Onslow Transhipping, page-965

so what’s the break down on what the set up in regarding profits, the 62 platts iron say $95 usd ? And we are receiving 82 percent of that so usd $77-78 a tonne .
we are producing for usd or aud? 58-70?

of that fob $8aud is included for haulage toll which we own 51 percent so we are paying ourself( mining services ) $4 a tonne.and aud $4 goes to haul Rd partner .
and we are expecting to get Down to aud or usd? $45per tonne fob .
of they profit $30-40 usd or aud? We take only 60 percent of that ? Which comes to what figure ?
and I thought I read that once we hit 35mt we then start paying the joint venture partners a bigger royalty . Or are we paying a no royalties to them at the moment andi then once up and running we only get 60 percent of the spot price - fob ?
if iron ore keeps trending down at what point do we go bankrupt . I’m also assuming these transhippere and haul truck use slot of diesel . How will an elevated oil price affect fob . I wonder what current fuel costs are for all the machines, trucks and transhippers. Because it looks like fuel prices could rise 10-20 percent .im guessing probably add $1-3 dollars to fob if fuel and gas prices go up and stay up .
iron futures don’t look that good hence every dollar is going to count. Lithium looks quite bad especially in the near term.
the world economy has major risks .
we need very precise numbers from minres in the next quarterly update to explain what the game plan is for the next financial year . Do they persevere will their lithium mines that are running at cost basically.
how will oil price affect operations costs.
haul Rd update and actuall costs ,
iron ore outlook and game plan and forecasts if iron ore price continues to drop .
debt repayments to be made quarterly.
iron ore grades being achieved ,
forecasted payments and how long they think it will take to knock down their debt once at 35mt and break down the numbers . Do they intend to knock of $800m a year for 6 years do they intends to re finance .

basically a clear and precise market update is definitely due and anxiously awaited for those of us who are already deep in the red and probably over invested on the way down not expecting further iron ore price weakness , and a war in Iran .let alone a tarriff war on china , a ceo that’s stepping down and under much scrutiny and15 percent short position .

any iron ore price strength and ideally lithium price strength and MIN will increase dramatically it’s just the million dollar question of when or if that will happen .