I disagree as much as I agree with you. This Company had a market share of "a tit" over 30% going onto 2014. What was it last year...7%? The Chalco debt was a burden on the Tavan players...and a burden with regards to the Country(state company debt)...as all other debt.
Market forecasts into 2020 suggest a stable price(woah..average is better suited) of USD140-150 per Metric Ton. As you can see currently..the market is apparently reacting to the IMF conclusion....as we have just gapped' up intra to 13% plus.
The upside to this play is the debt replay..et al....Mongolia.
My question to you.....who is the biggest Mongolian Miner in the nation...that is also listed on the HK exchange and has a ADR placed here(OTC). Not state owned..be it foreign...but Mongolian owned.
Only one.....so be it....irrational exuberance will come in handy on the back end of this one.
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