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19/06/25
22:45
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Originally posted by Stonedfish:
↑ Shipping update 19/06/25. 10:30PM Sydney Time. Bulk carriers: 8 each loaded and Sailed 7/5/25 thru 31/5/25 MARINI arrived 23/5/25. Loaded and sailed 2/6/25 GENCO RELIANCE arrived 25/5/25 Loaded and sailed 3/6/25 GREAT QIN arrived 25/5/25 loaded and sailed 6/6/25CANCUN arrived 27/5/25 loaded and sailed 8/6/25 PINK SANDS arrived. 29/5/25 loaded and sailed 11/6/25 HANG ZHOU arrived 30/5/25 loaded and sailed 15/6/25 PIGI arrived 5/6/25 loaded and sailed 13/6/25 NICOLEMY arrived 5/6/25 loaded and sailed 16/6/25 FAKARAVA arrived 11/6/25 CONQUISTADOR arrived 11/6/25 MARAN FRIENDSHIP arrived 13/6/25 GREAT ZHOU arrived 13/6/25 HIGHLAND PARK arrived 15/6/25 loaded and sailed 18/6/25 CHINAFRIE PROSPERITY arrived 17/6/25 Transhippers: Minres AIRLIE unloading to carriers MinresMONTEBELLO in port loading for 1.5 hrs MinresCOOLIBAH moored for 4 hrs offshore Onslow after unloading to carriers. Minres ROSILY moored for 1 hrs offshore Onslow after unloading to carriers. Minres PEAK heading to carriers after loading in port
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Thanks Stonedfish, Peak heading off gives 5 for the day. 37.4 m tonne average for last 8 days, and 33.8 over the whole of June. They are continuing to smashing it out of the park. Latest total data below: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 flow FY 26 Onslow (FOB AUD 58), $ m 05-May-25 46 76087 175 3.5 27.8 $877 11-May-25 40 79000 158 3.16 28.9 $911 20-May-25 31 80645 125 2.5 29.5 $930 01-Jun-25 19 92632 88 1.76 33.8 $1,068 Current 8 102500 41 0.82 37.4 $1,182 Free cash flow (FCF) estimates (entire business) Fy 26 Fy 27 Fy 28 Mkt cap $ m FCF $ m 1153 1415 886 4287 Price/FCF 3.7 3.0 4.8 FCF % of mkt cap (Fy 26 to 28) 81% Unloads by Transhipper since 5 May 2025 Iron Ore price US$ Airlie Coolibah Montebello Rosily Peak $93.50 42 41 41 44 6.5