MIN mineral resources limited

Onslow Transhipping, page-775

  1. 1,684 Posts.
    lightbulb Created with Sketch. 539
    Thanks Stonedfish;
    Below is new total data.
    The rate is 33.5 m t pa since June 6.
    I noticed also they've filled and sailed 6 carriers from June 1 to 13, which suggests a rate of 32 m t pa.
    So all the data is lining up consistent.

    Hopefully they'll do 5 unloads today if Peak decides to unload:
    MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)31.6
    Date sinceTotal daysRate shipped per day tonnesTotal transhipper unloadsTotal shipped (tonnes million)Rate per year(million tonnes)Free cash flowFY 26 Onslow(FOB AUD 58), $ m
    05-May-2540.5720991462.9226.3$832
    11-May-2534.5747831292.5827.3$863
    20-May-2525.575294961.9227.5$869
    01-Jun-2513.587407591.1831.9$1,009







    Unloads by Transhipper since 5 May 2025

    Iron Ore price US$
    AirlieCoolibahMontebelloRosilyPeak
    $93.85
    353535382.5



 
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