Onslow Transhipping, page-806

Thanks Stonedfish;
Coolibah is also now off loading the carriers so i'll count that for today too, making another day of 5 or 36.5 m t per annum today.

The rate averages now are:
38 m t pa over the last 5 days
35 m t pa since June 6
And 33 m t pa since June 1.

My view is Mins just need to keep going like this, and build higher if they can, and the rest will take care of itself over time with the share price re-rate.

	MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)						32.0
	Date since	Total days	Rate shipped per day tonnes	Total transhipper unloads	Total shipped (tonnes million)	Rate per year(million tonnes)	Free cash flowFY 26 Onslow(FOB AUD 58), $ m
	05-May-25	43	74419	160	3.2	27.2	$871
	11-May-25	37	77297	143	2.86	28.2	$904
	20-May-25	28	78571	110	2.2	28.7	$919
	01-Jun-25	16	91250	73	1.46	33.3	$1,068
	Current	5	104000	21	0.42	38.0	$1,217
	Unloads by Transhipper since 5 May 2025						Iron Ore price US$
	Airlie	Coolibah	Montebello	Rosily	Peak		$94.40
	38	38	38	41	4.5