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Re: Ponch73 post# 902

Monday, 06/18/2018 8:36:52 PM

Monday, June 18, 2018 8:36:52 PM

Post# of 1138
A little over the top there. This nation is only 6 years older than my son. Twenty eight years old out of a controlled Soviet Communism is the first issue to understand. With regards to management...it's the best team in all of the Tavan deposit...and everyone knows that. The majority shareholders are the ones that first funded this Company and created the most advanced coal mining operation in Mongolia. The skimming et al other similar ills you mentioned are just conjecture.

Now the reality of transportation is genuine and frustrating. The reality of a baby nation born from Soviet control is also genuine and frustrating. The high coal export to one nation is also genuine and frustrating. Where's the damn rail...eh? .... still just talk. And yes..the fundamentals are also frustrating...it's coal..eh?

My concern currently is missing data ..be it...inaccurate data. As such, my concern is with regards to missing coal import data from another nation besides Mongolia. The April and may numbers do not seem to add up...so where did that coal come from? At the least....where is the coal from April that didn't come from the seaborne imports vs Mongolia April export numbers. The numbers are not matching! Where is that rough 6 million tons from?? Same with the other Months(Jan/feb) ... where is it coming from?

That's what I want to know.

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