defabs
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..
Reply
If that is the case then what an improvement on Q1 last year.
2018/2019 Total Q4 Q3 Q2 Q1 West Pilbara Fines 60.1% 9 4.8 3.8 0.4 Kings 14.2 4.1 3.4 3.2 3.5 Fortisque Blends 72.4 17.1 16.1 20 19.2 Fortisque Lump 8.6 3.3 2.2 2.7 0.4 SSF 61.7 16.2 12.6 15.9 17 Manganese Iron Ore 1.8 1.2 0.2 0.3 0.1 167.7 46.7 38.3 42.5 40.2
Iron ore price, page-16828
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