BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 26)

[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??

[Thor77]

Hallo zusammen !

Eine kurze Frage wie ist das mit den Woodside Aktien. Ist das wie mit einer Dividende wo am Ex Tag die Divi abgezogen wird ? Dann müssten wir also am Dienstag minus 17-18 % rechnen, oder nicht ?

LG Thor77

[Oginvest]

BHP CEO says supply disruptions may last years; may speed up Jansen project

SYDNEY, May 17 (Reuters) - Supply chain disruptions in the mining sector could take up to three years to resolve, the chief executive of the world's largest listed miner BHP Group (BHP.AX) said on Tuesday.

Mike Henry also said that the Anglo-Australian miner may accelerate its Jansen potash project in Canada by a year, as Russia's invasion of Ukraine has tightened supplies.

"Both Ukraine and COVID-19 have led to lowered expectations for Chinese and global GDP growth in the near term," Henry said at the Bank of America Global Metals, Mining & Steel Conference.

"We also expect that the current supply chain disruptions may also take 2-3 years to resolve," he added.

Henry said he expected some economic growth in China to spill over into next year.

"We expect a degree of catch-up when lockdowns do ease," he added.

In a wide-ranging speech, Henry said the company's decision to invest in the Jansen project will bring greater cash flow stability and returns resilience.

The fundamentals for potash remain strong and were reinforced by supply-side disruption linked to the war in Ukraine, whose neighbours Russia and Belarus account for almost 40% of global production.

"This has positively reinforced the decision we've taken to enter potash," Henry said. "So we are making good progress and we're looking at potential to accelerate Jansen Stage 1 first production into 2026."

The company has also begun studies for Stage 2 of the project, he said.

As global miners push into the metals needed for the green energy transition, Henry said BHP continues to favour copper and nickel over lithium, which is used to make electric vehicle batteries.

"It is something that we keep a watching brief over but if you look at the amount of lithium out there, it's significant, so we don't see a real long-time constraint in terms of resource," he said.

"We believe there is more to do in copper and nickel where we see better cost curve shape."

BHP announced a record dividend payout in February after reporting estimate-beating first-half profits, helped by higher commodity prices, despite a cutback in demand from top metals consumer China. read more

The miner, however, recorded lower estimates for iron ore production for the March quarter as a pandemic-related labour crunch weighed on efforts to boost output. read more
https://www.reuters.com/business/energy/bhp-ceo-says-supply-…

[Oginvest]

Woodside sees slim risk of big share selloff by BHP investors

MELBOURNE, May 17 (Reuters) - Woodside Petroleum (WPL.AX) does not expect heavy selling of the company's shares by BHP Group (BHP.AX), investors if Woodside's acquisition of BHP's petroleum business goes ahead in June, Chief Executive Meg O'Neill said on Tuesday.

Woodside shareholders are set to vote on Thursday on a $40 billion merger to create a top 10 global independent oil and gas producer. BHP shareholders will hold a 48% stake in the enlarged group to be called Woodside Energy.

There have been concerns that investors who own BHP shares but do not currently hold Woodside may seek to dump the Woodside shares they will be issued in the deal.

However O'Neill said her conversations with BHP shareholders were going "really well" in explaining the expected returns from the enlarged group, its capital management framework and the strength of the balance sheet.

Woodside has also been talking to U.S. investors to highlight the differences between it and independent peers in the United States, which are focused on shale production and oil, in contrast to Woodside's offshore oil and gas and liquefied natural gas (LNG) assets.

"At the end of the day, we believe there'll be demand for Woodside shares that outpaces the supply that's available. So we think the flowback risk is largely mitigated," O'Neill told reporters on the sidelines of the Australian Petroleum Production and Exploration Association's annual conference.

"But that said, I do recognise this is a big transaction. We are issuing a large number of new shares, so we expect we'll see a bit of volatility for the next few months. But I don't think it will be enduring."

She said only a small number of BHP shareholders are in jurisdictions where they will not be able to hold Woodside shares, such as South Africa.

Assuming the deal goes ahead, Woodside is well positioned to benefit from European and Asian buyers seeking alternatives to Russian supply, which has been curtailed by sanctions.

O'Neill told Reuters the company's $4.6 billion Sangomar oil project in Senegal, where the company has been looking to sell down its 82% stake since July, has attracted "a bit more interest" in the wake of the Ukraine conflict.

"Obviously with commodity prices where they are, people are seeing near-term opportunity from this asset," she said.

Sangomar, due to start up in 2023, will produce sour crude similar to Russia's Urals crude, which European refiners use.

"So we do expect there'll be a lot of interest in the market from the European refiners for the Senegalese grades," O'Neill told Reuters.
https://www.reuters.com/markets/deals/woodside-sees-slim-ris…

[E.S.T.]

BHP wird so künftig über etwa 48 Prozent aller Woodside-Aktien verfügen

Der aktuelle Zusammenhang zu den Bonusaktien-
22.11.2021:
https://www.finanzen.net/nachricht/aktien/vereinbarung-gesch…

[Flocke78]

Antwort auf Beitrag Nr.: 71.577.561 von Verstehichnicht am 14.05.22 21:03:14

Ok. Dann kauf ich erstmal 200 Stück. Divi lohnt sich allemal.

[Verstehichnicht]

Antwort auf Beitrag Nr.: 71.577.492 von Flocke78 am 14.05.22 20:48:05

Bin seit 09/20 dabei. Überlege noch mal aufzustocken.
Bei Neueinstieg würde ich in Tranchen einsteigen.

[Flocke78]

Jetzt einsteigen oder besser nach dem deal? mfG

[E.S.T.]

Antwort auf Beitrag Nr.: 71.577.207 von Verstehichnicht am 14.05.22 18:41:51

Merger mit Woodside

Durch das Merger mit BHP ist Woodside vermutlich nach aussen nicht mehr voll sichtbar. Es ist zu hoffen, dass die 18%tige Anzahlerhöhung der BHP-Aktien bei der Dividendenberechtigung im September voll wirksam sein wird, wodurch wir uns über den Zinses-Zins richtig erfreuen können. Wir werden das bald sehen was bis dahin wirklich passiert.

[Verstehichnicht]

Antwort auf Beitrag Nr.: 71.577.099 von E.S.T. am 14.05.22 18:03:01

Ok. Dachte das sind dann Woodside Aktien. Habe noch keine Benachrichtigung von Smartbroker bekommen.

Werden die dann später noch in Woodside gewandelt ?
Sind diese Dividenden berechtigt? Denn Woodside zahlt ja Dividende.