MIN mineral resources limited

Onslow Transhipping, page-490

  1. 1,071 Posts.
    lightbulb Created with Sketch. 297
    That's a great update WinndscreenBug.

    There's a chance they might get another 5 done or 100,000 tonnes in a 24 hour period.

    These are the new rates by my calcs:

    Averaging over 29 mt pa now over the last 6.5 days:

    MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)33.6
    Date sinceTotal daysRate shipped per day tonnesTotal transhipper unloadsTotal shipped (tonnes million)Rate per year(million tonnes)Free cash flowFY 26 Onslow(FOB AUD 58), $ m
    05-May-2521.571628771.5426.2$878
    11-May-2515.577419601.228.3$949
    20-May-256.583077270.5430.3$1,019







    Unloads by Transhipper since 5 May 2025


    AirlieCoolibahMontebelloRosily


    19181921















    Iron price US $
    $98.3


    realisation 85%
    $84









    moisture 7%

    $77.7


    aud usd

    0.6491


    realisation Aus $
    $120









    shipping cost per tonne
    $13.9









    royalities per tonne
    $10.0









    FOB cost Aus $ per tonne
    $58









    Ebitda per tonne
    $37.8


    Min Res attritibutable %
    57%


    Min res Mining ebitda per tonne$21.5









    Mining services EBITDA per tonne$12.0
















    total Min Res EBITDA per tonne$34





 
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$21.46
Change
0.980(4.79%)
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