$BHP Group Ltd (BHP.AU)$ Bought a nice chunk yesterday seems timing may have been right for once.
I hate paying tax so meh balanced portfolio banks are going down minerals up just sitting back collecting dividends.
I hate paying tax so meh balanced portfolio banks are going down minerals up just sitting back collecting dividends.
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$CommBank (CBA.AU)$ It is overvalued, doesn't mean people are not allowed to buy it
Below is the EPS over a 10 year period. EPS with 557.8 is the 30/6/24 result. The 528.73 result is 30 June 2015.
Its very consistent with earnings but also not much an earnings grower. Its trading now at 25 times earnings and has modest growth prospects. I could understand if over the next 5 years EPS could compound at 10% YoY. But CBA wont come close to doing that. Expectations are earnings might not grow for ano...
Below is the EPS over a 10 year period. EPS with 557.8 is the 30/6/24 result. The 528.73 result is 30 June 2015.
Its very consistent with earnings but also not much an earnings grower. Its trading now at 25 times earnings and has modest growth prospects. I could understand if over the next 5 years EPS could compound at 10% YoY. But CBA wont come close to doing that. Expectations are earnings might not grow for ano...
1
low copper assumptions with likely 50% payout ratio. $Rio Tinto Ltd (RIO.AU)$ at this point will pay higher dividends due to lower net debt and low capex spend in the interim. BHP is spending more on growth - Jansen and copper. However in a few short years we will get a couple billion EBITDA from Jansen, a new commodity (new pillar).
If you want dividends, buy RIO. But the issue with RIO is lower margins, higher iron ore exposure and operates in higher risk jurisdictions. Also lower index weighti...
If you want dividends, buy RIO. But the issue with RIO is lower margins, higher iron ore exposure and operates in higher risk jurisdictions. Also lower index weighti...
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$Evolution Mining Ltd (EVN.AU)$ rolled the dice, after taking on a lot of debt, and won….Net profit surged a whopping 135% to $482 million. Gearing levels have dropped down to 25% from 33% so these guys could now actually be in a position to buy one of Newmont’s ( $Newmont Corp (NEM.AU)$ ) smaller mines that are up for sale. BUY
3
Inflation has been stubborn but the Reserve Bank has much to consider for its cash rate announcement at 2.30pm on Tuesday.
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Just remember that a drop in interest rates is likely to put tremendous upwards pressure on stocks and properties. After bag holders are made, post a drop in rates, what will follow will be either be a correction or the actual hard landing that is required/ inevitable really.
I don't think the RBA, the Government and RBA are way out of their depths and are in experimental mode, is willing to tank the economy this way and leave so many bag holders. But then again, the Australian people can just c...
I don't think the RBA, the Government and RBA are way out of their depths and are in experimental mode, is willing to tank the economy this way and leave so many bag holders. But then again, the Australian people can just c...
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What's the Puzzle Palace (IEA) getting wrong on oil supply...? Declining reserves and dwindling replacement capacity... It's like they have their head stick so far up their a---- they can't see what's happening on the ground in the real world (not the fantasy land they've obviously been living in for the last 50 years)... Welcome to the grand illusion.... $Woodside Energy Group Ltd (WDS.AU)$
$BHP Group Ltd (BHP.AU)$ Take me to Copperville. New mine under development. ⚒️ 🚧
Gonna get me some copper!
Not financial advice
Gonna get me some copper!
Not financial advice
Bloomberg published an article claiming Saudi Aramco and Abu Dhabi National Oil Co have been separately examining a takeover bid for Santos ( $Santos Ltd (STO.AU)$ )….I think there is Buckley’s chance the government will allow a foreign entity to acquire Santos.
Gina Rinehart definitely has the firepower to takeover Lynas ( $Lynas Rare Earths Ltd (LYC.AU)$ ); her net worth is over $40bn while the market cap of LYC is $5.9bn.
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