×
Skip to content
ShareCafe

  • Home
  • Shares
  • Advice
  • Wealth
    • Wealth Home
    • Product Profiles
  • Property
  • Video
  • Contributors
  • Community
  • About us
  • Facebook
  • Twitter
  • YouTube
  • RSS
Main Menu

Tag: BHP

Broker News

BHP – Morgans rates the stock as Hold

January 21, 2021 - by Broker News

Morgans describes the overall second quarter operational result as consistent. The analyst highlights the strength of iron ore spot prices is supplying a substantial earnings tailwind and an impressive dividend profile. Target price is $40.55.

Read More
Broker News

BHP – Credit Suisse rates the stock as Outperform

January 21, 2021 - by Broker News

Marking to markets for December quarter commodity prices causes Credit Suisse to lift its FY21 earnings 3%. All major catalysts except for commodity prices remain unchanged and the broker retains its $40 target. Outperform.

Read More
Commodities / Markets / Shares

BHP Riding High on Commodities Strength

January 20, 2021January 20, 2021 - by Glenn Dyer

Shares in BHP remained at their current near record levels yesterday after it released an encouraging six-month sales and production report that saw the company ride the boom in commodity prices nicely.

Read More
Commodities / Markets / Shares

All Eyes on BHP, Rio Production Numbers

January 18, 2021January 17, 2021 - by Glenn Dyer

A big week for the local market – not for the earnings results – but for the production and sales data from two of the world’s mining majors and iron ore giants – Rio Tinto and BHP.

Read More
Commodities / Markets

BHP, Vale reopen Samarco joint venture

December 24, 2020 - by Glenn Dyer

BHP and Vale have just restarted their Samarco pellet joint venture, five years after a tailing dam collapsed sparked a major tragedy in 2015.

Read More
Commodities / Shares

Golden Run For Iron Ore Price Rolls On

December 22, 2020December 22, 2020 - by Glenn Dyer

Strong demand from Chinese steel mills and renewed supply concerns about Brazil saw iron ore prices urge to new highs on Monday.

Read More
Commodities / Shares

Iron Ore Price Rips Higher Even As Cyclone Threat Dissipates

December 14, 2020December 14, 2020 - by Glenn Dyer

The iron ore price so far in December is up 21.65% and looks very much in a boom and that will, if past history is any guide, end in tears and a big slide. The sharp rise in prices has triggered a moan from China’s steel industry.

Read More
Commodities / Shares

Cyclone Threat Whips Up Iron Ore Price Further

December 11, 2020December 11, 2020 - by Glenn Dyer

Global iron ore prices surged to new multi-year highs well above $US150 a tonne on Thursday after a tropical low in the Indian Ocean triggered moves to clear Port Hedland of vessels and send them to sea.

Read More
Commodities / Markets

Iron Ore Runs Hot As Miners Rally To Records

December 10, 2020 - by Glenn Dyer

Another surge in iron ore prices Wednesday saw new multi-year highs reached. Global iron ore prices topped $US150 a tonne for 62% Fe fines for the first time in nearly 8 years on Wednesday, while the price of 65% high-grade ore went well over $US162 a tonne.

Read More
Commodities / Shares

Iron Ore Rally Rolls On Despite Dip In China Imports

December 8, 2020 - by Glenn Dyer

Global iron ore prices rose again on Monday, hitting new multi-year highs, despite another fall in import volumes into China in November.

Read More
Commodities / Shares

Iron Ore Price Eyes $150 As Rally Powers On

December 7, 2020December 7, 2020 - by Glenn Dyer

Iron ore prices are up 56% in the year to date – compared with around 24% for copper – its 2020’s best performing commodity and incoming supplies remain tight while steel output continues to rise on strong infrastructure demand.

Read More
Commodities / Shares

Local Iron Ore Miners Rally On Latest Vale Production Cuts

December 4, 2020December 4, 2020 - by Glenn Dyer

As predicted in yesterday’s edition, Wednesday’s surge in world iron ore prices to seven-year highs saw the prices of Australia’s major miners jump sharply on Thursday.

Read More
Commodities / Shares

New Vale Cuts Push Iron Ore Above 2013 Highs

December 3, 2020December 3, 2020 - by Glenn Dyer

Iron ore prices have hit new seven-year highs on emerging fears of a shortage in early 2020. The fears were sparked by the surprise move by big Brazilian exporter, Vale, to trim its 2020 production estimate for a third time this year and set a smaller than expected first estimate for 2021 output.

Read More
Shares

News Shorts: Exxon Drops Bass Strait Sale, Treasury Wine To Prove Tariffs Update

November 30, 2020November 29, 2020 - by Glenn Dyer

So will BHP find a buyer for its 50% stake in the Bass Strait oil and gas joint venture after Exxon Mobil called off its sale process because of a lack of serious buyers? Meanwhile, Treasury Wine Estates is expected to release an update today on the impact of China’s doubling of duties and taxes on Treasury’s wine exports.

Read More
Funds / Shares

Is The Sharemarket Correctly Pricing In Fundamentals?

November 12, 2020November 13, 2020 - by Anton Tagliaferro

Anton Tagliaferro and Daniel Moore analyse the fundamentals of Amcor, Brambles and Orica and seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.

Read More
Commodities / Shares

Vale Iron Ore Rebound Threatens Local Miners

October 23, 2020 - by Glenn Dyer

A remarkable 31% lift in iron ore fines production by Vale, the huge Brazilian miner, has signalled what could be the start of a downturn in global iron ore prices in 2021. In fact, if Vale continues boosting supply this quarter, pressure on prices will emerge in November and December.

Read More
Commodities / Shares

BHP Lifts Iron Ore Output 7% But Flags Production Hit Ahead

October 21, 2020October 20, 2020 - by Glenn Dyer

BHP says it has made a solid start to 2020-21 with a solid lift in iron ore production in the September quarter and sales of 73.5 million tonnes at a time when the price remained above $US120 a tonne for 62% Fe fines delivered to northern China.

Read More
Commodities / Shares

BHP Rejigs Its South Australian Copper Riches

October 21, 2020October 20, 2020 - by Glenn Dyer

Mining giant BHP has shelved long-held plans for a $3.5 billion expansion of its Olympic Dam mine in South Australia because of the improving outlook for the recently discovered Oak Dam copper and gold deposit nearby in outback South Australia.

Read More
Commodities / Shares

BHP Bets On Oil With Gulf Of Mexico Buy

October 7, 2020 - by Glenn Dyer

At a time when it is seeking to exit its thermal coal and some of its LNG interests, BHP is increasing its bet on the future of oil, paying $700 million to lift its stake in a large oil and gas field in the Gulf of Mexico.

Read More
Commodities / Shares

August Iron Ore Exports Rebound, But Still Well Off June Highs

September 9, 2020September 8, 2020 - by Glenn Dyer

Iron ore exports to China recovered in August, but were still far short of the record 46.2 million tonnes shipped from Port Hedland in June, the Pilbara Ports Authority reported on Tuesday.

Read More
Commodities / Shares

Energy Prices Drag As BHP Annual Profit Slips 4%

August 19, 2020August 18, 2020 - by Glenn Dyer

BHP has trimmed its sales heading into 2020-21 thanks to the weak global economy, uncertain recovery, the continuing blight of COVID-19 and a restructuring of its minerals portfolio to be done.

Read More
Commodities / Markets / Shares

Port Hedland Iron Ore Exports Post Mystery Slump In July

August 17, 2020August 18, 2020 - by Glenn Dyer

July’s slump in Australian iron ore exports to China from the world’s largest export port at Port Hedland has passed without too much comment, so was it a one-off or was it something deeper?

Read More
Broker News

BHP – Credit Suisse rates the stock as Neutral

July 22, 2020 - by Broker News

After a solid (if expected) end to FY20, FY21 guidance across most divisions was lower than expected by Credit Suisse. For some cases like petroleum and met coal, this can be explained by a tough market backdrop, explains the broker.

Read More
Commodities / Shares

BHP Delivers Record Iron Ore Output But Energy Writedowns Loom

July 22, 2020July 21, 2020 - by Glenn Dyer

BHP has reported its biggest-ever quarterly output of iron ore from its Western Australian mines, but while its copper business was ok, the oil and gas division fell short of expectations thanks to the impact of coronavirus pandemic cutting demand.

Read More
Commodities / Shares

Norwegian Sovereign Wealth Fund Emerges On BHP Register

July 21, 2020July 21, 2020 - by Glenn Dyer

In what is now probably the largest single portfolio investment in an Australian company, Norway’s sovereign wealth fund has emerged as the owner of 5.1% of BHP Plc’s shares.

Read More
Commodities / Shares

Pilbara Ports Post More Iron Ore Records

July 10, 2020July 10, 2020 - by Glenn Dyer

Iron ore exports hit record levels in the June quarter and in the year to June, according to figures from the Pilbara Ports Authority. That performance helped total iron ore exports for the year to June from the two major ports – Port Hedland and Dampier jump 3% to a record 717.3 million tonnes.

Read More
Commodities / Shares

Iron Ore Likely To Remain Resilient: Ausbil

June 22, 2020June 22, 2020 - by Luke Smith

The gradual recovery in global economies coupled with curtailed supply are likely to be supportive of Australia’s iron ore prices in the coming months, writes Luke Smith, Portfolio Manager for Ausbil Investment Management.

Read More
Markets / Shares

Earnings Season A Covid-19 Casualty, But Miners To Benefit

June 17, 2020June 19, 2020 - by James Dunn

As we move toward the close of a stunning financial year (for most companies), the sharemarket is bracing for a shocking reporting season. James Dunn takes a closer look at what we can expect.

Read More
Commodities / Shares

Iron Ore – The Gift That Keeps On Giving

June 17, 2020June 17, 2020 - by Gavin Wendt

The steel-making ingredient that burst out of the blocks with the onset of the China boom during the early 2000s, has defied the sceptics and generated an earnings bonanza for the mining heavyweights that dominate the industry. Gavin Wendt digs into the dynamics driving the iron ore price.

Read More
Commodities / Shares

Vale Virus Investigation Set To Stir Up Iron Ore Price

June 12, 2020June 12, 2020 - by Glenn Dyer

In news that will further rattle global iron ore prices, the office that enforces labour laws in Brazil’s Para state is stepping up an investigation into potential shortcomings in the way mining giant Vale has protected its workers from the coronavirus.

Read More
Commodities / Shares

Iron Ore Price Powers Ahead After Pandemic Forces Vale To Shut Itabira Mines

June 9, 2020June 9, 2020 - by Glenn Dyer

Global iron ore prices have surged by nearly 5% on news that Vale, the big Brazilian miner, had been forced to shut three mines in its southern mining complex because COVID-19 infections were spreading.

Read More
Commodities / Shares

Brazilian Headaches Spur Iron Ore Price Past $100

June 1, 2020June 1, 2020 - by Glenn Dyer

Global iron ore prices have topped the $US100 a tonne level for the first time in 10 months on growing concerns over supplies from Brazil as the COVID-19 pandemic grows in the iron ore producing regions in the north and south of the country.

Read More
Commodities / Shares

Will The Resilience Of Iron Ore Prices Last?

May 25, 2020May 29, 2020 - by Eva Brocklehurst

With negative rhetoric surrounding Australia’s trade relationship with China, what is the outlook for Australia’s iron ore miners?

Read More
Commodities / Shares

Iron Ore Rises As Coronavirus Spread Threatens Brazilian Supplies

May 11, 2020May 11, 2020 - by Glenn Dyer

Global iron ore prices have leapt a surprisingly strong 5% as doubts re-emerged about the security of Brazilian iron ore supplies in the wake of the continuing spread of COVID-19 across that country.

Read More
Broker News

BHP – Credit Suisse rates the stock as Outperform

May 8, 2020 - by Broker News

Credit Suisse suspects a V-shaped recovery is unlikely without a 2009-type stimulus from China to underpin commodity markets. Base metal forecasts have been reduced out to 2022.

Read More
Commodities / Shares

BHP – A World-Class Company Going Cheaply

May 5, 2020May 5, 2020 - by Airlie Funds Management

BHP’s share price has lagged its peers; however, Airlie Funds Management thinks the miner’s balance sheet, commodity exposures and reinvestment options make it a compelling investment proposition judged on the way COVID-19 has barely impeded the company.

Read More
Shares / Video

COVID-19 And The Implications For Dividends

April 30, 2020April 30, 2020 - by Tim McGowen

Scott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, provides an update on his firm’s outlook for dividends in the Australian equity market.

Read More
Commodities / Shares

BHP Q3 Production On Track, Outlook “Fluid”

April 22, 2020April 21, 2020 - by Glenn Dyer

Ignore what was a solid third-quarter production update from BHP and instead look at the warning issued by the company’s CEO about future demand from major customer economies.

Read More
Commodities / Shares

OZ Minerals Avoids Virus Damage As BHP Halts Copper Mine In Peru

April 16, 2020April 16, 2020 - by Glenn Dyer

OZ Minerals says it has so far avoided the impact of the COVID-19 pandemic but has loaded up its liquidity. Meanwhile, BHP and its partners have revealed that their huge Antamina copper-zinc mine in the Peruvian Andes has been temporarily closed.

Read More
Commodities / Shares

Who (Eventually) Benefits From The New Oil Shock

March 18, 2020March 18, 2020 - by Tim Boreham

In more normal times – and nothing is normal at the moment – low oil prices benefit the global economy and stocks such as manufacturers and transport companies. Tim Boreham outlines those Australian companies which stand to benefit from significantly lower energy prices.

Read More

Posts navigation

1 2 … 11 Next
  • Monday Market Minutes: Tech Stocks the Focus
  • Commodities Corner: Majors Weaker Despite Positive Data
  • Economics Watch: Oz CPI, US Fed Meeting Overshadow All Else
  • Earnings Round-Up: Big Tech Under the Microscope
  • Diary: After the Party, It’s Time to Put the House in Order
  • US Political Protests, Inflation and Rising Bond Yields
  • Huge Week for Netflix as Shares Touch Record High
  • Is it Time to Buy Airports and Toll Road Companies?

Subscribe to ShareCafe

The daily resource for hands-on investors. Market insights and investment ideas delivered free to your inbox.

Copyright 2020 Informed Investor Pty Ltd ABN 42 162 871 589. All rights reserved.
No portion of this website maybe reproduced, copied or in any way released without written permission.
Share Cafe is a Corporate Authorised Representative (001283561) of PacReef Asset Management Pty Ltd who holds an Australian Financial Services Licence (Number: 488045)

Terms of Service | Financial Services Guide | Privacy Policy | Contact | Advertise

DOWNLOAD RESEARCH REPORT

And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the Car.


DOWNLOAD RESEARCH REPORT

Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the Flag.

DOWNLOAD RESEARCH REPORT

A Laser-Like Focus on Adding Value

Since August 1st, Kazia Therapeutics has announced US Food & Drug Administration fast track status for one program & orphan drug and rare paediatric disease designation for another, while finishing the period by announcing a new trial for its cancer drug, paxalisib. Over the next nine months investors are likely to see six data readouts from five programs. How fast can a company go?

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the Cup.