That's P/E at Onslow 50 m tonnes, note i'm using sustaining cap ex, rfather than depn, to get a cash flow based P/E which is what you do to value companies correctly, as its cash out, not accounting depn that is relevant for cash flow.
And below is P/E with Onslow at 35 m t pa.
Happy to discuss.
The only thing i may be a bit high on is the non onslow minings services EBITDA. They did $320 m 1 h Fy 25, so i just doubled that. Guidance for 2nd half is a lot less, so i may be a $100 m or so too high on that. But its a growing business, so comfortable with it as a long run forecast.
MIN Price at posting:
$23.60 Sentiment: Buy Disclosure: Held
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