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Share Name Share Symbol Market Type Share ISIN Share Description
Bhp Group Plc LSE:BHP London Ordinary Share GB00BH0P3Z91 ORD $0.50
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  11.80 0.75% 1,593.00 1,595.60 1,596.40 1,636.80 1,574.20 1,628.80 5,564,056 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 34,888.9 11,855.2 126.3 12.3 33,645

Bhp Share Discussion Threads

Showing 301 to 318 of 800 messages
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DateSubjectAuthorDiscuss
13/7/2019
12:56
Taking the safety of their personnel seriously, rather goes without saying these days - thankfully. In any case, I don't see this as affecting the share price at all, nor the price of oil - unless there's massive long-term disruption on shore from flooding. It's a slow moving storm, so any rainfall's going to be prolonged. I understand that there are storm surge warnings out as no-one wants to risk harm to anyone; I'm merely looking at this from a shareholders point of view. I wouldn't have thought that a surface pressure of 993 would have created a storm surge. But then I'm not answerable to anybody, and there we have it.
poikka
13/7/2019
12:47
perhaps they are also taking the safety of their persnnel seriously and no hurry to pump oil into a perhaps falling price market
sarkasm
13/7/2019
12:43
As I've posted before, this seems to be an over-reaction. Barry's not a big storm, but maybe the rigs are taking account of possible constraints onshore as a result of flooding.
poikka
13/7/2019
10:55
BHP seem to be really looking at expanding both their Copper and Iron Ore assets. MoneyWeek - Copper got a bit of a jolt higher from the weaker US dollar. And now that monetary policy is in loosening mode again, I wonder if this might be a temporary bottom for copper. The world’s largest copper-producing companies are Codelco, owned by the Chilean government (about 19% of global reserves), followed by Freeport McMoran, BHP Billiton and Glencore . The copper price is determined by supply and demand – the amount that gets used relative to how much there is available. But there are so many factors that affect the perception of that balance. When interest rates are low and borrowing costs are cheap, the result is often some kind of economic expansion – and so you see copper demand. Pretty much every home in the world will contain copper in some form or other, and you will see the most demand wherever there is the greatest economic expansion. When emerging markets are strong, the copper price tends to be strong – and vice versa. The same goes for commodities in general. So one is often a bet on the other. The real boom years for copper came during the decade to 2011. The price rose almost eightfold from $0.60/lb to $4.60/lb. (You will find some measure the copper price in pounds, while others in tonnes, which can be a little off-putting at times.) Today the price sits somewhere in the middle of those two extremes at $2.65/lb. The two great buying opportunities for copper were 2001 to mid-2003, and then 2008. However, it is also worth noting that since early 2016 we have been in something of an uptrend. 2011 to 2015 saw five years of steady, grinding, painful bear market. But since then, things have looked rather rosier. In fact, I can’t help noticing the chart action over the last three years has been very similar to that between about 2001 and late 2002. A strong run off oversold levels, followed by a pull back. That bodes rather well for the current markets, though for the time being we are at the lower end of a three-year range that runs between about $2.50 and $3.30. If you think the world is set for another infrastructure glut, or any kind of inflationary boom, then you should buy copper. The easiest way for UK investors to do that is via the above-mentioned mining companies.
loganair
13/7/2019
10:37
No doubt that there'll be fluctuations, but China has to keep the wheels turning if they're going to keep a lid on dissent - not to mention growth throughout most of the Far East and India. Still have shares in Keystone I.T., whose manager has avoided Rio and BHP because of their cyclical nature; so he's missed a helluva lot of growth - capital and dividends - on the back of cost cutting, grrr. Just as well that I've made up for it.
poikka
13/7/2019
10:20
Good long term thinking: BHP eyes more iron ore mines in northern Australia - targeting 11 more iron ore mines over the next 50 to 100 years. BHP and rivals are benefiting from a booming iron ore market amid strong Chinese demand and supply disruptions from Brazil to Australia. Prices have skyrocketed 65% in 2019, hitting the highest level in more than five years. Benchmark spot ore prices last traded at $119.50, according to Mysteel Global. “There is good demand for iron ore and for good quality iron ore,” BHP’s Western Australia iron ore asset president Edgar Basto told ABC radio on Friday. “We see the medium term and long term of the industry fundamentals are there.” A recent decline in stockpiles at Chinese ports has helped the iron ore price, he said. Those stockpiles, a key indicator of demand in the world’s top consumer, continued their decline in June, with holdings dropping 7.7%. BHP is developing the $3bn South Flank project and has permissions to potentially raise total capacity in Australia to as much as 290-million tons. Production in financial 2018 was 275-million tons.
loganair
13/7/2019
08:49
Vale ordered to pay compensation to dam victims. https://www.bbc.co.uk/news/world-latin-america-48935651
poikka
13/7/2019
07:57
EV Makers Have A New Favorite Metal By MINING.com - Jul 12, 2019, 12:00 PM CDT Join Our Community Battery Packs Battery metals tracker Adamas Intelligence says electric vehicle manufacturers deployed 57 percent more nickel in passenger EV batteries in May this year, compared to 2018. The Toronto-based research company, which tracks EV registrations and battery chemistries in more than 80 countries says the nickel metal equivalent used in lithium-ion batteries (primarily in the form of nickel sulphate) increased by 69 percent whereas the amount used in nickel metal hydride (NiMH) batteries (primarily in the form of nickel hydroxide and AB5 nickel-REE alloy) increased by 26 percent. The deployment of nickel also outpaced the growth of the EV market overall. In May this year, total passenger EV battery capacity deployed globally was 48 percent higher year-on-year, according to Adamas data. Nickel’s inroads are mainly due to shifting chemistries of nickel-cobalt-manganese (NCM) battery cathodes. First generation NCM111 batteries had a chemical composition of 1 part nickel, 1 part cobalt and 1 part manganese, but NCM batteries with higher nickel content (622 and 523 chemistries) are quickly becoming the standard in China, which is responsible for half the world’s electric car sales, and a much greater proportion of EV battery manufacture. With worries about the security of supply of cobalt persisting, the industry is now fast moving towards even higher nickel content with the market share of NCM811 increasing to 2 percent worldwide and 4 percent in China in May, a doubling of market share in just one month.q Related: China’s Crude Oil Imports Rise In June Adamas points out that in China the increased deployment coincided with the launch of a number of new EV models in China using NCM811 cells from battery leader CATL. The world’s number one carmaker, Volkswagen, is spending more than $50 billion on batteries to start mass producing EVs by mid-2023 and the company announced earlier this month that from 2021 it would use the NCM811 composition. Nickel touched $13,000 a tonne for the first time since April on Wednesday. The price is up just over 19 percent in 2019 as the EV boom creates additional demand and primary use of the metal today – stainless steel production – continues to grow. Cobalt is now worth $28,000 a tonne after peaking at $95,000 little more than a year ago as miners in the Congo – responsible for two-thirds of output – ramp up production. By Mining.com More Top Reads From Oilprice.com:
la forge
12/7/2019
17:03
Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 120.25USD -0.07(-0.06%) Gold COMEX 1,410.80 +0.29% Silver COMEX 15.18 +0.22% Platinum NYMEX 831.20 +0.04% Copper COMEX 2.68 -0.20% Brent Crude Oil NYMEX 66.81 +0.44% Gasoline NYMEX 1.94 +0.16% Natural Gas NYMEX 2.43 +1.33% (WTI) 60.37 USD -0.07% (BHP) 1985.6 GBp +0.30% Rio Tinto 4,808.5 -0.32% Anglo American 2,152.5 +0.68% Glencore 266.3 +0.49%
waldron
12/7/2019
09:29
It is being reported for next year there is going to be a 1.2mln barrels per day surplus in oil production.
loganair
11/7/2019
18:54
"According to the FT, the sale stems from a growing pressure from investors who are focused on environmental, social and governance issues. Citing people familiar with the matter, the FT said the process is at a very early stage and there is no guarantee BHP will offload its assets in Australia and Colombia - which are expected to contribute 4% of the miner's underlying earnings this year."
poikka
11/7/2019
18:51
Kinda surprised that they're said to be shutting in production on GoM rigs, Barry's not exactly a hurricane, merely a TRS. Wasn't aware that it was going to amount to anything much, other than a lot of rain, maybe things are changing. The FT reckons that BHP is flogging its thermal coal assets owing to pressure from environmental activists. That's ok then, get someone else to mine it. Media!
poikka
11/7/2019
16:56
Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 120.32 USD -0.52(-0.43%) Gold COMEX 1,413.40 +0.06% Silver COMEX 15.21 -0.14% Platinum NYMEX 829.40 -0.07% Copper COMEX 2.69 -0.22% Brent Crude Oil NYMEX 67.04 +0.04% Gasoline NYMEX 1.95 +0.19% Natural Gas NYMEX 2.44 +0.29% (WTI) 60.69 USD +0.38% Rio Tinto 4,824 -0.66% Anglo American 2,138 -0.72% Glencore 265 -1.91% (BHP) 1981 GBp -0.80%
waldron
11/7/2019
15:45
As I've posted myself a few times over the past year and a half how BHP have slowly been reducing their thermal coal assets in favour of buying Copper and deep sea oil assets and are also looking at buying into high grade Nickel assets as well. 'For BHP, thermal coal has become increasingly hard to justify. The company’s profits are driven by iron ore, oil, copper and coking coal (used to make steel) and thermal coal is likely to contribute just 1% of profit this year,' For the next 10 to 20 years high grade thermal coalfor heating will remain very profitable, however in the long term thermal coal will be used less and less for the energy needs of countries and therefore it seems to me it is better to get out of coal now where the likes of BHP will still gain a good price for their coal assets. 'Macquarie said earlier this year that BHP’s Australian thermal coal business had a net present value of about $600 million and estimated the figure for its Cerrejon business in Colombia at about $1 billion.' Personally I think BHP will settle for selling these assets at 50% of this value and will be happy to sell just to get shot of their Thermal coal assets.
loganair
11/7/2019
15:37
BHP Group PLC (BHP.LN) is advancing plans to exit thermal coal and is looking at options to divest the business, which includes assets in Colombia and Australia, Bloomberg reports. --There is no guarantee that BHP will proceed with the sale, according to Bloomberg. Full story: Https://bloom.bg/2XGDBJZ Write to Barcelona editors at barcelonaeditors@dowjones.com (END) Dow Jones Newswires July 11, 2019 10:13 ET (14:13 GMT)
waldron
10/7/2019
17:08
Https://www.forbes.com/sites/marshallshepherd/2019/07/10/4-things-you-need-to-know-right-now-about-the-storm-in-the-gulf-of-mexico/#8c13e4a62883
sarkasm
10/7/2019
16:50
Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 120.84 USD -0.51(-0.42%) Gold COMEX 1,409.50 +0.64% Silver COMEX 15.18 +0.22% Platinum NYMEX 830.40 +1.88% Copper COMEX 2.68 +2.25% Brent Crude Oil NYMEX 66.24 +3.24% Gasoline NYMEX 1.92 +2.22% Natural Gas NYMEX 2.47 +2.11% (WTI) 59.44 USD +1.35% Rio Tinto 4,852.5 +1.00% Anglo American 2,153 +1.13% Glencore 270.35 +1.56% (BHP) 1996.8 GBp +1.10%
waldron
10/7/2019
16:19
Https://www.marketscreener.com/BHP-GROUP-PLC-47281658/?type_recherche=rapide&;mots=BHP
waldron
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