MMI (ASX) 2023 Production Progress

Originally posted by Arrow666: ↑
Bulk Carrier Capacity (DWT) Entry Date Fill start date Initial scheduled exit date Actual Exit Date Loading time (days) Daily Loading Rate Days in Port Quarter
1 Indian Partnership 181,012 5/04/2023 5/04/2023 17/04/2023 19/04/2023 14 12,929 14 Q2
2 Berge Stanley 180,145 15/04/2023 20/04/2023 1/05/2023 4/05/2023 14 12,868 19 Q2
3 Wen Hua Star 178,394 3/05/2023 4/05/2023 16/05/2023 16/05/2023 12 14,866 13 Q2
4 Rio Dulce 178,076 9/05/2023 16/05/2023 28/05/2023 27/05/2023 11 16,189 18 Q2
5 Berge Cristobel 177,253 25/05/2023 27/05/2023 8/06/2023 7/06/2023 11 16,114 13 Q2
6 Bei Ji Star 180,180 5/06/2023 7/06/2023 20/06/2023 18/06/2023 11 16,380 13 Q2
7 Wen Hua Star 178,394 15/06/2023 18/06/2023 29/06/2023 29/06/2023 11 16,218 14 Q2
8 Navios Etoile 179,234 26/06/2023 29/06/2023 10/07/2023 10/07/2023 11 16,294 14 Q3
9 Berge Triglav 175,885 6/07/2023 10/07/2023 21/07/2023 21/07/2023 11 15,990 15 Q3
10 Bei Ji Star 180,180 17/07/2023 21/07/2023 2/08/2023 3/08/2023 13 13,860 17 Q3
11 Berge Rosa 180,230 30/07/2023 3/08/2023 15/08/2023 15/08/2023 12 15,019 16 Q3
12 Shirara 180,188 12/08/2023 15/08/2023 27/08/2023 2/09/2023 18 10,010 21 Q3
13 Wen Yuan Star 181,249 24/08/2023 2/09/2023 14/09/2023 14/09/2023 12 15,104 21 Q3
14 Bei Ji Star 180,180 5/09/2023 14/09/2023 26/09/2023 27/09/2023 13 13,860 22 Q3
15 Berge Tsurguri 181,403 21/09/2023 27/09/2023 9/10/2023 8/10/2023 11 16,491 17 Q4
16 Bulk Tirreno 181,366 1/10/2023 8/10/2023 19/10/2023 19/10/2023 11 16,488 18 Q4
17 Wen Yuan Star 181,249 16/10/2023 19/10/2023 31/10/2023 30/10/2023 11 16,477 14 Q4
18 Bei Ji Star 180,180 26/10/2023 30/10/2023 12/11/2023 10/11/2023 11 16,380 15 Q4
19 Berge Tsurguri 181,403 8/11/2023 10/11/2023 23/11/2023 21/11/2023 11 16,491 13 Q4
20 Berge Broad Peak 177,876 21/11/2023 21/11/2023 3/12/2023 3/12/2023 12 14,823 12 Q4
21 Wen Yuan Star 181,249 30/11/2023 3/12/2023 15/12/2023 13/12/2023 10 18,125 13 Q4
22
23
24 Total 3,775,326
25

26 Self Loading Ultra/Supramax Capacity (DWT) Entry Date Fill start date Initial scheduled exit date Actual Exit Date Loading time (days) Daily Loading Rate Days in Port Quarter
27 Tai Stamina 64,458 29/07/2023 30/07/2023 10/08/2023 12/08/2023 13 4,958 14 Q3
28 Medi Osaka 63,371 3/08/2023 12/08/2023 22/08/2023 19/08/2023 7 9,053 16 Q3
29 Maple Harvest 64,282 18/08/2023 19/08/2023 3/09/2023 30/08/2023 11 5,844 12 Q3
30 Great Venture 61,056 25/08/2023 30/08/2023 12/09/2023 11/09/2023 12 5,088 17 Q3
31 Watatsumi 63,736 9/09/2023 11/09/2023 23/09/2023 24/09/2023 13 4,903 15 Q3
32 Sunrise Jade 63,800 23/09/2023 24/09/2023 5/10/2023 7/10/2023 13 4,908 14 Q4
33 Marlin V 61,444 5/10/2023 7/10/2023 18/10/2023 17/10/2023 10 6,144 12 Q4
34 Beechgate 63,449 14/10/2023 17/10/2023 29/10/2023 26/10/2023 9 7,050 12 Q4
35 Berge Namuli 63,666 22/10/2023 26/10/2023 7/11/2023 5/11/2023 10 6,367 14 Q4
36 La Luna 62,594 5/11/2023 5/11/2023 14/11/2023 13/11/2023 8 7,824 8 Q4
37 Sakura 63,742 12/11/2023 13/11/2023 22/11/2023 22/11/2023 9 7,082 10 Q4
38 Federal Iberville 63,386 22/11/2023 22/11/2023 4/12/2023 29/11/2023 7 9,055 7 Q4
39 Common Atlas 62,985 30/11/2023 30/11/2023 10/12/2023 10/12/2023 10 6,299 10 Q4
40 Nord Pacific 61,221 6/12/2023 10/12/2023 21/12/2023 29/12/2023 19 3,222 23 Q4
41 Queen Sapphire 61,388 13/12/2023 29/12/2023 Q1 2024
42 Jabal Shams 63,224 18/12/2023 Q1 2024
43 Total 1,007,802
44

45 Total bulk carrier (crane) 3,775,326

46 Total self loading 1,007,802

47 Total 4,783,128

48

49 Total Q2 1,253,454

50 Total Q3 1,574,049

51 Total Q4 1,831,013

52 Total 4,658,516

53

54 Total Q1 2024 124,612

55 Total 124,612

Nord Pacific filled and left this morning - that's it for 2023, 4.66m tonnes. Last two self loaders will form part of 2024. Whilst not the perfect ending we hoped for getting to 5m, its a really impressive quarter and will certainly be a profitable year. I'll follow up with the last two ships when they depart but makes no difference to this years figures. Q4 is the best quarter that I can remember.

As always, the risks for MMI are equipment breakdown and weather - this year the equipment held up but weather played its part at the end. The Ikamba hasn't arrived yet so could call that equipment issues but fortunately won't be a problem. 2023 is the year for getting everything set up, production improved, targets met, cash being generated and moving to profitability.

2024 will be the game changer - when the Ikamba is filling Capesized ships at a 6-7m tonne rate then we will see the true value of MMI emerge
Expand
Thanks Arrow666,
Perhaps Metro need to pay you a retainer for your services to the shareholders in the compilation of the spreadsheet and updates. If I were in a pub where you were I would certainly be shouting a beer or to.

Hopefully at the end of 2024 we may all be able to do a FIFO to some exotic place and celebrate a re-rate of the share price (perhaps 2x, 3x or even 4x)

Cheers
MalcolmD

No.	Vol.	Price($)
3	464913	4.2¢

No.

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464913

4.2¢

Price($)	Vol.	No.
4.3¢	302673	3

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4.3¢

302673

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3	464913	0.042
3	1237318	0.041
10	1716326	0.040
5	643390	0.039
6	2243485	0.038

No.

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464913

0.042

1237318

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1716326

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643390

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2243485

0.038

Price($)	Vol.	No.
0.043	302673	3
0.044	1710565	6
0.045	1456712	8
0.046	1715622	5
0.047	297700	2

Price($)

Vol.

No.

0.043

302673

0.044

1710565

0.045

1456712

0.046

1715622

0.047

297700

(20min delay)
Last 4.2¢		Change 0.000(0.00%)		Mkt cap ! $250.1M

Open	High	Low	Value	Volume
4.2¢	4.4¢	4.2¢	$167.4K	3.912M

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	Bulk Carrier	Capacity (DWT)	Entry Date	Fill start date	Initial scheduled exit date	Actual Exit Date	Loading time (days)	Daily Loading Rate	Days in Port	Quarter
1	Indian Partnership	181,012	5/04/2023	5/04/2023	17/04/2023	19/04/2023	14	12,929	14	Q2
2	Berge Stanley	180,145	15/04/2023	20/04/2023	1/05/2023	4/05/2023	14	12,868	19	Q2
3	Wen Hua Star	178,394	3/05/2023	4/05/2023	16/05/2023	16/05/2023	12	14,866	13	Q2
4	Rio Dulce	178,076	9/05/2023	16/05/2023	28/05/2023	27/05/2023	11	16,189	18	Q2
5	Berge Cristobel	177,253	25/05/2023	27/05/2023	8/06/2023	7/06/2023	11	16,114	13	Q2
6	Bei Ji Star	180,180	5/06/2023	7/06/2023	20/06/2023	18/06/2023	11	16,380	13	Q2
7	Wen Hua Star	178,394	15/06/2023	18/06/2023	29/06/2023	29/06/2023	11	16,218	14	Q2
8	Navios Etoile	179,234	26/06/2023	29/06/2023	10/07/2023	10/07/2023	11	16,294	14	Q3
9	Berge Triglav	175,885	6/07/2023	10/07/2023	21/07/2023	21/07/2023	11	15,990	15	Q3
10	Bei Ji Star	180,180	17/07/2023	21/07/2023	2/08/2023	3/08/2023	13	13,860	17	Q3
11	Berge Rosa	180,230	30/07/2023	3/08/2023	15/08/2023	15/08/2023	12	15,019	16	Q3
12	Shirara	180,188	12/08/2023	15/08/2023	27/08/2023	2/09/2023	18	10,010	21	Q3
13	Wen Yuan Star	181,249	24/08/2023	2/09/2023	14/09/2023	14/09/2023	12	15,104	21	Q3
14	Bei Ji Star	180,180	5/09/2023	14/09/2023	26/09/2023	27/09/2023	13	13,860	22	Q3
15	Berge Tsurguri	181,403	21/09/2023	27/09/2023	9/10/2023	8/10/2023	11	16,491	17	Q4
16	Bulk Tirreno	181,366	1/10/2023	8/10/2023	19/10/2023	19/10/2023	11	16,488	18	Q4
17	Wen Yuan Star	181,249	16/10/2023	19/10/2023	31/10/2023	30/10/2023	11	16,477	14	Q4
18	Bei Ji Star	180,180	26/10/2023	30/10/2023	12/11/2023	10/11/2023	11	16,380	15	Q4
19	Berge Tsurguri	181,403	8/11/2023	10/11/2023	23/11/2023	21/11/2023	11	16,491	13	Q4
20	Berge Broad Peak	177,876	21/11/2023	21/11/2023	3/12/2023	3/12/2023	12	14,823	12	Q4
21	Wen Yuan Star	181,249	30/11/2023	3/12/2023	15/12/2023	13/12/2023	10	18,125	13	Q4
22
23
24	Total	3,775,326
25
26	Self Loading Ultra/Supramax	Capacity (DWT)	Entry Date	Fill start date	Initial scheduled exit date	Actual Exit Date	Loading time (days)	Daily Loading Rate	Days in Port	Quarter
27	Tai Stamina	64,458	29/07/2023	30/07/2023	10/08/2023	12/08/2023	13	4,958	14	Q3
28	Medi Osaka	63,371	3/08/2023	12/08/2023	22/08/2023	19/08/2023	7	9,053	16	Q3
29	Maple Harvest	64,282	18/08/2023	19/08/2023	3/09/2023	30/08/2023	11	5,844	12	Q3
30	Great Venture	61,056	25/08/2023	30/08/2023	12/09/2023	11/09/2023	12	5,088	17	Q3
31	Watatsumi	63,736	9/09/2023	11/09/2023	23/09/2023	24/09/2023	13	4,903	15	Q3
32	Sunrise Jade	63,800	23/09/2023	24/09/2023	5/10/2023	7/10/2023	13	4,908	14	Q4
33	Marlin V	61,444	5/10/2023	7/10/2023	18/10/2023	17/10/2023	10	6,144	12	Q4
34	Beechgate	63,449	14/10/2023	17/10/2023	29/10/2023	26/10/2023	9	7,050	12	Q4
35	Berge Namuli	63,666	22/10/2023	26/10/2023	7/11/2023	5/11/2023	10	6,367	14	Q4
36	La Luna	62,594	5/11/2023	5/11/2023	14/11/2023	13/11/2023	8	7,824	8	Q4
37	Sakura	63,742	12/11/2023	13/11/2023	22/11/2023	22/11/2023	9	7,082	10	Q4
38	Federal Iberville	63,386	22/11/2023	22/11/2023	4/12/2023	29/11/2023	7	9,055	7	Q4
39	Common Atlas	62,985	30/11/2023	30/11/2023	10/12/2023	10/12/2023	10	6,299	10	Q4
40	Nord Pacific	61,221	6/12/2023	10/12/2023	21/12/2023	29/12/2023	19	3,222	23	Q4
41	Queen Sapphire	61,388	13/12/2023	29/12/2023						Q1 2024
42	Jabal Shams	63,224	18/12/2023							Q1 2024
43	Total	1,007,802
44
45	Total bulk carrier (crane)	3,775,326
46	Total self loading	1,007,802
47	Total	4,783,128
48
49	Total Q2	1,253,454
50	Total Q3	1,574,049
51	Total Q4	1,831,013
52	Total	4,658,516
53
54	Total Q1 2024	124,612
55	Total	124,612

Thanks Arrow666,Perhaps Metro need to pay you a retainer for...

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