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Invesco Emerging Markets Sovereign Debt ETF V.PCY


Primary Symbol: PCY

The investment seeks to track the investment results (before fees and expenses) of the DBIQ Emerging Market USD Liquid Balanced Index (the underlying index). The fund generally will invest at least 80% of its total assets in U.S. dollar-denominated government bonds from emerging market countries that comprise the underlying index. The underlying index measures potential returns of a theoretical portfolio of liquid emerging market U.S. dollar-denominated government bonds.


ARCA:PCY - Post by User

Comment by str8tgoodson Nov 02, 2010 12:01pm
298 Views
Post# 17645204

RE: RE: RE: The Morgan Report / November ...

RE: RE: RE: The Morgan Report / November ...From pg. 8, one must note that this was written when PCY's share price was 66 cents, but the writer notes the blue sky potential;

Further to that point, the company is actively developing

plans for construction of a dedicated 600 Megawatt power

plant near Chandgana to start and eventually build a

series of such modules to reach total capacity of 4200

MW. It is a very ambitious project involving hundreds of

millions of dollars in capital expenditure, but given the size

of the deposit at Chandgana, there is enough coal to fuel

such a power plant for many decades to come. To be

clear, we’re not saying that Prophecy itself would be

building a power plant, but rather attract interested parties

and facilitate the project. If successful in getting this

project off the ground, Prophecy should have no problems

financing mine construction at Chandgana. We feel that,

unless the market decides to reward PCY shareholders

generously, in due course, other parties will emerge, able

and willing to pay up for these assets.

See Map on

next page--

Electricity consumption in Mongolia is rising, there will be

further growth in demand from projects being developed if

which Ivanhoe’s Oyu Tolgoi is the best known one.

Mongolia itself is sandwiched between two huge markets –

China and Russia – and is within shipping distance, if

need be, to other large markets such as India

(https://tinyurl.com/2e45s79), Korea and Japan.

Therefore prospects for lucrative electricity and/or coal

supply deals are very good. Given our expectations for

the oil price and along with that for the entire energy

sector, we can reasonably see the importance (and value)

of projects the size of Chandgana to increase substantially

in the coming years. Based on coal assets alone Prophecy

is seriously undervalued, look for the market to rectify this

imbalance over time.

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