BHP Group: Navigating The Commodity Downcycle With Strategic Discipline
BHP remains a Buy, supported by diversified, low-cost operations, strong financials, and a unique commodity mix including iron ore, met coal, copper, nickel, and potash. BHP's FY25 profit and free cash flow declined due in part to lower commodity prices, prompting a dividend cut and a focus on core operations and cost optimization. BHP is navigating macro headwinds, including China-related challenges and legal settlements, while benefiting from global rate cuts and China's shift to higher-quality ore demand.
Broker sees BHP edging closer to coal exit after Saraji closure
Panmure Liberum has kept its 'hold' rating on BHP Group Ltd (LSE:BHP, ASX:BHP), warning the miner's decision to shut its Saraji metallurgical coal mine in Queensland could be a signal of a broader retreat from the industry altogether. The closure, due in November, reflects a mix of factors, including falling coal prices and the sharply higher royalties imposed by the Queensland government in 2022.
Mike Henry BHP CEO talks global tariff impact on metal shipments
BHP CEO Mike Henry joins 'Closing Bell Overtime' to talk copper demand, global operations, possible acquisitions and more.
BHP Group FY25 Earnings & Revenues Decline Y/Y on Lower Prices
BHP posts lower FY25 profit and revenues on weaker iron ore prices despite record iron ore and copper output.
US bank downgrades BHP after strong results, citing valuation concerns
Citi has lowered its recommendation on BHP Group Ltd (LSE:BHP, ASX:BHP) from 'buy' to 'neutral', arguing that a strong set of annual results leaves the miner's valuation looking stretched. The note came on Tuesday, following BHP's full-year numbers.
BHP delivers solid set of results, dividend beats expectations
BHP Group Ltd (LSE:BHP, ASX:BHP) full-year results were comfortably in line with expectations, and shareholders should be pleased with a slightly better-than-expected final dividend and signs of a more flexible approach to capital returns. The mining group reported revenue of US$51.26bn, almost exactly matching the consensus estimate of US$51.29bn.
BHP posts resilient annual profit, but warns of a 'mixed' global backdrop
BHP Group Ltd (LSE:BHP, ASX:BHP) has reported higher annual earnings and record copper and iron ore output, but warned that the global economy faces a patchy outlook, with growth slowing but commodity demand holding firm in Asia. The world's biggest mining company by market value said underlying profit attributable to shareholders rose 14% to $10.2 billion in the year to 30 June, supported by strong operational performance and tight cost control.
BHP, Vale offer $1.4 billion settlement in UK lawsuit over Brazil dam disaster, FT reports
Global miners BHP Group and Vale have offered around $1.4 billion to settle a class action lawsuit in the United Kingdom tied to one of Brazil's worst-ever environmental disasters, the Financial Times reported on Thursday.
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BHP: Future-Focused Mining Giant To Buy Now
BHP is a diversified, low-cost miner with strong margins, healthy financials, and a unique commodity mix including iron ore, copper, nickel, and soon potash. The company offers exposure to future-facing trends like electrification and electric vehicles, but remains heavily tied to Chinese demand and faces legal risks from Samarco lawsuits. Valuation shows upside potential, supported by disciplined CAPEX and growth in key projects like Jansen.
BHP reports record copper output, but delays hit Jansen potash project
BHP Group Ltd (LSE:BHP, ASX:BHP) reported record copper and iron ore production for the year to June, and said it was on track to achieve unit cost guidance at its major mines. Group copper output rose 8% year-on-year to more than 2 million tonnes (Mt).
BHP: Iron Ore Spin-Off Might Bring Growth, But Dividends Are Good Enough
BHP is undervalued at 14x forward PE with a 5% dividend, offering solid returns even without divestment of iron ore and coal. A potential spin-off of iron ore and coal could unlock significant shareholder value, shifting BHP's focus to copper and potash for future growth. Copper demand is set to rise, and BHP's ramp-up in copper production and new discoveries like Vicuña position it well for long-term upside.
