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

Mongolia Mining 975 HK: Redemption of Perpetual Securities Complete, Dividend Catalyst In-Play

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

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

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>Potentially damaging negative news has emerged in <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> that could possibly result in the suspension of its mine or a review of conditions on the lease agreement.</li>
<li>Prime Minister's Order No. 32 established a Working Group to assess the mining license for the Tavan Tolgoi coal deposit and review earlier parliamentary and government resolutions.</li>
<li>As the issue has become political, we are unsure about the outcome of this review and would stay on the sidelines until a firm resolution is reached. </li>
</ul>


Potentially damaging negative news has emerged in Mongolian Mining (975 HK) that could possibly result in the suspension of its mine or a review of conditions on the lease agreement.
Prime Minister's Order No. 32 established a Working Group to assess the mining license for the Tavan Tolgoi coal deposit and review earlier parliamentary and government resolutions.
As the issue has become political, we are unsure about the outcome of this review and would stay on the sidelines until a firm resolution is reached. 


Mongolia Mining (975 HK): Left Field Negative Catalyst