I was just wondering if there is anyone on this chat that is...

I was just wondering if there is anyone on this chat that is short witha logical reason for why they are?

I'm genuinely interested in your arguments?

This is the news flow as i see it over the next 6 months will be absolute crap for the shorts!

Joe Gambler, Jerry, Ryster? Interested in your views, and whether you've covered yet and or done the sensible thing and gone long!

Series of announcements you can expect over the next 20 weeks:
1: Mins beat June Onslow production guidance by 12%, already done; 2.74 transhipped versus 2.45 mid point guidance
2: Peak debt occurred at $5.4 bn, and Mins is now rapidly degearing, already occurring.
3: $200 m payment from Gina Reinhart for oil drill results, may be at quarterly end of July, or full yr results end of August
4: Plan to target 40 m t pa of production from September onwards for Onslow when Haul Rd upgrade complete, may be announced at full yr results end of August.
5: Analysts all upgrade their models after full yr results in August with $45 -$50 price targets; the maths is not very difficult!
6: September: Haul rd upgrade complete on time and on budget, as confirmed in most recent briefing by Mike Grey General Manager of Onslow
7: October to December this year, $200 m payment from Morgan Stanley to Mins for 35 m t pa 3 month average achieved at Onslow.
8: At full yr results, or AGM, MINs planning to expand Onslow to 50 m tonnes per annum from June 2026.
9: AGM Nov 26, Chris Ellison's CEO contract extended by a further three years, to at least June 2027, as supported by the strong majority of current shareholders.

Sit back and relax and enjoy the upward rerate of Mins. It will be a lot of fun.

Dekka