Woah thats 35.5 MTpa last 2 weeks. thats a 2MTpa jump from.early june and a whopping 7MTpa jump from early May and a stunning 20MTpa jump from April of 15.6mtpa
the IO deliveries have doubled since April up 20% since May up another 6% from 3 weeks ago
the IO sales deliveries at Onslow are BOOMING The increase is 10 fold higher than RIO BHP VALE FMG increased IO production.
the PER ought to be 15.0 not 3.3.
the guidance of 35mtpa by september has been exceeded 4 months early Prior guidance of 27-31mtpa june exceeded by +4.5MTpa on average escalating to +6.5MTpa last 2 weeks above guidance.
Plus mining services business was valued at increasing by $300Mpa by next year according to Morgan Stanley valued at a stunning $7.3B on its own ($1.1B ÷15%)
Mining services BOOMING LiP jumping higher now US$ sinking Onslow IO production & shipping BOOMING. MIN is growing exponentially.
Bullish fundamentals here.
MIN Price at posting:
$21.22 Sentiment: Buy Disclosure: Held
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