Ann: FY25 Half Year Financial Report and Appendix 4D, page-366

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pastperformer

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15/05/25

15:42

Post #: 79059215
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Originally posted by blackdekka: ↑

PP, i'm not exactly sure what we are arguing about, but a few things:
i don't think they'll look to re fi 2027 bonds at least til about feb next year. They'll get a much lower rate once they demonstrate the cash flows from Onslow for at least a 1/2 yr (eg 6%), Mark said as much at latest quarterly.
2: Holding everything else constant, Mins benefits from a lower Aus $, not higher, as some of their costs are Aus (i understand the debt is notionally higher), but they are being paid for iron ore in US $, so if you get the same US $, and lower aud costs, the profit is higher. Mark said this also on half yearly conference call.
It would only be good to get an appreciation if they had a lot of aud cash on the balance sheet and about to repay US $ debt.

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Lets play your game.

1. "They will get a much lower rate". What would you call "Much lower". Give me a number. What do you think the difference will be.

2. Whats your point? What has this got to do with the refinance equation? The bond market is in the U.S it's in USD.

MIN Price at posting: $26.63 Sentiment: None Disclosure: Held
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Ann: FY25 Half Year Financial Report and Appendix 4D, page-366

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