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20/06/25
08:22
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Originally posted by Stonedfish:
↑ Shipping update 20/06/25. 8AM 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 moored for 4 hrs offshore Onslow after unloading to carriers. MinresMONTEBELLO unloading to carriers MinresCOOLIBAH in port loadingMinres ROSILY unloading to carriers. Minres PEAK unloading to carriers
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Thanks Stonedfish; 2 more so far today, should do 4 or 5. Rate is 37.4 m t pa over last 8 days and 33.7 since 1 June.MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services) 31.0 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 46.5 76129 177 3.54 27.8 $863 11-May-25 40.5 79012 160 3.2 28.9 $896 20-May-25 31.5 80635 127 2.54 29.5 $914 01-Jun-25 19.5 92308 90 1.8 33.7 $1,047 Current 8 102500 41 0.82 37.4 $1,162 Free cash flow (FCF) estimates (entire business) Fy 26 Fy 27 Fy 28 Mkt cap $ m FCF $ m 1138 1400 876 4287 Price/FCF 3.8 3.1 4.9 FCF % of mkt cap (Fy 26 to 28) 80% Unloads by Transhipper since 5 May 2025 Iron Ore price US$ Airlie Coolibah Montebello Rosily Peak $92.90 42 42 42 44 6.5