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

Mongolian Mining (975 HK): Q2 2024 Production Impressive, Good Set Up for H1

Mongolia Mining Corp (975 HK): Play on Coking Coal Price With Growth Optionality

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

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> released its quarterly production update. While production remained flat QoQ, destocking led to 16.3% YoY sales growth in coal. </li>
<li>The resources at the gold mine (476,000 oz) did not change, but construction of the plant was 55% complete compared to 30% a quarter ago in June. </li>
<li>Trading at 5.6 PE, with opportunities for growth and future dividend payments due to repayment of the perpetual, this is an exciting idea to explore. </li>
</ul>



Mongolian Mining (975 HK) released its quarterly production update. While production remained flat QoQ, destocking led to 16.3% YoY sales growth in coal. 
The resources at the gold mine (476,000 oz) did not change, but construction of the plant was 55% complete compared to 30% a quarter ago in June. 
Trading at 5.6 PE, with opportunities for growth and future dividend payments due to repayment of the perpetual, this is an exciting idea to explore. 


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