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Feb 18
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$74.53
$74.53
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - BHP
BHP Signs Wheaton Precious Metals Up For Wors...
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Feb 18
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$74.53
$74.53
-0.0%
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LONG
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George Cheveley
Portfolio Manager, Ninety One
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BHP reported strong results driven by copper and precious metals byproducts. They sold a silver stream on a Peruvian mine for $4.3B upfront. Miners are monetizing non-core assets (silver streams) to build cash piles. BHP's net debt is well below target, positioning them for acquisitions or massive shareholder returns. High-quality balance sheet play in the materials sector. Global recession dampening commodity demand. |
Bloomberg Markets
Geneva Diplomacy: US-Iran Hail Progress in Nu...
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Feb 17
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$74.29
$74.53
+0.3%
|
N/A
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Finnhub News
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— |
Finnhub - BHP
Australia: A Continental Powerhouse with Reso...
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Feb 17
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$74.29
$74.53
+0.3%
|
N/A
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Finnhub News
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— |
Finnhub - BHP
BHP Group Limited (BHP) M&A Call Transcript
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Feb 17
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$74.29
$74.53
+0.3%
|
N/A
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Finnhub News
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— |
Finnhub - BHP
BHP Group Limited (BHP) Wheaton Precious Meta...
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Feb 17
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$74.29
$74.53
+0.3%
|
LONG
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BHP CFO
Chief Financial Officer, BHP Group (Clip)
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"For the first time... 50% of our earnings came from copper... we are revising the guidance up meaning that we will produce more copper. And in the constructive copper price environment we are in." BHP is successfully transitioning from an iron-ore dependent miner to a copper-dominant miner. With copper prices "constructive" (high) and production guidance raised, earnings momentum will continue. The market pays a higher multiple for copper exposure (growth/electrification) than iron ore (cyclical/China construction). LONG BHP to capture the copper supercycle premium. Global recession reducing industrial metal demand; operational issues at Chilean mines. |
Bloomberg Markets
Stock Futures Slide; US, Iran Hold Talks in G...
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Feb 17
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$74.29
$74.53
+0.3%
|
LONG
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Vandita Pant
CFO, BHP
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BHP earnings beat expectations. Crucially, for the first time ever, Copper accounted for >50% of group profits, overtaking Iron Ore. This signals the structural rotation from "Old Economy" (China construction/Iron Ore) to "New Economy" (Data Centers/Electrification/Copper). BHP is effectively repricing as a copper play, which commands a higher multiple than an iron ore play. LONG BHP as a proxy for global copper demand. A global recession dampens industrial metal demand; China stimulus fails completely. |
Bloomberg Markets
Anthropic’s Pentagon Talks Snag, Pound Falls ...
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Feb 17
|
|
$74.29
$74.53
+0.3%
|
LONG
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Paul (Analyst) / BHP Management
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BHP reported that for the first time, "50% of our earnings came from Copper." Management confirmed they are increasing copper production to 2.5 million tons (up mid-30s%). Shares hit a record in Sydney. Iron ore demand (China steel) is plateauing, while copper demand (electrification) is surging. BHP has successfully pivoted its business model to become a copper proxy. The market is rewarding this transition with record share prices. LONG BHP as a premier large-cap copper play. Failure in execution of production expansion in Chile/Argentina. |
Bloomberg Markets
Futures Slip Ahead of US Return; Iran-US Talk...
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Feb 17
|
|
$74.29
$74.53
+0.3%
|
LONG
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Vandita Pant
CFO, BHP
|
BHP reported earnings where Copper accounted for ~50% of profits for the first time. They are raising production guidance at Escondida and seeing strong contributions from byproducts (Gold, Silver, Uranium). This signals a successful structural re-rating from a "dirty" Iron Ore/Coal miner to a "future-facing" electrification metals play. The market typically assigns a higher multiple to copper exposure than iron ore. The failed bid for Anglo American suggests organic growth (like Escondida) is now the primary value driver. LONG BHP as a proxy for the copper super-cycle without the M&A execution risk. A sudden reversal in the "historic metals rally" or operational failures at Escondida. |
Bloomberg Markets
US-Iran Nuclear Talks in Geneva; Trump Will B...
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Feb 17
|
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$74.29
$74.53
+0.3%
|
N/A
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Finnhub News
|
— |
Finnhub - BHP
BHP, Wheaton Sign Record $4.3 Billion Silver ...
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Feb 17
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$74.29
$74.53
+0.3%
|
N/A
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Finnhub News
|
— |
Finnhub - BHP
BHP Group Limited (BHP) Q2 2026 Earnings Call...
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Feb 17
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$74.29
$74.53
+0.3%
|
LONG
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@FirstSquawk
|
BHP reported a sharp rise in first-half profit, driven by strong demand for copper, indicating positive fundamentals for the company and the broader copper market. |
@FirstSquawk
BHP REPORTS SHARP RISE IN FIRST-HALF PROFIT A...
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Feb 16
|
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$73.38
$74.53
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - BHP
BHP Group Limited 2026 Q2 - Results - Earning...
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Feb 16
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$73.38
$74.53
+1.6%
|
LONG
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Joumanna Bercetche
Anchor, Bloomberg
|
There has been a "record ramp up in industrial metals." Major miners like BHP are reporting earnings this week against a backdrop of surging metal prices. LONG miners heading into earnings due to favorable commodity pricing. Disappointing guidance on production costs or demand from China (which is closed for Lunar New Year). |
Bloomberg Markets
Rubio Warns Europe & Warner Bros. Mulls New P...
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Feb 15
|
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$73.38
$74.53
+1.6%
|
N/A
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Finnhub News
|
— |
Finnhub - BHP
Precious Metals Royalty And Streaming Compani...
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