Thanks everyone for sharing shipping numbers, cost models, and insights on MINRES.
I’ve been pulling together my
own live dashboard to show the high-level assumptions driving NAV and free cash flow.
you can take a look here:
https://www.goldrockcapital.com.au/minasx-dashboardI've currently got MIN with a NAV of A$29.50/sh based on current volume, cost, and price inputs.
The dashboard view lays out the core assumptions—iron ore volumes, lithium output, unit costs, FX rates—so you can see exactly what’s underpinning that NAV.I update those inputs every month, so it’s always reflecting the latest data.
This is not financial advice, just my own take. Hope it helps you get a clearer picture—happy to hear any feedback!
(20min delay)