$BHP Group Ltd (BHP.AU)$
OLYMPIC DAMN out of action
BUT
In normal operation does this production go straight into the Spotprice market?
If nothing is flowing to the spot market then we could get one almighty squeeze any day soon🙂
OLYMPIC DAMN out of action
BUT
In normal operation does this production go straight into the Spotprice market?
If nothing is flowing to the spot market then we could get one almighty squeeze any day soon🙂
Uranium is still a small market globally. $BHP Group Ltd (BHP.AU)$ won’t miss the boat simply because it has such a large uranium resource. However even if it was to expand heavily into it, the overall global market is small, it won’t move the dial on EPS like copper or bulks do. Then you’ve got the unwanted attention from the lovely activists who have nothing better to do than sit on welfare and protest/disrupt.
I think the copper, potash and nickel strategy is better personally,
I think the copper, potash and nickel strategy is better personally,
5
Last week, Amazon and Tabcorp pulled the plug on work-from-home bliss, commanding their troops to march back to the office.
Alright, let's chat about this whole "back to the office" shindig in a bit , shall we?
We love our freedom like a koala loves its eucalyptus. Remote working? It was like a dream come true – sipping on a flat white at the cafe, toes in the sand while cracking emails. But now, the bosses are saying, "Hey, mate, it's time to pack up your surfboard and head back to the salt min...
Alright, let's chat about this whole "back to the office" shindig in a bit , shall we?
We love our freedom like a koala loves its eucalyptus. Remote working? It was like a dream come true – sipping on a flat white at the cafe, toes in the sand while cracking emails. But now, the bosses are saying, "Hey, mate, it's time to pack up your surfboard and head back to the salt min...
11
4
Anybody mentioned the daily fluctuation of ASX? $S&P/ASX 200 (.XJO.AU)$ Get mirrored by the US stock market. Though not as bad as the Black Monday last month but still looks bloody. The question lingers: Is this a temporary setback or a harbinger of further turbulence?
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I got some considerations:
1. Australia's GDP: The 0.2% QoQ and 1% YoY growth is in line with expectations, suggesting a steady but not overly robust economy.
2. RBA Interest Rate Decision: The consensus is for no change in rate...
1. Australia's GDP: The 0.2% QoQ and 1% YoY growth is in line with expectations, suggesting a steady but not overly robust economy.
2. RBA Interest Rate Decision: The consensus is for no change in rate...
7
1
Aus 30% gdp ties with export trades with China, Iron, lng and agri business etc etc or even education industry. CHINESE economy experienced a short term headwind with oversupply of property market. Like any other major economy, it goes through cycle. But rest assured, LNG demand from China will ever increase from here to replace coal which creates about > 70 % electricity. This should bode well for WDS. $Woodside Energy Group Ltd (WDS.AU)$
1
The iron ore price hastraded down to US$95/t spot, -9.2% 1mth; China's macro and iron ore/steelsignals remain weak (here and here), China Baowu has warned of a "severewinter" for the steel industry, and Australian iron ore stocks have soldoff.
What comes next?
We look to cost curve support to emerge, given 95thpercentile is US$101/t and 90th percentile US$88/t. Flipping cost curves tomargin curves, we observe BHP has the highest, and therefore most resilient,iron ore margins. ...
What comes next?
We look to cost curve support to emerge, given 95thpercentile is US$101/t and 90th percentile US$88/t. Flipping cost curves tomargin curves, we observe BHP has the highest, and therefore most resilient,iron ore margins. ...
1
It’s pretty crazy that over 30,000 people in Serbia were out protesting over a lithium project this weekend.
It was going to be one of Europe’s biggest #lithium mines.
A little bit too political $Rio Tinto Ltd (RIO.AU)$
Maybe try Argentina 😉
It was going to be one of Europe’s biggest #lithium mines.
A little bit too political $Rio Tinto Ltd (RIO.AU)$
Maybe try Argentina 😉
Whilst I contend news tends to break in the direction of the prevailing trend, I admit there’s always a sneaking suspicion in the back of my mind that the wonderful trend I’m riding has factored in too much in the upcoming results, and is therefore ripe for an earnings shocker!
3
$Rio Tinto Ltd (RIO.AU)$ $BHP Group Ltd (BHP.AU)$ Buy now. These sale prices won’t last much longer. 👍🍿
1
$BHP Group Ltd (BHP.AU)$ FY25 guidance came in softer than expected, causing concern among investors. The company's future performance will depend on how well it navigates these lower expectations, but its strong fundamentals still offer potential for recovery. ⚖️
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