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Re: OMOLIVES post# 192

Monday, 05/01/2017 10:56:31 PM

Monday, May 01, 2017 10:56:31 PM

Post# of 1138
So here we go:

3. He has no idea when a TT deal would get done, but indicated that "not in our lifetimes" would be the odds-favorite.

That is horse sht'...but I get the sentiment. Not going to even attempt to argue the sentiment...but what is important is "talk" of such railway.


4. Even though MPP has control of Parliament, it is not a united group. Furthermore, there were plenty of Russian-loyalist MP's who would do everything in their power to block a TT deal involving China.

The MPP is the oldest party...so yeah. But that just isn't the case. If such was the case...where is the bid from a Russian Corporation........as such.....MMC will..or would be involved no matter what.

5. He thought MMC was uninvestable until a railroad got built -- which, again, he thought would be never -- because the target customer for MMC's HCC is located near China's coast, as opposed to the"death by a thousand paper cuts" of getting your product through countless shady middlemen in Inner Mongolia on its way to northeastern China.

????.yeah.I get the railroad...and agree for the most pasrt..but what the hell is this...and explain me me how he derives his spit on such:?


The group’s existing customers mostly comprise
of steel mills and coke plants located in inner
mongolia
and hebei areas, including Baotou
iron and steel Co. ltd, Jianlong Janeboat steel
Co., ltd, Qiananshi Jiujiang Wire Co., ltd and
tangshan dafeng Coking Co., ltd.



Hebei?...sure(Jianlong Janeboat steel
Co., ltd)...... but come on!

6. MCC stock in HK is manipulated by insiders. They release bad news in advance of buying shares, and leak good news in advance of unloading shares.

This is the one that got me.........only an idiot would state something like that....that pissed me off! What good news has Mongolia had since 2012?....eh?...in the coal market? That is a complete load of conspiracy crap....and very ignorant!

7. Mongolian HCC is competitively disadvantaged relative to Australian HCC because it has a lower thermal content. It is superior to the HCC found in Inner Mongolia, however.

Yes....but no........explain the imports to China via Mongolia..and past history....compared with Australia. Washed vs raw...........and so on.

How experienced is this insider....or did you read him/her wrong...because some of it was complete nonsense...in my opinion
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