MIN mineral resources limited

4.83%

$35.69

Onslow Transhipping, page-911

First 911 Last

jb206

4,878 Posts.

1276

20/06/25

11:05

Post #: 79504013

Originally posted by blackdekka: ↑
All good JB; Yes, $100 m per year for head office costs

Below is total model

1
Onslow Iron ore price US $
65 70 75 80 85 90 95 100 105
2
Onslow mining
330 445 560 675 790 905 1020 1135 1250
3
Mining services
1136 1136 1136 1136 1136 1136 1136 1136 1136
4

5
other iron ore
-2 -2 -2 -2 -2 -2 -2 -2 -2
6
lithium
-28 -28 -28 -28 -28 -28 -28 -28 -28
7
capex
-300 -300 -300 -300 -300 -300 -300 -300 -300
8
toll rd distn
-166 -166 -166 -166 -166 -166 -166 -166 -166
9
leases
-160 -160 -160 -160 -160 -160 -160 -160 -160
10
corporate
-100 -100 -100 -100 -100 -100 -100 -100 -100
11
interest
-400 -400 -400 -400 -400 -400 -400 -400 -400
12

13
total
310 425 540 655 770 885 1000 1115 1230
14

15

share price $22.05
shares 194.4
mkt cap $4,287

16
mkt cap
4287 4287 4287 4287 4287 4287 4287 4287 4287
17

18
free cash flow P/e
13.8 10.1 7.9 6.5 5.6 4.8 4.3 3.8 3.5
19

20
Post tax P/E
19.8 14.4 11.3 9.3 8.0 6.9 6.1 5.5 5.0
21

22
Us S iron ore
65 70 75 80 85 90 95 100 105
23
Increase ebitda at 50 m tonnes
141 191 240 289 339 388 437 486 536
24
increase in MS edbitda
223 223 223 223 223 223 223 223 223
25
Total
675 839 1003 1168 1332 1496 1661 1825 1989
26

27
free cash flow P/E
6.4 5.1 4.3 3.7 3.2 2.9 2.6 2.3 2.2
28
post tax FCF P/E
9.1 7.3 6.1 5.2 4.6 4.1 3.7 3.4 3.1
29

Expand
I think all your costs are very optimistic.....
I would increase your corporate costs from 100 to 400 .... (see pics below)
How did you get Mining services of $1136 ????? Last 12 months was only $675m ($379+296), sure $1136 is possible.... but very optimisic!!!
Also not sure if you've included royalties in your mining/other iron ore/lithium costs...
Leases should be increased from 160 to 206 (last half was $103m)

Last year:

Last 6 months:

MIN Price at posting: $21.66 Sentiment: None Disclosure: Not Held

Upvote

0 Great analysis

Top Stories

STN

Another day, another goldie popping off: Saturn Metals jumps +10% on drill hits

Listen: HotCopper Wire Podcast 020 – Forget dreaming, the 9,000s are nearly here

CBA

Commonwealth down -5% despite a $10B profit, but don't expect a correction

EVN

Evolution Mining up after delivering record profits, leaner balance sheet

AGL

AGL posts $98m loss, holds line on dividends – and eyes growth in FY26

First 911 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $35.69		Change -1.810(4.83%)		Mkt cap ! $7.049B

Open	High	Low	Value	Volume
$37.20	$37.30	$35.47	$101.6M	2.806M

Buyers (Bids)

No.	Vol.	Price($)
1	437	$39.25

Sellers (Offers)

Price($)	Vol.	No.
$32.13	3106	1

View Market Depth

No.	Vol.	Price($)
1	113	38.360
5	622	37.840
1	167	37.690
2	113	37.640
20	14249	37.480

Price($)	Vol.	No.
32.130	3106	1
32.660	190	1
32.730	22151	1
33.190	2270	1
33.200	12475	2

Last trade - 15.59pm 13/08/2025 (20 minute delay)

MIN (ASX) Chart

Onslow Transhipping, page-911

Another day, another goldie popping off: Saturn Metals jumps +10% on drill hits

Listen: HotCopper Wire Podcast 020 – Forget dreaming, the 9,000s are nearly here

Commonwealth down -5% despite a $10B profit, but don't expect a correction

Evolution Mining up after delivering record profits, leaner balance sheet

AGL posts $98m loss, holds line on dividends – and eyes growth in FY26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News


1	Onslow Iron ore price US $		65	70	75	80	85	90	95	100	105
2	Onslow mining		330	445	560	675	790	905	1020	1135	1250
3	Mining services		1136	1136	1136	1136	1136	1136	1136	1136	1136
4
5	other iron ore		-2	-2	-2	-2	-2	-2	-2	-2	-2
6	lithium		-28	-28	-28	-28	-28	-28	-28	-28	-28
7	capex		-300	-300	-300	-300	-300	-300	-300	-300	-300
8	toll rd distn		-166	-166	-166	-166	-166	-166	-166	-166	-166
9	leases		-160	-160	-160	-160	-160	-160	-160	-160	-160
10	corporate		-100	-100	-100	-100	-100	-100	-100	-100	-100
11	interest		-400	-400	-400	-400	-400	-400	-400	-400	-400
12
13	total		310	425	540	655	770	885	1000	1115	1230
14
15		share price	$22.05		shares	194.4		mkt cap	$4,287
16	mkt cap		4287	4287	4287	4287	4287	4287	4287	4287	4287
17
18	free cash flow P/e		13.8	10.1	7.9	6.5	5.6	4.8	4.3	3.8	3.5
19
20	Post tax P/E		19.8	14.4	11.3	9.3	8.0	6.9	6.1	5.5	5.0
21
22	Us S iron ore		65	70	75	80	85	90	95	100	105
23	Increase ebitda at 50 m tonnes		141	191	240	289	339	388	437	486	536
24	increase in MS edbitda		223	223	223	223	223	223	223	223	223
25	Total		675	839	1003	1168	1332	1496	1661	1825	1989
26
27	free cash flow P/E		6.4	5.1	4.3	3.7	3.2	2.9	2.6	2.3	2.2
28	post tax FCF P/E		9.1	7.3	6.1	5.2	4.6	4.1	3.7	3.4	3.1
29

Onslow Transhipping, page-911

Top Stories

Another day, another goldie popping off: Saturn Metals jumps +10% on drill hits

Listen: HotCopper Wire Podcast 020 – Forget dreaming, the 9,000s are nearly here

Commonwealth down -5% despite a $10B profit, but don't expect a correction

Evolution Mining up after delivering record profits, leaner balance sheet

AGL posts $98m loss, holds line on dividends – and eyes growth in FY26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News