BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 26)

[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?
…

Dein Geld - Deine Entscheidung

[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-…