Good team work Stonedfish and a pleasure to help. Here is the latest data based on your morning information; I'll update date daily current run rate once per day as otherwise it will vary too much depending on where Transhippers are.
If they do another 5 today i will be delighted.
Another data point to confirm what we are counting: 8 ships have now been loaded and sailed in 15.5 days since June 1, = 1.495 m tonnes, equals a rate of 35 m tonnes per annum.
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
42.5
73412
156
3.12
26.8
$847
11-May-25
36.5
76164
139
2.78
27.8
$879
20-May-25
27.5
77091
106
2.12
28.2
$890
01-Jun-25
15.5
89032
69
1.38
32.5
$1,027
Current
4
105000
21
0.42
38.4
$1,212
Unloads by Transhipper since 5 May 2025
Iron Ore price US$
Airlie
Coolibah
Montebello
Rosily
Peak
$93.85
38
37
37
40
3.5
MIN Price at posting:
$23.90 Sentiment: Buy Disclosure: Held
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