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BHP BHP Group Ltd

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  • 43.430
  • -0.470-1.07%
20min DelayMarket Closed Oct 11 16:00 AET
220.20BMarket Cap18.63P/E (Static)
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Comments

    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 hold $BHP Group Ltd (BHP.AU)$ as a Long Term hold, a hedge and also as a U308 stock. For years Olympic dam which is one of the biggest u308 resources in the world has seen little if any mention by BHP. Today's BHP report has 9 mentions! One says they expect/assume USD$80lbs and another states ".Uranium and silver grades are currently considered to be sub-economic and are therefore not reported as part of the Mineral Resource."
    BHPs statement is gold in my view! IF BHP is for real then the incen...
    $BHP Group Ltd (BHP.AU)$ Why hasn’t BHP paid out 3rd October 2024 dividends?
    3
    Now there is more $BHP Group Ltd (BHP.AU)$ selling and buying $CommBank (CBA.AU)$ to keep market from falling too much and scaring investors. Global funds are earning their fees today! 🤣
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    Yes I have a positive view point on BHP but they have to haul ass to export as much copper as they can dig up, preferably buy existing mines that are shovel ready or are in production. Anglo would have been beautiful, but Glencore of course along with Trafigura, Mercuria & Cofco had other ideas about protecting their money tree. Henry would have been vomiting out the back of the Boardroom im sure of it.
    BHP have got to become a lot more aggressive and start throwing their weight around instead o...
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