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Re: mhsg post# 936

Sunday, 07/01/2018 9:22:46 PM

Sunday, July 01, 2018 9:22:46 PM

Post# of 1138
Well with regards to this:

"Don't believe either IPO or rail will be delivered, but the fact it is being discussed in Parliament does offer hope...... "

I am going to adamantly disagree. Both will be delivered. They have absolutely no choice...especially with the rail. So when you say this..."The IPO cannot happen without firm rail plans"...I adamantly...agree!

I am not talking about the current coal outlook et al binding such. What does bind such is three simple capital letters:

IMF


That entire package is based on Mongolia tightening up their spending.......to put it in a nut shell..."maximizing utility". The rail plan is already there.....has been for quite a while and the ballast has been laid for the majority of such...been there for a rough four years. Just needs some "retooling".

But again..the big difference today vs. yesterday..is that IMF package. Go back and review such. It sheds some light.
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