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BHP, BHP BILLITON LIMITED
nipper
post Posted: Jul 17 2019, 02:51 PM
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BHP Group could be on track to finally capture Rio Tinto’s prized place at the bottom of the Pilbara iron ore cost curve, as the company flags a big lift in output at its own operations and finally begins to push the boundaries of its 290 million tonne a year annual capacity.

The mining giant won’t release its cost guidance for the current financial year until its annual financial statements are released in August, but said in its quarterly production report, released on Wednesday, its 2018-19 costs were in line with earlier predictions of less than $US15 a tonne.

And a big lift in volumes is coming, with BHP planning to ship up to 286 million tonnes in the current fiscal year, up from 270.5 million tonnes last year, suggesting unit costs will fall further....




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  boylep  
 
blacksheep
post Posted: Jul 13 2019, 11:49 AM
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Australian thermal coal leaves investors cold
Bloomberg | July 12, 2019 | 12:37 pm
extract
(Bloomberg Opinion)

QUOTE
When you’re in the business of buying and selling, timing is everything.

That’s the costly lesson facing BHP Group, which is looking at options to divest its thermal coal assets according to a report Thursday by Thomas Biesheuvel of Bloomberg News that cited people familiar with the matter

read more - https://www.mining.com/web/australian-therm...investors-cold/
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 11 2019, 12:25 PM
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BHP has joined the world's biggest oil companies in shutting down their Gulf of Mexico operations in anticipation of a major storm in the region.

The weather system, which could turn into a hurricane in coming days, was still about 200 kilometres from the coast of the US state of Louisiana on Thursday morning, according to Bloomberg.

The storm has already caused some flooding in New Orleans.

BHP has stakes in producing and exploration assets on both the US and Mexican sides of the Gulf of Mexico.

Peter Ker has the full story here.
https://www.smh.com.au/business/wall-st-wel...711-h1g49b.html


QUOTE
The Governor has declared a state of emergency in Louisiana. Models continue to show this storm strengthening, with our parish on the east side of the storm. Please prepare for strong wind and heavy rain this weekend

I have declared a state of emergency today in preparation for the impact of the low-pressure system in the Gulf of Mexico. The system will likely produce storm surge, hurricane-force winds & up to 15 inches of rain across the state. This is going to be a Louisiana event that impacts every part of the state, and no one should take this storm lightly. As we know all too well, low intensity does not necessarily mean low impact. Now is the time to check your emergency supplies and get a gameplan for your family and pets. I urge everyone to continue monitoring local media for weather developments and follow the directions of local officials. We expect multiple parishes to declare states of emergency, and we stand ready to assist our local partners with all available resources. My office is in constant communication with FEMA and we will continue to provide updates as necessary. #lagov #lawx

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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 
Mirrors1967
post Posted: Jun 14 2019, 04:34 PM
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In Reply To: nipper's post @ May 23 2019, 06:17 AM

Video on Share Cafe talks about electronification of transport FYI

 
nipper
post Posted: May 23 2019, 06:17 AM
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In Reply To: nipper's post @ May 22 2019, 09:45 PM

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The five themes that shape BHP scenarios presently are electric vehicles; the challenges around resecuring the licence to operate; the decarbonisation of the power generation; the changing state of the biosphere and what that is going to mean for things like the way food is produced and water is used; and, finally, the replacement of primary production by recycled materials.

The demand-and-supply scenarios of these inputs inspire models that generate low, base and high watermarks for future pricing of the commodities BHP produces and those it might imagine should one day be included in its portfolio...
- how long before BHP passes the positive screens and gets the tick from so-called ethical investors ?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: May 22 2019, 09:45 PM
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The Electrification of Transport.

https://www.bhp.com/media-and-insights/pros...ort-episode-one
QUOTE
.... In 2035 and 2050 respectively, we now see the lowest plausible rate of EV penetration in the light vehicle fleet (i.e. vehicles on the road) as 7 per cent (previously 5 per cent) and 27 per cent (previously 21 per cent). We see the highest plausible penetration rates at these two points as 36% and 75%.

The associated share of light vehicles sales in those years are 16% (previously 10 per cent) and 47% (previously 35 per cent) in the low case and 73% and 100% in the high case.

To convert those market shares into auto units, in the low case we envisage there will be 132 million EVs on the road in 2035 and 561 million at mid-century.....




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: May 14 2019, 06:27 PM
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feather duster to rooster?
QUOTE
BHP Group boss Andrew Mackenzie says the mining giant’s nickel division is no longer for sale, noting BHP now believes the once-troubled division could some day return as a tier-one flagship asset for the company.

BHP put Nickel West on the block in 2014 as the business bled cash amid the commodity price downturn, but pulled the sale after failing to find a buyer prepared to meet its price, cancelling development of its best new mining prospect and warning staff the division could close by 2020. The massive rehabilitation costs associated with the Western Australian operations, first opened by Western Mining Corporation in the 1960s, prevented its divestment into South32 when BHP spun off the rest of its second-tier assets.

Since then, Nickel West boss Eddy Haegel has led an extraordinary turnaround of the once-troubled division, slashing more than $500 million from its annual costs and extending its potential life for decades.

Mr Mackenzie has since softened his rhetoric on Nickel West being a “non-core” asset for BHP, but went far further in a presentation to the Bank of America Merrill Lynch conference in Barcelona this evening, giving a firm commitment to retaining Nickel West and saying it could one day return as a flagship part of BHP’s global business.

“In nickel, a commodity we will now retain in our portfolio, Nickel West offers numerous development options and potential enhancements to its resource position through exploration and processing innovation,” he said.

Mr Mackenzie said risks remained for Nickel West, partly due to its historic reliance on WA’s mid-tier nickel mines for feedstock for its smelter and refinery, but put the division in the list of BHP assets that “have the potential to become the tier one assets of the future”.

“The scale of resource, cost curve position, and reliance on third party ore sources explains its higher-risk position,” Mr Mackenzie said. “While its higher-return potential as a future growth option is linked to the expected growth in battery markets and the relative scarcity of quality nickel sulphide supply.”

BHP has been re-positioning its Nickel West business as a key supplier of nickel sulphate to the battery market, approving capital spending on a nickel sulphate plant at its WA refinery to produce material for high-quality batteries used in electric vehicles.
https://www.theaustralian.com.au/business/m...79eaf505a37c943



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 
blacksheep
post Posted: Apr 7 2019, 12:01 PM
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Investors with $10 trillion in assets pressure miners over tailings safety
Cecilia Jamasmie
QUOTE
The Investor Mining & Tailings Safety Initiative has requested that over 600 resource companies, including major miners, reveal the safety records of their waste storage facilities, following the collapse of Vale’s Brumadinho dam in Brazil in January, which killed hundreds.

Following the disaster, a group of 96 institutional investors (representing more than $10.3 trillion assets under management) have written to 683 extractive companies seeking greater disclosure on the management of tailings storage facilities.

The companies addressed, including major names in the mining industry such as BHP, Rio Tinto, Anglo American, Glencore and Vale itself, have been given 45 days to publicly disclose their dams’ size, construction methods and safety records.

read more - http://www.mining.com/miners-challenged-ur...safety-records/

*Individualised letter to Mining company CEO/Chair*
https://www.churchofengland.org/sites/defau...Industry%20.pdf



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Apr 3 2019, 03:35 PM
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BHP very close to $40. Stronger for longer?



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Mar 24 2019, 11:13 AM
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extract from Bloomberg article - https://www.bloomberg.com/news/articles/201...atter-australia
QUOTE
Following is a table of some of the companies and operations that may be affected by the cyclones.

COMPANY CYCLONE OPERATIONS PRODUCT REGION
Glencore Trevor McArthur River Zinc Northern Territory
South32 Trevor GEMCO Manganese Northern Territory
BHP Veronica Pilbara/Offshore WA Iron ore/oil Western Australia
Rio Tinto Veronica Pilbara Iron ore Western Australia
Fortescue Veronica Pilbara Iron ore Western Australia
Woodside Veronica NWS/Pluto LNG Western Australia
Chevron Veronica Gorgon LNG Western Australia
Santos Veronica Varanus/Devil Creek Gas Western Australia
Jadestone Veronica Stag Oil Western Australia
Barrick-Newmont Veronica Kalgoorlie Gold Western Australia


Might also impact IO prices - Mass evacuations as Brazil's Vale reports dam in danger of collapse - https://www.theage.com.au/world/south-ameri...324-p516zy.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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