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Wednesday, January 25, 2012

[CPSI NewsWire: Rio Takes Majority Stake in Ivanhoe, Likely To Evaluate Before Changes]

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.

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HKEx on Lunar New Year Holiday 23-25 January

See Mongolia related quotes at bottom of newsletter

 

IVN closed -4.21% to C$17.53. Rio paid C$20

Rio Tinto takes majority stake in Ivanhoe

January 24 (Financial Post) For the first time in recent memory, a creeping takeover in Canada has succeeded.

Rio Tinto Ltd. announced Tuesday it has done the inevitable, boosting its stake in Ivanhoe Mines Ltd. to 51% from 49% and seizing control of the Vancouver-based miner. Rio Tinto can now force changes to the Ivanhoe board of directors, and a source said it might happen after Rio conducts a strategic review of the company.

Creeping takeovers in Canada are extremely rare, particularly because target companies can block them with shareholder-rights plans (or “poison pills”). M&A lawyers said this is the first case they can recall in many years in which one large company got control of another without making an offer to all shareholders.

However, this was always a logical outcome in the unique Ivanhoe-Rio relationship. In fact, it is proof that the partnership between the two miners worked the way both sides hoped it would.

Ivanhoe and Rio first came together in October 2006. At the time, Ivanhoe needed help: It controlled the massive Oyu Tolgoi copper-gold project in Mongolia (arguably the world’s best copper project), but lacked the capital and local political support to develop it. Investors also had little faith in Mongolia as a serious mining district.

Rio Tinto’s strategic investment in Ivanhoe changed everything. In addition to providing Ivanhoe with vast amounts of capital, Rio played a key role in negotiations with the Mongolian government over Oyu Tolgoi. Also, it is now building the US$6-billion mine.

The partnership allowed Rio Tinto to gradually boost its stake in Ivanhoe as Oyu Tolgoi moved forward. If project development went as expected, investors knew that Rio would own 49% of Ivanhoe when a standstill agreement expired on Jan. 18. After that, it could go over 50%.

“There’s been a blueprint for this entire process that’s been public for a long time,” said Doug Bryce, a partner and M&A specialist at Osler Hoskin & Harcourt LLP.

“It’s the cost of developing a project of epic proportions that required billions and billions of dollars of capital.”

After Rio Tinto won an arbitration case that protected its 49% stake, the only remaining barrier to a takeover was Ivanhoe’s shareholder-rights plan. And last week, Ivanhoe’s board recommended the rights plan be scrapped after Rio indicated it may trigger the plan and create huge dilution. With the rights plan out of the way, Rio quickly jumped to 51% from 49% through a $302-million private transaction.

Rio is expected to take some time evaluating Ivanhoe, a source said, and is unlikely to push for major changes right away. If Rio wants to, it could propose changes to Ivanhoe’s board at the annual meeting in May.

Ivanhoe shareholders, including chief executive Robert Friedland, will watch and see what Rio Tinto decides to do. Rio wants to own Oyu Tolgoi itself rather than Ivanhoe stock, but has not made any promises to buy out minority shareholders.

Tony Robson, an analyst at BMO Capital Markets, wrote that one logical move for Rio would be to sell off Ivanhoe’s subsidiaries, and then bid for the company. He added that this is a good time to bid, as mining share prices are depressed and Oyu Tolgoi is not yet in production.

If Rio does not make a bid, Ivanhoe’s minority shareholders will start to enjoy massive earnings once the project reaches commercial production. That is expected in 2013.

Link to article

Related:

Rio Gains Majority Stake in Ivanhoe After Poison Pill ScrappedBloomberg, January 25

UPDATE 2-Rio Tinto moves to majority stake in IvanhoeReuters, January 24

For Rio Tinto, C$302m gets majority ownership in IvanhoeMining Weekly, January 24

Rio firms up a pipeline jewelBusiness Spectator, January 25

 

Robe: INVESTOR UPDATE – MONGOLIAN EXPLORATION LICENSE

January 25 -- The Board of Robe Australia Limited (ASX: ROB) (“Robe or the Company”) is pleased to provide the following update in relation to the  ongoing assessment of the Exploration License 10643X located in the South Gobi area of Mongolia and associated corporate activities and timelines.

(i)          Exploration License 10643X (TG River License)

As previously advised, Robe has exercised an option to acquire the exploration rights pertaining to the abovementioned Exploration  License subject to completion of legal and geological due diligence  and meeting  the various  preconditions  of the Option Agreement including:

      Satisfaction of conditions imposed by ASX including compliance with Chapters 1 and 2 of the ASX Listing Rules; 

      Robe obtaining all necessary Shareholder  and other approvals for the transaction contemplated by the Option Agreement including but not limited to the issuance of 100 million Shares in Robe as a component of the consideration for the acquisition of the Exploration License; and

      Completion of requisite due diligence as may be reasonably necessary to implement the Acquisition pursuant to the Option Agreement.

All future references to the abovementioned Exploration License will be referred to as the TG River License. 

(ii)         Appointment of Independent Geologist

Robe is pleased to advise the appointment of Green Exploration and Mining Services Pty Ltd (GEMS) to  undertake the Independent Geologist Review of the TG River License. GEMS will engage Extract Mining Consultants Pty Ltd (Extract) to undertake a peer review of their report.

Given the extreme  climatic conditions  in Mongolia, it is anticipated that the Independent Geologist Report will be received by the Company in early April 2012.

(iii)        Updated Indicative Timetable

Robe announced on 11 October 2011 the acquisition of the option to acquire the TG River License and provided an indicative timetable in  relation to the action target dates. This indicative timetable is now updated as outlined below.

Dispatch of Notice of Meeting to approve change of activities and issue of Shares to Vendor.

16 April 2012

Lodgment of Prospectus with ASIC in respect to proposed Capital Raising

30 April 2012

General Meeting of Shareholders 

18 May 2012

Suspension of Robe Securities*  

18 May 2012

Anticipated date of lifting of the suspension and commencement of trading of  securities

20 June 2012

* Robe’s securities will continue to trade until the date of the General Meeting.

The abovementioned indicative timetable is subject to change in the absolute discretion of the Directors of Robe.

Option holders in Robe will be advised as soon  as practicable of the final timing of the General Meeting in order to allow such Option holders the opportunity to exercise Options if they so wish prior to the General Meeting.

(iv)        Proposed Capital Raising

As previously advised, the TG River License  will require further capital to undertake the environmental impact assessment, scoping studies, hydrogeology studies and other feasible studies given its very early stage of exploration status.

The Company expects to raise approximately $2 million and expects that this raising will be fully underwritten. The raising will both meet the requirements of Chapters 1 and 2 of the Listing Rules and provides sufficient funds to undertake further feasibility studies. 

Eligible Shareholders will be provided a Priority Offer in respect to the proposed capital raising and existing Option holders who will have no inherent right to participate in the Priority Offer will be notified of the raising and given time to exercise their Options if they so choose.

Link to release

 

PCY closed -5.56% to C$0.425 in Toronto

Prophecy Provides EPC, PPA, Project Financing Update on Chandgana Power Plant Project

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Jan. 24, 2012) - Prophecy Coal Corp. ("Prophecy" or the "Company") (TSX:PCY)(OTCQX:PRPCF)(FRANKFURT:1P2) is pleased to provide the following update on EPC (Engineering, Procurement, Construction), PPA (Power Purchase Agreement), and project financing in connection with its proposed 600 MW Chandgana power plant project in Mongolia.

In the past 90 days, 4 Chinese EPC companies have reviewed information in our project data room and conducted project site visits in Mongolia. In addition, there are several other international companies that have expressed written interest in bidding on the required EPC contracts. Prophecy has prepared and distributed an RFP (Request For Proposal), and expects to have key EPC proposals by March 31, 2012. As part of any successful proposal, an EPC firm is expected to bring in a lender for debt financing to contribute to the overall project financing. The Company expects to conclude EPC selection in Q2, 2012.

Since obtaining the power plant construction license in November 2011, Prophecy has been in close dialog with the Mongolian Ministry of Natural Resources and Energy regarding the drafting and signing of the Chandgana PPA. To date, there have been several meetings between Prophecy and officials in various departments within the Ministry. In January, a working commission on the PPA was constituted and endorsed by the Minister. Prophecy is working closely with the commission towards a fair and balanced PPA. The goal is to conclude the PPA and EPC selection at the same time.

Separately, Prophecy has met in Beijing with Chinese government-sponsored policy banks currently involved in Mongolian projects, as well as private equity firms engaged in international energy production projects. IPP (independent power plant) projects in Asia, offering stable yields, have garnered interest from institutional investors and Prophecy expects Chandgana to be similarly viewed. Whilst not a certainty, Prophecy is optimistic that upon signing a successful PPA, the Company can secure the necessary equity funding in 2012 to move the project towards construction in Q2, 2013.

Further to the news release dated January 17, 2012, Prophecy wishes to clarify that the feasibility study announced in that release was for the power plant project only, which is a study that does not fall under National Instrument 43-101 (Standards of Disclosure for Mineral Projects). No feasibility study has yet been prepared on the related coal deposit resource so there can be no assurance that the projected annual volume of coal required by the plant would be available from Chandgana, or any other potential coal source. The Qualified Person endorsement in the news release referred only to the resource information contained therein and not to the power plant information.

Link to release

 

Guildford issues 9.1M shares to directors and management

January 24 (Mogi) An Appendix 3B notice by Guildford Coal Limited (ASX:GUF) today reveals the company has issued over 9.1 million shares to certain directors and management as fees and bonuses as approved by shareholders’ meeting on 20 January 2012. Guildford now has in total of over 439.6 million shares on issue with 200 million of it in escrow. Making its market cap now A$362.7M as of close today.

Link to issue notice

 

ERD closed -6.25% to 45c

Erdene mulls construction of marine terminal

January 24 (The Chronicle Herald) Guysborough County facility would be used to ship crushed stone to U.S.

A junior mining company in Halifax is considering whether to build a new marine terminal in Guysborough County aimed at providing building aggregate for the recovering United States construction industry.

If the project goes ahead, Erdene Resource Development Corp. (TSX:ERD) would build a terminal in Black Point to export crushed stone from quarries in the area to the U.S. eastern seaboard.

“The project is moving through the environmental assessment process and is still in the early stages of feasibility,” Erdene president and CEO Peter Akerley said Tuesday.

It will be at least a year before the company has all the information to make a decision on whether to go ahead, he said.

Erdene is also contemplating a corporate reorganization in the hope of boosting its stock price, which hit 45 cents on the TSX on Tuesday, down three cents from Monday.

The exploration company is reviewing several options, including spinning off its promising Mongolian gold prospects, to give investors what Akerley calls a “clear investment proposition” in the hope of putting some bounce in its stock price.

“Investors don’t go into a junior mining exploration looking to buy a basket of goods,” Akerley said. “They want a specific commodity focus.”

As a result, Erdene is contemplating putting its Mongolian gold assets into a separate company, the shares of which would be divided out to Erdene shareholders, who would end up with stock in both entities.

Erdene has been exploring for copper, gold and molybdenum in prospects in southwestern Mongolia near the Chinese border since 2009. In December, Erdene raised $2.2 million through a private equity placement with Mongolian investors for exploratory drilling on its Mongolian properties.

If the reorganization under consideration came to pass, the parent company would then hold all of the company’s North American assets.

Erdene owns a 138-hectare property in central Georgia that has just started mining, processing and selling aggregate for the U.S. construction industry.

But it’s more important assets would be closer to home. Erdene holds a 25 per cent stake in Xstrata Coal Canada Ltd.’s plan to develop the Donkin coal field in Cape Breton.

Mining giant Xstrata is planning a $300-million, 2.75-million-tonne-per-year coking coal operation at the Donkin site, assuming environmental watchdogs give it the go-ahead.

The Black Point operation would also likely stay with the parent company.

Link to article

 

Video: Khan’s Hamilton on Investment Opportunities in Mongolia

Jan. 24 (Bloomberg) -- Travis Hamilton, managing director at Khan Investment Management Ltd., talks about investing in Mongolia, and the outlook for the country's stocks and economy. Hamilton speaks from Singapore with Rishaad Salamat on Bloomberg Television's "On the Move Asia." 

Link to video

 

Coal Mongolia 2012: Training and seminar is being organized for Coal Industry companies

January 24 (Coal Mongolia 2012) The Second “Coal Mongolia 2012” International Coal Investors conference and Exhibition is organizing four Training and Seminar on 7-8th February, which including Airliquide/Lurgi, Gemcom Software, Wirtgen International and Caterpillar. This training and seminar would be open to senior management, engineers and technologists from mining and supply companies. On this training and seminar day the participants will receive vast knowledge, knowhow and valuable information.

For example Wirtgen international company’s surface miner advisor Philip Xi will present about Surface miner, from Air Liquide Company’s Solutions development manager Daniel van der Merwe will present about Air Liquide Syngas Product Technologies for the Mongolian market, from Caterpillar Global Mining Company’s site performance manager Jim Davey and Regional manager Sylvio Gruening will present about underground coal mining techniques and technologies, from Gemcom International company’s principal technical consultant Damian Baranowskii will present about geological modeling of stratified deposit.

Link to seminar page

 

MEIC is МонголЭмИмпекс Концерн

Hanmi pharmaceutical enters into agreement with Mongolian firm MEIC over supply of OTC products

January 25 (Hanmi Pharmaceutical) Hanmi's 13 OTC products including 'Ten Ten' Multi-Vitamins for children, NSAID 'Dexibuprofen' will be marketed in the Mongolian market.

Hanmi (CEO Gwan Sun Lee) has signed the Supply Contract for 13 OTC products with leading Mongolian pharmaceutical company MEIC. 

Products for licensing include 'Ten Ten', 'Dexibuprofen ER & Syrup','Medilac' Probiotics for Children, 'CeCe' Multi-Vitamins, 'Prebe' Multi-Vitamins for Pregnant Women, and 'Ferromax' Antianemic Agent.

It is anticipated that the registration process to be complete by the second half of 2012 and export sales to be worth USD 15 million over three years.

Hanmi official points out that "Mongolian Pharmaceutical Market is experiencing high import growth and preference of Korea Pharmaceutical products are also growing." He added that Hanmi and MEIC will discuss on expanding the collaboration for Hanmi's prescription products in the future.

Founded in 1923, "MEIC" is the largest distributor of medicine in Mongolia having 20% market share in the region. It consists of 21 operation offices with about 400 employees. MEIC is associated with over 60 different suppliers and manufacturers in Mongolia from 20 different countries, including names such as Novartis Pharma, GlaxoSmithKline, Hoffman La Roche, Abbott Products, Novo Nordisk, Bayer Health Care and Nycomed.

Link to release

 

CTU ends protest at Government House

January 24 (news.mn) Prime Minister S.Batbold and other members of the Government received representatives of the demonstrators protesting price increases at the Government House on Monday. 

After the discussion, Confederation of Trade Unions (CTU) President S.Ganbaatar informed journalists that the CTU is ending the demonstration. 

The Premier stated at the beginning of the meeting that the Government has taken measures to reduce price pressure over the last two weeks. 

“A program to stabilize the prices of gasoline, some foods, and public transportation was passed as a protocol of the Prime Minister on January 11,” S.Batbold said. “The Government has also taken measures against the officials responsible. Besides, the price of gasoline is being reduced by a small amount and the tugrik’s rate against the U.S. dollar is being increased.” 

S.Ganbaatar said the Government and Parliament should promptly form a staff to begin negotiating an agreement between the Government and the CTU. The Prime Minister agreed to S.Ganbaatar’s suggestion and recommended negotiating a trilateral agreement among civil organizations, Mongol Bank, and businesses. 

S.Batbold requested the demonstration be stopped in consideration of people’s health in the cold weather. 

Demonstrators thanked the Government for receiving them and decided to end their demonstration.  

Link to article

 

MPP caucus criticizes ministerial nominations

January 25 (news.mn) At its regular meeting on Monday, the MPP caucus criticized MPP Chairman and Prime Minister S.Batbold for his nominations to fill six ministerial vacancies.

Some MPP MPs said the Premier is paying too much attention to the vacancies, leaving undone other important work, such as the discussion of draft laws and the appointment of managing officials at the State Property Committee (SPC) and the Nuclear Energy Authority (NEA). 

The members also noted that officials with experience in the relevant sectors should be appointed to the SPC and NEA. They emphasized that deputy ministers should be appointed based on their work experience and knowledge of the relevant sector, not merely to represent certain groups.

MPP caucus members were also unhappy with the Premier for nominating candidates who were not the candidates approved by the caucus last week. For example, Ch.Ulaan has been nominated for finance minister instead D.Khayankhyarvaa. 

The caucus members also expressed reservations about nominating MPP Secretary General U.Khurelsukh for first deputy prime minister and Ts.Dashdorj for road, transportation and urban development minister. 

Some members noted that S.Batbold’s actions have hurt the reputation of the MPP. 

Link to article

 

PM to submit ministerial nominations to Speaker

January 24 (news.mn) Now that he has received the President’s reply to his note regarding the filling of six ministerial vacancies, Prime Minister S.Batbold will submit the nominations to Speaker D.Demberel on Tuesday.

The Prime Minister has nominated Chief of the Standing Committee on Budget D.Khayankhyarvaa for finance minister; Ts.Dashdorj for road, transportation and urban development minister; J.Enkhbayar for defense minister; MPP Secretary General U.Khurelsukh for first deputy premier; former Secretary State of the Health Ministry N.Khurelbaatar for health minister; and former Secretary State of Foreign Affairs and Trade Ministry D.Tsogtbaatar for nature, environment and tourism minister. 

The President questioned the nominations of D.Tsogtbaatar and N.Khurelbaatar, saying members of Parliament should not be nominated for positions in the Government.

Link to article

 

PRESIDENT: CABINET MEMBERS MUST NOT BE PARLIAMENT MEMBERS

Ulaanbaatar, Mongolia, January 24 /MONTSAME/ The President Ts.Elbegdorj replied to a letter in which the PM proposes candidates to six ministers' posts.

The Premier sees U.Khurelsukh as the First Deputy Premier and member of the government, D.Khayankhyarvaa--as Minister of Finance, D.Tsogtbaatar--as Minister of Environment and Tourism, J.Enkhbayar--as Minister of Defense, Ts.Dashdorj--as Minister of Road, Transportation, Construction and Urban Development, and N.Khurelbaatar--as Minister of Health.

"As I already said, I consider as necessary to appoint the cabinet members not from parliamentarians. If the cabinet members are outsiders, it will help to make clear responsibilities, rights and control systems of both parliament and government and to ensure the allocation of authorities," the President replied.

The previous coalition government used to have a First Deputy Premier, but the new cabinet must quit this position, he added.

Thus, the State Head said he supports candidatures of D.Tsogtbaatar and N.Khurelbaatar, based on the 2nd clause of the 39th article of the Constitution and 23rd article of the law on Government.

Link to article

 

Canada's Man in Mongolia Has Fond Atlanta Memories

This story is part of an upcoming special report on Mongolia, the second country to be featured in our Emerging Market Series

It's been six years since he left Atlanta, but Greg Goldhawk still faithfully contributes to WABE, the local public radio affiliate.

He must really believe in the mission, since the Canadian diplomat is now posted far out of the station's range.

"I suspect I may be the contributor furthest away from the broadcast tower," said Mr. Goldhawk, who became Canada's ambassador to Mongolia in 2010.

Mr. Goldhawk was a senior commercial officer from 2002-06 at the Canadian Consulate General in Atlanta before heading off for a four-year stint at the embassy in Bangkok.

In August 2010, he left Thailand's tropical heat for Ulaanbaatar, the world's coldest capital.

Mongolia and Atlanta share few similarities, but lessons on diplomacy learned in Georgia have translated well to his first ambassadorial posting.

"It's about building networks of confidence and understanding between businesspeople and officials in two different locations, be it Canada and the U.S. or Canada and Mongolia," he said. "And the process about how you do that is kind of the same everywhere you go."

Atlanta also gave him a sense of what it's like to work in a dynamic economy.

"Being in Atlanta sort of prepared me for a place that is on the move and moving quickly," he said.

While friends back home often can't find it on the map, Mr. Goldhawk said Mongolia's reputation as a remote Asian backwater is quickly changing. 

With 3 million people (fewer than metro Atlanta) Mongolia's economy is tiny. In 2011, gross domestic product was up 6.4 percent to $6.2 billion, according to the World Bank. But more investment is coming, as anticipated by gleaming new buildings Mr. Goldhawk can see from the embassy's office. Various forecasters project growth this year of up to 15 percent as companies continue to invest in huge mining projects in the South Gobi province. Growth during the next decade could top 40 percent. 

Canada, with its strong natural resources sector, is a major contributor. Just the pre-production costs of the Oyu Tolgoi gold and copper mines, a joint project between Canadian mining firm Ivanhoe and global giant Rio Tinto, is bringing in more than $4 billion.

"I feel enormously privileged, honestly, to be here at this point in time because the place is evolving so fast, you feel like if you blink you're going miss something really important," Mr. Goldhawk said.

But Mr. Goldhawk is not just an observer. Especially in a small country like Mongolia, diplomats can open commercial and political doors, benefiting both their home and host countries, he said.

"You can actually go home and at the end of a day and say, 'I made something really good and useful and helpful happen today,'" he said. "That, as a personal feeling; it's enormously satisfying. I would say it's the same kind of feeling I had in Atlanta."

Mr. Goldhawk is flattered that Mongolia has looked to resource-rich Canada as an example of what it would like to become - a stable democracy where wealth is distributed equitably. Still, many worry that the country could catch "Dutch disease," a scenario played out in many African countries in which mineral wealth becomes a curse by broadening the gap between the rich and poor.

Policy makers understand this danger and are doing their best to address it, though governance remains one of the top challenges to Mongolia's sustained growth, Mr. Goldhawk said.

"If they don't get that stuff right, all the money in the world isn't going to make this country a better place, and they get that," he said.

On that point and on many others, Mr. Goldhawk echoes his American counterpart, Jonathan Addleton, who has family roots in middle Georgia.

They live in the same Ulaanbaatar neighborhood and often work side-by-side, whether it's pounding nails in a Habitat for Humanity home or ironing out commercial issues.

Though he represents Canada, it's common for Mr. Goldhawk to be working with Mongolian authorities to smooth the way for projects involving American firms.

"Those kinds of supply-chain collaborations are there even in a place as remote as Mongolia might seem," he said.

Visit http://www.canadainternational.gc.ca/mongolia-mongolie/index.aspx?lang=eng&view=d for more information. 

The podcast above features a Skype interview with Mr. Goldhawk conducted from Atlanta.  

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

4,224.23

-0.87

-0.02%

4,228.40

4,249.40

4,218.40

0

24-Jan

 

 

Nikkei 225

NKY:IND

8,785.33

19.43

0.22%

8,815.36

8,825.09

8,768.51

0

24-Jan

 

 

Hang Seng

HSI:IND

20,110.37

167.42

0.84%

20,161.72

20,161.72

19,927.88

0

20-Jan

 

 

MSE Top 20

MSETOP:IND

20,501.00

34.70

0.17%

20,501.00

20,501.00

20,501.00

0

24-Jan

 

 

FTSE 100

UKX:IND

5,751.90

-30.66

-0.53%

5,782.56

5,782.56

5,719.86

913,120

24-Jan

 

 

TSX Composite

SPTSX:IND

12,395.24

-126.46

-1.01%

12,454.49

12,509.62

12,355.24

242,250,514

24-Jan

 

 

S&P 500

SPX:IND

1,314.65

-1.35

-0.10%

1,315.96

1,315.96

1,306.06

0

24-Jan

ASX

Aspire Mining

AKM:AU

AUD

0.395

0.02

5.33%

0.375

0.415

0.375

3,152,280

24-Jan

6.76%

-43.57%

Blina Minerals

BDI:AU

AUD

0.005

0

0.00%

0.005

0.005

0.005

3,452,378

24-Jan

0.00%

-76.19%

Cougar Energy

CXY:AU

AUD

0.014

0

0.00%

0.015

0.015

0.014

418,800

24-Jan

-12.50%

-68.18%

Draig Resources

DRG:AU

AUD

0.485

0.005

1.04%

0.48

0.485

0.48

148,000

24-Jan

-48.40%

FeOre

FEO:AU

AUD

0.26

0

0.00%

0.26

0.26

0.26

0

20-Jan

-7.14%

General Mining

GMM:AU

AUD

0.05

0

0.00%

0.05

0.05

0.05

0

23-Jan

21.95%

-65.52%

Guildford Coal

GUF:AU

AUD

0.825

-0.025

-2.94%

0.84

0.84

0.82

172,069

24-Jan

10.00%

-1.79%

Haranga Resources

HAR:AU

AUD

0.32

-0.03

-8.57%

0.355

0.355

0.32

345,847

24-Jan

12.28%

-49.61%

Modun Resources

MOU:AU

AUD

0.043

0.003

7.50%

0.041

0.043

0.04

75,328

24-Jan

-4.44%

230.77%

Mongolian Res Corp

MUB:AU

AUD

0.099

0

0.00%

0.099

0.099

0.099

0

23-Jan

-20.80%

-79.80%

Robe Australia

ROB:AU

AUD

0.018

0.001

5.88%

0.017

0.018

0.017

75,000

24-Jan

28.57%

76.47%

Voyager Resources

VOR:AU

AUD

0.075

0

0.00%

0.075

0.076

0.074

3,907,408

24-Jan

10.29%

39.86%

Xanadu Mines

XAM:AU

AUD

0.34

0.01

3.03%

0.34

0.34

0.34

6,000

24-Jan

-1.45%

-47.69%

MSE

A Board

Aduunchuluun 

ADL:MO

MNT

4,710

-90

-1.88%

4,800

4,800

4,700

433

24-Jan

-21.50%

-65.11%

APU

APU:MO

MNT

3,901

-49

-1.24%

3,902

3,950

3,900

1,765

24-Jan

-7.12%

30.03%

Atar Urguu

ATR:MO

MNT

37,777

277

0.74%

37,700

37,777

37,700

40

24-Jan

64.25%

Baganuur 

BAN:MO

MNT

10,005

-495

-4.71%

10,500

10,500

10,005

111

24-Jan

-23.63%

-13.75%

Mogoin Gol

BDL:MO

MNT

28,000

-100

-0.36%

28,050

28,055

28,000

471

24-Jan

-9.68%

82.53%

BDSec 

BDS:MO

MNT

3,300

-100

-2.94%

3,400

3,400

3,300

163

24-Jan

-5.71%

24.53%

Bayangol Hotel

BNG:MO

MNT

36,000

1,000

2.86%

35,899

36,000

35,899

158

24-Jan

0.14%

50.63%

Bayanteeg 

BTG:MO

MNT

31,999

0

0.00%

31,500

31,999

31,500

0

19-Jan

-11.11%

0.00%

UB BUK

BUK:MO

MNT

30,000

0

0.00%

29,950

30,000

29,950

0

19-Jan

-7.69%

331.34%

Eermel

EER:MO

MNT

2,700

-200

-6.90%

2,700

2,700

2,700

57

24-Jan

-3.57%

0.00%

Gobi 

GOV:MO

MNT

5,050

30

0.60%

5,050

5,051

5,050

70

24-Jan

-1.94%

-13.68%

Gutal

GTL:MO

MNT

3,860

9

0.23%

3,860

3,860

3,860

22

24-Jan

306.32%

Hi B Oil

HBO:MO

MNT

165

0

0.00%

165

165

165

755

24-Jan

-13.16%

-17.50%

Khukh Gan

HGN:MO

MNT

183

0

0.00%

184

184

183

121

24-Jan

-8.50%

1.10%

Hermes Centre

HRM:MO

MNT

69

3

4.55%

68

69

68

393

24-Jan

23.21%

9.52%

Jenko Tour Bureau

JTB:MO

MNT

92

2

2.22%

91

92

91

10,354

24-Jan

-2.13%

-3.16%

Telecom Mongolia

MCH:MO

MNT

2,505

0

0.00%

2,600

2,600

2,505

285

24-Jan

-7.22%

-33.20%

Mongolia Dev Res

MDR:MO

MNT

1,000

0

0.00%

950

1,000

950

0

20-Jan

-0.99%

-24.24%

Moninjbar

MIB:MO

MNT

130

0

0.00%

130

130

130

0

13-Jan

0.00%

28.71%

Mongol Nekhmel

MNH:MO

MNT

4,000

500

14.29%

4,000

4,000

4,000

7

24-Jan

21.95%

220.00%

Hotel Mongolia

MSH:MO

MNT

840

0

0.00%

848

848

840

0

20-Jan

-6.56%

44.83%

Darkhan Nekhii

NEH:MO

MNT

6,800

300

4.62%

6,800

6,800

6,500

134

24-Jan

9.68%

37.37%

Nak Tulsh

NKT:MO

MNT

180

0

0.00%

179

180

179

0

20-Jan

2.86%

-48.57%

Olloo

OLL:MO

MNT

197

0

0.00%

197

197

197

1,680

24-Jan

-17.57%

19.39%

Remikon 

RMC:MO

MNT

165

-6

-3.51%

168

168

163

169,966

24-Jan

-6.25%

41.03%

Sharyn Gol 

SHG:MO

MNT

10,100

0

0.00%

10,100

10,100

10,100

1,746

24-Jan

-11.01%

-21.09%

Shivee Ovoo

SHV:MO

MNT

15,000

-300

-1.96%

15,000

15,000

15,000

29

24-Jan

-1.96%

-3.23%

Sor

SOR:MO

MNT

3,300

50

1.54%

3,300

3,300

3,300

80

24-Jan

-13.61%

189.98%

Suu 

SUU:MO

MNT

63,000

0

0.00%

65,000

65,000

63,000

0

20-Jan

-3.08%

Tav

TAV:MO

MNT

Talkh Chikher

TCK:MO

MNT

11,000

0

0.00%

11,000

11,000

11,000

153

24-Jan

4.76%

144.44%

Tavantolgoi

TTL:MO

MNT

11,000

500

4.76%

10,500

11,000

10,500

162

24-Jan

0.00%

66.67%

State Dept Store 

UID:MO

MNT

484

-16

-3.20%

500

500

484

1,686

24-Jan

-16.55%

11.78%

Ulaanbaatar Hotel

ULN:MO

MNT

48,000

0

0.00%

48,000

48,000

48,000

0

20-Jan

6.67%

74.55%

Mongol Savkhi

UYN:MO

MNT

2,000

0

0.00%

2,000

2,000

2,000

126

24-Jan

-22.69%

262.98%

Zoos Goyol

ZOO:MO

MNT

850

-1

-0.12%

860

860

832

193

24-Jan

-9.57%

4.81%

HKEx

Solartech Int’l

1166:HK

HKD

0.182

0.003

1.68%

0.179

0.185

0.179

2,490,504

20-Jan

2.82%

-74.72%

Winsway

1733:HK

HKD

1.8

-0.11

-5.76%

1.87

1.88

1.76

85,261,000

20-Jan

-21.40%

-58.34%

SouthGobi Resources

1878:HK

HKD

48.9

0.9

1.88%

48

49

48

14,600

20-Jan

7.35%

-54.72%

China Gold

2099:HK

HKD

23.25

-0.25

-1.06%

22.8

23.4

22.8

24,500

20-Jan

27.75%

-39.14%

CNNC Int’l

2302:HK

HKD

2.38

0.01

0.42%

2.4

2.42

2.29

637,000

20-Jan

17.82%

-65.66%

Real Gold Mining

246:HK

HKD

8.81

0

0.00%

8.81

8.81

8.81

0

20-Jan

0.00%

-25.09%

Mongolia Energy

276:HK

HKD

0.7

0

0.00%

0.71

0.71

0.68

9,794,813

20-Jan

0.00%

-69.70%

Zijin Mining

2899:HK

HKD

3.39

-0.01

-0.29%

3.43

3.48

3.36

30,507,564

20-Jan

16.10%

-16.70%

Mongolia Inv Group

402:HK

HKD

0.05

0

0.00%

0.05

0.05

0.049

1,818,000

20-Jan

8.70%

-50.50%

North Asia Resources

61:HK

HKD

0.215

-0.013

-5.70%

0.226

0.228

0.2

1,745,000

20-Jan

-3.15%

-79.52%

China Daye Non-Fer.

661:HK

HKD

0.435

-0.005

-1.14%

0.44

0.445

0.435

1,424,000

20-Jan

-5.43%

-26.27%

Bestway Int’l

718:HK

HKD

0.052

-0.006

-10.34%

0.053

0.053

0.051

30,000

20-Jan

-14.75%

-59.38%

Asia Coal

835:HK

HKD

0.099

0

0.00%

0.099

0.099

0.099

0

20-Jan

-5.71%

-59.26%

Mongolian Mining

975:HK

HKD

6.27

-0.11

-1.72%

6.37

6.37

6.09

995,000

20-Jan

7.36%

-39.48%

SGX

LionGold

LIGO:SP

SGD

0.885

0.01

1.14%

0.875

0.885

0.875

11,308,000

20-Jan

1.72%

27.34%

LSE

Central Asia Metals

CAML:LN

GBp

63.75

0

0.00%

63.75

63.75

63.75

1,562

24-Jan

12.09%

-37.19%

Petro Matad

MATD:LN

GBp

37.5

1

2.74%

36.75

38

36.75

372,788

24-Jan

51.52%

-68.75%

Metal-Tech

MTT:LN

GBp

4.25

0

0.00%

4.25

4.25

4.25

0

24-Jan

13.33%

-65.31%

Nova Resources

NOVA:LN

GBp

8.5

0

0.00%

8.5

8.5

8.375

36,991

24-Jan

257.90%

Origo Partners

OPP:LN

GBp

32.25

0

0.00%

32.25

32.25

32.25

60,000

24-Jan

-7.86%

-23.67%

Canada

Aberdeen Int’l

AAB:CN

CAD

0.58

-0.01

-1.69%

0.6

0.6

0.58

67,200

24-Jan

-10.77%

-14.95%

Altan Rio Minerals

AMO:CN

CAD

0.5

0

0.00%

0.5

0.5

0.5

0

20-Jan

Blue Zen Mem. Parks

BZM:CN

CAD

0.15

0

0.00%

0.14

0.15

0.14

0

23-Jan

200.00%

-72.73%

Centerra Gold

CG:CN

CAD

18.4

0.25

1.38%

18.02

18.48

17.98

256,595

24-Jan

2.22%

13.97%

China Gold

CGG:CN

CAD

2.96

-0.1

-3.27%

3.03

3.062

2.96

132,926

24-Jan

15.63%

-39.22%

Desert Eagle Res

DER:CN

CAD

0.25

0

0.00%

0.25

0.25

0.25

0

23-Jan

-85.38%

Denison Mines

DML:CN

CAD

1.89

-0.12

-5.97%

1.95

1.99

1.88

3,061,143

24-Jan

48.82%

-44.25%

East Asia Minerals

EAS:CN

CAD

0.53

-0.02

-3.64%

0.55

0.55

0.52

184,760

24-Jan

12.77%

-90.90%

Erdene Resource

ERD:CN

CAD

0.45

-0.03

-6.25%

0.495

0.495

0.45

176,900

24-Jan

20.00%

-71.15%

Entree Gold

ETG:CN

CAD

1.23

-0.08

-6.11%

1.3

1.33

1.22

28,600

24-Jan

-0.81%

-55.43%

Fortress Minerals

FST:CN

CAD

4.25

0

0.00%

4.25

4.25

4.25

0

23-Jan

3.66%

-25.96%

Gulfside Minerals

GMG:CN

CAD

0.07

0

0.00%

0.08

0.08

0.07

232,000

24-Jan

-17.65%

-30.00%

Global Met Coal Corp

GMZ:CN

CAD

0.14

0

0.00%

0.145

0.145

0.14

0

23-Jan

12.00%

Ivanhoe Energy

IE:CN

CAD

1.08

-0.02

-1.82%

1.08

1.11

1.07

402,903

24-Jan

-3.57%

-66.36%

Ivanhoe Mines

IVN:CN

CAD

17.53

-0.77

-4.21%

18.09

18.61

17.19

2,183,993

24-Jan

-3.10%

-35.90%

Kincora Copper

KCC:CN

CAD

0.315

0.005

1.61%

0.31

0.315

0.31

57,763

24-Jan

1.61%

85.29%

Khan Resources

KRI:CN

CAD

0.185

-0.015

-7.50%

0.19

0.19

0.185

54,500

24-Jan

-7.50%

-62.24%

Lucky Strike

LKY:CN

CAD

0.31

0

0.00%

0.31

0.31

0.31

20,000

24-Jan

-12.68%

-67.71%

Meritus Minerals

MER:CN

CAD

0.04

-0.005

-11.11%

0.04

0.04

0.04

10,000

24-Jan

60.00%

-73.33%

Manas Petroleum

MNP:CN

CAD

0.15

-0.005

-3.23%

0.15

0.15

0.15

25,000

24-Jan

3.45%

Prophecy Coal

PCY:CN

CAD

0.425

-0.025

-5.56%

0.43

0.44

0.42

899,585

24-Jan

3.66%

-49.84%

Puget Ventures

PVS:CN

CAD

0.49

0

0.00%

0

17-Sep

SouthGobi Resources

SGQ:CN

CAD

6.65

-0.05

-0.75%

6.78

6.78

6.56

29,294

24-Jan

10.83%

-52.50%

Solomon Resources

SRB:CN

CAD

0.08

0

0.00%

0.08

0.08

0.08

0

23-Jan

14.29%

-58.97%

Undur Tolgoi Minerals

UTM:CN

CAD

0.2

0

0.00%

0.2

0.2

0.2

0

12-Jan

0.00%

3900.00%

Mongolia Growth Grp

YAK:CN

CAD

4.1

0.01

0.24%

4.1

4.14

4.09

9,525

24-Jan

5.13%

US

Denison Mines

DNN:US

USD

1.88

-0.12

-6.00%

1.92

1.96

1.85

1,720,166

24-Jan

50.40%

-44.71%

Entree Gold

EGI:US

USD

1.2

-0.11

-8.40%

1.29

1.293

1.2

56,823

24-Jan

0.00%

-56.68%

Ivanhoe Energy

IVAN:US

USD

1.07

-0.02

-1.83%

1.08

1.1

1.06

546,791

24-Jan

-4.46%

-66.56%

Ivanhoe Mines

IVN:US

USD

17.37

-0.76

-4.19%

17.9

18.37

17

5,237,643

24-Jan

-1.98%

-36.81%

Manas Petroleum

MNAP:US

USD

0.145

-0.002

-1.36%

0.149

0.149

0.1421

134,173

24-Jan

-1.69%

-75.63%

Mongolia Growth Grp

MNGGF:US

USD

4.1315

0

0.00%

4.143

4.148

4.1315

0

23-Jan

7.45%

Blue Wolf MGL

MNGL:US

USD

9.67

-0.02

-0.21%

9.56

9.67

9.56

500

24-Jan

0.52%

Blue Wolf MGL Unit

MNGLU:US

USD

10.31

0

0.00%

10.31

10.31

10.31

0

19-Jan

2.59%

 

 

---

"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 AFSLicense 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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