Mark from Trinity, is a little busy today and tomorrow. The following note on the Coal Conference currently underway in Mono:
""This session examines the market conditions for Mongolia's coking and thermal coal production and in particular the crucial importance of China as a market destination. Chair: Mark Dougan, Executive Director, Trinity Development LLC 11:15 The known unknowns and the unknown unknowns about China's influence on future international coal balances China's energy and steel sectors and their impact on global raw materials Uncertainties in supply/demand assumptions are compounded by competing issues Future of coal supply - looks to Indonesia, Australia, Mongolia, Russia, Mozambique and Latin America to meet demand Peter Hickson, Managing Director, UBS Global Commodity and Basic Materials Strategy Ghee Peh, Managing Director, UBS Head of Asian Metals and Mining Research ""
Our lead to this info, was via our AKM 'brother' forum.
Pity couldn't attend this one; but sure will be happy to join in on the next conference (to glean more info on the industry, and where it's heading). Given the investment stakes, glad Mark's there. Also be great if our Mark is also in attendance. He's not presenting this time round, but may be present?
Cheers :)
CEO Price at posting:
6.1¢ Sentiment: Buy Disclosure: Held