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Mongolian Coal on International Exchanges
MUNKHDUL Badral
Executive Director
CPS International LLC1
CPS Securities
CPS Securities (CPS) is a Western Australian boutique corporate advisory & stock broking firm holding an Australian Financial Services License to provide advice to retail and wholesale investors. CPS is 5th largest stock brokering firm in West Australia in terms of capital raisings and specializes in small to medium sized resources companies throughout the world.
CPS International
CPS International (CPSI) is the Mongolian marketing arm of CPS Securities with a referral agreement. CPSI markets products and capital raisings of CPS Securities to clients in Mongolia.
About Us
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Overseas listed companies with Mongolian coal assets
Coal M&A in 2011
2012 IPO Pipeline
Agenda
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Quick Facts: Number of listed companies (dual listing included):
ASX – 14
HKEx – 14
SGX – 1
LSE AIM – 5
TSX - 12
TSX Venture - 11
CNSX – 2
NYSE/NASDAQ/Amex– 5
Overseas listed stocks with assets/operations in Mongolia
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Total: 58
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Overseas listed coal stocks
Quick Facts:
Number of listed coal companies:
ASX – 7
HKEx – 6
LSE AIM – 1
TSX - 1
TSX Venture – 3
Total: 17
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Coal M&A in 2011
MMC’s Acquisition of Baruun Naran Banpu’s Acquisition of Hunnu Coal Guildford’s entry in to Mongolia Xanadu/Noble JV Shells Acquiring Coal
GMM acquiring Khuden Lucky Strike TVN -> Modun Resources C@ -> Draig Robe Australia
Trafigura entering Mongolia
Mongolian Mining Corp.
Overseas listed coal companies
975 (31/01/0212)HKEx ListedPrice: HK$6.24 (31/01/0212)IPO Offer Price: HK7.02Ukhaa Khudag, Baruun NaranMarket Cap: HK$23.1B
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SouthGobi Resources
Overseas listed metals companies
SGQ, 1878 (31/01/0212)TSX, HKEx ListedPrice: HK$55.5HK IPO Offer Price: HK$126.04Ovoot, SoumberMarket Cap: C$1.3B,
HK$9.5B8
Mongolia Energy Corp
Overseas listed metals companies
276 (31/01/0212)HKEx ListedPrice: HK$0.71KhushuutMarket Cap: HK$4.7B
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Winsway Coking Coal Holdings
Overseas listed metals companies
1733 (31/01/0212)HKEx ListedPrice: HK$1.85IPO Offer Price: HK$3.70Peabody-Winsway JVMarket Cap: HK$7B
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Mongolia Investment Group
Overseas listed metals companies
402 (31/01/0212)HKEx ListedPrice: HK$0.048Tugrug Nuur, DundgobiMarket Cap: HK$460M
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Asia Coal
Overseas listed metals companies
835 (31/01/0212)HKEx ListedPrice: HK$0.098Saikhan Ovoo (Bulgan)Market Cap: HK$206.3M
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Aspire Mining
Overseas listed metals companies
AKM (31/01/0212)ASX ListedRTO Offer Price: A$0.0265Price: A$0.38Ovoot, Nuramt, JilchigbulanMarket Cap: A$235.8M
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Guildford Coal
Overseas listed metals companies
GUF (31/01/0212)ASX ListedPrice: A$0.84South Gobi, Dund GobiMarket Cap: A$369.3M
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Xanadu Mines
Overseas listed metals companies
XAM (31/01/0212)ASX ListedIPO Offer Price: A$0.60Price: A$0.355Nuurstei, Javkhlant, Galshar, Khar Tarvaga, Tugrug, Wild HorseMarket Cap: A$66.8M15
Modun Resources
Overseas listed metals companies
MOU (31/01/0212)ASX ListedPrice: A$0.045NuurstMarket Cap: A$33M
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Draig Resources
Overseas listed metals companies
DRG (31/01/0212)ASX ListedPrice: A$0.50Uvurkhangai, South GobiMarket Cap: A$29.7M
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Robe Australia
Overseas listed metals companies
ROB (31/01/0212)ASX ListedPrice: A$0.017Tsagaan GolMarket Cap: A$7.8M
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General Mining Corp.
Overseas listed metals companies
GMM (31/01/0212)ASX ListedIPO Offer Price: A$0.20Price: A$0.093KhudenMarket Cap: A$5.86M
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Origo Partners
Overseas listed metals companies
OPP (30/01/0212)LSE AIM ListedPrice: £0.3125Gobi Coal & Energy (15%, 27.6% NAV)Market Cap: £112.5
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Prophecy Coal
Overseas listed metals companies
PCY (30/01/0212)TSX ListedPrice: C$0.43Ulaan Ovoo, Chandgana, Market Cap: C$86.5M
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Lucky Strike Resources
Overseas listed metals companies
LKY (30/01/0212)TSX-V ListedPrice: C$0.295Nariin Khargait & Ar KhadniiOvoo (NKAK), Choir-Nyalga(CN)Market Cap: C$5.6M
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Global Met Coal Corp
Overseas listed metals companies
GMZ (30/01/0212)TSX-V ListedPrice: C$0.14Nariin Khargait & Ar KhadniiMogoin GolMarket Cap: C$5.6M
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Erdenes Tavan Tolgoi
Eumeralla Resources (tungsten) – CPS Securities
Wolf Petroleum (oil) – CPS Securities
Kumai Energy (coal) – CPS Securities
Kara Minerals (tin) - ?
Iron Mining International (Boldtumur Eruu Gol) - ?
Altain Khuder’s Tayan Nuur (iron) - ?
Monvest (National Lottery)
2012 IPO Pipeline
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CPS Securities, its directors, Representatives and employees advise that they may hold securities, may have an interest in and/or earn brokerage and other benefits or advantages, either directly or indirectly from client transactions mentioned in this presentation. CPS Securities also advise that some or all of its Representatives may receive commissions as a result of effecting a transaction on behalf of a client.
In accordance with Section 949A of the Corporations Act 2001 CPS Securities advises that this presentation contains general financial advice only. In preparing this presentation, CPS Securities did not take into account the investment objectives, financial situation and particular needs of any person. CPS Securities advises that you should not act on any recommendation issued in this presentation without first consulting your own investment adviser in order to ascertain whether the recommendation (if any) is appropriate, having regard to your investment objectives, financial situation and particular needs. CPS Securities believes that the advice herein is accurate, however no warranty of accuracy or reliability is given in relation to any advice or information contained in this publication and no responsibility for any loss or damage whatsoever arising in any way for any representation, act or omission, whether explicit or implied (including responsibility to any persons by reason of negligence), is accepted by CPS Securities or any officer, representative or employee of CPS Securities.
Disclaimer
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“Mogi” Munkhdul Badral
Executive Director
CPS International LLC
1213 Central Tower, 2 Sukhbaatar Square, Sukhbaatar Square 8, Ulaanbaatar, Mongolia
Mobile: 9999-6779
Tel/Fax: 11-321326
Email: [email protected]
THANK YOU
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