BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 25)

[handwerker22]

warum gestern minus 9prozent?

ich find nix warum gestern diese korrektur stattfand?wer weiss warum?

[Oginvest]

Woodside's 'crown jewel' Scarborough gas lures buyers to fill Russia gap

MELBOURNE, May 20 (Reuters) - Woodside Petroleum (WPL.AX) has received strong interest from companies for a stake in the Scarborough natural gas project it is developing off Western Australia in the wake of the Ukraine conflict, Chief Executive Meg O'Neill said on Friday.

Woodside is set to become 100% owner of the $5.7 billion Scarborough project following its merger with BHP Group's (BHP.AX) petroleum arm, approved by Woodside investors on Thursday. read more

Australia's largest independent gas producer has long flagged it wanted to sell down its interest, but has been waiting to acquire BHP's stake to be able to provide certainty on the size of its sell-down.

"Scarborough is going to be a crown jewel for Woodside. What's important for us is finding the right partner at the right price," O'Neill told Reuters, adding there could be more than one partner.

Woodside wants to maintain a majority stake, but has not specified what percentage.

"We have had strong interest post-Ukraine, as many customers around the world realise the importance of energy security," O'Neill said, adding that there was interest in both LNG supply and an equity stake in the project.

Following Russia's invasion of Ukraine, sanctions have resulted in an indefinite delay to the 20 million tonnes a year Arctic LNG 2 project. LNG buyers and investors are now seeking alternatives.

"They look at Scarborough as a project ... that will be producing in the second-half of the 2020s, filling a gap that is expected to arise in the market at that point in time," O'Neill said.

Scarborough gas will feed Woodside's $6.3 billion Pluto LNG expansion. Its first cargo is expected in 2026.

LNG projects typically seal long-term sales before a final investment decision, but Woodside lined up contracts for only about half its volumes ahead of the Scarborough/Pluto go-ahead last November, positioning it to take advantage of a jump in prices, Wood Mackenzie analyst Dan Toleman said.

https://www.reuters.com/business/energy/woodsides-crown-jewe…

[Oginvest]

Determination of in specie dividend in connection with the Woodside Merger

The Board of BHP Group (BHP) has determined to pay to BHP shareholders an in specie dividend in the form of Woodside Petroleum Ltd (Woodside) shares in connection with the merger of BHP’s oil and gas portfolio with Woodside (Merger).

The in specie dividend is scheduled to be paid on 1 June 2022 and will be fully franked.

BHP shareholders’ entitlement to, and the payment of, the in specie dividend is subject to completion of the Merger.

BHP will receive 914,768,948 Woodside ordinary shares as part of the Merger. Eligible BHP shareholders will receive one newly issued Woodside share for every 5.5340 BHP shares they hold at the close of business on 26 May 2022 (Record Date). Holders of BHP American depositary shares (ADSs) will be entitled to receive one Woodside ADS for every 2.7670 BHP ADS they hold at the Record Date (with each Woodside ADS representing one Woodside share), subject to payment of taxes and applicable fees and expenses.

BHP ADS holders should note that the BHP ADSs will trade with “due bills” from the opening of business in New York on 25 May 2022 until 2 June 2022. BHP ADSs trading with due bills carry the right to receive the Woodside ADSs distributed in connection with the Merger. Exdividend trading in the BHP ADSs will commence at the opening of business in New York on 2 June 2022.

The BHP Dividend Reinvestment Plan will not operate in respect of the in specie dividend.

Eligibility to receive Woodside shares and related sale facility

BHP shareholders will be eligible to receive the in specie dividend in the form of Woodside shares if their address on the BHP register is in one of the following jurisdictions: Australia, Canada, Chile, France, Germany, Ireland, Italy, Japan, Jersey, Luxembourg, Malaysia, Netherlands, New Zealand, Norway, Singapore, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom and United States. Certain South African BHP shareholders may also validly elect to receive Woodside shares in accordance with the instructions previously announced on 8 April 2022.

BHP shareholders with a registered address in any other jurisdiction will generally be ‘Ineligible Overseas Shareholders’ and instead have their entitlements transferred to a sale agent to be sold in a sale facility. Proceeds are expected to be remitted to them within 12 weeks of completion of the Merger.
Eligible small BHP shareholders holding 1,000 ordinary BHP shares or UK depositary interests or less may also elect to have the Woodside shares they are entitled to receive sold by the sale agent under the sale facility, with payments also expected within 12 weeks of completion of the Merger.

Rounding of entitlements

BHP shareholders will be entitled to a whole number of Woodside shares, with any entitlement to a fraction of a Woodside share being rounded down to the nearest whole share. This includes BHP UK depositary interest holders and shareholders on the BHP South African branch share register.
The arrangements governing the BHP ADS and the BHP Corporate Sponsored Nominee Facility contemplate rounding of entitlements, and the rounding of the in specie dividend will occur according to the terms and conditions of those arrangements.

>> https://www.bhp.com/news/media-centre/releases/2022/05/deter…

[Oginvest]

Woodside shareholders approve BHP petroleum merger

BRISBANE (Reuters) -Woodside Petroleum’s shareholders approved on Thursday a merger with BHP Group’s petroleum arm to create a top 10 global independent oil and gas producer worth $40 billion, according to proxy votes shown at the company’s annual meeting.

More than 97% of proxy and direct votes received were in favour of the deal.

The merger, agreed last August, advances top global miner BHP’s effort to move away from fossil fuels, as it looks to decarbonise, while doubling Woodside’s oil and gas production and beefing up its funding for growth.

“The merger is an opportunity for Woodside to increase its contribution to the world’s growing energy needs and build the scale, resilience and diversity to thrive through the energy transition,” Woodside Chief Executive Officer Meg O’Neill told shareholders.

BHP will be paid in Woodside shares, giving BHP investors a 48% stake in the merged group, which will have assets in Australia, the United States, Mexico, Senegal and Trinidad.

While backing the merger, shareholders were disappointed with Woodside’s climate plan, which does not set targets for reducing its customers’ emissions, called Scope 3 emissions.

Nearly 45% of proxy and direct votes shown at the meeting were against the climate plan, which Woodside put to an advisory vote for the first time.

Two proxy advisers recommended voting against the plan.

Woodside Chairman Richard Goyder ordered the microphone to be cut off after one proxy for a shareholder asked whether the company’s plans to invest in fossil fuels were “morally mad, economically mad or both”, to which the chairman replied, “Or neither”.

However, Goyder said the company clearly needs to engage more with shareholders to explain that its plans are in line with Paris Agreement goals.

O’Neill said Woodside’s strategy on Scope 3 is to come up with clean products, such as hydrogen, for its customers.

https://www.reuters.com/article/woodside-m-a-bhp-idUSKCN2N50…

[Oginvest]

Samarco’s financial creditors plan to take over the company

The plan filed by a group of bondholders is expected to replace Samarco's debt restructuring proposal, which was rejected last month.

The bondholders group, which includes asset managers such as Oaktree Capital, Silver Point Capital, GoldenTree Asset Management LP and Solus Alternative Asset Management, expects most of the $4 billion debt to be converted into equity.

Renato Franco, founder of restructuring firm Integra Associados, which is advising creditors, estimates creditors will hold around 90% of the company after the restructuring.

Shareholders Vale and BHP are expected to ask the bankruptcy court for the right to vote on the plan. If their vote is not allowed, the creditors' plan could be easily approved.

Creditors are proposing to bring forward deadlines to ramp-up production and accelerate cash flow generation. The plan has a target of doubling iron ore production by 2024, to 14 million tonnes annually, and reach full capacity at 28 million tonnes annually by 2026. The shareholders plan expected this volume to be reached by 2029.

Tito Martins, a former Vale executive that advises Samarco creditors and may become the company's chairman, said investments in safer mining technology would allow a faster production ramp-up.

Samarco went bankrupt as it dealt with the fallout of its 2015 dam burst in the city of Mariana, in Minas Gerais state, that killed 19 people and caused extensive environmental damage. The company resumed production last year.

After improving cash flow, advisors to creditors, Integra Associados and investment bank Houlihan Lokey may look to sell the company to a strategic investor, Martins added.

(Reporting by Tatiana Bautzer Editing by Chizu Nomiyama)
https://www.mining.com/web/vale-bhp-jv-samarcos-financial-cr…

[Flocke78]

Antwort auf Beitrag Nr.: 71.604.627 von Verstehichnicht am 18.05.22 17:26:33

Ich möchte die neuen Aktien eigentlich nicht haben. Die WBD hab ich auch behalten und nachgekauft; obwohl Sie keine Dividende ausschütten.

[Verstehichnicht]

Zitat von Flocke78: Zuletzt ähnliches bei AT & T. Warner Brother wurde " abgespalten "; danach kam großer Verkaufsdruck auf die Aktien. At & T Kurs nach dem Abschlag stabil. Ich bin leicht im plus.

Ich bin selbst in T investiert.
Die ersten paar Wochen sind volatil. Da nach und nach die Aktionäre die WBD Aktien eingebucht bekommen und gleich verkaufen. Ich behalte sie. Habe den Abschlag bei T genutzt um nachzukaufen.

Wie gesagt. Musst du wissen. Möchtest die neuen haben? Wenn nicht und es steuerlich Sinn macht. Verkaufe vorm 24. und steige unten wieder ein 🤷‍♂️

[Flocke78]

Antwort auf Beitrag Nr.: 71.604.396 von Verstehichnicht am 18.05.22 17:08:02

Zuletzt ähnliches bei AT & T. Warner Brother wurde " abgespalten "; danach kam großer Verkaufsdruck auf die Aktien. At & T Kurs nach dem Abschlag stabil. Ich bin leicht im plus.

[Flocke78]

Antwort auf Beitrag Nr.: 71.602.854 von Thor77 am 18.05.22 14:52:17

Dann wohl besser jetzt verkaufen und nach dem Abschlag wieder rein , oder??

[Verstehichnicht]

Zitat von Flocke78: Dann wohl besser jetzt verkaufen und nach dem Abschlag wieder rein , oder??

Das musst du doch wissen. Ist doch dein Geld.

Bist du dick im plus ?
Willst Gewinne mitnehmen und nach dem Abschlag wieder rein?
Lohnt sich das zwecks Steuer ?
Siehst du es als Chance aufzustocken?
Hältst du die neuen Aktien weil du davon ausgehst es kommt in paar Jahren mehr rum?
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Dein Geld - Deine Entscheidung