Thanks StonedFish; They did 4 unloads yesterday following 6 the day before. Attached are all the new rates, averaging 35.6 m t pa over teh last 15 days, 34.5 since June 6, and 33.5 over all of June.
MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)
31.6
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
54
78148
211
4.22
28.5
$903
11-May-25
48
80833
194
3.88
29.5
$934
20-May-25
39
82564
161
3.22
30.2
$954
01-Jun-25
27
91852
124
2.48
33.5
$1,062
Current
15
97333
73
1.46
35.6
$1,125
Free cash flow (FCF) estimates (entire business)
Fy 26
Fy 27
Fy 28
Mkt cap $ m
FCF $ m
1135
1363
848
4125
Price/FCF
3.6
3.0
4.9
FCF % of mkt cap (Fy 26 to 28)
81%
Unloads by Transhipper since 5 May 2025
Iron Ore price US$
Airlie
Coolibah
Montebello
Rosily
Peak
$94.45
48
52
48
52
10.5
Aud Usd
0.653
MIN Price at posting:
$21.22 Sentiment: Buy Disclosure: Held
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