Bhp Share Discussion Threads

[waldron] 08/4/2020 18:06

Iron Ore 82.87 +0.97(+1.17%)
Gold COMEX 1,688.30 +0.27%
Silver COMEX 15.27 -1.39%
Platinum NYMEX 737.60 -0.99%
Copper COMEX 2.26 -0.53%
Brent Crude Oil NYMEX 32.09 +0.69%
Gasoline NYMEX 0.69 +5.80%
Natural Gas NYMEX 1.93 -1.18
WTI 24.057 USD -2.17%


FTSE 100
5,677.73 -0.47%
Dow Jones
23,247.12 +2.62%
CAC 40
4,442.75 +0.10%
SBF 120
3,499.45 +0.20%
Euro STOXX 50
2,851.27 -0.18%
DAX
10,332.89 -0.23%
Ftse Mib
17,389.63 -0.13%



Rio Tinto
3,697 -2.11%



Bhp
1,276.8 -3.75%



Anglo American
1,427.8 +0.06%


Glencore
137.3 -2.95%

[waldron] 07/4/2020 17:25

Iron Ore 81.90-0.59(-0.72%)
Gold COMEX 1,693.40 -0.03%
Silver COMEX 15.56 +2.58%
Platinum NYMEX 746.00 +1.91%
Copper COMEX 2.28 +2.95%
Brent Crude Oil NYMEX 32.98 -0.21%
Gasoline NYMEX 0.69 -1.85%
Natural Gas NYMEX 1.92 +4.01%
WTI 26.265 USD -2.54%

FTSE 100
5,704.45 +2.19%
Dow Jones
23,306.17 +2.76%
CAC 40
4,438.27 +2.12%
SBF 120
3,492.6 +2.24%
Euro STOXX 50
2,857.67 +2.04%
DAX
10,356.7 +2.79%
Ftse Mib
17,406.19 +2.15%






Rio Tinto
3,776.5 +0.00%





Bhp
1,326.6 +3.74%



Anglo American
1,427 +9.99%

Glencore
141.48 +8.68%

[waldron] 06/4/2020 17:09

Iron Ore 82.49 +0.11(0.13%)
Gold COMEX 1,690.70 +2.73%
Silver COMEX 14.99 +3.42%
Platinum NYMEX 730.90 +1.78%
Copper COMEX 2.21 +0.87%
Brent Crude Oil NYMEX 32.75 -3.99%
Gasoline NYMEX 0.70 +1.46%
Natural Gas NYMEX 1.82 +4.83%
WTI 26.795 USD -6.93%

FTSE 100
5,582.39 +3.08%
Dow Jones
22,146.45 +5.20%
CAC 40
4,346.14 +4.61%
SBF 120
3,416.2 +4.71%
Euro STOXX 50
2,795.97 +5.02%
DAX
10,075.17 +5.77%
Ftse Mib
17,017.39 +3.86%


Rio Tinto
3,776.5 +0.41%



Bhp
1,278.8 +3.03%



Anglo American
1,297.4 +6.55%



Glencore
130.18 +8.48%

[grupo] 06/4/2020 11:21

GLEN RBC Capital Markets Sector Performer from 210.00 to 190.00 Reiterates


RIO RBC Capital Markets Underperform from3,400.00 to2,800.00 Reiterates

RIO Goldman Sachs Buy from4,550.00 to4,540.00 Reiterates


BHP Goldman Sachs Buy from1,710.00 to1,670.00 Upgrades


BHP RBC Capital Markets Outperform from1,550.00 to1,450.00 Reiterates


AAL RBC Capital Markets Sector Performer 2,300.01,500.00 Downgrades


ANTO RBC Capital Markets Underperform 760.00 600.00 Downgrades

[waldron] 03/4/2020 17:42

Iron Ore 82.38 +0.65(0.79%)
Gold COMEX 1,644.70 +0.43%
Silver COMEX 14.52 -0.95%
Platinum NYMEX 716.90 -1.79%
Copper COMEX 2.19 -1.24%
Brent Crude Oil NYMEX 32.55 +8.72%
Gasoline NYMEX 0.68 +2.44%
Natural Gas NYMEX 1.71 +2.03%
WTI 26.67 USD +8.06%


FTSE 100
5,415.5 -1.18%
Dow Jones
20,990.67 -1.97%
CAC 40
4,154.58 -1.57%
SBF 120
3,262.43 -1.67%
Euro STOXX 50
2,662.99 -0.67%
DAX
9,525.77 -0.47%
Ftse Mib
16,477.88 -2.12%



Rio Tinto
3,761 +1.06%



Bhp
1,241.2 -1.41%



Anglo American
1,217.6 -6.19%



Glencore
120 -5.42%

[waldron] 03/4/2020 15:19

Copper forecasts down as coronavirus slows demand and disrupts mining activity

MiningIndustrial Minerals

By Andrew Fawthrop 03 Apr 2020

A downturn in industrial activity, particularly in China, coupled with mining disruptions due to coronavirus has prompted a revision of copper growth forecasts
BHP spence copper

BHP operates large copper mining operations in Chile (Credit: BHP)

The impact of coronavirus on global copper mining activity is expected to slow production forecasts and weaken commodity prices for the year, as China, Chile and Peru face disruption in their respective industries.

Outlook before the spread of the pandemic was for 3.4% growth in copper output across the world, according to the analysts at GlobalData. However, falling demand coupled with operational interruptions has led this forecast to be revised downwards to 1.9% growth over the year.

That would mean a worldwide production total of 21 million tonnes in 2020, with operations at the Grasberg mine in Indonesia and the Cobre Panama mine expected to offset some of the reductions elsewhere.

GlobalData senior mining analyst Vinneth Bajaj said: “Production growth in China is forecast to be around 6%, which is down from the 9.6% expected before the outbreak.

“Lockdowns in Chile and Peru will reduce the output in two markets that currently account for 40% of the global supply.

“Production in Chile is forecast to grow by 0.3% and in Peru by 2% — compared with a 1.4% decline and 2.6% growth respectively in 2019. There is also expected to be a slowdown in development of new projects.”


Impact of coronavirus on construction industry dampens copper demand forecasts

Copper is a key commodity used primarily in construction and electronics manufacturing. A downturn in Chinese economic activity due to the pandemic has severely dented its demand since the turn of the year as major industry and building projects are put on hold during lockdown measures.

With 40% to 45% of world copper demand dependent on the construction sector alone, GlobalData has revised down its demand forecast for the year, from 4.1% growth to 2.7% growth.

Trading of the metal had been rebounding towards the end of last year from the effects of the US-China trade war, which pushed prices down by 8% in 2019 compared to the previous year.

But the prolonged impact of Covid-19 has stalled this progress, with prices down to $4,775 per tonne by the end of March, compared with $5,694 per tonne at the end of 2019.


Analysts hopeful of upturn in second half of the year

While the duration of the Covid-19 health emergency remains an unknown, analysts are hopeful of recovery later in the year as economic activity begins to resume.

Bajaj added: “Our latest expectations are for global construction output to grow by just 0.5% in 2020, from an original forecast of 3.1%.

“The direct impact on construction has been the halting of work — with labour unable to get to the construction sites — and disruption to supply chains with delays in the delivery of key materials and equipment due to quarantines and travel restrictions.

“The current forecast assumes that the outbreak is contained across all major markets by the end of the second quarter — following which conditions would allow for a return to normalcy in terms of economic activity and freedom of movement in the second half of the year.

“However, there will be a lingering and potentially heavy impact on private investment due to the financial toll that is being inflicted upon businesses and investors across a wide range of sectors.”

Over the next three months, GlobalData expects copper prices to average between $4,700 per tonne and $4,900 per tonne, given the weak demand and the slowdown in industrial activity.

[waldron] 02/4/2020 17:05

Iron Ore 81.73+1.39(1.70%)
Gold COMEX 1,629.00 +2.36%
Silver COMEX 14.56 +4.08%
Platinum NYMEX 726.50 +1.21%
Copper COMEX 2.22 +1.93%
Brent Crude Oil NYMEX 30.39 +22.84%
Gasoline NYMEX 0.68 +25.16%
Natural Gas NYMEX 1.69 -1.34%
WTI 24.955 USD +17.32%

FTSE 100
5,480.22 +0.47%
Dow Jones
21,267.19 +1.55%
CAC 40
4,220.96 +0.33%
SBF 120
3,317.69 +0.44%
Euro STOXX 50
2,688.49 +0.78%
DAX
9,570.82 +0.27%
Ftse Mib
16,740.07 +1.18%




Rio Tinto
3,721.5 +3.17%



Bhp
1,259 +3.98%



Anglo American
1,298 -1.29%



Glencore
126.88 +6.48%

[waldron] 01/4/2020 16:57

Iron Ore 80.34-7.68(-9.56%)
Gold COMEX 1,603.40 +0.43%
Silver COMEX 14.14 -0.11%
Platinum NYMEX 723.30 -0.90%
Copper COMEX 2.17 -2.67%
Brent Crude Oil NYMEX 25.01 -5.09%
Gasoline NYMEX 0.56 -6.19%
Natural Gas NYMEX 1.71 -2.45%
WTI 20.662 USD +1.89%

FTSE 100
5,454.57 -3.83%
Dow Jones
21,214.49 -3.21%
CAC 40
4,207.24 -4.30%
SBF 120
3,303.23 -4.10%
Euro STOXX 50
2,667.7 -4.22%
DAX
9,544.75 -3.94%
Ftse Mib
16,583.47 -2.74%


Rio Tinto
3,607 -3.00%



Bhp
1,210.8 -3.29%



Anglo American
1,315 -7.16%



Glencore
119.16 -3.75%

[grupo] 01/4/2020 08:18

GLEN Morgan Stanley Overweight 240.00 -

BHP Morgan Stanley Overweight 1,680.00

[waldron] 31/3/2020 17:13

Iron Ore 88.02-0.20(-0.23%)
Gold COMEX 1,624.60 -1.13%
Silver COMEX 14.40 +1.86%
Platinum NYMEX 733.20 +1.30%
Copper COMEX 2.23 +3.62%
Brent Crude Oil NYMEX 26.52 +0.38%
Gasoline NYMEX 0.63 +2.19%
Natural Gas NYMEX 1.66 -1.78%
WTI 20.377 USD -0.80%


FTSE 100
5,671.96 +1.95%
Dow Jones
22,414.68 +0.39%
CAC 40
4,396.12 +0.40%
SBF 120
3,444.49 +0.58%
Euro STOXX 50
2,785.26 +0.97%
DAX
9,935.84 +1.22%
Ftse Mib
16,989.52 +0.69%


Rio Tinto
3,718.5 +1.21%



Bhp
1,252 +2.77%



Anglo American
1,416.4 +5.88%



Glencore
123.8 +4.03%

[waldron] 30/3/2020 17:55

Iron Ore 88.22-0.27(-0.31%)
Gold COMEX 1,641.40 -0.77%
Silver COMEX 14.20 -2.30%
Platinum NYMEX 727.70 -1.87%
Copper COMEX 2.16 -0.60%
Brent Crude Oil NYMEX 26.17 -6.37%
Gasoline NYMEX 0.59 -3.65%
Natural Gas NYMEX 1.67 -0.24%
WTI 20.268 USD -0.28%


FTSE 100
5,563.74 +0.97%
Dow Jones
22,139.06 +2.32%
CAC 40
4,378.51 +0.62%
SBF 120
3,424.75 +0.29%
Euro STOXX 50
2,765.62 +1.68%
DAX
9,815.97 +1.90%
Ftse Mib
16,872.41 +0.30%


Rio Tinto
3,674 +4.14%



Bhp
1,218.2 +2.58%



Anglo American
1,337.8 -1.05%



Glencore
119 -4.03%

[npp62] 27/3/2020 22:36

Waiting for £10...

[waldron] 27/3/2020 17:04

Iron Ore 88.49-0.11(-0.12%)
Gold COMEX 1,657.10 -0.19%
Silver COMEX 14.58 -0.69%
Platinum NYMEX 742.20 +0.69%
Copper COMEX 2.17 -0.30%
Brent Crude Oil NYMEX 27.58 -3.73%
Gasoline NYMEX 0.60 +1.15%
Natural Gas NYMEX 1.68 -0.83%
WTI 21.527 USD -6.68%


FTSE 100
5,510.33 -5.25%
Dow Jones
21,841.32 -3.15%
CAC 40
4,351.49 -4.23%
SBF 120
3,414.93 -4.22%
Euro STOXX 50
2,719.94 -3.88%
DAX
9,632.52 -3.68%
Ftse Mib
16,844.15 -3.02%



Rio Tinto
3,528 -5.92%



Bhp
1,187.6 -6.88%



Anglo American
1,352 -3.15%



Glencore
124 -6.16%

[waldron] 26/3/2020 17:06

Iron Ore 88.60-0.17(-0.19%)
Gold COMEX 1,653.50 +1.23%
Silver COMEX 14.76 -0.79%
Platinum NYMEX 736.40 -1.22%
Copper COMEX 2.18 -1.13%
Brent Crude Oil NYMEX 29.05 -3.13%
Gasoline NYMEX 0.64 +6.11%
Natural Gas NYMEX 1.70 -0.82%
WTI 23.231 USD -3.90%


FTSE 100
5,815.73 +2.24%
Dow Jones
22,324.32 +5.30%
CAC 40
4,543.58 +2.51%
SBF 120
3,565.47 +2.60%
Euro STOXX 50
2,847.78 +2.35%
DAX
10,000.96 +1.28%
Ftse Mib
17,338.23 +0.55%










Rio Tinto
3,750 -1.83%



Bhp
1,275.4 -3.09%


Anglo American
1,396 +0.40%



Glencore
132.14 -1.28%

[waldron] 24/3/2020 17:56

Iron Ore 88.46-0.09(-0.10%)
Gold COMEX 1,658.80 +5.82%
Silver COMEX 14.27 +7.61%
Platinum NYMEX 702.90 +12.02%
Copper COMEX 2.19 +4.19%
Brent Crude Oil NYMEX 27.24 +0.78%
Gasoline NYMEX 0.55 +10.81%
Natural Gas NYMEX 1.71 +2.39%
WTI 23.482 USD -3.68%


FTSE 100
5,446.01 +9.05%
Dow Jones
20,212.43 +8.72%
CAC 40
4,242.7 +8.39%
SBF 120
3,339.8 +8.35%
Euro STOXX 50
2,715.11 +9.65%
DAX
9,700.57 +10.98%
Ftse Mib
16,634.97 +6.91%




Rio Tinto
3,555.5 +14.69%



Bhp
1,288.4 +16.51%


Anglo American
1,320 +20.90%



Glencore
128 +13.78%

[invisage] 24/3/2020 09:20

Blackrock Energy and Resources Income Trust (BERI) holds RDSB BHP and BP all of which are up 10%+ today


But BERI only up 3% and goes ex div Thursday, it has fallen to a 20% discount and a 10% yield...

Those that missed BHP can still get on....

[gateside] 24/3/2020 07:35

Dividend paid out today.Mine will be automatically reinvested at these low prices.

[waldron] 23/3/2020 17:30

Iron Ore 88.55-1.02(-1.15%)
Gold COMEX 1,562.50 +5.25%
Silver COMEX 13.03 +5.21%
Platinum NYMEX 631.20 +1.40%
Copper COMEX 2.10 -3.11%
Brent Crude Oil NYMEX 28.82 -0.62%
Gasoline NYMEX 0.54 -13.55%
Natural Gas NYMEX 1.68 +0.30%
WTI 22.505 USD +4.24%


FTSE 100
4,993.89 -3.79%
Dow Jones
18,856.46 -1.66%
CAC 40
3,914.31 -3.32%
SBF 120
3,082.31 -3.57%
Euro STOXX 50
2,485.54 -1.81%
DAX
8,741.15 -2.10%
Ftse Mib
15,624.24 -0.68%



Rio Tinto
3,100 -3.49%


Bhp
1,105.8 -0.34%

Anglo American
1,091.8 -1.25%

Glencore
112.5 -5.92%

[waldron] 20/3/2020 17:06

Iron Ore 89.57-0.40(-0.45%)
Gold COMEX 1,489.00 +0.66%
Silver COMEX 12.53 +3.22%
Platinum NYMEX 623.20 +4.42%
Copper COMEX 2.17 -0.71%
Brent Crude Oil NYMEX 28.67 +0.70%
Gasoline NYMEX 0.68 -1.46%
Natural Gas NYMEX 1.71 -1.22%
WTI 25.647 USD -2.78%


Rio Tinto
3,212 +1.25%

Bhp
1,109.6 +3.18%

Anglo American
1,105.6 +0.93%

Glencore
119.58 +1.94%

[waldron] 19/3/2020 16:55

Iron Ore 89.97-0.47(-0.52%)
Gold COMEX 1,479.30 +0.09%
Silver COMEX 12.11 +2.83%
Platinum NYMEX 595.40 -1.59%
Copper COMEX 2.18 +1.56%
Brent Crude Oil NYMEX 29.16 +9.25%
Gasoline NYMEX 0.68 +4.89%
Natural Gas NYMEX 1.71 +3.58%
(WTI) 24.625 USD +5.87%


Rio Tinto
3,172.5 -2.80%

Bhp
1,075.4 +0.26%

Anglo American
1,095.4 -4.06%

Glencore
117.3 -9.00%