Calls
2
Mike Henry
CEO, BHP
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$65.53
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BHP is the world's largest copper producer, has grown copper output 30% in three years and has four major copper growth projects ahead; it has deliberately reshaped its portfolio over a decade of capital discipline toward copper and potash, runs the best-performing iron ore business in the world with strong margins, and its diversified model supports a strong balance sheet to fund growth through the cycle, which it sees as a differentiator.
Metals & Mining
Long
Jan 21
$84.42
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Copper demand is ubiquitous across the economy, and the energy transition (renewables) and data centers are highly copper-intensive, requiring more copper, yet new supply is getting harder to find because deposits are smaller, lower grade and deeper. That supply pressure has underpinned the price escalation seen in copper.
Commodities
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Mike Henry has 2 trade ideas tracked on Buzzberg across 3 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
