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BHP Billiton (BHP)

$38.39
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What does Bull and Bear mean?

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MM is bullish BHP

OPINION

BHP $38.39

BHP -2.04%: a maintenance heavy first quarter weighed on the headline numbers today, however the stock held up well, falling in line with iron ore peers. BHP saw Copper production fall 9% YoY to 377kt, iron ore down marginally to 63mt and coal production, both met & energy, fall around 10% in the September quarter. Petroleum was the only area...

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BHP Group (BHP) $36.87

BHP has been well & truly walloped 32% in just 2-months, its no surprise the ASX200 has slipped from its August high, but we believe things are overcooked with the “Big Australian” as it used to be so fondly referred to on the old trading floor. Copper and oil make up around 30% of the companies revenue and things are looking solid on these fronts, the aggressive...

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BHP Group (BHP) $41.94

BHP traded ex-dividend yesterday with the share price closing over 20% below its July high – the combination of tumbling iron prices, a $5.7bn investment in Potash, unification of its’s listing structure and BHP’s planned petroleum demerger with Woodside (WPL) has weighed on the share price in a major fashion. Interestingly both BHP and WPL...

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Flagship Growth Portfolio

The portfolio advanced +0.13% over the past week pretty much in-line with a flat market while for the month it gained +1.84%. On the stock level we enjoyed strong performances last week from Qantas (QAN), HUB24 (HUB) and Whitehaven Coal (WHC) while Altium (ALU), Bravura (BVS) and a2 Milk (A2M)  where major drags – that’s the...

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BHP Group PLC (UK) GBP2163

BHP trading in London has been spearheading the drop in the resource stock but after tumbling ~15% from its intra-week high, and with the shares trading ex-dividend in the first week of September, the stocks effectively already arrived at our target zone providing a solid indication that its time to fade the unwind across the sector.

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Flagship Growth Portfolio

The portfolio slipped -1.34% over the past week while cash sits at 7%, things actually felt worse at times which may be indicative of the markets “feel” at the moment. The portfolio experienced another very mixed week with notable strength from a2 Milk (A2M) and Bravura (BVS) while Lend Lease (LLC) and Zip (Z1P) weighed on the portfolio...

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BHP Billiton (BHP) $51.33

The big Australian reported overnight and there was a lot to unpack in the update. The stock rallied in London & fell heavily in the US, down over 6%.

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Reporting Today (BHP, BXB, COL, DMP, DHG, ABP, BAP, CTD, NWL, OZL, SUL)

A huge session on the reporting front today we’ll work through results throughout the day. Companies reporting today on MM’s radar include: BHP Billiton (BHP): Reported FY21 results overnight that were largely inline, however a lot of moving parts as we discuss below. Brambles (BXB): Reported yesterday afternoon and the earnings were inline with expectations. Underlying profit was $879.3. which was up 10% y/y and a whisker ahead of the $877m expected

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Reporting Today (ARB, BHP, BRG, BXB, CL1, DHG, DXS, EML, SGM, MFG, SCP)

Companies reporting today on MM’s radar include: BHP Billiton (BHP) FY21 Results: Result due out aftermarket today with expectations for revenue of $US59bn, EBIT of $US30.06bn, NPAT of $US17.14bn (up 96% on FY20), EPS of $US3.43, FY Dividend $US2.99. Market currently pricing NPAT for FY22 of $US15.61bn, a jump of 17%.

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ACTION

BHP
UPDATED 19/10/2021 17:19
BHP
UPDATED 30/09/2021 07:24
MM remains positive BHP
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BHP
UPDATED 06/09/2021 08:58
MM is bullish BHP under $45
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BHP
UPDATED 23/08/2021 08:57
MM likes BHP Plc ~GBP2,000
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BHP
UPDATED 19/08/2021 16:51
MM is looking for a test of Junes low for BHP i.e. over 10% lower
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BHP
UPDATED 19/08/2021 09:25
MM has moved to a more neutral stance on BHP
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BHP
UPDATED 30/07/2021 09:07
MM is bullish BHP initially targeting 10-15% upside
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BHP
UPDATED 28/07/2021 10:00
MM is bullish BHP initially targeting 10-15% upside
Add To Hit List
BHP
UPDATED 23/07/2021 17:02
MM likes BHP but feels it may struggle into fresh all-time highs, at least short-term
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BHP
UPDATED 21/07/2021 09:14
MM remains long & bullish BHP
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The 'Big Australian' - diversified miner

BHP Group (BHP) operates as an international resources company. The Company explores and mines minerals such as coal, iron ore, gold, titanium, ferroalloys, nickel, and copper properties, as well as offers petroleum exploration, production, and refining services. BHP Group serves customers worldwide.
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BHP Group (BHP)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP (BHP)
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BHP Group Plc (UK)
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BHP Group Plc (BHP)
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BHP Group (BHP) v Santos (STO)
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BHP Billiton (BHP)
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BHP Group (BHP $US) on US ADR’s
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BHP Group (BHP) in US
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BHP Group (BHP)
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BHP Billiton (BHP)
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BHP on the US ADR Market ($US)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP on US ADR market
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BHP Group (BHP)
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BHP Group (BHP)
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BHP Group (BHP)
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BHP on US ADR’s
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BHP Group (BHP)
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BHP Group (BHP)
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BHP US ADR’s (BHP US)
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BHP Billiton (BHP)
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BHP Group (BHP)
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BHP Billiton (BHP)
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BHP Billiton (BHP)
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James Gerrish on Ausbiz Today
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BHP on the US ADR market ($US)
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BHP Billiton (BHP)
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This week we cover Portfolio Performance Market Matters Video Update: Out each Wednesday
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The Resource Roundtable – Market Matters Exclusive
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