Thanks Stonefish; They've done 4 so far today, may get 5 away if Peak decides to go straight to carriers. But on past form she might set sale tomorrow morning. Regardless, with 2 more waiting to be filled, i'm confident they'll do 5 or more tomorrow, so long as the haulage is there.
Coolibah took a while to be filled today, so i'm wondering if the port stock is running low.
Averaging 34.7 m tonnes pa since June 6.
These are the new rates:
MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)
30.9
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
44
74545
164
3.28
27.2
$841
11-May-25
38
77368
147
2.94
28.3
$873
20-May-25
29
78621
114
2.28
28.7
$887
01-Jun-25
17
90588
77
1.54
33.1
$1,022
Current
5
104000
26
0.52
38.0
$1,174
Unloads by Transhipper since 5 May 2025
Iron Ore price US$
Airlie
Coolibah
Montebello
Rosily
Peak
$93.40
39
39
39
42
4.5
MIN Price at posting:
$23.68 Sentiment: Buy Disclosure: Held
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