Seeking Alpha: Coal in Mongolia – Investing, Part II

During a two week visit to Mongolia in September, I met with six different local brokerage houses. The views expressed below are taken in part from a composite picture of coal companies mining in Mongolia that are publicly traded in the U.S. from analysts, traders, and strategists of Mongolian brokerage houses, although not all these companies were discussed in every conversation. Data is also based on opinions formed from keeping abreast of Mongolia’s news and from the expertise of others, such as Peter Epstein, an expert on coal and a consultant to one of the companies below. For another overview of the data, I recommend pages 78 to 82 of ResCap’s Mongolia 101 report from which the following two illustrations came. To read the full article, click hereCoal in Mongolia – Investing, Part II

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