Transhipping update for 28/6/2025 Min Res to 5 transhipments for the day using only 4 transhippers, Peak didn't operate, Rosily did 2, rate is 36.5 m t for the day. The data also suggests 5 transhippers operating daily can go at lest at 42 m t pa in good conditions.
Below is the new data: 35.6 m t average over teh last 16 days, 33.7 m t average over june, and 34.6 m average since June 6.
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
55
78545
216
4.32
28.7
$908
11-May-25
49
81224
199
3.98
29.7
$939
20-May-25
40
83000
166
3.32
30.3
$959
01-Jun-25
28
92143
129
2.58
33.7
$1,065
Current
16
97500
78
1.56
35.6
$1,127
Free cash flow (FCF) estimates (entire business)
Fy 26
Fy 27
Fy 28
Mkt cap $ m
FCF $ m
1137
1366
850
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
49
53
49
54
10.5
Aud Usd
0.653
MIN Price at posting:
$21.22 Sentiment: Buy Disclosure: Held
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