Onslow Transhipping, page-990

Thanks Stonedfish;
Good update, They did 5 yesterday. Done 2 already today, and Hopefully get 5 today if Peak and Airlie load, and Coolibah should get back in time to do another today.
These are the new rates:
33.3 average all of June, 34.3 since 6 June, and 35.3 over the last 12 days.

	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	50.5	76832	194	3.88	28.1	$892
	11-May-25	44.5	79551	177	3.54	29.1	$923
	20-May-25	35.5	81127	144	2.88	29.6	$942
	01-Jun-25	23.5	91064	107	2.14	33.3	$1,057
	Current	12	96667	58	1.16	35.3	$1,122
	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	45	48	7.5