Australian (ASX) Stock Market Forum

BHP - BHP Group

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I have BHP in the yearly comp @mullokintyre . The only news of note just this weekend is that Glencore are putting all African and coal assets under an Australian based entity which has brought tittle tattle of a merger with BHP or RIO.

I’m unsure whether @peter2 is helping Mick out this month or not so I’ve included him in this post.

gg
 
qldfrog said:
Had expired, looked at market /miners and just bought a parcel of Rio better value for money i think a 110.49 but i am biased
Click to expand...
Very good move. RIO is a great stock. Good divies and exposed to all materials including rare earths. There is also talk of consolidation in the sector with Glencore or BHP

gg
 
Captain_Chaza said:
Ahoy Capt Dr B

What is your view of RIO?

FWIW I am 2 times more invested in RIO than BHP
I will post my charts over the W.E

Salute and Stay Well
View attachment 200007
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@Captain_Chaza
I posted my thoughts on RIO in the RIO Forum.
1748999451762.png

Cannot locate your reply to your above 23/5/25 post.
Your views on RIO are ?
DrB
 
Sorry for my Late reply but as you maybe aware I was interrupted by a couple of Crabs getting out of their bucket and crawling all over my decks
I think it is only fitting for me to post my reply on my thread "Storm at Sea"

But what the fxck "

I have always found that RIO (Formally CRA) has always moved Better in the Water than the Cumbersome BHP
ie: Unfortunately in Both Directions if you get it wrong

NB: I believe NO TWO ships perform the Same in the same Sea and Weather conditions-
It is almost as if they have an individual personality in how they handle the water

What I am Saying is that If you can get the Direction Right then RIO will outperform BHP IMO

Did you notice that the Indicators started to point SOUTH at that time

My feelings was that if the ASF admin cannot keep these CRABS Blocked off my Ship then Why Bother going on with "BHP vs RIO"

Thanks for at least showing some interest

Salute and Stay Well
437064.jpeg




 
RIO and BHP have a win over the Apache.

I’m unsure whether @peter2 is helping @mullokintyre out this month or not so I’ve included him in this post on BHP which is one of my picks in the yearly Comp.

A recent US Supreme Court decision to refuse the Apache Nation permission to appeal given to win to go ahead with mining (RIO 55% interest and BHP 45% interest) by Resolution Copper Mine in Arizona may not come to fruition for 5+ years.

It has the support of the US, it's need to become self sufficient in copper and precious minerals. Both Republicans and Democrats are in support.

So it is going ahead. It is huge and will orovide the US with 15% of it's copper once in production. Too bad for the Apache but a win for long suffering holders of BHP and RIO.

gg
 
Dona Ferentes said:
one of the legs of the stool

Is potash going to be the story ?

www.visualcapitalist.com

Visualized: The Surge in Global Potash Demand

Global potash demand is projected to rise 65% by 2050. See what’s driving the surge and why potash is key to global food security.
www.visualcapitalist.com www.visualcapitalist.com
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You have to wait for bhp to get rid of Canadian potash to get in, they are the most reliable indicator😉
Was supposed to be the next big one in the 2010 when i worked for BHP.
Even have good mining colleagues moving there...
 
Market Matters this morning discussing options for Copper exposure on the ASX. I have added bold for specific BHP.
marketmatters.com.au

Market Matters | Leading Australian Stock Market Views And Advice

Get the latest Australian stock market views from top investors with real money in the markets. ASX investment advice and share recommendations. Find out more.
marketmatters.com.au marketmatters.com.au
/report/portfolio-positioning-fears-increase-that-the-us-will-join-the-middle-east-conflict/

BHP Held
Holding not Adding

" ... There are other alternatives on the ASX for Cu exposure but they’re not all as pure:
  • Capstone Copper-CDI (CSC) – This $CAD5.8 billion Canadian miner is a pure copper play, which remains ~30% below its 2025 high as operational costs weigh on performance – we are watching carefully at this stage.
  • BHP Group (BHP) – The “Big Australian” enjoyed ~28% of its total revenue from copper in FY24, and in FY25, it’s estimated to be ~33% as the miner intends to more than double how much copper it produces in South Australia over the next decade.
  • Evolution Mining (EVN) – A gold-driven stock whose ~30% of revenue in FY24 from Cu shouldn’t be ignored.
At this stage, we believe BHP and EVN offer viable alternatives to SFR; it all comes down to when and where:
  • EVN is driven by gold, which has been volatile of late. We are likely to increase our position if we see a test of the $8 region, with a downside “washout” possible as the market sits complacently long gold.
  • BHP is being driven by the “now” as iron ore struggles with the Chinese economy, but the case for a cyclical recovery for the world’s 2nd largest economy builds by the month, and we like the runway for BHP’s evolution in the coming years.
Yesterday, it was announced that BHP and Aurizon (AZJ) had signed a long-term deal for AZJ to transport copper from BHP’s South Australian mines, assets from its purchase of OZ Minerals (OZL), which they see substantial growth, by rail and road, starting in October 2025. With SFR up over 27% in 2025 and BHP down more than 5%, we believe mildly reducing SFR and mildly increasing BHP has some merit; sometimes, small portfolio tweaks can be as valuable to adding alpha via larger moves.
  • We believe that, around current levels, BHP is presenting excellent value towards copper both now and in the future, while SFR is starting to feel rich."
 
finicky said:
Market Matters this morning discussing options for Copper exposure on the ASX. I have added bold for specific BHP.
marketmatters.com.au

Market Matters | Leading Australian Stock Market Views And Advice

Get the latest Australian stock market views from top investors with real money in the markets. ASX investment advice and share recommendations. Find out more.
marketmatters.com.au marketmatters.com.au
/report/portfolio-positioning-fears-increase-that-the-us-will-join-the-middle-east-conflict/

BHP Held
Holding not Adding

" ... There are other alternatives on the ASX for Cu exposure but they’re not all as pure:
  • Capstone Copper-CDI (CSC) – This $CAD5.8 billion Canadian miner is a pure copper play, which remains ~30% below its 2025 high as operational costs weigh on performance – we are watching carefully at this stage.
  • BHP Group (BHP) – The “Big Australian” enjoyed ~28% of its total revenue from copper in FY24, and in FY25, it’s estimated to be ~33% as the miner intends to more than double how much copper it produces in South Australia over the next decade.
  • Evolution Mining (EVN) – A gold-driven stock whose ~30% of revenue in FY24 from Cu shouldn’t be ignored.
At this stage, we believe BHP and EVN offer viable alternatives to SFR; it all comes down to when and where:
  • EVN is driven by gold, which has been volatile of late. We are likely to increase our position if we see a test of the $8 region, with a downside “washout” possible as the market sits complacently long gold.
  • BHP is being driven by the “now” as iron ore struggles with the Chinese economy, but the case for a cyclical recovery for the world’s 2nd largest economy builds by the month, and we like the runway for BHP’s evolution in the coming years.
Yesterday, it was announced that BHP and Aurizon (AZJ) had signed a long-term deal for AZJ to transport copper from BHP’s South Australian mines, assets from its purchase of OZ Minerals (OZL), which they see substantial growth, by rail and road, starting in October 2025. With SFR up over 27% in 2025 and BHP down more than 5%, we believe mildly reducing SFR and mildly increasing BHP has some merit; sometimes, small portfolio tweaks can be as valuable to adding alpha via larger moves.
  • We believe that, around current levels, BHP is presenting excellent value towards copper both now and in the future, while SFR is starting to feel rich."
Click to expand...
i note that BHP went below $36.70 today while i do not find that price tempting other members might disagree

( i hold BHP )
 
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