bhp group

Latest news and analysis on bhp group

Equities

Big brokers most bearish on BHP in 2 years, strong preference for RIO

Brokers are the most bearish on BHP in 2 yrs as RIO remains their favourite. Here’s what’s behind the split and what it means for investors.
BHP
RIO
Carl Capolingua
Livewire Markets
Equities

BHP, Rio Tinto, Mineral Resources, Sandfire, or Pilbara Minerals – which is the cheapest ASX mining stock?

Our search for the best value ASX mining stock continues! But this time we dig deep into the data… Which stock will reign supreme!?
29M
BHP
BOE
+16
Carl Capolingua
Livewire Markets
Reporting Season

Why BHP is comfortable with more debt to fuel long-term growth

BHP’s CFO Vandita Pant on dividends, debt, copper expansion, and the decade-long growth strategy driving the miner’s future.
BHP
Anna Dadic
Livewire Markets
Education

No - ETFs are not causing CommBank's "hated" rally

Some have blamed ETFs for CBA's unexplained rally. But there's no evidence to support the conclusion.
BHP
David Tuckwell
ETF Shares
Equities

Activist investor says Rio Tinto shares could jump 27% if it dumps London listing, demands AGM motion

Palliser Capital says Aussie investors could snaffle more franking credits and a higher share price if Rio leaves London.
BHP
RIO
Tom Richardson
Livewire Markets
Reporting Season

Operational excellence the key for BHP: now and into the future

Profits and dividends were down but the Big Australian executed well, according to Martin Currie's Michael Slack.
Chris Conway
Livewire Markets
Equities

Iron ore rally risks “fizzling” here –Morgan Stanley

Major broker Morgan Stanley is concerned that the recent rally in the iron ore price post-China stimulus announcements may be unsustainable.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Commodities

What’s in store for iron ore this November and December

The iron ore price dived and surged in just a few weeks, as did prices of ASX iron ore miners. What usually happens in the last quarter?
BHP
+5
Carl Capolingua
Livewire Markets
Equities

The Australian share market is at record highs. This indicator suggests it's not cheap...

The ASX 200 logged a series of record highs this week, but rising prices can reflect strong earnings. So, are Aussie shares expensive?
BHP
Carl Capolingua
Livewire Markets
Reporting Season

Despite lower iron ore prices, BHP will return $11 billion to shareholders in FY24

The Big Australian may have cut its dividend but its total payout still ranks first in class.
BHP
GMG
Hans Lee
Livewire Markets
Equities

Will the iron ore price crack $100 and trigger more pain for BHP, RIO, MinRes, and Fortescue?

Iron ore peaked at US$140/t in January but is now closing in on the psychological US$100/t support level. We investigate how low might go.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Equities

Where to now for copper? Macquarie reviews ASX copper stocks ratings and targets

The copper price has completely retraced its March-May rally. Major broker Macquarie considers what’s next for Dr Copper.
29M
AMI
+8
Carl Capolingua
Livewire Markets
Equities

25% plunge in iron ore price is just demand vs supply —Macquarie

The iron ore price is down over 25% in 2024 and ASX iron ore stocks are tanking. Major broker Macquarie tips iron ore can fall even further.
BHP
+5
Carl Capolingua
Livewire Markets
Equities

The undiscovered quality stock in the ASX

Blackwattle Mid Cap discuss Whitehaven Coal as one of the few unrecognised high-quality companies in the ASX.
Michael Teran
Blackwattle Investment Partners
Equities

Brokers respond to BHP March Qtr result: Strong copper and iron ore not enough to outweigh terrible coal

The major brokers have reviewed BHP's quarterly report and we have their latest research, ratings, and price target updates.
BHP
RIO
Carl Capolingua
Livewire Markets
Equities

Iron ore price slump silver lining: Looming supply cuts to rebalance market

Citi suggests a major reason for recent weakness in the iron ore price is a surge in supply hitting the market from non-traditional sources.
BHP
FMG
+3
Carl Capolingua
Livewire Markets
Reporting Season

An insider's guide to BHP's future growth plans: Potash in, Nickel out

In this interview, Livewire speaks with BHP Group CFO David Lamont for an inside look at the Big Australian's latest half-year result.
BHP
Ally Selby
Livewire Markets
17