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23/06/25
21:43
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Originally posted by Stonedfish:
↑ Shipping update 23/06/25. 9:25PM Sydney Time. Bulk carriers: 8 each loaded and Sailed 7/5/25 thru 31/5/25 MARINI arrived 23/5/25. Loaded and sailed 2/6/25 GENCO RELIANCE arrived 25/5/25 Loaded and sailed 3/6/25 GREAT QIN arrived 25/5/25 loaded and sailed 6/6/25CANCUN arrived 27/5/25 loaded and sailed 8/6/25 PINK SANDS arrived. 29/5/25 loaded and sailed 11/6/25 HANG ZHOU arrived 30/5/25 loaded and sailed 15/6/25 PIGI arrived 5/6/25 loaded and sailed 13/6/25 NICOLEMY arrived 5/6/25 loaded and sailed 16/6/25 FAKARAVA arrived 11/6/25 CONQUISTADOR arrived 11/6/25 loaded and sailed 20/6/25 MARAN FRIENDSHIP arrived 13/6/25 GREAT ZHOU arrived 13/6/25 HIGHLAND PARK arrived 15/6/25 loaded and sailed 18/6/25 CHINAFRIE PROSPERITY arrived 17/6/25 AOM MARTA arrived 23/6/25Transhippers: Minres AIRLIE unloading to carriers MinresMONTEBELLO pulling pier side to begin loading MinresCOOLIBAH just left port after loadingMinres ROSILY moored offshore Onslow after unloading to carriers Minres PEAK moored offshore Onslow after unloading to carriers
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Thanks Stonedfish; They did 5 today, New rates below, 35.3 average over last 12 days, and 33.3 average over June.MinRes Onslow estimated EBITDA per tonne Aus $ (mining + mining services) 32.7 Date since Total days Rate shipped per day tonnes Total transhipper unloads Total shipped (tonnes million) Rate per year (million tonnes) Free cash flow FY 26 Onslow (FOB AUD 58), $ m 05-May-25 50 76800 192 3.84 28.1 $919 11-May-25 44 79545 175 3.5 29.1 $951 20-May-25 35 81143 142 2.84 29.6 $971 01-Jun-25 23 91304 105 2.1 33.3 $1,092 Current 12 96667 58 1.16 35.3 $1,156 Free cash flow (FCF) estimates (entire business) Fy 26 Fy 27 Fy 28 Mkt cap $ m FCF $ m 1120 1343 834 3981 Price/FCF 3.6 3.0 4.8 FCF % of mkt cap (Fy 26 to 28) 83% Unloads by Transhipper since 5 May 2025 Iron Ore price US$ Airlie Coolibah Montebello Rosily Peak $94.00 46 47 44 47 7.5