Origo Partners Share Discussion Threads

[shroder] 24/9/2010 13:26

Largish trades close to the offer, must be getting close to clearing that overhang after 4 or so months.

[shroder] 23/9/2010 16:51

Accounts due shortly we should hopefully lead to a re-rating.

[tenapen] 23/9/2010 12:41

WOW ... were up :-)

I was trying my hardest not to look at this for a few years and just see where we are then.

but now there UP i will have to look ;-)

Regards.

[shroder] 23/9/2010 10:25

Not looking too bad this morning after a steady volume,

[shroder] 17/9/2010 09:35

Cool, just checking out the RNS today as this maybe our seller out of the way (maybe)

[tenapen] 15/9/2010 11:11

Hi Shroder,
I have had a good look through the different company links that you provide above and i like most of them and that is why i bought in. I was not intending to sound negative re-"bits all over the place" as i am confident the management know what they are doing and we will over time see a good return on our investment.

Regards.

[shroder] 15/9/2010 10:07

n/p tenapen, have you had a look through the broker notes above, helps to focus on some of their more key investments.

There should be a full note out following their results later this month.

[tenapen] 14/9/2010 18:12

Thanks for your earlier answer to my question Shroder,

I bought a few yesterday and may add as they move forward. My only negative is that there does not seem to be a plan to their investments. Bits alover the place which could prove expensive to manage.
Fingers Crossed and good Luck.

[shroder] 14/9/2010 14:53

China's water infrastructure needs serious attention before total collapse:

[shroder] 13/9/2010 07:06

Further investments into Mongolia; glad to see the hands on approach adopted by Origo with their own representatives overseeing the operation.
____________________________________________________________________

RNS Number : 5303S
Origo Partners PLC

13 September 2010


Origo Partners invests in Mongolian copper-gold exploration prospect


Origo Partners Plc ("Origo") today announced the acquisition of a 25% stake in
Kincora Ltd, owner of the Bronze Fox copper-gold prospect ("Bronze Fox") in
Mongolia for US$3 million.

Bronze Fox contains a number of exploration prospects, within a license covering
22,323 hectares in the Buyant area of Mandakh Soum of Dornogobi Aimag, situated
in the south of Mongolia.

The prospect lies in the Mongolian copper belt and is 140 kilometres northwest of the Oyu-Tolgoi copper-gold mine. Within the Bronze Fox licence area there is evidence of copper mineralisation at the surface of a 1 kilometre long, 600 metre wide monzonite intrusion, continuing to a depth of at least 400 metres.

Gold mineralisation associated with copper is evident in a12 metre wide band, suggesting the possibility of selectively mining a gold-rich zone.

Full RNS here;

[shroder] 12/9/2010 09:19

China and Russia drive mineral-rich Mongolia to join the mining elite

Little known to the West, superpowers are investing in Central-Asia as they rush for raw materials.

China's imports surged in August, up no less than 32pc on the same month last year. When I heard this news last week, via my mobile-phone, I was standing on a hilltop in Mongolia, watching as massive hydraulic excavators worked what is said to be the world's largest surface-mine coal seam.

Perhaps it was serendipity, but the growth of Chinese imports and the harnessing of Mongolia's mineral wealth are closely related. I know this is a departure from my usual territory of global economics, but stand by for some reportage from the frontier of capitalism.

Mongolia is in the early stages of an unprecedented boom. The economy of this former Soviet satellite is a mere $5bn (£3.2bn) – less than Jersey. In the next decade, though, Mongolia's GDP could very easily triple. That's because this vast central Asian state is the scene of an astonishing resources "land grab".
Beneath Mongolia's surface – from its mountainous north to the Gobi desert in the south – lies untold mineral wealth.

The country's reserves of coal, copper, gold and uranium have lately become the talk of the world's mining industry.

Bringing you news from Ulaanbataar, Mongolia's surreal capital, seems strange I admit – given the historic importance of financial events in the West. But what's happening in this far-away state, land-locked between Russia and China, provides a vivid illustration of just how fast the global economic order is being turned on its head.

[shroder] 12/9/2010 09:16

tenapen, there has been a seller around for sometime hence the 'lid' on the price, I wouldn't pay too much attention to buys and sells as one cancels out the other.

Good article in today's Telegraph t/f

[tenapen] 11/9/2010 18:50

Hi Shroder,
Is there a reason why you think there as been a shares 'hang over' since June ?.

I have looked back and all i can see is a placing of shares in June !.

Also the majority of shares traded Thurs / Fri are down as sells.

regards.

[shroder] 08/9/2010 12:20

Going to add this to the header;

"Origo Partners PLC ("Origo") (OPP.LN) is a private equity investment company listed on the London Stock Exchange focused on Asian investment opportunities. Established in 2004 and headquartered in Beijing with regional offices in London and Ulaanbaatar, Origo invests in emerging market companies within the natural resources and clean technology sectors.

In 2009, Origo made its first investment into Mongolia and later commissioned the Origo Mongolia office in Ulaanbaatar – Origo Partners MGL LLC - followed by another three investments in the Mongolian resources sector.

Origo's major shareholders include the following large leading global money management funds: MAN Group (formerly GLG Partners), Lansdowne Partners, Foreign & Colonial, Goldman Sachs, Ecofin and the Soros Fund Management Group.

www.origoplc.com"

[shroder] 08/9/2010 08:04

That's quite a team they have put together, formidable.

[shroder] 08/9/2010 07:08

Today's news is very welcome, capitalising on their expertise adding another income stream to the business - good work.
____________________________________________________________________

RNS Number : 3082S

Origo Partners PLC

8 September 2010

Origo and Monnis create new corporate finance advisory service in Mongolia

Origo Partners Plc ("Origo") today announced the formation of a joint venture
with Monnis International Co. Ltd. ("Monnis"), one of Mongolia's largest
industrial holding companies, to establish Resource Investment Capital Ltd
("ResCap" or "the Company"). ResCap will provide corporate finance advisory
services primarily to companies active in or seeking to enter the Mongolian
natural resources sector.

Mongolia has vast, largely untapped reserves of bulk commodities and base metals
comprising coal, iron ore, copper, gold and uranium. The Mongolian government
has recently announced a series of policy measures and infrastructure
initiatives designed to unlock this value, including support for both government
and private enterprises looking to access international capital markets to meet
funding requirements estimated to be in excess of US$25 billion.

Headquartered in Ulaanbaatar, Mongolia, ResCap will seek to foster long-term,
senior-level relationships with clients and position itself as an independent
advisor on strategic transactions such as mergers, acquisitions, restructurings,
capital raising solutions and other financial matters. ResCap will offer these
services to both Mongolian and international enterprises focused on natural
resources and related infrastructure projects.

ResCap will begin trading this month subject to receiving appropriate regulatory
approvals and will be chaired by Unenbat Jigjid, former Governor of the Bank of
Mongolia.

Unenbat Jigjid was Governor of the Bank of Mongolia from 1996 to 2000, received
his first degree from the Institute of Economics and Statistics in Moscow in
1985, and took his master of International Affairs degree from Columbia
University in 1994. Currently a member of the supervisory board of the Bank of
Mongolia and a member of the board of directors of a microfinance development
unit in Mongolia, he brings 23 years of international and domestic policy and
banking experience to the Company.

The ResCap team comprises a number of experienced foreign investment banking
professionals and Mongolian nationals with international training and experience
from the world's leading investment banks and advisory firms. In addition,
Eric Zurrin formerly of Ubs Investment Bank will be joining the Company in due
course.

On a fully-diluted basis, Origo will own 35% of ResCap, with the balance being
held by Monnis, private investors, and the Company's management.

Commenting on today's announcement, Chris Rynning, CEO of Origo said:

"I am excited about this new partnership with Monnis and about the quality of
the team we have assembled. Unenbat Jigjid brings with him a depth of knowledge
and a range of contacts in Mongolia's domestic market that will complement the
international experience of the rest of the team. I am confident that with the
management team in place, ResCap will play a significant role in the development
of Mongolia's economy as well as contributing to Origo's strategic goals in
Mongolia."

Chuluunbaatar Baz, CEO of Monnis Group, commented:

"Monnis Group see this as a strong and long-term partnership that presents an
exciting opportunity for all concerned. In keeping with Monnis' philosophy of
long term sustainable expansion in a range of sectors, this will allow Monnis to
further benefit and grow the Mongolian economy and we are confident that with
the first class and experienced team that has been assembled ResCap will
successfully provide excellent, vital and dynamic investment banking advisory
services to Mongolia"

Unenbat Jigjid, the Chairman of ResCap, commented:

"I am delighted to join ResCap, which has been specifically created to bridge
the gap between Mongolia and the international capital markets. I look forward
to working with the team on bringing together local and international
stakeholders at this important juncture in Mongolia's economic development."

[mattjos] 06/9/2010 18:29

:-) .. it was, wasn't it! .. not so long to Q4 i was thinking this morning

[shroder] 06/9/2010 18:27

Nice late trade..

[mattjos] 02/9/2010 13:15

Li batteries starting to ramp up in volumes now

[shroder] 01/9/2010 08:56

Mongolian Mining Plans $700 Million Initial Public Offering in Hong Kong

By Fox Hu - Sep 1, 2010 4:33 AM GMT


Mongolian Mining Corp. is selling about $700 million of stock in an initial public offering, the first by a Mongolian company in Hong Kong, according to a term sheet sent to investors by the sale's arrangers.

Mongolian Mining, formerly known as Energy Resources, plans to price its shares on Sept. 24 and start trading on Oct. 5, the term sheet said. Citigroup Inc. and JPMorgan Chase & Co. are managing the IPO.

New shares account for 75 percent of the initial sale, which represents 20 percent of the company's enlarged share capital, according to the term sheet. After the listing, the company may exercise an option to sell additional shares equal to 15 percent of the offering.

Proceeds of the sale will be used to develop mines, fund transport infrastructure projects and acquire companies with mining rights, according to the term sheet. The underwriters will receive investors' orders from Sept. 20 to Sept. 24.

Controlling shareholders will be prohibited from selling stock in the 12 months following the IPO, while other major shareholders are subject to a lockup period of six months, the term sheet said.

No companies based in Mongolia are currently listed in Hong Kong, according to data compiled by Bloomberg. The IPO would come after Moscow-based United Co. Rusal in January became the first Russian company to go public in the territory.

Mongolia plans to privatize state-owned assets in initial share sales in local and international stock markets such as Hong Kong, Dulam Sugar, chairman of the Government of Mongolia's State Property Committee, said on June 15.

To contact the reporter on this story: Fox Hu in Hong Kong at [e-mail]

[shroder] 01/9/2010 08:46

Cheek of it, tiddler indeed :-)


The Times

Tiddler to Watch: Origo, the AIM-listed fund that is focused on China, has tapped into the electric vehicle market after paying $4.3 million for a 16½% stake in Unipower Battery.

The company produces lithium-ion batteries that can be used in the likes of electric buses and hybrid cars. The deal takes Origo to the 75% level of funds invested and sent shares up ½p to 27p.

[shroder] 31/8/2010 19:29

Interesting,