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EFTA00591238

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STATE OF AFFAIRS MONGOLIA 1. Let me update you on what has been happening in the last week, which has affected me and others, including those we have worked with. 2. The backdrop to these events, revolve around both Tavan Tolgoi coking coal mine ("Tr) and the railway initiatives (East Line and South Line): a. The Memorandum of Cooperation ("MOC") between the Government of Mongolia and The Government of Japan executed by both Parties on October 201" 2015 in the presence of and during the visit of Prime Minister Abe to Mongolia. The MOC relates to Railways and a TT coal marketing company ("Japan MOC"); b. The submission of a legal opinion (1'T Legal Opinion"), prepared by a Mongolian Parliament appointed Working Group ("Working Group") on the proposed TT agreements that include Co-operation Agreement, Investment Agreement, Agreement for Construction—Ownership— Operation-Transfer of Railway Base Structure for the Route Ukhaa Khudag (UH) — Gashuun Sukhait (-Proposed Agreements"), which is proposed by Energy Resources LLC (Mongolia), a wholly owned subsidiary of Mongolia Mining Corp - ticker code 975:HK, and Shenhua Group (China); c. The TT Legal Opinion condemns the proposed above noted Proposed Agreements and noting, legal and commercial anomalies, ambiguities and contradictions with current Mongolian laws and regulations. The Proposed Agreements do not bring best value to Mongolia. The TT Legal Opinion effectively challenges the members of the leadership supportive of the Proposed Agreements and others, who are pressuring to have the above noted Proposed Agreements to be executed without modification in the proposed form, thus questioning their motive, integrity and probity; d. The TT Legal Opinion was formally submitted to the Speaker of the Parliament of Mongolia by the Members of Parliament Ms. Erdenechimeg Luvsan, the head of the Working Group, and Mr. Battulga Khaltmaa on November 2, 2015. 40 Members of Parliament, which constitute 52%

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