BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 14)

[Oginvest]

Australia's iron ore giants face earnings, dividend plunge

BENGALURU/MELBOURNE (Reuters) - Australia's iron ore giants BHP Group, Rio Tinto and Fortescue are set to report a steep drop in their earnings, which is set to compress their payouts to shareholders, after China's COVID lockdown drove down iron ore prices.

Earnings at Rio Tinto and BHP Group are seen declining 48% and 28%, respectively, for the six months to December 2022, while Fortescue's half-year earnings are set to slide about 16%, based on estimates from Visible Alpha and Vuma Financial.

The miners are expected to offer a mixed outlook for 2023, amid uncertainty over the strength of China's recovery following the lifting of its strict COVID-19 curbs.

"We haven't seen too much hard data from China just yet, but I think there's enough for the miners to be more optimistic - cautiously so," said Adrian Prendergast, an analyst at Morgans Financial in Melbourne.

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https://au.finance.yahoo.com/news/australias-iron-ore-giants…

[Oginvest]

OZ Minerals' $6.6 billion buyout by BHP gets Brazil's approval

Feb 6 (Reuters) - Australian copper and gold producer OZ Minerals (OZL.AX) on Monday said its A$9.6 billion ($6.61 billion) buyout by BHP Group (BHP.AX) received approval from Brazilian competition regulator the Administrative Council for Economic Defence.

OZ Minerals on Dec. 22 entered a scheme implementation deed with the world's largest listed miner, BHP, to proceed formally with the takeover.

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https://www.reuters.com/business/oz-minerals-66-bln-buyout-b…

[Oginvest]

BHP considers early closure of Mt Arthur coal mine

BHP (ASX: BHP) is reportedly considering the closure of its Mt Arthur coal mine in New South Wales ahead of its 2030 target.

The potential closure is due to the state government’s coal reservation scheme and a coal price cap announced by the federal government last year.

The state government requires thermal coal miners to reserve up to 10% of their output for domestic coal-fired power stations.

In December, the state government imposed domestic coal reservation and price cap orders on NSW producers to offer at least 18.6 million tonnes into the domestic market.

The federal government introduced a 12-month price ceiling on domestic coal of $125 per tonne in NSW and Queensland.

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>> https://smallcaps.com.au/bhp-early-closure-mt-arthur-coal-mi…

[Oginvest]

Brazil govt eyes compensation deal for 2015 Vale-BHP dam burst

BRASILIA, Jan 27 (Reuters) - Brazil's government will try to reach a deal "as soon as possible" on compensation for the 2015 burst of a tailings dam owned by Samarco, a joint venture between Vale (VALE3.SA) and BHP <BHP.AX>, Institutional Relations Minister Alexandre Padilha said on Friday.

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https://www.reuters.com/world/americas/brazils-government-ey…

[trick17-2]

ich hab Rana Gruber jetzt verkauft. Einstieg war 4,14 Euro am 14.11.22 und Verkauf nun bei 5,53 Euro.
Toller Trade.

Trick17

[thg]

https://stock3.com/news/kupfer-markt-deutlich-unterversorgt-…

Kupfer wird der Renner

[trick17-2]

Ich denke intensiv über den Verkauf von Rana Gruber vor der Nächsten Dividendenzahlung nach.
Norwegen ist wirklich Mist bezüglich Dividenden. Doppelte Belastung, kann man sixh aber wiederholen.
Ja, klar wegen sub 100 Euro nen mega Aufwand. keine Lust drauf.
Rana ist verspätet hoch gelaufen, hat das aber jetzt wieder fast aufgeholt.
Derzeit würde ich beim Eisenerz am ehesten bei Kumba zuschlagen.
Gerade im Vergleich zu BHP schön zurück geblieben.

Trick17

[Oginvest]

BHP inks deal with Canadian firm to explore for copper in Serbia

MELBOURNE, Jan 24 (Reuters) - BHP Group has signed a deal with Canada's Mundoro Capital to explore for copper in Serbia, part of a global hunt for new mineral deposits to power the green energy boom.

The agreement offers BHP the option to take a stake in three exploration areas that Mundoro holds in Serbia's Timok mining region, to the country's east.

Mundoro is a Canadian listed mining investment company that focuses on generating revenue from royalties.

The agreement comes as copper miners extend their hunt for the conductive metal used in power generation and after BHP signed a deal to acquire Australian copper miner OZ Minerals Ltd last year.

Miner Rio Tinto Ltd said in December it had not given up on its plans to develop a $2.4 billion lithium mine in the country after its licenses were revoked following protests sparked by environmental concerns about the planned mine.

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https://finance.yahoo.com/news/bhp-inks-deal-canadian-firm-2…

[Oginvest]

A look at the nickel sector and the leading companies as we head into 2023

Nickel prices have had a very good year in 2022, up 43% YTD to US$28,199/t at the time of writing. This has been mostly due to a tight market with demand remaining strong and limited new supply.

2023 is forecast to be another tight year for the nickel market, although some analysts are concerned with potential new supply from Indonesia. Sumitomo sees a tight nickel supply/demand balance for the battery sector with some potential oversupply of nickel pig iron (NPI) in 2023. Nickel pig iron is a low grade ferronickel commonly used in China as a cheaper alternative to pure nickel for the production of stainless steel.

Looking out further, in 2021 the IEA forecast that nickel demand is set to increase by 7x to 19x from 2020 to 2040. This is driven by conventional demand from stainless steel plus surging demand from batteries, mostly to supply the electric vehicle boom. Not all batteries will use nickel; however nickel, manganese, cobalt (NMC) cathode batteries are set to remain as a dominant battery chemistry in Western markets due to their superb energy density, combined with a good long cycle life. In 2022, the IEA forecast that 60 new nickel mines would be needed by 2030.


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BHP Group Limited (NYSE: BHP) is ranked 4th in 2020 with 80,000t of nickel production. BHP’s Nickel West mine has been ramping up operations in recent times with ore sent to BHP’s Kwinana Nickel Refinery which can produce 100,000tpa of nickel sulphate. BHP is looking to grow their nickel business and recently announced a takeover offer of OZ Minerals Limited (ASX: OZL) (who themselves have an option deal to acquire Havilah Resources’ Kalkaroo Project in SA that contains copper, gold and cobalt).

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https://investorintel.com/critical-minerals-rare-earths/a-lo…

[Pacific1]

BHP wurde gerade bei echtgeld.tv besprochen.
Interessant nicht nur, für was die Abkürzung eigentlich steht....