Thanks Stonedfish;
Coolibah is also now off loading the carriers so i'll count that for today too, making another day of 5 or 36.5 m t per annum today.
The rate averages now are:
38 m t pa over the last 5 days
35 m t pa since June 6
And 33 m t pa since June 1.
My view is Mins just need to keep going like this, and build higher if they can, and the rest will take care of itself over time with the share price re-rate.
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| MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services) | 32.0 | |
| 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 | 43 | 74419 | 160 | 3.2 | 27.2 | $871 | |
| 11-May-25 | 37 | 77297 | 143 | 2.86 | 28.2 | $904 | |
| 20-May-25 | 28 | 78571 | 110 | 2.2 | 28.7 | $919 | |
| 01-Jun-25 | 16 | 91250 | 73 | 1.46 | 33.3 | $1,068 | |
| Current | 5 | 104000 | 21 | 0.42 | 38.0 | $1,217 | |
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| Unloads by Transhipper since 5 May 2025 |
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| Iron Ore price US$ | |
| Airlie | Coolibah | Montebello | Rosily | Peak |
| $94.40 | |
| 38 | 38 | 38 | 41 | 4.5 |
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(20min delay)