To tehe cabal of clowns that are short MINs, if you think today is bad, its going to geta lot lot worse

Hi all;
I just thought i'd take the opportunity to write up some notes to that cabal of clowns that has decided to keep their short position in MINs.
It's moved 3% against you today, and guess what... it is going to get a lot, lot, lot worse.
Today is the last day of tax loss selling which is in fact artificially depressing the MINs price a bit.
Tomorrow it goes up even more..

If you think today is bad, the next month is a lot, lot worse! $22 will look cheap in hindsight.

To be clear what you are shorting into is:
- Onslow producing at 35 m t pa producing over $1 bn of free cash flow a year;
- The best allocator of free cash flow in the market, Chris Ellison, who has generated a 39% per annum return for Mins shareholders since listing in 2006
- The head of Mins Onslow mining Mike Grey now says there is "no risk at all" to Mins producing at 35 m t pa. They are doing that with 1/2 the Haul Road under repair, a 45 km speed restriction, and only 90 of the full fleet of 140 trucks.

Jerry, SteeltheOne, Ryster; I know we probably won't hear from you ever again. You've got nothing, and we know you've got nothing. And i think you know that we know that you've got nothing.

The only argument Jerry's got is he thinks he can predict the iron futures price better than the futures market itself, and it is going to $80. And guess what, Jerry is very likely to be wrong, and even if he isn't "Onslow is still very profitable" at $80 according to head of Mining at Onslow, Mike Grey.

Other things you have to look forward to:
- the 5 transhippers can produce in good weather at 44 m t pa, so Onslow is probably doing 40 m t pa over September to December; Imagine the cash that brings in.
- a very simple expanion of Onslow to 50 M tonnes per annum for may be a $200 m spend at most, where then the Onslow mining services part of the business generates $640 m a year of Ebitda regardless of the iron ore price.
- a further strengthening of the relationship between Baowu and Mins.

\If your Baowu and you compare
1: Onslow: you had to lend $400 m US loan at 7% being repaid over 3 years in an iron ore prepayment in 2024, you now own 40% of the mine producing 35 m t pa at a long run FOB cost of US $49, and are getting 30 m tonnes a year at 2 % discount to spot, Versus
2: Simandou - your share of a $30 bn spend since 2019, no production yet and 13 fatallities since 2023?

I have a question for you, if you are Baowu and your allocating your next $1 of capital in a JV with an Australian ion ore miner, is it going to be A) MINERAL RESOURCES, B) Rio.

Now i think even the cabal of shorts can answer that question!