MIN mineral resources limited

6.17%

$20.69

Onslow Transhipping, page-729

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blackdekka

1,022 Posts.

289

11/06/25

09:21

Post #: 79386825

Originally posted by Stonedfish: ↑
Shipping update 11/06/25. 8AM Sydney Time.

Bulk carriers:
8 each loaded and Sailed 7/5/25 thru 31/5/25
MARINI arrived 23/5/25. Loaded and sailed 2/6/25
GENCO RELIANCE arrived 25/5/25 Loaded and sailed 3/6/25
GREAT QIN arrived 25/5/25 loaded and sailed 6/6/25
CANCUN arrived 27/5/25 loaded and sailed 8/6/25
PINK SANDS arrived. 29/5/25 loaded and sailed 11/6/25
HANG ZHOU arrived 30/5/25
PIGI arrived 5/6/25 ROSILY unloading
NICOLEMY arrived 5/6/25
FAKARAVA arrived 11/6/25

Transhippers:
Minres AIRLIE moored offshore Onslow after unloading to carriers.
MinresMONTEBELLO moving towards pier-side to begin loading
MinresCOOLIBAH just finished loading in port and getting underway.
Minres ROSILY unloading to PIGI
Minres PEAK moored offshore Onslow after unloading to carriers.
Expand
Thanks StonedFish;

I updated the model to include a 60.3% total share for Min of the Onslow mine EBITDA, rather than 57%.

This is the latest data:

MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services) 32.2
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 37.5 70933 133 2.66 25.9 $834
11-May-25 31.5 73651 116 2.32 26.9 $865
20-May-25 22.5 73778 83 1.66 26.9 $867
01-Jun-25 10.5 87619 46 0.92 32.0 $1,030

Unloads by Transhipper since 5 May 2025

Iron Ore price US$
Airlie Coolibah Montebello Rosily Peak
$95.05
32 32 32 35 1.5

MIN Price at posting: $24.92 Sentiment: Buy Disclosure: Held

6 Upvote

0 Great analysis

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Onslow Transhipping, page-729

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MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)						32.2
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	37.5	70933	133	2.66	25.9	$834
11-May-25	31.5	73651	116	2.32	26.9	$865
20-May-25	22.5	73778	83	1.66	26.9	$867
01-Jun-25	10.5	87619	46	0.92	32.0	$1,030

Unloads by Transhipper since 5 May 2025						Iron Ore price US$
Airlie	Coolibah	Montebello	Rosily	Peak		$95.05
32	32	32	35	1.5

Onslow Transhipping, page-729

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