I bit more stuff from our Onslow shipping mate; I agree with last sentiment; don't bet against L1 capital.
MinRes Onslow Shipments (Moz)@onslowshipping·39mThe last week has been an excellent week for Onslow, with exports approaching nameplate capacity of 35mtpa. There are signs things may slow down slightly over coming days (to eg 30-32mtpa) but I will provide frequent updates.
MinRes Onslow Shipments (Moz)@onslowshipping·36mI said on 27.05.25 that I thought the company guidance (of the same day) for June exports was likely to be very conservative. All signs are that my commentary was accurate, though admittedly it is too early to conclude definitively. MinRes Onslow Shipments (Moz)@onslowshipping·54mReplying to @OneMoreif Never bet against Rafi “The Terminator” Lamm1116
MIN Price at posting:
$24.92 Sentiment: Buy Disclosure: Held
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