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So...."The average selling price(“ASP”) for hCC was USD127.7 per tonne for the six months ended 30 june 2017," ...
Totally blew away my conservative numbers...was surprised by that...had expected to be higher than my pessimistic numbers...but not that strong.
http://www.mmc.mn/upload/2017-09-20_e101.pdf
Some weird ass glitch stuff happening on the HK exchange...up 12%..then 4%..then 2%....???
Closing below HK .246(solid)... would not be a good thing for the short term...unless you would be looking to swing for the next leg. We'll see.
Well......it may have just been lost in translation via the editor/editing....or lack there of. Journalism has been dead for quite some time..eh?
The point I was trying to make is how can they produce(strip and wash) that much given the capacity of what is on ground.
Anyone catch that quote?...specifically.."produce".
A few days old....but a good note:
Mongolian miners plan coal output hikes as China demand rises
extracted:
Well...it's certainly not a bad thing with regards to HK movement today/tonight. My only concern is that there is a possibility that all is connected to Tavan becoming a deal. This equity is currently worth much more stand alone compared to current pricing....and so it goes.
Let's see how this goes short term:
Mongolian parliament votes to oust prime minister
http://www.straitstimes.com/asia/east-asia/mongolian-parliament-votes-to-oust-prime-minister
I feel that it delays Tavan....but may allow for a second run up for MMC equity holders.........or.....opposite. Flip a coin until this evening...eh?
I get it. Just saying that you need fuel to feed a fire. Sounds like a good piggy back to a "HCC P.O.". What are the Chinese paying for domestic thermal?...eh? You have to fire Steel plants...or you have no steel.
Personally......it sounds like a hook to me...be it similar. Call it a companion or tag along ...as such... it seems that it may have been a sweetener(kickback) to a previous/current deal.
I.e. We buy "this much" HCC....and you throw in a kicker.
You put forth good questions....and surprisingly(imo)......you received very good answers. I thought the last answer was the best given the fact it was from investor relations...ha!. What a typical dodge...eh?...I kind of laughed at that last answer.
And ha ha ha...on that OMO poke...it was a good one!
That was just a staple... given:
"One-time gain from the debt restructuring was the overwhelming"
That was a known Months ago.
What is important is the revenue....approaching/exceeding 2012/2011 annuals. Not that I am issuing that revenue is the most important tit'.....but given the overall scenario(current past/present)...........It's pretty fn' incredible! The timing of the restructure accompanied by market is very rare....and should be noted. Luck is nothing to be brushed aside(at the least).
Hk sell off with this news:
http://www.mmc.mn/upload/2017-08-28_e_00975ann-20180828.pdf
USD246 Million first six Months with net profit.
There is no rationality in the market given facts presented......unbelievable........and so it goes.
If the MPP continues with their plan to shuffle the deck......my Tavan prediction of early spring,,, "at best",,, will become fruition.
Consolidating "correctly" here(HK exchange). As in........legit.
http://news.xinhuanet.com/english/2017-08/25/c_136552941.htm
Any word on Tavan?
?...not a Holiday...eh? Volume?
Extremely early...but there will be a ride(up and down).
:)......nothing more to be said.
Now that is what I call restructuring...the timing thereof. Great job!
Not fresh news,,but less than a week old.....for reference:
China's Shenhua suspends two coal mines, Mongolia set to benefit
https://www.reuters.com/article/mongolia-coal-idUSL4N1KQ37S
An over bought RSI is as dangerous as an oversold RSI. Both can seem never ending. There will be profits taken this week though..no matter what. Fibonacci tells us that we are near a reverse.....but I would say that hit is @ HK .34 at the most. We should be some where in between at current pricing...eh?
This is what makes it a play to trade/accumulate/etc... long term:
" I could totally see Battulga insulting Xi Jinping's wife or daughter or something to that effect"
Be it what ever it may be..."rhetoric"..... is something China is a big pussy about.
That may.. as well... have a lot to do with it..compounded by coking coal futures..et al. Look to definitely clip a trim here...when...???...it's a given runner. It could be similar to that September run...so?
Like I said before...this is a four year play....and I've been playing for almost a year. YAY! ...only three more to go...
I was at the neighbors. Aren't you glad that you didn't run away..:)I knew you wouldn't...given the tactical moves you have made.
Watch India...and don't adjust any more(you knew that though..ha!).
HK seems to be trading this again......all good.
Screamn'...!
It can scream the other way...look at last December....it dropped hard and ended up a rough 30% swing to the upside.
The election certainly killed this one.....you just can't get this back(loss of value with very positive industry news). Everything is extremely positive..except for the karate kid news......and that was a big one.
Just think where we would be if "you know who" would have one.....damn! Will take some time...but if the kid makes noise(poor choice of rhetoric)......f' it!
Have an open window here(rough 6%) ...this will be a good test. I may just buy some tomorrow. Then again.....maybe not.
Up twenty points...and what I was hoping for. Futures are looking great..and yet......
....the noise of the current newly elected President is haunting this equity.
Refer to South32(recent news) with regards to India.
Oh Lord yes.....it's fn' screaming. Hey Nippon...ha!
Very telling week ahead. At least for the very short term...
Good stuff!. The Parliament runs the nation, as such, the current President has little power given who controls the Parliament. There is still the spoken rhetoric though that adds much weight.
No crash in HK at this time....time to think a bit harder.
Well..definitely a coin toss on where this goes tonight. May just see an upside due to closure. But I'm not sure this is closure.
Yep...now we see what is priced in with regards to such...come Sunday night.
Getting interesting:
http://www.ikon.mn/election/20172
WoW!....could you imagine as such. Nice speculation ..... if such that is.