Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Mongolia Mining 975 HK: FY24 Results and Concall, Some Clarity Provided On The Mining Issue
We summarize Mongolia Mining's results and key updates from the post-results conference call, which aimed to clarify concerns regarding the mining...
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Mongolia Mining Corp (975 HK): Play on Coking Coal Price With Growth Optionality
The company has recently released its H1 FY24, which was in line with expectations as revenues/profits were up 5%/-3% YoY. The most important...
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Mongolian Mining (975 HK): Q2 2024 Production Impressive, Good Set Up for H1
We provide an update on Mongolian Mining Corp's (975 HK) operational numbers for Q2/H1 FY24 and highlight the catalysts we await in their H1FY24...
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Primer: Mongolian Mining (975 HK) - May 2026
Mongolian Mining Corporation (MMC) is a pure-play, low-cost producer of high-quality hard coking coal, strategically located to serve the...
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