bhp billiton

Sam Dyson

Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two... Show More

Equities
Steve Johnson

Yesterday’s record full year loss will mark a turning point for BHP Billiton. The Big Fella, as BHP is affectionately known, got far too big for his boots. We won’t be seeing senseless acquisitions for a long time. The management team is going to get back to focusing on operating the... Show More

Wilson Asset Management

Today, BHP Billiton (ASX: BHP) announced a US$10 billion after tax write down on its onshore United States (US) oil and gas assets resulting from an oil price fall of more than 30% over the last three months. The company said it expects to take an impairment charge of US$7.2... Show More

Matt Felsman

I spoke with Swiss financial television station Dukascopy TV about geopolitical event uncertainty, Australian AGM season and how can investors be smarter in their stock selection. Over the last 20 years, big positions in traditional Australian blue chip stocks have been rewarding for investors. BHP Billiton Limited and Rio Tinto... Show More

Romano Sala Tenna from Katana Asset Management says he remains cautious on the current state of equity markets and as a result is holding around 30% cash. Sala Tenna says widening spreads in debt markets and rising volatility are just two of the symptoms that are giving rise for his... Show More

Steve Johnson

South32's report for the first quarter of the 2016 financial year was released to the market this morning. The production numbers were good, as expected, and management are indicating there is more cost to come out of the business than suggested at the time it was spun out of BHP... Show More