50MTpa at Onslow may well be hit by September at this BOOMING rate
they guided 27-31 but now doing 33-34 so 16% above guidance
and they are also doing 20% more than May already
if they keep at that runrate increase of just 16% per month theyll be at 52.6MTpa in September
and forget that theyve already increased the runrate by 240% from April to june in 2 months, thats 120% per month increase
the runrate is increasing exponentially and with more transhippers, more trucks, better longer sealed haul road with 1km road done every day the run rate is going to increase monthly more and more
the exponential increase in IO revenue from shipped IO exports sold will continue.
the PER will drop further as revenue & margins explode to the upside
IOP was UP today as well
the world needs IO and more of it.
Its very BULLISH fundamentals.
MIN Price at posting:
$20.69 Sentiment: Buy Disclosure: Held
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