21/01/2025 16:46

BHP Group (BHP) $40.61

BHP +0.92% released a solid quarterly on a day where miners were already enjoying positive sentiment after the absence of tariffs imposed on China following the start of Donald Trump's presidency.

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15/11/2024 09:55

BHP Group Ltd (BHP) $40.01

BHP is a world-quality diversified miner that is relatively low beta in the sector. This fits with a more cautious approach as questions are raised around China into 2025.

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08/11/2024 09:16

BHP Group (BHP) $42.99

BHP has been consolidating its surge higher after China's aggressive stimulus announcements in September. Following Trump's triumph (which has a ring to it), Beijing is expected to announce further stimulatory measures this month.

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31/10/2024 09:15

BHP Group Ltd (BHP) $43.11

The Big Australian said overnight that it had moved on from its three failed attempts to buy Anglo American (AAL LN) for $75bn. We regard this as a glimmer of good news, as there was always the concern they would revisit AAL and pay too much.

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17/10/2024 09:40

BHP Group (BHP) v Commonwealth Bank (CBA)

The gap between BHP and CBA contracted when China fired its first stimulus salvos, but it looks likely to stretch further in the coming weeks—remember, trends have a tendency to stretch further than most people imagine possible. We believe BHP(resources) will outperform CBA (banks) through 2025, and portfolios should be constructed accordingly. While banks look well positioned for one more squeeze higher, this is a move we would fade.

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01/10/2024 09:26

BHP Group (BHP) $45.96

The “Big Australian” has surged more than +20% over recent weeks, reclaiming its mantle from CBA as Australia's largest listed company. We topped up our holding when the stock was trading around $40. Similarly, we may trim back into strength, but we aren’t in a hurry  given BHP is set to be a big beneficiary if Chinas massive stimulus efforts underpin a resumption of sustainable growth, particularly in Chinese property markets.

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13/09/2024 09:23

BHP Group (BHP) $38.81

We quickly added BHP this morning because some subscribers were questioning why it opened down on Thursday. The answer is that it traded ex-dividend $1.10 fully franked. The stock effectively gained 58c yesterday, or +1.5%, and was strong in the US overnight.

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10/09/2024 09:33

BHP Group Ltd (BHP) $38.76

BHP enjoyed a bid ahead of its $0.74c fully franked dividend on Thursday, closing up 31c when iron ore declined; while not conclusive, it was still an encouraging session for the bulls. We can see the “Big Australian” consolidating around current levels just as it did after trading ex-dividend earlier in 2024.

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06/09/2024 17:03

Have you got a question for BHP CEO or CFO?

BHP’s CEO, Mike Henry and CFO, Vandita Pant, will be answering questions from shareholders about our business and performance via an online webcast. You're invited to tune in at 12pm on Tuesday 24 September 2024 (AEST) to the webcast on your mobile device or computer. To take part, register online and pre-submit any questions you'd like answered during the session.

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05/09/2024 09:37

BHP Group (BHP) $38.64

We have nothing new to write about BHP ahead of its $0.74c fully franked dividend next week. Last month's result was solid, with an underlying profit of $US13.66 billion, a small beat. All year we’ve trotted out sell BHP above $50 and buy below $40, we see no reason to deviate from this path as weak commodity prices drag the goliath miner into our buy zone.

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