Сигналы
4
Brandon Craig
CEO, BHP
Винрейт
100.0%
доходность
+5.0%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
18 авг
$88.37
+9.2%
BHP delivered a fantastic set of results with record copper production, resilient iron ore prices, records from Escondido and Olympic Dam, and a strong dividend. The new CEO remains positive and plans to accelerate productivity and technology deployment.
Металлы/добыча
Лонг
18 авг
$87.34
+8.3%
Copper has huge demand because it is core to the digital revolution and electrification. Demand is expected to rise from around 35 million tons to nearly 50 million tons by 2050, requiring the industry to add about 10 million tons of new production over the next decade. BHP plans to lift its copper production by 50% over five years.
Сырьё
Лонг
18 авг
$6.10
+2.5%
BHP is investing heavily in potash because urbanization and depletion of potassium in soil through farming support significantly higher long-term demand. Potash demand is expected to rise from 75,000 tons to 100,000 tons by 2050.
Тематические ETF
Лонг
18 авг
$106.97
+0.2%
Steel has been resilient and is holding up better than forecasters predicted. China has produced about one billion tons of steel for seven years and that trend is expected to hold, while India's GDP growth around 7% per annum should drive further steel demand growth. China is shifting from infrastructure and residential construction toward higher-end manufactured goods and exports.
Тематические ETF
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Brandon Craig на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: BHP, COPPER, SOIL.
