Just updating from Stonedfish in the morning; table below has...

Just updating from Stonedfish in the morning; table below has new rates.
Iron rising and aud falling also both good for Min.

They have done 3 so far today, Airlie should be finished loading in about 30 minures, and Monte is coming in to load. i'm surpised they are operating in these conditions as the wind is 45 km per hour currently at Onslow!

Just hope they are keeping it safe. May be the swell is low, in which case high wind may not be an issue.

Rates are 33.9 m t average over June and 35.5 m tonnes average since June 6.

	MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services)						31.8
	Date since	Total days	Rate shipped per day tonnes	Total transhipper unloads	Total shipped (tonnes million)	Rate per year(million tonnes)	Free cash flowFY 26 Onslow(FOB AUD 58), $ m
	05-May-25	47.5	76632	182	3.64	28.0	$891
	11-May-25	41.5	79518	165	3.3	29.0	$925
	20-May-25	32.5	81231	132	2.64	29.7	$945
	01-Jun-25	20.5	92683	95	1.9	33.9	$1,078
	Current	9	100000	45	0.9	36.5	$1,163
	Free cash flow (FCF) estimates (entire business)
		Fy 26	Fy 27	Fy 28	Mkt cap $ m
	FCF $ m	1138	1384	864	4022
	Price/FCF	3.5	2.9	4.7	FCF % of mkt cap (Fy 26 to 28)
					84%
	Unloads by Transhipper since 5 May 2025						Iron Ore price US$
	Airlie	Coolibah	Montebello	Rosily	Peak		$93.70
	44	43	43	45	6.5