China Coal Energy Company Limited 1898.HK

https://apnews.com/article/mongolia-parliament-election-democracy-bdf3852aed557d710570f1331b2998a4?utm_source=copy&utm_medium=share

2024 SGQ coal exports to China of 7.1 Million tonnes, represented 8.55% of ALL of Mongolia 83 Mill tonnes coal exports!
For 2025 targets 100 Million tonnes. Assume they achieve 90 Mill ton! SGQ will achieve 9% = 8.1 Mill. Tonnes. (coal wash plant now in full operation).
Assuming coal price stays at present basement level and margin would remain at only $20 per ton. = Profit US$162,000,000 divide by 297 Million shares = US$0.54 per share = Can$0,75 per share at 3 x earnings SGQ share price C$2.25 or HK$12.50

SGQ will according to my analytics produce/ sell likely in 2025 Q1 easy over 1.3 Million tonnes coal. Margins estimate over 35% per ton probably $15-$18 per ton! Plus they just got relieved of a $55 Million tax penalty burden! ???

https://youtu.be/lo7xVcVDyNU?si=l_uPZG3IzJxF_9u2

https://www.sxcoal.com/en/news/detail/1779782857555943425 as of April 1st 2024

https://www.sxcoal.com/en/news/detail/1779782857555943425

https://thecoaltrader.com/southgobi-resources-reports-significant-growth-in-mongolian-coal-production-and-sales-in-2023/

https://thecoaltrader.com/southgobi-resources-reports-significant-growth-in-mongolian-coal-production-and-sales-in-2023/

https://media-southgobi.todayir.com/20231114203201482610968158_en.pdf