Not sure when this report was issued, however, recent reports coming out suggest the Mongolian Govt has been interferring with SouthGobi & Chalco's planned hook-up. This probably helps explain some of the current poor sector sentiment
http://www.reuters.com/article/2012/04/26/southgobi-chalco-idUSL2E8FPMF720120426
the motherload?, page-54
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