MIN mineral resources limited

Ann: Quarterly Activity Report - Q2 FY25, page-48

  1. 638 Posts.
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    Bottom line remains
    - Reaching 35mtpa by June25
    - keeping Onslow FOB cash cost in guidance
    - Iron ore holding above $95

    MIN is one of my largest holdings. I agree that these three mostly wrap it up. But it is quite unlikley that these three (particularly the second and then first) materialize given the relative complexity of Onslow, history (e.g., Lithium), and management preoccupation with ASIC. And if/when the former two line up, prices may have changed.
    Last edited by maxkieh: 03/02/25
 
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