Onslow Transhipping, page-970

Originally posted by Stonedfish

Thanks StonedFish;
I think at this stage they have done 3 today. They lost a few hours with the high winds in the middle of the day.
Below are the new stats, 33.2 m t average in June and 35.2 m average over the last 11 days.

	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	49	76327	187	3.74	27.9	$888
	11-May-25	43	79070	170	3.4	28.9	$920
	20-May-25	34	80588	137	2.74	29.4	$937
	01-Jun-25	22	90909	100	2	33.2	$1,057
	Current	11	96364	53	1.06	35.2	$1,121
	Free cash flow (FCF) estimates (entire business)
		Fy 26	Fy 27	Fy 28	Mkt cap $ m
	FCF $ m	1110	1332	826	4022
	Price/FCF	3.6	3.0	4.9	FCF % of mkt cap (Fy 26 to 28)
					81%
	Unloads by Transhipper since 5 May 2025						Iron Ore price US$
	Airlie	Coolibah	Montebello	Rosily	Peak		$93.70
	46	45	43	46	6.5