MIN mineral resources limited
Add to My Watchlist 10.9% ! $37.69

Ann: Quarterly Activity Report - Q2 FY25, page-37

  1. jb206
    4,871 Posts.
    lightbulb Created with Sketch. 1276
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    30/01/25
    22:31
    Post #: 77632188
    Basically with Platts the seller pays the shipping, roughly $10 USD I'm pretty sure.

    MIN is quoting FOB / Wet / AUD / 58%
    Whilst Platts is CFR / Dry / USD / 62%

    So there is a lot of conversion to do cool.png

    https://hotcopper.com.au/data/attachments/6773/6773078-f928d7ff756f6c806c765c3f7b0ce4e0.jpg
    Interesting costs for H1 are quite high, but expected to drop considerably.... time will tell.

    My conversion:

    AU$77 / wmt
    AU$83 / dmt
    US$52 /dmt
    US$57 /dmt inc royalties
    US$62 /dmt inc royalties & sustaining capex

    Break even on Platts $62 if they don't bring prices down.
    MIN Price at posting: $35.93 Sentiment: None Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
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Last
$37.69 		Change
3.705(10.9%) 		Mkt cap ! $7.383B
Open High Low Value Volume
$36.22 $38.62 $36.05 $156.3M 4.147M

Buyers (Bids)

No. Vol. Price($)
9 968 $37.68
 

Sellers (Offers)

Price($) Vol. No.
$37.69 1168 11
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Last trade - 14.56pm 11/08/2025 (20 minute delay) ?
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