Agenda

Get to know your peers right from the start in this relaxed and informal speed networking session. Bring along your business cards!

• Potential Mongolian government participation in significant mining projects
• National holding companies – opportunities and updates
  • Mongol Erdes (Mongolian Minerals) to consolidate mining assets;
  • Will Mongol Erdes become crown jewel of Mongolia Inc?
  • Mongol Erchim (Mongolian Power) to combine power assets
  • Mongol Ded Butets (Mongolian Infrastructure) to include various

• The changing economic climate
• Outlook for prices, supply and demand
• Key markets - Coal, Iron Ore, Copper, Gold

• Mongolia's main economic indicators
• Legal and environmental factors influencing investment
• Key sectors of Mongolian economy

• Investment climate
• Capital markets
• Mining supply chain

• The Australian Government's response to business opportunities in Mongolia
• Tips for entering the Mongolian market
• Who can help you?
• How Austrade can help you?

• "Structured" finance objectives for client and bank
• Issues in working with Mongolian local banks
• Target asset groups - the structured finance range in Mongolia
• Documentation from the financier's perspective for credit protection, enhancement and bridging the cross border divide
• Pricing - the risk reward on debt finance and where blue sky starts and debt reward ends

• Key drivers of growth
• New frontiers for supply
• Responsible investment and sustainable development

• Accelerated exploration in it coal, copper and gold projects in Mongolia

• Mongolian mining introduction, legal and investment environment

• Establishing a contract mining business in Mongolia
• Current mining activities in Mongolia including a case study of the UHG coal mine
• Mine safety and training of employees

• Legal framework of mining sector in Kazakhstan and Mongolia
• Understanding legal risks that exist in Central Asia mining sector
• Legal risk management strategies in exploration and investments

• Opportunities, challenges & working conditions

• A description and history of the Ovoot Coking Coal Project
• A look at the various options that were open to the Mongolian vendors
• The benefits of the deal with Aspire over other options
• Maximising value of Mongolian resources through a combination of a first class exploration property with Australian capital and coal expertis

• Government and community relations
• Working with Mongolian counterparts
• Opportunity in early stage and greenfield exploration of gold and copper
• What type of opportunities exist in Mongolia
• A look at exploration efforts including different commodities and regions in Mongolia

• Remotely located in the Gobi desert
• A new mining company
• Poor existing infrastructure
• Limited local capability
• Multinational supply

Equity market via the ASX

• The advantages of listing on the ASX versus other stock exchanges in the region
• The indicative cost of raising equity in Australia
• Getting ready to list on the ASX
• Accessing pre-IPO funding
• The steps to list a Mongolian firm, and what support is needed from Australian intermediaries
• How to appraise the credentials of Australian based intermediaries
• Comparable valuation multiples to consider when listing a Mongolian firm on the ASX

Debt markets via public private partnerships (PPP)

• Opportunities for debt funding against Mongolian sovereign and Mongolian bank guarantees
• The capability and track record of Australian firms in providing PPP debt funding
• Indicative costs for establishing a Mongolian PPP
• The types of projects that are suitable for PPP funding
• The benefits of debt funding for Mongolian infrastructure projects