MIN mineral resources limited

Hi all,I've done a bit of analysis on the transhipper rates,...

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    Hi all,
    I've done a bit of analysis on the transhipper rates, average daily rate in June, and measuring Peak since she started on 6 June.

    https://hotcopper.com.au/data/attachments/7079/7079103-d69ae203db73d39a2435115f03d68926.jpg
    It makes the point that Peak has been operating at a bit under 1/2 the capacity of the other transhippers.
    The total rate since June 6 has been 35.5 m t pa.

    If Peak had been operating at the same rate as the others, the rate would have increased to 39.6 m t pa.

    The weather in June so far has been really good.

    I think this data makes the point that in good weather, and no repairs and maintenance, 5 transhippers can average a yearly rate of 40 m tonnes per annum.

    Saturday and Sunday will be interesting as these are the first higher wind days in June, with forecasts of around 30 km per hour in the afternoons. I will be interested to see if the transhippers operate in these conditions over the weekend and how much they can do.

    It is probably a combination of wind speed, direction and swell which determines when the transhippers stop operating.

    From Tuesday onwards, weather looks good.


 
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