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Tag: BHP

Markets / Shares

Moody’s a Big Fan of BHP’s OZ Moves

August 12, 2022August 12, 2022 - by Glenn Dyer

Ratings agency Moody’s certainly likes BHP’s appetite for OZ Minerals and the benefits it sees in the deal, believing all BHP has to do lift its $25 per share offer to win over the OZ Minerals board.

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Markets / Shares

Let the Games Begin for the BHP-OZL Olympiad

August 8, 2022August 8, 2022 - by Glenn Dyer

After BHP lobbed its $8.3 billion all-cash bid for OZ Minerals on Monday morning, the future for the targeted company is clear – it will not be allowed to remain independent.

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Commodities / Markets / Shares

Nickel and Dime Stuff Key to BHP’s Future

August 3, 2022August 3, 2022 - by Glenn Dyer

Nickel still retains the affection of BHP which, three years after failing to sell its Nickel West business, now sees the metal as part of its future deeper involvement in renewables.

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Commodities / Markets / Shares

BHP Pushes Back Hard on Queensland Coal Royalties

July 19, 2022July 19, 2022 - by Glenn Dyer

BHP has made the strongest warning yet from a coal miner about the potential damage the lift in royalties from the Queensland government in its 2022-23 budget might cause.

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Commodities / Markets / Shares

Ore Struggles Reach the Big End of Town

July 19, 2022July 19, 2022 - by Glenn Dyer

While meeting its record guidance for the full-year, BHP has joined its major iron ore rival Rio Tinto in warning investors about the uncertain outlook for the company and its commodities.

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Broker News

BHP – Credit Suisse rates the stock as Neutral

July 11, 2022 - by Broker News

In case of a recession, Credit Suisse sees BHP as remaining more resilient than Rio Tinto. $40 target and Neutral rating retained.

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Markets / Shares

BHP Considering its Options after Samarco Ruling

July 10, 2022July 10, 2022 - by Glenn Dyer

BHP is thinking of appealing the British court ruling on Friday in a £5 billion lawsuit brought against it by Brazilian claimants who are suing over the tailings dams disaster in 2015.

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Broker News

BHP – Credit Suisse rates the stock as Neutral

July 7, 2022 - by Broker News

The Neutral rating is retained, while the target price falls to $40 from $50

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Broker News

BHP – Macquarie rates the stock as Outperform

June 29, 2022 - by Broker News

The Outperform rating and target price of $51.00 are retained.

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Markets / Shares

BHP Left Holding 5.5% of New US Copper Listing

June 29, 2022 - by Glenn Dyer

BHP has emerged with a 5.5% stake in Ivanhoe Electric, the biggest copper explorer to list on Wall Street for some time.

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Economics / Markets / Shares

Winners and Losers in NSW / Queensland Budgets

June 21, 2022June 21, 2022 - by Glenn Dyer

Budget tax moves have seen coal miners up in arms about a rise in royalties in Queensland, but Tabcorp is happy about the NSW Government’s changes to gambling taxes.

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Markets / Potash / Shares

Jansen’s Long-Term Gain for BHP’s Short-Term Pain

June 20, 2022June 20, 2022 - by Glenn Dyer

Amid the short-term weakness in the BHP share price, the company’s huge Jansen potash project in central Canada is becoming ever more integral to its future plans.

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Markets / Shares

BHP to Retain Mount Arthur after Sale Fail

June 16, 2022June 16, 2022 - by Glenn Dyer

BHP has announced that its high-quality Mount Arthur thermal coal mine cannot be sold and will be run (NSW government approval permitting) until the end of the decade and then closed.

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Markets / Shares

Woodside-BHPP Marriage Comes with Hefty Dowry

June 1, 2022 - by Glenn Dyer

Woodside Energy says it has completed its merger with BHP’s oil and gas portfolio and new Woodside shares will start trading this week.

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Markets / Shares

BHP Leads the Way in Record Dividend Payout Year

May 27, 2022May 27, 2022 - by Glenn Dyer

2021 saw a surge in global dividend payments to shareholders to record levels after they had sagged in the first year of the pandemic in 2020, with BHP at the very top of the list.

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Broker News

BHP – Macquarie rates the stock as Outperform

May 9, 2022 - by Broker News

The broker maintains its Outperform rating. The target price of $60 is unchanged.

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Commodities / Markets / Shares

Ore Solid, but BHP Not Immune to Covid

April 21, 2022April 21, 2022 - by Glenn Dyer

BHP did much better in its key iron ore business than rival Rio Tinto did, although the surge in WA Covid infections and associated labour shortages in hit its nickel and copper operations.

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Broker News

BHP – Macquarie rates the stock as Outperform

April 12, 2022 - by Broker News

The Outperform rating and target price of $61.00 are retained.

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Markets / Shares

BHP Leads Local Market to Outperformance in 1Q22

April 1, 2022April 1, 2022 - by Glenn Dyer

BHP’s restructure and vaunted image as a global mining leader, especially when it comes to renewables, played a key role in the local sharemarket’s strength in the first quarter of 2022.

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Broker News

BHP – Macquarie rates the stock as Outperform

April 1, 2022 - by Broker News

The Outperform rating and target price of $61.00 are retained.

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Markets / Potash / Shares

Ukraine Crisis May Be a Game-Changer for BHP’s Jansen

March 7, 2022March 7, 2022 - by Glenn Dyer

Suddenly, thanks to the Ukrainian invasion, the outlook for BHP’s Jansen potash project is looking much rosier, with Russia and Belarus the world’s second- and third-largest potash producing countries.

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Markets / Shares

BHP Finds Canadian Plan B After Noront Miss

March 4, 2022March 4, 2022 - by Glenn Dyer

After dropping out of the battle for Noront Resources, BHP has found another Canadian explorer it likes which has a huge emerging copper, gold silver deposit in a country it also likes – Chile.

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Markets / Shares

Upbeat BHP Delivers Strong Result, Record Dividend

February 15, 2022February 15, 2022 - by Glenn Dyer

Nothing like having a better-than-expected result and a tasty reward for shareholders under the belt and so it was with BHP, with a big rise in profit and a record interim dividend.

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Etfs / Funds / Markets / Shares

The Too Big Australian

February 8, 2022February 9, 2022 - by Arian Neiron

BHP now makes up over 11% of the S&P/ASX 200, up from just under 7% at the start of January. Arian Neiron from VanEck looks at what this means for active and passive investors.

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Markets / Shares

Reunified BHP Already Wielding its Influence

January 31, 2022January 31, 2022 - by Glenn Dyer

The first day of trading in reunified BHP shares under the sole ASX listing was a reminder of where the real weight lies when it comes to the ASX 200’s diurnal ebbs and flows.

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Markets / Shares

Funds, Traders Set their Books for BHP 2.0

January 30, 2022January 30, 2022 - by Glenn Dyer

More than $15.3 billion worth of BHP shares were traded on Friday ahead of today’s commencement of higher market weightings in the major ASX indices for the mining giant.

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Markets / Shares

UK Vote Ratifies Local Decision for BHP

January 21, 2022 - by Glenn Dyer

BHP shareholders in London have joined their Australian counterparts in approving plans to scrap the group’s dual listing and move the main stock market listing to the ASX.

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Markets / Shares

Local Holders Heartily Endorse BHP Restructure

January 20, 2022January 20, 2022 - by Glenn Dyer

BHP shareholders in Melbourne on Thursday night voted overwhelmingly to return the company back to a single listing after 21 years of dual quotation in London and Australia.

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Broker News

BHP – Credit Suisse rates the stock as Neutral

January 20, 2022 - by Broker News

Target price rises to $43 from $41 to reflect the strong December quarter. Neutral rating retained given recent share price strength.

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Commodities / Markets / Shares

Strong Production Numbers a Sweetener for BHP

January 19, 2022January 19, 2022 - by Glenn Dyer

Ahead of today’s key shareholder vote to unify its corporate structure, BHP has produced a reassuring half year production and sales update – especially for iron ore.

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Markets / Shares

Vanguard Gives Window into Fundies’ Treatment of BHP

January 17, 2022January 17, 2022 - by Glenn Dyer

Ahead of the BHP unification, US-owned fund manager Vanguard Australia has revealed its rebalancing strategy and warned of some transitory risks to some of its funds.

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Markets / Shares

Woodside Gets Final Approval for BHP Purchase

December 16, 2021 - by Glenn Dyer

The ACCC has greenlit Woodside Petroleum’s proposed acquisition of BHP Petroleum.

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Markets / Shares

No Resolution on Noront for BHP and Wyloo

December 13, 2021 - by Glenn Dyer

BHP told the ASX on Monday the two sides were unable to reach agreement on Wyloo, which owns 37.5 per cent of Noront, supporting a takeover by BHP.

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Broker News

BHP – Morgans rates the stock as Add

November 24, 2021 - by Broker News

Target falls to $45.70 from $46.05, Add retained.

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Commodities / Markets / Shares

Stanmore Soars on News of BHP Coal Deal

November 8, 2021November 8, 2021 - by Glenn Dyer

Shares in Stanmore Resources soared as much as 24% on Monday and closed up 14% after announcing a deal to buy low grade metallurgical coal assets from BHP for $A1.8 billion.

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Markets

BHP, Wyloo Break Bread on Noront

November 3, 2021November 3, 2021 - by Glenn Dyer

BHP is talking to Andrew Forrest’s Wyloo Metals about their respective bids for Noront Resources, which holds some of the most attractive prospects in the emerging Ring of Fire province in Canada.

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Commodities / Markets / Shares

Renewed Pressure on Prices Hits Iron Ore Majors

October 22, 2021October 22, 2021 - by Glenn Dyer

After several days of going nowhere, news from China sent iron ore prices lower on Thursday, just as some of the big boys revealed cuts to output due to the uncertain global outlook for 2022.

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Markets / Shares

Noront Bidding War Continues as BHP Ups Offer

October 20, 2021 - by Glenn Dyer

A day after would-be Canadian nickel miner Noront Resources chose the higher offer 70 cents a share (Canadian) from Andrew Forrest’s Wyloo Metals, BHP has hit back with a higher offer of its own.

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Commodities / Markets / Shares

Iron Ore Exports Remain Weak for BHP

October 19, 2021October 19, 2021 - by Glenn Dyer

BHP has joined rival Rio Tinto in revealing a weak performance in its core Australian iron ore export operation in the Pilbara, failing to match last year’s output for the third consecutive quarter.

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Commodities / EV Space / Markets / Shares

BHP Continues Drive into EV with Japanese JV

October 6, 2021October 6, 2021 - by Glenn Dyer

BHP has reached a deal with a battery-making joint venture between Toyota Motors and Panasonic, thereby greatly expanding the company’s footprint in the rapidly growing electric vehicle business.

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Paxalisib Misses AGILE Hurdle, but Very Significant Value Remains

Investors Over-React, Smart Ones Will Profit

Kazia Therapeutics (KZA) announced yesterday morning that paxalisib did not meet the threshold to move into stage 2 of the GBM AGILE clinical trial (NCT03970447). The study was an adaptive trial designed to assess the potential of new therapeutics to treat the highly aggressive brain cancer glioblastoma (GBM) in a cost-effective manner. Demonstrating efficacy in GBM is an extremely high hurdle as shown by the fact that there is only one approved drug for the disease, temozolomide, and it is only effective in 1/3 of patients.

Given the high nature of the hurdle, in our original initiating coverage report on KZA, we only gave paxalisib a small chance of returning a positive result from the overall study. That is the nature of drug development with one group estimating only 6% to 7% of new chemical entities that commence clinical trials reach launch (Dowden & Munro (2019) Nat Rev Drug Discov). The small percentage that do make it to launch, however, more than make up for the cash spent on those that don’t.

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    The Cash keeps coming

    Terracom will report their FY2022 results in September 2022. In the last two months there have been a number of company announcements that have given us improved visibility on our earnings forecasts and valuation metrics so we have taken this opportunity to update our numbers.

    With the combination of geopolitical factors in the northern hemisphere as well as disruption from other supply regions, we believe the visibility on export coal prices over the next 12 months has also improved since our March note.

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      Acquisitions underpin strong near term growth opportunities not reflected in share price

      Stealth Global Holdings (SGI) provides direct exposure to the growing industrial consumables market, driven by favourable conditions across key industries, expanding industrialisation and improving workplace safety regulations. Around 95% of revenue is attributable to non-discretionary items.

      Based on our current forecasts, we derive a DCF equity value for SGI of $0.33 per share, with potential upside if full synergies can be extracted. We note SGI is currently trading on very undemanding forward multiples.

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        4Q reveals more focus on profit and cash flow

        • LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
        • Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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          Signs MOU with Ford Company – Kachi is now sold out!

          Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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            Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

            TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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              Promising exploration and development update while SOP prices continue to rise

              Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

              TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

              Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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                Biopharmas Hit, but Buying Opportunities Created

                The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

                Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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                  Hitting goals – Making four material announcements

                  We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                  commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                  exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                    Increasing our Target

                    Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                    We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                      Emerging Financial Wealth Advisory Group

                      WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                        Immutep Taking the Fight to Cancer

                        In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                        This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                          Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                          Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                              Market leading lifelong learning platform technology company in Australia and SE Asia

                              OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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