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Can Turquoise Hill Overcome Consequences From Mongolia’s Divided Leaders?

[Нийтэлсэн: 05.02.2015] [Эх сурвалж: ]

The recent verdict concerning SouthGobi Resources Ltd. (OTC:SGQRF), whereby three former employees received harsh prison sentences, and the company was fined $18 million for alleged tax evasion, underscores the growing threat Turquoise Hill Resources (NYSE:TRQ) faces in Mongolia, specifically with its flagship mine – Oyu Tolgoi.

9% Yields With TDBM’s Very Short 10-Month Yankee Bonds, Matures September 2015

[Нийтэлсэн: 24.12.2014] [Эх сурвалж: ]

This week, we take our third look at Yankee bonds from the Trade and Development Bank of Mongolia (TDBM). Since 2009, this issuer has not only become the dominant market presence within its national banking industry, but its profits have increased eight-fold. Since reviewing TDBM in May 2013 and again in September 2013, it has [...]

Has The Mongolian Stock Market Finally Bottomed?

[Нийтэлсэн: 10.12.2013] [Эх сурвалж: ]

Not many seem to have been watching but it appears that the MSE 20 index has put in a bottom and has been moving higher recently. Many, although it has been debated, view that markets are discounting mechanisms and look out six months to year in advance. Is the bottom and recent strength in the [...]

Why Turquoise Hill Has Been Soaring

[Нийтэлсэн: 24.10.2013] [Эх сурвалж: ]

Shares of Turquoise Hill (TRQ) have soared since closing at $4.01 per share on October 15, 2013. The company has been under pressure since the government of Mongolia let it be known it has 22 points of contention with the company, which resulted in the second phase of development at its giant Oyu Tolgoi copper/gold [...]

Book 10% Yields With Trade & Development Bank Of Mongolia’s Short 2 Year Bonds!

[Нийтэлсэн: 01.10.2013] [Эх сурвалж: ]

This week we return to the far eastern country of Mongolia to take a second look at what we believe are significantly better yielding U.S. dollar corporate bonds relative to the amount of risk that investors typically find in more common and popular domestic U.S. corporate bonds.

Turquoise Hill, South Gobi And Mongolia: Reviewing Their Fit For Rio Tinto

[Нийтэлсэн: 31.05.2013] [Эх сурвалж: ]

Rio Tinto (RIO) is one of the world’s three great mixed commodity miners. Its operations span six continents, 40 nations and 140 years of development, skills and work that have played a significant role in creating the modern world, the technologies and machines we use every day. I will review its major resources below.

Cook Up 7.5% Yields With Short 4-Year Mongolian Mining Bonds

[Нийтэлсэн: 25.04.2013] [Эх сурвалж: ]

This week we return to the far eastern country of Mongolia to find what we believe are excellent short-term, high-yielding U.S. dollar corporate bonds relative to the amount of risk that investors typically find in much more common or more popular domestic U.S. corporate bonds. Increasingly known for its vast mineral resources, Mongolia is the [...]

Turquoise Hill Tumbles Amid Precious Metals & Mining Meltdown

[Нийтэлсэн: 20.02.2013] [Эх сурвалж: ]

Turquoise Hill Resources (TRQ), 51% owned by major miner Rio Tinto (RIO) has continued to tumble toward its secular post-crash low at $7.10 made in late December 2012. When TRQ commissioned its ore concentrator at Oyut Tolgoi in the presence of high government of Mongolia (GOM) officials, they affirmed the lease – royalty deal and [...]

Sandstorm Gold Arrives In Mongolia

[Нийтэлсэн: 20.02.2013] [Эх сурвалж: ]

Sandstorm Gold (SAND) is a precious metal streaming company. They provide financing for gold mining companies in exchange for a long-term gold stream. As stipulated on their website ‘A gold stream involves Sandstorm making an upfront payment to a mining partner that is in need of capital to build their mine, refinance their obligations, complete [...]

Rio Tinto Grinds Gears In Mongolia; Turquoise Hill Stumbles

[Нийтэлсэн: 10.02.2013] [Эх сурвалж: ]

The roller coaster ride continues for shareholders of Turquoise Hill Resources (TRQ). Investors were underwhelmed by production of the first ore concentrate January 30, though it presages steady operation by summer and profit thereafter. This complex situation is described below and investment guidance provided. Read on.

Rio Tinto Grinds Gears In Mongolia; Turquoise Hill Stumbles

[Нийтэлсэн: 05.02.2013] [Эх сурвалж: ]

The roller coaster ride continues for shareholders of Turquoise Hill Resources (TRQ). Investors were underwhelmed by production of the first ore concentrate January 30, though it presages steady operation by summer and profit thereafter. This complex situation is described below and investment guidance provided. Read on.

SouthGobi Executive Under Exit Ban

[Нийтэлсэн: 30.01.2013] [Эх сурвалж: ]

Justin Kapla, President of SouthGobi Sands LLC, has been under an exit ban from Mongolia for approximately 3 months. His family in Minnesota believe his exit ban, which does not allow him to leave Mongolia, began at the same time as SouthGobi’s Australian attorney Sarah Armstrong. Ms. Armstrong’s exit ban was lifted just prior to [...]

Mongolia: Fast Growing Economy, Evolving Investment Climate

[Нийтэлсэн: 17.01.2013] [Эх сурвалж: ]

Mongolia, entirely flanked to the north and south by Russia and China, is the most sparsely populated country in the world. However, the country has vast natural resources with more than 6,000 known mineral deposits of 80 different minerals. It has the potential to become a major player in global commodity markets with its rich [...]

5 Questions With Harris Kupperman, CEO: Mongolia’s Next Stock Going Up?

[Нийтэлсэн: 09.01.2013] [Эх сурвалж: ]

On December 24 and December 27, 2012, I published two articles calling a bottom and turnaround on the price of Turquoise Hill (TRQ) shares, a company I had previously been negative on. In these articles I mentioned that I believe all Mongolia related stocks would turn positive on the recent news cycle. Mongolia Growth Group [...]

Turquoise Hill Resources: Reason And Reality, Buy And Monitor Closely

[Нийтэлсэн: 01.01.2013] [Эх сурвалж: ]

The adventures in Mongolia of mining giant Rio Tinto (RIO) and its subsidiary Turquoise Hill Resources (TRQ) would make a great novel, a postmodern novel whose middle sections and ending, if any, are being written by a host of characters rarely on the same page. This fascinating saga exemplifies the limits of reason and calculation [...]

Doubling Down On Turquoise Hill’s Buy Signal

[Нийтэлсэн: 28.12.2012] [Эх сурвалж: ]

On December 24, I issued a buy signal article regarding Mongolian stocks, including Turquoise Hill Resources (TRQ) and SouthGobi Resources (SGQRF.PK). An article in Xinhua on December 26, 2012, doubles down on this buy signal with some strong words from President Elbegdorj, who is also a member of the ruling Democratic Party in Mongolia. It [...]

Will New SouthGobi Troubles Wreak Havoc On Turquoise Hill?

[Нийтэлсэн: 23.12.2012] [Эх сурвалж: ]

The investigation into SouthGobi Resources Ltd. and a former Mineral Resources Authority (MRA) head has revealed evidence of money laundering and tax evasion.

Turquoise Hill Shares Have Crashed: Opportunity Knocks

[Нийтэлсэн: 14.12.2012] [Эх сурвалж: ]

To fully understand the crash of the shares of Turquoise Hill (TRQ), which swooned from $22.80 to $6.99 as of Nov. 29 one needs to know about Mongolia and one needs to know about Robert Friedland, the man that made it all happen. Turquoise Hill (TRQ) NYSE is 51% owned by mining giant Rio Tinto [...]

A Positive Outlook On Mongolia

[Нийтэлсэн: 27.11.2012] [Эх сурвалж: ]

This summer, Nick Cousyn became the first native English language speaking employee at Mongolia’s largest domestic brokerage, BDSec. Mr. Cousyn came to the company with an American resume of working with institutional investors and high net worth individuals as BDSec’s new Chief Operating Officer.

Rio Tinto Vs. Mongolia, Destination Unknown

[Нийтэлсэн: 20.11.2012] [Эх сурвалж: ]

A battle is brewing regarding Mongolia’s huge Oyu Tolgoi copper mine which, at full production, will be among the top five copper mines in the world. As discussed in my recent article about Mongolia’s politics, the Mongolian government has raised the royalty taxes on Oyu Tolgoi in contravention of the Oyu Tolgoi agreement of 2009, [...]

Mongolia Investment Climate At The Moment: Uh-Oh

[Нийтэлсэн: 13.11.2012] [Эх сурвалж: ]

I recently attended the Mongolia Investment Summit in Hong Kong on October 30 & 31, 2012. The opening keynote speech by Christopher de Gruben of Make A Difference Investment Solutions was titled The Mongolian Tango. In it Mr. de Gruben suggested that the dictionary definition of Dutch Disease would one day be renamed Mongolian Disease. [...]

Buy Low, Sell High: Rio Tinto Has Huge Value

[Нийтэлсэн: 02.10.2012] [Эх сурвалж: ]

The most impressive of these is the Oyu Tolgoi copper and gold mine in Mongolia, which reportedly contains the world’s largest undeveloped copper deposit. This mine, which is right on the border between Mongolia and the world’s top copper market, China, should be a money machine. The only problem is that the $5.2 billion mine [...]

Copper Prices Rise, Offering Opportunities

[Нийтэлсэн: 25.09.2012] [Эх сурвалж: ]

Copper prices are rising. A metal price that has long been in decline has reversed its trend in the past three weeks. What’s up with this? That is what this article will explore. Current investment opportunities are evaluated and actionable suggestions provided.

Mongolia A Big Boost For Rio Tinto

[Нийтэлсэн: 30.06.2012] [Эх сурвалж: ]

New sources of minerals close to expanding industry are critical to future mining industry profits. Rio Tinto (RIO) is tapping a major source of copper adjacent to the world’s top market for that metal: China.

Rio Tinto: New Ivanhoe Project Will Drive Stock Higher

[Нийтэлсэн: 22.04.2012] [Эх сурвалж: ]

The world’s third largest mining company Rio Tinto (RIO) is consolidating its assets as Ivanhoe Mines (IVN) CEO and founder Robert Friedland resigns. Rio owns 55% of Ivanhoe, and the two companies recently reached a financing deal worth $6 billion that will push forward construction on Ivanhoe’s Oyu Tolgo mining project in Mongolia.

Ivanhoe Mines: Nothing Much Has Changed

[Нийтэлсэн: 20.04.2012] [Эх сурвалж: ]

Ivanhoe Mines (IVN) made two major announcements on April 18, 2012, that should not have surprised anyone and do not change the volatile outlook for the company through Mongolia’s national elections in June 2012. Yet, Ivanhoe Mines shareholders rejoiced and sent the shares 16% higher on April 18 after losing about 25% in the prior [...]

SouthGobi/Chalco/Ivanhoe Deal Possibly Blocked: Is Mongolia’s Investment Climate Ready For The Global Stage?

[Нийтэлсэн: 18.04.2012] [Эх сурвалж: ]

There is a new problem for Ivanhoe Mines and SouthGobi Resources which I tried to telegraph might be coming in my previous article based on heretofore unconfirmed rumors I had heard. I submitted my previous article at 5 pm April 15, 2012 and it was published at 2 am the following morning (New York time). [...]

Are There Copper-Gold Value Stocks In Mongolia’s South Gobi Region?

[Нийтэлсэн: 17.04.2012] [Эх сурвалж: ]

Ivanhoe Mines’ share price is swooning again under the weight of a wave of news stories. The shares were down 30% from their March 13, 2012 close as of April 13, 2012. This is the third major offensive on Ivanhoe Mines’ share price since September 2011. I discussed the prior two declines in Ivanhoe Mines [...]

Mongolia – The New Wild West Of Investing

[Нийтэлсэн: 04.04.2012] [Эх сурвалж: ]

The days of the Wild West in the United States are long gone, but Mongolia is as close to the Wild West as an entrepreneur can hope for these days. It is a post-Soviet satellite state in the middle of free-market reform. It has a red hot economy with a GDP that grew 15% last [...]

Ivanhoe Mines Seeks Out Copper In The Gobi Desert; 2 Ways To Play Gold

[Нийтэлсэн: 28.03.2012] [Эх сурвалж: ]

Recently, I discussed Ivanhoe Mines, Inc. (IVN) with Clay Mahaffey, Chief Analyst of the National Eagles and Angels Association on the “Stock Watch” segment of my nationally syndicated radio program “The George Jarkesy Show”. Below is the discussion we had on the show about the prospects for IVN and its copper mining operations in Mongolia. [...]


Mongolia Celebrates 60 Years in the United Nations
[Нийтэлсэн: 03.11.2021 ]
[Эх сурвалж: ]
SouthGobi Announces Profit Warning and Business Update
[Нийтэлсэн: 29.10.2021 ]
[Эх сурвалж: ]
Coal truckers stuck at Mongolia-China border
[Нийтэлсэн: 29.10.2021 ]
[Эх сурвалж: ]
Chile protests take toll on Antofagasta quarterly output
[Нийтэлсэн: 23.01.2020 ]
[Эх сурвалж: ]
Metallurgical coal prices starting to slip: Fitch
[Нийтэлсэн: 02.10.2018 ]
[Эх сурвалж: ]
Copper price plunges to 1-year low
[Нийтэлсэн: 14.07.2018 ]
[Эх сурвалж: ]
Global Religion and the United Front: The Case of Mongolia
[Нийтэлсэн: 11.07.2018 ]
[Эх сурвалж: ]
Thermal coal prices hit 6-year high
[Нийтэлсэн: 09.07.2018 ]
[Эх сурвалж: ]
Former Rio Tinto exec jailed for corruption in China let free
[Нийтэлсэн: 09.07.2018 ]
[Эх сурвалж: ]

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