Onslow Transhipping, page-815

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