BHP, what's our take now?
BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside and a large Potash investment all at a time when the Iron price collapsed and is now down ~30% from its 12 month high.
On Friday I sat down for a quick ~10min chat with our Analyst, Peter O’Connor from Shaw & Partners to get his take.
I also recently discussed BHP and other Australian mining resources in this wire.
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James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and Partners heading up a team that manages direct domestic and international equity & fixed-income portfolios for wholesale investors.
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