MIN mineral resources limited
Add to My Watchlist 1.22% ! $20.73

Ann: Quarterly Activity Report - Q2 FY25, page-37

  1. jb206
    4,616 Posts.
    lightbulb Created with Sketch. 1249
    clock Created with Sketch.
    30/01/25
    22:31
    Post #: 77632188
    Basically with Platts the seller pays the shipping, roughly $10 USD I'm pretty sure.

    MIN is quoting FOB / Wet / AUD / 58%
    Whilst Platts is CFR / Dry / USD / 62%

    So there is a lot of conversion to do cool.png

    https://hotcopper.com.au/data/attachments/6773/6773078-f928d7ff756f6c806c765c3f7b0ce4e0.jpg
    Interesting costs for H1 are quite high, but expected to drop considerably.... time will tell.

    My conversion:

    AU$77 / wmt
    AU$83 / dmt
    US$52 /dmt
    US$57 /dmt inc royalties
    US$62 /dmt inc royalties & sustaining capex

    Break even on Platts $62 if they don't bring prices down.
    MIN Price at posting: $35.93 Sentiment: None Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist
(20min delay)
Last
$20.73 		Change
0.250(1.22%) 		Mkt cap ! $4.069B
Open High Low Value Volume
$20.95 $21.36 $20.62 $11.58M 551.9K

Buyers (Bids)

No. Vol. Price($)
7 1095 $20.70
 

Sellers (Offers)

Price($) Vol. No.
$20.73 159 3
View Market Depth
Last trade - 10.47am 24/06/2025 (20 minute delay) ?
MIN (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.