Mongolia Weekly: 4 April 2011 - Eurasia Capital

US$/sqmJan-09Feb-09Mar-09Apr-09May-09Jun-09Jul-09Aug-09Sep-09Oct-09Nov-09Dec-09Jan-10Feb-10Mar-10Apr-10May-10Jun-10Jul-10Aug-10Sep-10Oct-10Nov-10Dec-10Mongolia Weekly (March 28-April 1, 2011)April 4, 2011 (Monday)PROPERTY PRICEResidential Property Prices in Ulaanbaatar880860840820800780760740720700Source: Eurasia CapitalTarget Company (TC)SWFs DealsM&A DEAL SUMMARYBuyerBuyerCountryTC Listing TC Sector TC Reserves Stake, % Deal TermsAnnounceDateIron Mining China Investment Corp. CHN N/A Iron ore N/A N/A US$700mn 29.10.09Iron MiningTemasek Holdings/ Hopu SG/ CHN N/A Iron ore N/A N/A US$300mn 01.04.08Investment ManagementSouthGobi Resources China Investment Corp. CHN N/A Coal 122.3mn tn N/A US$500mn 26.10.09SouthGobi Resources China Investment Corp.,Temasek HoldingsCHN/SG N/A Coal 122.3mn tn N/A US$50mn each inHK IPO29.01.10Recent EBRD DealsEnergy Resources EBRD Int-l N/A Coal N/A N/A US$180mn loan 19.02.10APU EBRD Int-l MSE Food & N/A N/A US$25mn22.01.10Beveragesconvertible loanPetro Matad EBRD Int-l AIM Oil & Gas 638mn bbls17 US$6mn18.12.09resourcesconvertibleLeighton Mongolia EBRD Int-l N/A Mining N/A N/A US$35mn loan 10.11.09Private Equity DealsWell Delight HoldingsLtd/ TugrugnuuriinEnergy LLCNorth Asia ResourcesGroupIkh Shijir Erdene LLC/Sun ProgressTwo Tungsten minesWinsway Coking CoalMillennium Hong KongGroup Ltd/ConcessionMing Hing WaterworksHoldings LtdHK HKSE Coal, Copper,goldGreen Global Resources CHN HKSE Iron ore 148.9mn tniron, 180,000tn copper*Solartech InternationalHoldingsCHN HKSE Gopper, gold,silverN/A 100 US$245mn 30.05.101.44mn tncopper, 4 tngold, 196 tnsilver100 US$227mn 16.12.09N/A US$192mn 04.05.10Bestway InternationalHoldingsHK N/A Tungsten N/A 100 US$122mn 03.07.09Hopu Investment/ two CHN N/A Coal N/A 20 US$110mn 02.04.10Chinese firmsMongolia Energy Corp Ltd HK N/A Ferrous 504mn tn 100 US$35mn 24.06.09Resourceswww.eurasiac.com 18