"1. Lingering stock price weakness may be the result of the street not liking the reported FY 2016 numbers. According to him, MMC didn't start producing until summer 2016, which led to the sloppy FY16 results."
Then the street is very ignorant. They exported half a million during the last six months of 2015...and mirrored that in the first half of 2016(600 th). There was no market at all...not to mention open discussions started in Jan 2016 leading to the provisional liq during the summer.
"2. He thought 2017 guidance was excellent and conservative: volumes of 4.5MT, costs of $60/ton, current prices at $120 = ~$270M in EBITDA."
Again...that completely mirrors my cheat sheet...2013 annual with regards to export(4.3mt in 2013). The CEO suggested around 50...so that makes sense.
"3. He's spoken to the CFO who has indicated that MMC would be near 100% capacity (7.5 MT) in 2018. CFO also indicated that volumes in late March seemed to be running more like 400k/month, so he thinks they hit closer to 5MT in '17."
That is my frustration...because I can not my head around those HCC washed exports.
"4. Earliest timing for ETT deal is summer/early fall. His line: "It's Mongolia, they're habitually late with everything.""
To me ..that seems overly optimistic/aggressive. My timeline, as such, is Spring of 2018 at the "earliest". In the meantime....welcome all noise/news of such(if positive).
"5. Border is being changed from bilateral (8 hrs/day) to international (24 hrs/day), so big bottleneck opening, which will help with cash conversion."
I did not know that...will research such...good news.
Recent MOGLF News
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 03/05/2024 05:56:16 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 02/22/2024 08:45:06 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 02/14/2024 04:04:51 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 02/06/2024 09:24:28 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 01/29/2024 09:19:11 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/18/2024 04:45:48 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/10/2024 09:02:01 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 01/09/2024 10:23:29 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/09/2024 04:37:38 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/08/2024 05:52:23 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/04/2024 09:36:55 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 01/04/2024 04:56:14 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 12/19/2023 09:28:19 PM
- Form F-6 - Registration of American Depository Receipt shares, not immediately effective • Edgar (US Regulatory) • 12/19/2023 02:21:40 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 12/15/2023 09:48:43 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 12/15/2023 09:15:24 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 12/04/2023 07:27:30 PM
- Form F-6 - Registration of American Depository Receipt shares, not immediately effective • Edgar (US Regulatory) • 11/30/2023 10:27:39 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 11/20/2023 09:40:49 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 11/16/2023 04:31:14 PM
- Form F-6 POS - Post-effective amendments for immediately effective filing • Edgar (US Regulatory) • 11/07/2023 05:56:28 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 10/31/2023 02:51:23 PM
- Form F-6 - Registration of American Depository Receipt shares, not immediately effective • Edgar (US Regulatory) • 10/19/2023 07:53:40 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 10/19/2023 04:52:02 PM
- Form F-6EF - Registration of American Depository Receipt shares, immediately effective • Edgar (US Regulatory) • 10/17/2023 04:58:17 PM
FEATURED Cannabix Technologies Launches New Compact Breath Logix Workplace Series and Prepares for Delivery to South Africa • May 7, 2024 8:51 AM
Moon Equity Holdings, Corp. Announces Acquisition of Wikolo, Inc. • MONI • May 7, 2024 9:48 AM
NanoViricides Reports that the Phase I NV-387 Clinical Trial is Completed Successfully and Data Lock is Expected Soon • NNVC • May 2, 2024 10:07 AM
ILUS Files Form 10-K and Provides Shareholder Update • ILUS • May 2, 2024 8:52 AM
Avant Technologies Names New CEO Following Acquisition of Healthcare Technology and Data Integration Firm • AVAI • May 2, 2024 8:00 AM
Bantec Engaged in a Letter of Intent to Acquire a Small New Jersey Based Manufacturing Company • BANT • May 1, 2024 10:00 AM