Thanks Stonedfish; They did 4 yesterday, for some reason Peak and Coolibah took a long time to load. On the bright side Peak headed straight out after loading, which i think is the first time ever, so she's ready to reload.
They have done 1 so far today, with 1 loading, and 3 waiting to reload. So i'm interested in what they can do today. Rate average is 35.3 m tonnes over the last 12 days and 32.8 m t average over June so far
Iron ore down, and Aus $ up, both slight negatives.
My guess is they should average 5 per day from now to the end of June, weather forecast is consistent and good through to July 1.
MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)
30.8
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
51.5
76505
197
3.94
27.9
$861
11-May-25
45.5
79121
180
3.6
28.9
$891
20-May-25
36.5
80548
147
2.94
29.4
$907
01-Jun-25
24.5
89796
110
2.2
32.8
$1,011
Current
12
96667
58
1.16
35.3
$1,088
Free cash flow (FCF) estimates (entire business)
Fy 26
Fy 27
Fy 28
Mkt cap $ m
FCF $ m
1094
1318
816
4172
Price/FCF
3.8
3.2
5.1
FCF % of mkt cap (Fy 26 to 28)
77%
Unloads by Transhipper since 5 May 2025
Iron Ore price US$
Airlie
Coolibah
Montebello
Rosily
Peak
$92.90
47
48
45
48
8.5
MIN Price at posting:
$21.46 Sentiment: Buy Disclosure: Held
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