05/03/2026 09:23

BHP Group Ltd (BHP) $55.68

BHP has already corrected ~$4 for the third time in less than 6-months, at this stage, we expect BHP to trade in a $55–$59 range over the coming weeks, with MM remaining in “buy the dip” mode on the Big Australian. Note: BHP trades ex-dividend this morning for 73c fully franked.

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26/02/2026 09:52

BHP Group Ltd (BHP) $56.51

BHP delivered a solid result earlier in the month covered Here which demonstrated the company now enjoys more  over 50% of its earnings from copper - this commodities mix is the reason we continue to prefer BHP over RIO.

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17/02/2026 09:38

BHP Group Ltd (BHP) $50.36

BHP delivered a solid result, with headline profit inline with expectations, as BHP continues to demonstrate operational resilience with improving momentum in copper.

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25/11/2025 09:56

BHP Group Ltd (BHP) $40.62

BHP’s portfolio of copper assets remains the jewel of the industry, and it still has substantial room to grow. The group’s 2025 financial results underscored this strength, with copper operations in Chile and South Australia delivering 48% of total earnings, while CEO Mike Henry highlighted ambitions to advance growth projects in Argentina and finally unlock the long-promised Resolution mine in Arizona.

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09/10/2025 09:16

BHP Group (BHP) $41.89

The “Big Australian” has started to play some performance catch up over recent months although its been a laggard of late as it arm wrestles with Beijing around future contracts and pricing. With iron ore continuing to look comfortable above $US100/mt and copper nudging new all-time highs, we believe broker upgrades are a matter of time, with its 4% fully franked yield a bonus, i.e. we like BHP for growth and yield.

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02/10/2025 09:31

BHP Group (BHP) $41.47

BHP and China are negotiating around the price of contract renewals. China needs BHP’s ore, and BHP needs to sell it to them,  so we expect a resolution in the next week or so, hopefully it doesn’t squeeze BHP too hard.

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11/09/2025 09:24

BHP Group Ltd (BHP) $40.46

BHP has retreated 6.6% from its late August high, a deeper pullback than the index's 3.6% retreat. However, the “Big Australian” has also paid a 60c fully franked dividend, reducing the short-term underperformance to just 1%.

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19/08/2025 17:54

BHP Group (BHP) $42.12

BHP +1.57%: Delivered FY25 results broadly in line with consensus, with dividends surprising to the upside despite softer earnings.

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14/08/2025 09:34

BHP Group Ltd (BHP) $41.73

BHP has been relatively unloved for much of this year, but as iron ore holds above $100/MT, begrudging upgrades are likely to be lurking in the wings - it advanced +1.1% on Wednesday.

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22/07/2025 09:19

BHP Group (BHP) v Commonwealth Bank (CBA)

The outperformance by CBA over BHP has been dramatic over the last 18 months, but it's started to snap back since late June: BHP has rallied +14% while CBA has fallen 8%, a more than 20% relative move, and we are looking for more of the same over the coming weeks/months:

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