Thanks Stonedfish; As at about 4pm sydney time, they've done 4 today. My guess is they'll do at least 5 as Montebello has probably sailed around 7 pm or so. But i don't yet have confirmation of it, so i'll just count 4 for now.
Below are the new stats:
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
48
75833
182
3.64
27.7
$882
11-May-25
42
78571
165
3.3
28.7
$914
20-May-25
33
80000
132
2.64
29.2
$930
01-Jun-25
21
90476
95
1.9
33.0
$1,052
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
MIN Price at posting:
$20.69 Sentiment: Buy Disclosure: Held
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