Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Mongolia Mining (975 HK): Q4 2024 Operational Updates and Commencement of Buybacks

Mongolia Mining 975 HK: Q3 FY24 Operational Update, Gold Project Progressing Well

Mongolia Mining (975 HK): Left Field Negative Catalyst

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mongolian-mining-corp" target="_blank" data-smartkarma-citation="entities:4382:1" rel="noopener">Mongolian Mining (975 HK)</a> disclosed its fiscal year 2024 results, which exceeded market expectations marginally, showing YoY increases in revenue and profits of 0.4% and 1.2%, respectively.</li>
<li>The company indicated that the Working Group formed under Prime Minister's Order No. 32 encompasses all national miners, not just MMCs alone. </li>
<li>Mining Law 5.4 may result in the government taking a 50% stake in the mining companies whose deposits were state-funded or increasing the mining royalty nationwide. </li>
</ul>



Mongolian Mining (975 HK) disclosed its fiscal year 2024 results, which exceeded market expectations marginally, showing YoY increases in revenue and profits of 0.4% and 1.2%, respectively.
The company indicated that the Working Group formed under Prime Minister's Order No. 32 encompasses all national miners, not just MMCs alone. 
Mining Law 5.4 may result in the government taking a 50% stake in the mining companies whose deposits were state-funded or increasing the mining royalty nationwide. 


Mongolia Mining 975 HK: FY24 Results and Concall, Some Clarity Provided On The Mining Issue