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.
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| 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 | |
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| Free cash flow (FCF) estimates (entire business) |
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| Fy 26 | Fy 27 | Fy 28 | Mkt cap $ m |
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| FCF $ m | 1138 | 1384 | 864 | 4022 |
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| Price/FCF | 3.5 | 2.9 | 4.7 | FCF % of mkt cap (Fy 26 to 28) | |
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| 84% |
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| Unloads by Transhipper since 5 May 2025 |
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| Iron Ore price US$ | |
| Airlie | Coolibah | Montebello | Rosily | Peak |
| $93.70 | |
| 44 | 43 | 43 | 45 | 6.5 |
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(20min delay)