BHP(BHP)

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Copper's Surge: 3 Top Trades Before the Market Catches On
MarketBeat· 2025-03-31 11:02
Price Action in BHP Stock Shows the Way BHP Group Today When it comes to connecting the dots across the financial markets, investors need to remember that price action in one area typically connects to the rest of the broader machine, where watching unusual moves in different asset classes can present some of the best opportunities elsewhere. Today, that is where the new all-time high price set by copper in the commodity markets will bring a big profit potential in the coming months for copper mining stocks ...
BHP Group: Long-Standing Preference For Rio Tinto, Neutral Rating Confirmed
Seeking Alpha· 2025-02-21 05:53
Group 1 - The article discusses the role of buy-side hedge professionals who conduct fundamental, income-oriented, long-term analysis across various sectors in developed markets globally [1] - It emphasizes the importance of engaging in discussions about investment ideas and strategies among professionals in the field [1] Group 2 - The article does not provide specific stock or derivative positions held by the analysts, indicating a neutral stance on the companies mentioned [2] - It clarifies that the opinions expressed are personal and not influenced by any business relationships with the companies discussed [2] Group 3 - The article highlights that past performance is not indicative of future results, underscoring the inherent uncertainties in investment decisions [3] - It notes that the views expressed may not represent the overall stance of Seeking Alpha, indicating a diversity of opinions among its contributors [3]
BHP Reports 23% Decline in Earnings in First Half of FY25
ZACKS· 2025-02-18 18:15
Core Insights - BHP Group reported an underlying attributable profit of approximately $5.1 billion for the first half of fiscal 2025, a 23% decrease from the previous year, influenced by productivity initiatives and cost discipline, alongside fluctuating commodity prices [1][5][3] Financial Performance - Attributable profit for total operations surged 376% year over year to $4.4 billion, driven by disciplined cost control and strong operational performance, compared to $927 million in the first half of fiscal 2024 [2] - Revenues for the first half of fiscal 2025 totaled $25.18 billion, an 8% decline year over year, primarily due to lower iron ore and steelmaking coal prices, partially offset by higher copper prices [3] - The Iron ore segment's revenues decreased by 18.2% year over year to $11.5 billion, while the Copper segment reported an 18.6% increase in revenues to $10.27 billion [3][6] - Underlying EBITDA fell 11% year over year to $12.36 billion, with an EBITDA margin of 49.1% compared to 51% in the previous year [5] - The Coal segment's revenues dropped 26% year over year to $2.8 billion due to lower steelmaking coal prices [4] Operational Metrics - Profit from operations was $9.1 billion in the first half of fiscal 2025, up from $4.8 billion in the same period last year [5] - Underlying EBITDA for the Iron ore segment decreased by 25.6% to $7.2 billion, while the Copper segment's EBITDA increased by 44.3% to $5 billion [6] Financial Position - As of December 31, 2024, BHP had cash and cash equivalents of $9.56 billion, down from $12.4 billion as of June 30, 2024, with net operating cash flow of $11.8 billion [7] - Free cash flow for the period was $2.6 billion, and net debt was $11.8 billion, reduced from $12.6 billion a year earlier [8] - The board announced an interim dividend of 50 cents per share, totaling a payout of $2.5 billion [8] Capital Expenditures - Capital and exploration spending reached $5.2 billion in the first half of fiscal 2025, a 10% increase year over year, with planned expenditures of $10 billion for fiscal 2025 and $11 billion for fiscal 2026 [9] Production Guidance - BHP's iron ore production guidance for fiscal 2025 is set between 255-265.5 million tons, with copper production expected to be in the range of 1,845-2,045 thousand tons [10][11] Cost Guidance - Unit cost guidance for WAIO is projected between $18.00-$19.50 per ton, with various cost estimates for copper and coal segments provided [12] Stock Performance - BHP's shares have declined by 14.6% over the past year, compared to an 8.7% decline in the industry [13]
BHP(BHP) - 2025 Q2 - Quarterly Report
2025-02-18 13:18
Exhibit 99.1 CONFIDENTIAL Forward-looking statements This release contains forward-looking statements, which involve risks and uncertainties. Forward-looking statements include all statements other than statements of historical or present facts, including: statements regarding trends in commodity prices and currency exchange rates; demand for commodities; global market conditions, reserves and resources estimates; development and production forecasts; guidance; expectations, plans, strategies and objectives ...
Anglo American: BHP Might Circle Back After Low-Hanging Fruit Harvested
Seeking Alpha· 2025-02-03 13:30
Anglo American plc ( OTCQX:AAUKF )( OTCQX:NGLOY ) both now and in the future, where it expects to get rid of its De Beers and PGM businesses contained in Anglo American Platinum ( OTCPK:ANGPY ) in 2025They lead the investing group The Value Lab where they offer members a portfolio with real time updates, chat to answer questions 24/7, regular global market news reports, feedback on member stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions.The Valkyrie Trading Society is ...
BHP Posts 1H25 Production: Iron Ore Inches Up 1% Y/Y, Copper Rises 10%
ZACKS· 2025-01-21 19:25
BHP Group (BHP) announced that its iron ore production rose 1% year over year to 66.2 Mt in the second quarter of fiscal 2025 (ended Dec. 31, 2024). Higher production at Western Australia Iron Ore ("WAIO") as a result of strong supply-chain performance was partially offset by significant wet weather. This takes BHP's total iron ore production in the first half of fiscal 2025 to 130.9 Mt, 1% higher than the year-ago period. BHP’s iron ore production guidance for fiscal 2025 is unchanged at 255-265.5 Mt. WAI ...
First cohort begins at BHP Potash Academy at Carlton Trail College in Humboldt
GlobeNewswire· 2025-01-15 15:28
First Potash Academy cohort outside BHP's Discovery Lodge. Photo: Front Row (L-R): Phillip Tysoe (Superintendent Training Pathways), Lyndon Roberts, Hunter Erikson, Kevin Ackerman (CTC Instructor) 2nd Row (L-R): Sierra Tokarski, Dylan Laliberte, Sarah Wilson, Mickey Tolofson, Mackenzie Jonasson, Loretta Nosbush, Tyler CaronBack Row (L-R): Tina Loyns (Maintenance Supervisor), Ashley Manitopyes, Vivian Tobias, Alison Solmes (Maintenance Supervisor), Erica Gerwing, Allison Pasitney HUMBOLDT, Saskatchewan, ...
Ivanhoe Electric and BHP Exploration Alliance Advance Exploration Activities in the Southwest United States
Newsfile· 2025-01-07 12:00
Ivanhoe Electric and BHP Exploration Alliance Advance Exploration Activities in the Southwest United StatesJanuary 07, 2025 7:00 AM EST | Source: Ivanhoe ElectricA New Generation Typhoon™ Unit Dedicated to the Exploration Alliance is Conducting its First Survey in ArizonaPhoenix, Arizona--(Newsfile Corp. - January 7, 2025) - Ivanhoe Electric Inc. (NYSE American: IE) (TSX: IE) ("Ivanhoe Electric") Executive Chairman Robert Friedland and President and Chief Executive Officer Taylor Melvin are pl ...
New Strong Sell Stocks for December 24th
ZACKS· 2024-12-24 10:11
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:BHP Group Limited (BHP) is a resources company. The Zacks Consensus Estimate for its current year earnings has been revised 5.9% downward over the last 60 days.Douglas Dynamics, Inc. (PLOW) is a work truck equipment manufacturer and upfitter company. The Zacks Consensus Estimate for its current year earnings has been revised 11.1% downward over the last 60 days.Helios Technologies, Inc. (HLIO) is a motion control and electronic contro ...
G Mining Ventures completes acquisition of CentroGold project from BHP
Proactiveinvestors NA· 2024-12-20 15:43
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...