Mongolian Coal on International Exchanges · Mongolian Coal on International Exchanges MUNKHDUL Badral Executive Director. 1. CPS International LLC ... Khuden. Market Cap: A$5.86M

Mongolian Coal on International Exchanges

MUNKHDUL BadralExecutive 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


276 (31/01/0212)HKEx ListedPrice: HK$0.71KhushuutMarket Cap: HK$4.7B

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∗ Winsway Coking Coal Holdings


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


402 (31/01/0212)HKEx ListedPrice: HK$0.048Tugrug Nuur, DundgobiMarket Cap: HK$460M

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∗ Asia Coal


835 (31/01/0212)HKEx ListedPrice: HK$0.098Saikhan Ovoo (Bulgan)Market Cap: HK$206.3M

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∗ Aspire Mining


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


GUF (31/01/0212)ASX ListedPrice: A$0.84South Gobi, Dund GobiMarket Cap: A$369.3M

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∗ Xanadu Mines


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


MOU (31/01/0212)ASX ListedPrice: A$0.045NuurstMarket Cap: A$33M

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∗ Draig Resources


DRG (31/01/0212)ASX ListedPrice: A$0.50Uvurkhangai, South GobiMarket Cap: A$29.7M

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∗ Robe Australia


ROB (31/01/0212)ASX ListedPrice: A$0.017Tsagaan GolMarket Cap: A$7.8M

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∗ General Mining Corp.


GMM (31/01/0212)ASX ListedIPO Offer Price: A$0.20Price: A$0.093KhudenMarket Cap: A$5.86M

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∗ Origo Partners


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


PCY (30/01/0212)TSX ListedPrice: C$0.43Ulaan Ovoo, Chandgana, Market Cap: C$86.5M

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∗ Lucky Strike Resources


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


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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mailto:[email protected]

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Mongolian Coal on International Exchanges · Mongolian Coal on International Exchanges MUNKHDUL Badral Executive Director. 1. CPS International LLC ... Khuden. Market Cap: A$5.86M