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 | |
| | | | | | | | |
(20min delay)