MIN mineral resources limited
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Ann: Quarterly Activity Report - Q2 FY25, page-37

  1. jb206
    4,605 Posts.
    lightbulb Created with Sketch. 1248
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    30/01/25
    22:31
    Post #: 77632188
    Basically with Platts the seller pays the shipping, roughly $10 USD I'm pretty sure.

    MIN is quoting FOB / Wet / AUD / 58%
    Whilst Platts is CFR / Dry / USD / 62%

    So there is a lot of conversion to do cool.png

    https://hotcopper.com.au/data/attachments/6773/6773078-f928d7ff756f6c806c765c3f7b0ce4e0.jpg
    Interesting costs for H1 are quite high, but expected to drop considerably.... time will tell.

    My conversion:

    AU$77 / wmt
    AU$83 / dmt
    US$52 /dmt
    US$57 /dmt inc royalties
    US$62 /dmt inc royalties & sustaining capex

    Break even on Platts $62 if they don't bring prices down.
    MIN Price at posting: $35.93 Sentiment: None Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
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$20.69 		Change
-1.360(6.17%) 		Mkt cap ! $4.065B
Open High Low Value Volume
$22.00 $22.00 $20.53 $168.3M 7.775M

Buyers (Bids)

No. Vol. Price($)
1 28160 $20.68
 

Sellers (Offers)

Price($) Vol. No.
$20.74 7298 3
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Last trade - 16.10pm 20/06/2025 (20 minute delay) ?
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