Heard that Conquistador just sailed away from Onslow. Looks like Ellison got enough contractor trucks doing the rounds to hit a strong year end.
20 days into June and we have already done ~1.8Mt for the month. This is really good and the I/O price above $90 is surely value accretive for the company.
Today was a good day for adding - so I did just that! Despite the geopolitical tensions I/O was 1% up today.
When the bond prices were down - there were several people putting them up on twitter. Bondholders are sitting pretty - Hoping for a refinancing deal to hit the market! If Mark Wilson can get his boys to refinance this thing in January after a strong half yearly results and growing EBITDA - MinRes will be $50
MIN Price at posting:
$20.69 Sentiment: Buy Disclosure: Held
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