George Cheveley

Portfolio Manager, Ninety One
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
BHP long +25.4%
Worst Calls
No live losers yet
Most Mentioned
BHP ×1
Recent Calls
BHP long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +25.4% Long Return +25.4% Short Return -
Average Return
7d +9.6%
30d -12.4%
90d +9.8%
Result
Result
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Thesis
Theme
Source
BHP BHP Grou... BHP Group Limited
Long
Feb 18
$74.53
+25.4%
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.
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.
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