Onslow Transhipping, page-955

Thanks Stonedfish;
As at about 4pm sydney time, they've done 4 today. My guess is they'll do at least 5 as Montebello has probably sailed around 7 pm or so. But i don't yet have confirmation of it, so i'll just count 4 for now.

Below are the new stats:

	MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)						31.8
	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	48	75833	182	3.64	27.7	$882
	11-May-25	42	78571	165	3.3	28.7	$914
	20-May-25	33	80000	132	2.64	29.2	$930
	01-Jun-25	21	90476	95	1.9	33.0	$1,052
	Current	9	100000	45	0.9	36.5	$1,163
	Free cash flow (FCF) estimates (entire business)
		Fy 26	Fy 27	Fy 28	Mkt cap $ m
	FCF $ m	1138	1384	864	4022
	Price/FCF	3.5	2.9	4.7	FCF % of mkt cap (Fy 26 to 28)
					84%
	Unloads by Transhipper since 5 May 2025						Iron Ore price US$
	Airlie	Coolibah	Montebello	Rosily	Peak		$93.70
	44	43	43	45	6.5