BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 10)

[DeplorableMillenial]

Ja finde ich gut. Sammle auch Minenaktien und denke mit BHP, Rio Tinto, Glencore, Anglo American und Freeport kann man nicht viel falsch machen. Dann noch ein paar kleinere dazu und fertig ist der eigene ETF.

Für mich ist aber der Einstiegszeitpunkt schon wichtig, Markettiming ist schwierig aber jeder glaubt ja, er ist so clever :-) und daher warte/hoffe ich auf Schwäche bei BHP.

Daher lese ich auch die Informationen ganz gerne, dazu die üblichen Verdächtigen, seeking a, mining com, Handelsblatt und versuche dann bei (vermeintlicher) Schwäche zu kaufen.

Dass insgesamt mehr Metalle benötigt werden ist sowieso klar aber für mich dennoch schwer einzuschätzen, wann, wie, wo usw.... na ja....

[Oginvest]

Antwort auf Beitrag Nr.: 74.036.115 von DeplorableMillenial am 21.06.23 11:21:20

Danke 🙂

BHP und weitere größere Rohstoff-Unternehmen halte ich langfristig, daher teile ich hier gefundene Information dazu, was dieses Unternehmen umsetzt und plant. Solche Information finde ich allgemein für Rohstoff-Investments interessant, da BHP ja auch Mitbewerber hat und die Marktstimmung, sowie die Weltwirtschaft, (zukünftige) Verknappung von (welchen?) Rohstoffen, ebenso beachtet werden sollte, mMn.

Aktuell mit der gewollten Energiewende wird mMn. in den nächsten Jahren und Jahrzehnten erneut einiges mehr an verschiedensten Rohstoffen benötigt, dabei wird mit der ganzen gewünschten Zunahme von Strom als Energie auch besonders bei Kupfer eine Nachtfrageerhöhung erfolgen...mMn.

Folgend mal eine Übersicht aus einem Research, ist für eine Invest-Entscheidung eventuell zusätzlich nützlich, falls nicht bereits bekannt: 🤔

[Verstehichnicht]

Zitat von Russenknecht: Soloshow von Oginvest hier? Gibt`s nix zu posten außer englische Presse-Schnipsel?
Keine eigenen Meinungen (idealerweise mit Begründung) zum Unternehmen?

Angemeldet seit 2015 und wahnsinnige super spannende 33 Beiträge……

[DeplorableMillenial]

Oginvest, danke für deine Beiträge, ich lese sie immer wieder gerne durch.

Will BHP unbedingt ins Depot holen, warte/hoffe auf günstigere Einstiegskurse.

[Russenknecht]

Antwort auf Beitrag Nr.: 73.947.170 von Oginvest am 02.06.23 15:31:07

Soloshow von Oginvest hier? Gibt`s nix zu posten außer englische Presse-Schnipsel?
Keine eigenen Meinungen (idealerweise mit Begründung) zum Unternehmen?

[Oginvest]

Brazil's Samarco reaches deal with certain creditors over debt restructuring framework

(Reuters) - Brazilian miner Vale said late on Wednesday night it had entered into a binding deal on the parameters for a planned debt restructuring at Samarco, a joint venture it shares with miner BHP Group.

Vale said it had agreed on the deal with Samarco, BHP Billiton Brasil and certain creditors that hold more than 50% of Samarco’s notes and unsecured bank debt.

....
https://www.reuters.com/article/vale-agreement-samarco-idUSK…

[Oginvest]

Australia releases mine waste map for critical minerals supply

MELBOURNE — Australia has released a map of sites containing mine waste that could be reprocessed to source minerals critical to the global energy transition, the government said on Wednesday.

Metals like copper, nickel and cobalt are expected to be in short supply over the coming decades given demand growth from green energy sectors such as offshore wind and solar farms and electric vehicle batteries.

BHP Group estimates the world needs to double the amount of copper produced over the next 30 years just to keep pace.

...
https://financialpost.com/pmn/business-pmn/australia-release…

[Oginvest]

BHP taps Microsoft, AI, to improve recovery at top copper mine

MELBOURNE, May 30 (Reuters) - BHP Group (BHP.AX) has teamed up with Microsoft Corp (MSFT.O) to improve copper recovery from its Escondida mine in Chile, the world's biggest copper mine, by using machine learning and artificial intelligence, it said on Tuesday.

BHP estimates the world needs to double the amount of copper produced over the next 30 years to keep pace with the development of decarbonisation technology such as electric vehicles, offshore wind and solar farms.

Finding and building new mines is costly, difficult and can take upwards of a decade so miners are looking to next generation technologies to reap more metal out of existing mines and processes.

"We expect the next big wave in mining to come from the advanced use of digital technologies" BHP Chief Technical Officer Laura Tyler said in the company statement.

Using real-time data from plants that process ore in combination with AI-based recommendations from Microsoft’s Azure platform, plant operators will have the ability to adjust variables that affect ore processing and grade recovery, BHP said.

BHP, the world's biggest miner, is the majority owner of Escondida and operates the mine with partners Rio Tinto (RIO.AX), and Japan's JECO Corp. Escondida produced more than 1 million tonnes of copper during the last financial year ending in June.
https://www.reuters.com/markets/commodities/bhp-taps-microso…

[Oginvest]

Zitat von Oginvest: Column: Supply anxiety is the new hope for developing energy transition mines

MELBOURNE, May 25 (Reuters) - Can "supply anxiety" drive the next mining boom and deliver the minerals vital for the energy transition?

A fear that the world won't produce enough copper, lithium, aluminium and other metals vital for electrifying virtually everything that runs on fossil fuels is an increasingly common theme.

Almost every speaker at this week's 121 Mining Investment event in Melbourne made the same point: There isn't enough production to meet anticipated demand, there aren't enough projects in the pipeline, and even when new mineral deposits are discovered, the regulatory and financial barriers to developing them take years to navigate.

The overall message from many in the mining sector is that the energy transition is at real risk of being slower and costlier than anticipated because of a looming shortage of critical minerals.

...
Ensuring a project is the best it can be as far an preserving the environment is concerned, as well as winning social licence from a variety of stakeholders, is getting harder and more time-consuming.

Governments across the globe are putting in more regulations and requirements, not fewer, and taking longer to approve mining projects.

The other major problem is financing, with many banks in developed countries pulling back from lending to miners, preferring to focus their climate change efforts further down the value chain in things such as battery factories or renewable energy projects.

And finally, the major miners like BHP Group (BHP.AX) and Rio Tinto (RIO.AX) have curtailed capital expenditure in recent years, preferring to run disciplined operations and return profits to shareholders.

Where the majors are spending capital, the majority is tending towards maintaining output levels at existing operations, or developing resources peripheral to the energy transition, such as BHP's move into potash.

The question then becomes: What is the trigger point to spark more investment in mining?

...
https://www.reuters.com/markets/commodities/supply-anxiety-i…

[Oginvest]

Completion of OZ Minerals acquisition

BHP announces the completion of the OZ Minerals acquisition and implementation of the scheme of arrangement for BHP Lonsdale Investments Pty Limited, a wholly owned subsidiary of BHP Group Limited, to acquire 100% of the shares in OZ Minerals Limited (OZL) (the Scheme). BHP Group Limited is now the ultimate parent company of OZL.

BHP CEO Mike Henry said:

“This acquisition strengthens BHP’s portfolio in copper and nickel and is in line with our strategy to meet increasing demand for the critical minerals needed for electric vehicles, wind turbines and solar panels to support the energy transition. Combining our two organisations will provide options for growth, bring new talent and innovation to unlock these resources in a sustainable way, and deliver value to shareholders and communities.”

...
https://www.bhp.com/news/media-centre/releases/2023/05/compl…