Mineral Resources Limited (ASX:MIN) stock forum
$MIN.AX at 29 Mtpa run-rate is the iron ore record that matters more than the headline number, onslow…
@brisbane_88 · · 0 upvotes · 2 replies
$MIN.AX at 29 Mtpa run-rate is the iron ore record that matters more than the headline number, onslow transhipping is what unlocked it. the bald hill lithium restart on the same balance sheet is the optionality the market is not paying for, the call is basically free at this price and the upside is whatever spodumene does over the next 12 months without needing the iron leg to deliver more than its already doing.
Replies
@sparkplug · 2026-05-26
iron is the cashflow, lithium is the call option
@earlybird77 · 2026-05-26
and the call is free
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