:MO

MNT

3700

0

0.00%

3700

3700

3700

0.00

16-Dec

48.00%

48.00%

Bayangol Hotel

BNG:MO

MNT

35000

0

0.00%

35000

35000

35000

8.00

19-Dec

46.44%

45.83%

Bayanteeg 

BTG:MO

MNT

23000

0

0.00%

23000

23000

23000

0.00

14-Dec

0.00%

206.63%

UB BUK

BUK:MO

MNT

33000

0

0.00%

33000

33000

33000

0.00

15-Dec

626.07%

Eermel

EER:MO

MNT

2696

-104

-3.71%

2680

2696

2680

50.00

19-Dec

-6.23%

7.84%

Gobi 

GOV:MO

MNT

4900

-99

-1.98%

4950

4950

4900

18.00

19-Dec

-12.50%

-14.77%

Gutal

GTL:MO

MNT

2500

0

0.00%

2500

2500

2500

0.00

16-Dec

233.33%

Hi B Oil

HBO:MO

MNT

200

0

0.00%

199

200

199

0.00

14-Dec

11.11%

17.65%

Khukh Gan

HGN:MO

MNT

190

-3

-1.55%

193

194

190

4,912.00

19-Dec

1.60%

0.53%

Hermes Centre

HRM:MO

MNT

57

0

0.00%

56

57

56

0.00

16-Dec

5.56%

5.56%

Jenko Tour Bureau

JTB:MO

MNT

94

0

0.00%

94

94

94

50.00

19-Dec

0.00%

5.62%

Telecom Mongolia

MCH:MO

MNT

2800

100

3.70%

2800

2800

2800

40.00

19-Dec

-20.00%

-22.78%

Mongolia Dev Res

MDR:MO

MNT

1100

0

0.00%

1100

1100

1100

50.00

19-Dec

-15.38%

-12.00%

Moninjbar

MIB:MO

MNT

135

-5

-3.57%

136

136

135

29,850.00

19-Dec

17.39%

Mongol Nekhmel

MNH:MO

MNT

2450

0

0.00%

2450

2450

2400

0.00

5-Dec

88.46%

Hotel Mongolia

MSH:MO

MNT

799

0

0.00%

799

799

799

60.00

19-Dec

45.27%

Darkhan Nekhii

NEH:MO

MNT

6999

0

0.00%

6400

6999

6400

0.00

14-Dec

42.84%

34.62%

Nak Tulsh

NKT:MO

MNT

195

0

0.00%

195

195

195

0.00

16-Dec

-40.00%

-40.91%

Olloo

OLL:MO

MNT

248

-2

-0.80%

250

250

245

269,615.00

19-Dec

65.33%

77.14%

Remikon 

RMC:MO

MNT

180

10

5.88%

180

180

172

13,767.00

19-Dec

150.00%

153.52%

Sharyn Gol 

SHG:MO

MNT

11152

1

0.01%

11152

11152

11152

600.00

19-Dec

6.21%

8.27%

Shivee Ovoo

SHV:MO

MNT

13000

-1

-0.01%

13002

14000

12800

269.00

19-Dec

0.00%

1.56%

Sor

SOR:MO

MNT

4300

-68

-1.56%

4360

4360

4300

260.00

19-Dec

473.33%

Suu 

SUU:MO

MNT

65000

0

0.00%

65500

65500

65000

0.00

6-Dec

209.72%

Tav

TAV:MO

MNT

32500

0

0.00%

32500

32500

32500

0.00

14-Dec

Talkh Chikher

TCK:MO

MNT

10000

-300

-2.91%

10003

10003

10000

39.00

19-Dec

170.27%

195.86%

Tavantolgoi

TTL:MO

MNT

8500

-300

-3.41%

8800

8999

8300

2,760.00

19-Dec

47.57%

60.38%

State Dept Store 

UID:MO

MNT

485

2

0.41%

478

485

471

3,452.00

19-Dec

12.79%

16.87%

Ulaanbaatar Hotel

ULN:MO

MNT

45999

0

0.00%

46000

46000

45999

0.00

13-Dec

67.27%

73.58%

Mongol Savkhi

UYN:MO

MNT

2248

293

14.99%

2248

2248

2205

122.00

19-Dec

308.73%

287.59%

Zoos Goyol

ZOO:MO

MNT

870

40

4.82%

801

870

801

226.00

19-Dec

10.13%

4.82%

HKEx

Solartech Int’l

1166:HK

HKD

0.189

-0.006

-3.08%

0.197

0.197

0.186

3,565,000.00

19-Dec

-80.31%

-80.31%

Winsway

1733:HK

HKD

2.34

-0.03

-1.27%

2.32

2.35

2.28

4,145,000.00

19-Dec

-47.93%

-47.71%

SouthGobi Resources

1878:HK

HKD

46

1

2.22%

46

46.95

44.7

192,250.00

19-Dec

-53.77%

-51.12%

China Gold

2099:HK

HKD

18

-0.76

-4.05%

18

18.1

17.38

179,100.00

19-Dec

-57.14%

-56.47%

CNNC Int’l

2302:HK

HKD

2.2

0.01

0.46%

2.19

2.26

2.15

671,000.00

19-Dec

-74.71%

-75.80%

Real Gold Mining

246:HK

HKD

8.81

0

0.00%

8.81

8.81

8.81

0.00

19-Dec

-34.28%

-35.79%

Mongolia Energy

276:HK

HKD

0.75

0

0.00%

0.74

0.75

0.72

5,918,000.00

19-Dec

-67.67%

-68.35%

Zijin Mining

2899:HK

HKD

2.96

-0.06

-1.99%

2.95

3.01

2.9

27,208,400.00

19-Dec

-37.25%

-36.28%

Mongolia Inv Group

402:HK

HKD

0.049

0

0.00%

0.048

0.049

0.047

5,926,000.00

19-Dec

-66.89%

-58.82%

North Asia Resources

61:HK

HKD

0.246

0.006

2.50%

0.245

0.246

0.245

385,000.00

19-Dec

-72.97%

-76.35%

China Daye Non-Fer.

661:HK

HKD

0.425

0

0.00%

0.425

0.43

0.415

2,502,000.00

19-Dec

-24.11%

-27.97%

Bestway Int’l

718:HK

HKD

0.067

-0.009

-11.84%

0.067

0.067

0.067

20,000.00

19-Dec

-52.48%

-50.37%

Asia Coal

835:HK

HKD

0.105

0

0.00%

0.105

0.105

0.105

0.00

19-Dec

-58.00%

-56.79%

Mongolian Mining

975:HK

HKD

5.93

-0.03

-0.50%

5.88

6.08

5.75

438,620.00

19-Dec

-34.62%

-31.52%

SGX

LionGold

LIGO:SP

SGD

0.845

0

0.00%

0.845

0.845

0.84

6,940,000.00

19-Dec

15.75%

30.00%

LSE

Central Asia Metals

CAML:LN

GBp

56.25

0.75

1.35%

55.5

56.25

55.5

9,200.00

19-Dec

-37.67%

-35.90%

Petro Matad

MATD:LN

GBp

26.75

-0.25

-0.93%

27

27

26.75

276,851.00

19-Dec

-78.07%

-70.11%

Metal-Tech

MTT:LN

GBp

4.625

0

0.00%

4.625

4.625

4.625

0.00

19-Dec

-70.16%

-66.96%

Origo Partners

OPP:LN

GBp

35

0

0.00%

35

35

35

0.00

19-Dec

-14.63%

-17.16%

Tembusu

TIL:LN

GBp

2.375

0

0.00%

2.375

2.375

2.375

0.00

19-Dec

35.71%

North

America

Aberdeen Int’l

AAB:CN

CAD

0.6

-0.04

-6.25%

0.63

0.63

0.59

678,889.00

19-Dec

-25.80%

-13.26%

Blue Zen Mem. Parks

BZM:CN

CAD

0.05

0

0.00%

0.05

0.05

0.05

0.00

16-Dec

Centerra Gold

CG:CN

CAD

19.16

0.32

1.70%

18.84

19.52

18.51

337,968.00

19-Dec

-1.36%

-4.86%

China Gold

CGG:CN

CAD

2.06

0.01

0.49%

2.19

2.22

2.03

555,081.00

19-Dec

-62.06%

-63.99%

Denison Mines

DML:CN

CAD

1.31

-0.1

-7.09%

1.41

1.45

1.31

1,414,640.00

19-Dec

-61.58%

-59.57%

Denison Mines

DNN:US

USD

1.28

-0.06

-4.48%

1.38

1.41

1.28

0.00

19-Dec

-62.57%

-61.21%

East Asia Minerals

EAS:CN

CAD

0.5

-0.02

-3.85%

0.51

0.51

0.475

465,589.00

19-Dec

-93.78%

-93.40%

Entree Gold

EGI:US

USD

1.04

-0.08

-7.14%

1.07

1.11

1.04

0.00

19-Dec

-69.94%

-67.40%

Erdene Resource

ERD:CN

CAD

0.31

-0.01

-3.13%

0.32

0.33

0.305

112,700.00

19-Dec

-75.00%

-75.40%

Entree Gold

ETG:CN

CAD

1.1

-0.07

-5.98%

1.15

1.15

1.08

362,150.00

19-Dec

-68.30%

-65.84%

Fortress Minerals

FST:CN

CAD

4.02

0

0.00%

4.02

4.02

4.02

0.00

14-Dec

-7.59%

-5.41%

Garrison Int’l

GAU:CN

CAD

0.02

0.005

33.33%

0.02

0.02

0.02

120,000.00

19-Dec

-77.78%

-66.67%

Gulfside Minerals

GMG:CN

CAD

0.065

-0.005

-7.14%

0.07

0.07

0.065

47,000.00

19-Dec

-31.58%

-38.10%

Green Tech Solutions

GTSO:US

USD

0.045

-0.005

-10.00%

0.045

0.06

0.037

0.00

19-Dec

Ivanhoe Energy

IE:CN

CAD

0.76

-0.06

-7.32%

0.83

0.87

0.75

1,819,749.00

19-Dec

-72.06%

-70.31%

Ivanhoe Energy

IVAN:US

USD

0.72

-0.07

-8.86%

0.8

0.84

0.72

1,511,226.00

19-Dec

-73.53%

-71.76%

Ivanhoe Mines

IVN:CN

CAD

16.54

-0.83

-4.78%

17.22

17.37

16.47

1,066,694.00

19-Dec

-28.09%

-31.15%

Ivanhoe Mines

IVN:US

USD

15.9

-0.89

-5.30%

16.67

16.77

15.85

2,422,069.00

19-Dec

-30.63%

-31.55%

Kincora Copper

KCC:CN

CAD

0.31

0

0.00%

0.31

0.31

0.31

7,120.00

19-Dec

14.81%

106.67%

Khan Resources

KRI:CN

CAD

0.2

-0.005

-2.44%

0.195

0.21

0.195

27,000.00

19-Dec

-58.33%

-57.89%

Lucky Strike

LKY:CN

CAD

0.36

0.01

2.86%

0.36

0.36

0.36

10,000.00

19-Dec

-75.17%

-76.00%

Lucky Strike

LKYSF:US

USD

0.3677

0

0.00%

0.3677

0.3677

0.3677

0.00

5-Dec

-74.08%

-73.59%

Meritus Minerals

MER:CN

CAD

0.025

0

0.00%

0.03

0.03

0.025

240,000.00

19-Dec

-87.50%

-86.49%

Manas Petroleum

MNAP:US

USD

0.17

0

0.00%

0.17

0.17

0.14

0.00

19-Dec

-71.67%

-67.31%

Mongolia Growth Grp

MNGGF:US

USD

4.0335

0.033

0.82%

4

4.0467

3.9807

0.00

19-Dec

 

 

Blue Wolf Mongolia

MNGL:US

USD

9.62

0

0.00%

9.62

9.62

9.62

0.00

16-Dec

 

 

Blue Wolf Mongolia

MNGLU:US

USD

10.1

0

0.00%

10.0101

10.1

10.0101

0.00

14-Dec

 

 

Manas Petroleum

MNP:CN

CAD

0.17

0.02

13.33%

0.17

0.17

0.17

90,191.00

19-Dec

Prophecy Coal

PCY:CN

CAD

0.405

0.005

1.25%

0.405

0.43

0.39

655,964.00

19-Dec

-53.16%

-50.17%

Prophecy Coal

PRPCF:US

USD

0.3785

-0.024

-5.96%

0.393

0.4013

0.375

83,550.00

19-Dec

-57.08%

-53.13%

Puget Ventures

PVS:CN

CAD

0.49

0

0.00%

0.00

17-Sep

SouthGobi Resources

SGQ:CN

CAD

6.16

-0.46

-6.95%

6.36

6.36

5.91

2,578,612.00

19-Dec

-49.43%

-50.00%

Solomon Resources

SRB:CN

CAD

0.055

-0.01

-15.38%

0.065

0.065

0.055

204,550.00

19-Dec

-74.42%

-68.57%

Undur Tolgoi Minerals

UTM:CN

CAD

0.2

0

0.00%

0.2

0.2

0.2

500.00

19-Dec

 

3900.00%

Mongolia Growth Grp

YAK:CN

CAD

4.18

0.01

0.24%

4.15

4.18

4.13

11,300.00

19-Dec

 

 

 

---

"Mogi" Munkhdul Badral

Senior Client Manager / Executive Director

CPS International LLC

Telephone/Fax: +976-11-321326

Mobile: +976-99996779

Email: mogi@cpsinternational.mn

P Please consider the environment before printing a copy of this email.

 

Suite 1213 · Level 12 · 2 Sukhbaatar Square

Sukhbaatar District 8 · Ulaanbaatar 14200 · Mongolia

 

CPS International is a marketing arm of CPS Securities in Mongolia. CPS Securities is a Perth, Western Australia based AFSL License Holder. To trade ASX and international stocks, feel free to contact me at mogi@cpsinternational.mn or +976-99996779.

 

Disclosure/Disclaimer

CPS Securities, its directors and employees advise that they may hold securities, may have an interest in and/or earn brokerage and other benefits or advantages, either directly or indirectly from client transactions mentioned in correspondence from CPS International.

CPS International advise this email contains general information only and does not include advice. In preparing this communication, CPS International did not take into account the investment objectives, financial situation and particular needs of any person. As with any speculative mining company there are significant risks.

 

 

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