Sorry for the poor presentation but FMG May have had a massive qtr.
Port Hedland reported following shipped (July, Aug, Sep):
41.9
45.4
41
128.3. - Total exported IO
61 - BHP production (no sales so may be a slight timing discrepancy)
14 - Hancock (assumption 56mtpa run rate)
2 - Atlas (Mt Webber)
4 - mineral resources (did 3.5mt in 4th qtr)
47mt would be a back of an envelope call for FMG
Multiply by 4 and run rate is close to 188mtpa run rate..
Iron ore price, page-16827
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