Podcasts about bhp group

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales. Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks. WorldWideMarkets is part of JustOneLap.com.

The renminbi is starting to gain ground in the dollar-dominated global commodity trade, as recent deals highlighted the Chinese currency's expanding role in offering a diversified option for pricing and settlement, economists and executives said.经济学家和企业高管表示，人民币开始在美元主导的全球大宗商品贸易中崭露头角。近期的多笔交易凸显出，人民币在定价和结算方面为全球提供了多元化选择，其作用正不断扩大。Breakthroughs in RMB-denominated commodity transactions, regarded as one of the most difficult frontiers for the RMB's global use, may signal a faster phase of the currency's internationalization, as demand rises for alternatives to the US dollar and China's role in global trade grows, they added.他们补充说，以人民币计价的大宗商品交易一直被认为是人民币国际化最艰难的领域之一，如今取得的突破，可能预示着人民币国际化将进入更快发展阶段。这背后的原因，是全球对美元替代选项的需求上升，以及中国在全球贸易中的地位日益重要。The RMB ranked the fifth in global payments with a share of 3.1 percent in March, up from a sixth ranking in February, as calculated by global financial messaging services provider Swift.据环球银行金融电信协会（Swift）统计，今年3月，人民币在全球支付中的份额为3.1%，排名从2月的第六位升至第五位。The Cross-Border Interbank Payment System, or CIPS — the primary platform for cross-border yuan clearing and settlement — recently recorded a single-day transaction volume of 1.22 trillion yuan ($179 billion), a record high, according to Shanghai Securities News.据《上海证券报》报道，人民币跨境清算结算的主要平台——人民币跨境支付系统（CIPS）近期单日交易量创下1.22万亿元人民币的历史新高。Meanwhile, Reuters reported last month that Indian refiners were settling payments for specific oil cargoes purchased under a US sanctions waiver using the Chinese yuan, while mining giant BHP Group has reportedly adopted a Chinese pricing benchmark in its iron ore trade with China, signaling a broader acceptance of RMB settlement and pricing in commodity markets.与此同时，路透社上月报道称，印度炼油商已开始使用人民币结算部分在美国制裁豁免下购买的石油货物。据报道，矿业巨头必和必拓集团也在与中国的铁矿石贸易中采用了中国的定价基准。这些动向都表明，人民币结算和计价在大宗商品市场正获得更广泛接受。Zhang Bin, a national political adviser and a nonresident senior research fellow at the China Finance 40 Forum, said these developments suggest that the RMB is increasingly providing global trading partners with a more diversified currency option for commodity trade.全国政协委员、中国金融四十人论坛非驻会高级研究员张斌表示，这些进展表明，人民币正日益为全球贸易伙伴在大宗商品贸易中提供更多元化的货币选择。"The dollar has long served as a dominant currency for pricing, settlement and investment. However, intensified geopolitical tensions and changes in global economic governance have led some countries to reconsider the assumption that the dollar is reliable," Zhang said. "As countries seek to add an extra layer of safeguard in investment and business operations, the yuan is a particularly promising option, given China's significant and expanding role in global trade and investment.""美元长期以来一直是定价、结算和投资的主导货币。然而，加剧的地缘政治紧张局势和全球经济治理的变化，让一些国家开始重新审视'美元是可靠的'这一假设。"张斌说，"随着各国寻求为投资和商业运营多添一重保障，鉴于中国在全球贸易和投资中的重要且日益扩大的角色，人民币是一个特别有前景的选项。"Huang Yiping, dean of Peking University's National School of Development, highlighted the potential of the RMB in playing a bigger role in commodity pricing, as China is one of the world's largest importers of commodities and a leading exporter of manufactured goods.北京大学国家发展研究院院长黄益平强调了人民币在大宗商品定价中发挥更大作用的潜力，因为中国既是世界最大的大宗商品进口国之一，也是主要的制成品出口国。"Promoting the use of the RMB to price more of our economic activities is both possible and an indispensable step of RMB internationalization," Huang said.黄益平说："推动更多经济活动用人民币定价，既具可能性，也是人民币国际化不可或缺的一步。"China launched yuan-denominated crude oil futures trading in Shanghai in 2018, an early step toward expanding the RMB's role in global commodity pricing. In recent years, countries like Russia have increasingly used the Chinese currency in oil trade with China.2018年，中国在上海启动了人民币计价的原油期货交易，这是扩大人民币在全球大宗商品定价中作用的早期一步。近年来，俄罗斯等国在与中国的石油贸易中越来越多地使用人民币。"The fundamental conditions for the formation of a 'petroyuan' cycle — in which oil is increasingly priced, settled and reinvested in RMB assets — are gradually taking shape after China has become the world's largest crude oil importer," said Zhang Ming, deputy director of the Institute of World Economics and Politics at the Chinese Academy of Social Sciences.中国社会科学院世界经济与政治研究所副所长张明表示："随着中国成为全球最大的原油进口国，形成'石油人民币'循环——即石油的定价、结算和再投资均越来越多地使用人民币资产——的基础条件正在逐步具备。"However, analysts cautioned that how far the Chinese currency's role in commodity trade can evolve may ultimately depend on the depth of China's financial reforms and opening-up, the country's long-term economic strength, and the resilience of the US dollar's dominance.不过，分析人士也提醒，人民币在大宗商品贸易中的作用能走多远，最终可能取决于中国金融改革开放的深度、中国经济的长期实力，以及美元主导地位的韧性。"Part of the recent increase in RMB usage in commodity trade has been driven by short-term geopolitical factors, and the longer-term trajectory still needs to be observed," said Shao Yu, chief economist at the innovation center of Fudan University's School of Management.复旦大学管理学院科创中心首席经济学家邵宇表示："近期人民币在大宗商品贸易中使用量的增加，部分是受短期地缘政治因素驱动，长期趋势仍需观察。"Wu Xiaoqiu, former vice-president of Renmin University of China, said the key still lies in deepening market-oriented reforms to enable freer trade of the currency if a petroyuan system is to be established.中国人民大学原副校长吴晓求则表示，若要建立石油人民币体系，关键仍在于深化市场化改革，实现货币的更自由交易。Pan Gongsheng, governor of the People's Bank of China, the country's central bank, said China has worked to enhance institutional arrangements and financial infrastructure to support broader cross-border RMB usage to offer more diversified currency choices for all entities.中国人民银行行长潘功胜表示，中国已致力于完善制度安排和金融基础设施，以支持更广泛的跨境人民币使用，为所有主体提供更多元化的货币选择。The yuan's rising role in commodity trade is part of a broader expansion of the currency's international use, with a Deutsche Bank report saying that the process of RMB internationalization is likely to accelerate.人民币在大宗商品贸易中角色的提升，是其国际使用范围更广泛扩展的一部分。德意志银行的一份报告称，人民币国际化的进程可能会加速。Renminbi assets are becoming increasingly attractive, underpinned by China's strong growth prospects and the rapid development of future-oriented industries, said Stefan Hoops, CEO of DWS — Deutsche Bank's asset management arm.德意志银行资产管理分支DWS的首席执行官斯蒂凡·霍普斯表示，在中国强劲的增长前景和未来产业的快速发展支撑下，人民币资产正变得越发具有吸引力。Hoops pointed to a structural shift in trade invoicing: Whereas the vast majority of Chinese exporter invoices were denominated in US dollars five years ago, a growing share are now denominated in RMB.霍普斯指出了贸易计价方面的结构性转变：五年前，中国出口商的发票绝大多数以美元计价，而现在，以人民币计价的占比正在增长。pricing and settlement /ˈpraɪsɪŋ ænd ˈsetlmənt/定价和结算commodity transaction /kəˈmɒdəti trænˈzækʃən/大宗商品交易sanctions waiver /ˈsæŋkʃənz ˈweɪvər/制裁豁免underpin /ˌʌndərˈpɪn/支撑；巩固trade invoicing /treɪd ˈɪnvɔɪsɪŋ/贸易计价；贸易开票

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Stagflationssignale, crashende Softwareaktien und ein weiterer Großauftrag für Palantir. Außerdem geht es um CF Industries, Mosaic, Archer-Daniels-Midland, Hubspot, UiPath, Atlassian, Zscaler, Snowflake, Gitlab, MongoDB, Salesforce, Datadog, Servicenow, Intuit, Workday, Gartner, Amazon, SAP, Arm, Apple, Samsung, Microsoft, Ionos, Commonwealth Bank of Australia, National Australian Bank, BHP Group, Rio Tinto, Westpac Banking, ANZ Group, Wesfarmers, Xtrackers S&P ASX 200 (WKN: DBX1A2), iShares MSCI Australia (WKN: A0YJ80), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG). Die Infos zum Buch “Project Maven – A Marine Colonel, His Team, and the Dawn of AI Warfare” von Katrina Manson findet ihr hier: https://wwnorton.com/books/9781324123316 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Your morning briefing. All the news you need to start your dayOn today's podcast:(1) UK unemployment reached its highest since the pandemic and wage growth eased as the labor market continued to weaken, prompting traders to increase bets on further interest-rate cuts from the Bank of England.(2) Iranian Foreign Minister Abbas Araghchi held talks with the head of the UN’s atomic watchdog in Geneva on Monday, ahead of a second round of nuclear negotiations with the US.(3) BHP Group posted earnings at the upper end of analyst expectations, as a years-long effort to shore up copper production combined with a historic metals rally to offset a lackluster period for its giant iron ore business.(4) Elon Musk’s SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology, according to people familiar with the matter.(5) The UK government abandoned plans to cancel local elections scheduled for May in 30 areas, after the move sparked a fierce backlash including a lawsuit from Nigel Farage’s populist Reform UK party.(6) Secretary of State Marco Rubio showered Viktor Orban with praise on a visit to Hungary as the US doubled down on its support for the strongman leader before an election that could bring an end to his 16 years in power. Podcast Conversation: Why ‘Burnout’ Feminism Is Replacing the Girlboss, Lean In EraSee omnystudio.com/listener for privacy information.

Your morning briefing. All the news you need to start your dayOn today's podcast:(1) Iranian Foreign Minister Abbas Araghchi held talks with the head of the UN’s atomic watchdog in Geneva on Monday, ahead of a second round of nuclear negotiations with the US.(2) BHP Group posted earnings at the upper end of analyst expectations, as a years-long effort to shore up copper production combined with a historic metals rally to offset a lackluster period for its giant iron ore business.(3) Elon Musk’s SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology, according to people familiar with the matter.(4) The UK government abandoned plans to cancel local elections scheduled for May in 30 areas, after the move sparked a fierce backlash including a lawsuit from Nigel Farage’s populist Reform UK party.(5) Secretary of State Marco Rubio showered Viktor Orban with praise on a visit to Hungary as the US doubled down on its support for the strongman leader before an election that could bring an end to his 16 years in power. Podcast Conversation: Why ‘Burnout’ Feminism Is Replacing the Girlboss, Lean In EraSee omnystudio.com/listener for privacy information.

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he's watching in 2026.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Ritterschlag für Intel, Rebound bei Rüstung und einen Branchen-Deal der Superlative. Außerdem geht es um Apple, Garmin, Thermo Fisher, Boston Scientific, Johnson Health Tech, Planet Fitness, Life Time, Gym Group, Basic Fit, Xponential Fitness, Technogym, Nike, Adidas, Puma, Lululemon, Lockheed Martin, L3Harris, Kratos Defense, Nvidia, Oracle, Apple, Palantir, Bayer, Puma, Tilray Brands, General Motors, Elevance Health, Centene, Cigna, UnitedHealth und Molina Healthcare, Rio Tinto, Glencore, BHP Group, Siemens, Meta und Keller Group. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Hacemos balance en Europa destacando: Airbus, Air France-KLM, TotalEnergies, Roche, RWE y BHP Group. Con Pablo Garcia, director general de Divacons-Alphavalue.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump’s proposed Nov. 27 deadline to secure Ukraine’s support for a US-backed peace plan isn’t set in stone and could drift into the following week, US Secretary of State Marco Rubio said, suggesting that plenty of work remains. (2) Chief executive officers are bracing for Rachel Reeves to pile further costs on their businesses in her budget — and some are warning they’ll slash investment in the UK if she does. (3) BHP Group has walked away from a fresh takeover approach for Anglo American Plc, ending an unexpected and short-lived attempt by the world’s largest miner to thwart a planned tie-up between its smaller rival and Canada’s Teck Resources. (4) British Prime Minister Keir Starmer unveiled a strategy to make critical minerals at home and reduce reliance on the fragile global supply chain. (5) In President Donald Trump’s second term, crypto assets transformed his family’s wealth. Now the Trumps — and their followers — are getting a crash course in the wild volatility ingrained in digital currencies. (6) Five years after being battered by Covid-19 and the rise of home working, Canary Wharf is making a comeback. Podcast Conversation: How Breathwork Became the New MeditationSee omnystudio.com/listener for privacy information.

A court in Britain has ruled that the mining company BHP is legally responsible for the collapse of a dam in 2015 which caused one of Brazil's worst environmental disasters. The failure of the Mariana dam (in southeastern Brazil) unleashed a wave of toxic waste that killed nineteen people and polluted a major river. It was owned by a joint venture between the Brazilian firm, Vale, and BHP - which was headquartered in Britain at the time. Hundreds of thousands of Brazilian victims are seeking what could amount to billions of dollars in compensation. BHP says it intends to appeal. Also in the programme: controversy in Turkish football; and we hear from a mystery person photographed during the Louvre heist. (Photo: A view shows the BHP Group logo at their headquarters in Melbourne, Australia. CREDIT: REUTERS/Hollie Adams/File Photo)

Chantal Marx, FNB Wealth & Investments, on BHP Group's results as the market brushed off profits falling to a five-year low. Scott Cummins, Aveng CEO, on results as two challenging projects pushed the company into a loss for the period. Bradd Bendall, BetterBond, on a strong July in the home loan market, with many homeowners choosing to upgrade rather than buy anew.

Yesterday our local market closed slightly lower, down 0.04%, with energy and information technology down the most.  On the ASX200 leaderboard, BNPL company ZIP Co (ASX:ZIP) advanced more than 16% after the company reported a 219% year-on-year increase in EBITDA of $46 million. Overnight, US equities closed in the red, with all three major benchmarks down after a significant tech sell- off and tariff concerns. The Dow Jones lost 1.7% or almost 700 points, the S&P500 closed 2.24% lower, while the tech- heavy Nasdaq closed 3.07% lower. What to watch today:The SPI futures are suggesting the Australian market will fall 0.33% at the open this morning, following the heavy sell- off on Wall Street. Keep watch of BHP Group (ASX:BHP) this morning as the mining giant is set to release its third quarter update.And in economic data, today Australia's unemployment rate data for March will be released.  Looking at commodities, Crude oil is trading higher, 2.44% in the green at US$62.82 per barrel, as fresh US sanctions on Chinese importers of Iranian crude, reignited supply concerns. The price of gold reached a record high, trading up 3.25% at US$3,356.67 an ounce, as the increasing unpredictability of the US trade policy and low demand for the US dollar and Treasury securities has left gold as one of the main saf0- haven commodities. And iron ore is steady at US$100.19 a tonne.  Trading Ideas:Bell Potter maintains their Buy rating on Select Harvest (ASX:SHV) after the almond grower delivered a disappointing crop update with an approximate 10% downward revision to FY25 crop expectations. Bell Potter believe it was largely offset by stronger pricing outcomes, which look likely to be a greater benefit into FY26-27. Their 12- month price target remains unchanged at $5.80, and at SHV's current share price of $4.60, this implies 26.1% share price growth in a year.Trading Central have identified a bullish signal in QBE Insurance Group (ASX:QBE) indicating that the stock price may rise from the close of $21.36.

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers. Commodity Movers: Copper & Rhodium Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group. Copper | Weekly | 25 March 2025 Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels. Platinum & Palladium: Relatively stable within established price ranges. BYD's Breakthrough in Battery Tech BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs. Outpacing Tesla and other competitors in rapid-charging efficiency. Dominating the affordable EV space with sub-$10,000 models. Tesla's Market Share Decline in Europe Tesla's share of the European BEV market dropped from 21% to 9.6%. Competitive pricing from BYD and lack of Tesla model updates. CEO Elon Musk's political involvement potentially affecting brand perception. Remgro: Growing Discount to NAV Reported net asset value (NAV) of R276.89, but share price only R155. The discount to NAV is reaching extreme levels. Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Education Stocks 06:51 Commodities: Copper and Rhodium Insights 13:34 Electric Vehicle Market Dynamics 18:02 Remgro's Financial Performance and Valuation Insights    

Kieran Witthuhn from Anchor unpacks BHP Group's results, Aveng CEO Scott Cummins discusses the impact of loss-making contracts alongside stronger divisions, and Viv Govender from Rand Swiss weighs in on the EU tech gap and the launch of Grok3.

Viele Branchen - und damit auch Einzelaktien - haben positiv auf Chinas Stimulusmaßnahmen reagiert. Heute gebe ich euch daher ein konkretes Update zu 6 Aktien direkt aus meinem Depot.
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 Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können.
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 Quelle der Audio-Snippets, abgerufen am 02.10.2024: URL: https://www.youtube.com/watch?v=qOTSUp-xw5w Titel: China stocks have best week since 2008 following Beijing stimulus plans YouTube-Kanal: CNBC Television
 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: Tencent.com, JD.com, SilverCorp Mining, GatosCorp, Fortuna Mining, BHP Group

Eine Dividendenrendite von über 5% PLUS einem ganz ordentlichen Kurspotenzial: Das ist eine Kombination, die wir an der Börse nur relativ selten vorfinden, aber jetzt könnte sich diese Gelegenheit ergeben. Lasst uns dazu sprechen.
 ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de
 ► Den neuen Podcast “Buy The Dip” findet ihr hier: https://buythedip.podigee.io
 ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion
 ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/
 Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können.
 ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld
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 Quelle der Audio-Snippets, abgerufen am 04.09.2024:
 URL: https://www.youtube.com/watch?v=Pt_eEGOtB3c Titel: Diese Entwicklung erwartet niemand! YouTube-Kanal: Erichsen
 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: RioTinto, BHP Group

Plus: U.S. spy agencies say Iran is working to undercut Donald Trump's presidential campaign. And, BHP Group and Lundin Mining agree to jointly acquire Canadian exploration company Filo. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian market has been busy this week as we approach the FY24 results season. Some companies have provided early indications of their performance, while others have offered updates on their Q4 trading and future outlook. Which names stood out this week and how did this impact the local market as we head towards the mid-July?In this week's wrap, Grady covers:(0:31): why Accent Group soared this week(2:02): the sell-off in BHP Group(3:12): Domino's worldwide strategic review(4:52) the winning and losing stocks of the week(5:43): the most traded stocks & ETFs by Bell Direct clients(6:09): economic data to watch next week.

Die BHP Group steht im Jahr 2024 vor erheblichen Herausforderungen. Die jüngsten Quartalszahlen zeigen eine deutliche Abhängigkeit von den schwankenden Rohstoffpreisen, was sich sowohl auf den Umsatz als auch auf den Gewinn des Unternehmens auswirkt. Als eines der weltweit führenden Rohstoffunternehmen verzeichnete BHP in den letzten Jahren hohe Dividenden-Renditen. Doch angesichts der aktuellen Marktbedingungen und der Volatilität der Rohstoffpreise, insbesondere bei Kupfer, Eisenerz und Nickel, rechnen Analysten mit einem möglichen Rückgang dieser Renditen. Die Unsicherheit auf den Rohstoffmärkten zwingt das Unternehmen, seine Finanzstrategien anzupassen, um langfristig stabil zu bleiben. Die Analyse der jüngsten Finanzberichte von BHP zeigt, dass die Gewinne in den letzten Quartalen rückläufig sind. Dies ist auf die sinkenden Preise für wichtige Rohstoffe zurückzuführen, die das Unternehmen fördert. Diese Preisschwankungen haben einen direkten Einfluss auf die Erträge und die Fähigkeit des Unternehmens, hohe Dividenden auszuschütten. Für Investoren stellt sich die Frage, ob BHP angesichts dieser Herausforderungen weiterhin eine attraktive Anlageoption bleibt. Die langfristigen Perspektiven hängen stark von der Erholung der Rohstoffpreise und der Fähigkeit des Unternehmens ab, seine Betriebskosten zu senken und effizienter zu arbeiten. Zusammenfassend lässt sich sagen, dass die BHP Group im Jahr 2024 vor einer unsicheren Zukunft steht. Die Abhängigkeit von den Rohstoffmärkten bleibt ein zentrales Risiko, das Investoren genau beobachten sollten. Ob BHP seine Position als führendes Rohstoffunternehmen halten kann, wird maßgeblich davon abhängen, wie das Unternehmen auf die aktuellen Marktbedingungen reagiert und seine Finanzstrategien anpasst. *Inhaltsverzeichnis*00:00 Intro01:26 Langfristiger Chart von BHP02:36 BHP vs. S&P 500 vs. S&P 500 Rohstoff ETF (XL) vs. ASX 20003:22 BHP vs. Rio Tinto vs. Anglo American vs. Fortescue vs. Vale vs. Glencore04:05 BHP: Historie04:48 Geschäftsbereiche05:56 Produkte: Eisenerz, Kupfer, Nickel und Kohle07:02 Abbau-Gebiete07:33 Verwertungschance der Minen nach dem Abbau08:40 Die größten Rohstoff-Konzerne der Welt09:12 Fehlgeschlagene Übernahme von Anglo American10:37 Eigentümerstruktur von BHP11:08 CEO: Mike Henry11:40 BHP: Umsatz & Margen Entwicklung 12:35 BHP: Umsatz nach Region13:06 China-Risiko für BHP14:25 BHP: Gewinn-, Cashflow-Entwicklung & Dividenden16:02 BHP: Bilanz-Überblick & Aktienrückkäufe17:03 BHP: Kennzahlen-Überblick (KGV) 17:48 BHP: Dividenden-Rendite & -Entwicklung18:46 Piotroski- & Levermann-Score19:36 BHP: Unternehmens-Bewertung20:26 BHP: Chartanalyse 21:18 Ist die Aktie von BHP derzeit ein Kauf?22:04 Rohstoff-Aktien und Rohstoff-Preise im Vergleich (Eisenerz, Kupfer und Nickel)23:36 Disclaimer24:12 Danke fürs Einschalten! *Zusammenarbeit anfragen*https://www.maximilian-gamperling.de/termin/ *Social Media* - Instagram: https://www.instagram.com/maximilian_gamperling/ - LinkedIn: https://www.linkedin.com/in/gamperling/ - Newsletter: https://www.maximilian-gamperling.de/newsletter - Podcast: https://akademie.maximilian-gamperling.de/podcasts/anker-aktien-podcast *Meine Tools* - Charts*: https://de.tradingview.com/?aff_id=117182- Aktienfinder: https://aktienfinder.net- Finchat.io*: https://finchat.io/?lmref=5vpktQ- TransparentShare: https://bit.ly/3laA6tK- SeekingAlpha*: https://www.sahg6dtr.com/QHJ7RM/R74QP/- Captrader*: https://www.financeads.net/tc.php?t=41972C46922130T *Disclaimer*Alle Informationen beruhen auf Quellen, die wir für glaubwürdig halten. Trotz sorgfältiger Bearbeitung können wir für die Richtigkeit der Angaben und Kurse keine Gewähr übernehmen. Alle enthaltenen Meinungen und Informationen dienen ausschließlich der Information und begründen kein Haftungsobligo. Regressinanspruchnahme, sowohl direkt, wie auch indirekt und Gewährleistung wird daher ausgeschlossen. Alle enthaltenen Meinungen und Informationen sollen nicht als Aufforderung verstanden werden, ein Geschäft oder eine Transaktion einzugehen. Auch stellen die vorgestellten Strategien keinesfalls einen Aufruf zur Nachbildung, auch nicht stillschweigend, dar. Vor jedem Geschäft bzw. vor jeder Transaktion sollte geprüft werden, ob sie im Hinblick auf die persönlichen und wirtschaftlichen Verhältnisse geeignet ist. Wir weisen ausdrücklich noch einmal darauf hin, dass der Handel mit Aktien, ETFs, Fonds, Optionen, Futures etc. mit grundsätzlichen Risiken verbunden ist und der Totalverlust des eingesetzten Kapitals nicht ausgeschlossen werden kann.Aussagen über zu erwartende Entwicklungen an Finanzmärkten, insbesondere Wertpapiermärkten und Warenterminbörsen, stellen NIEMALS EINE AUFFORDERUNG ZUM KAUF ODER VERKAUF VON FINANZINSTRUMENTEN dar, sondern dienen lediglich der allgemeinen Information. Dies ist selbst dann der Fall, wenn Beiträge bei wörtlicher Auslegung als Aufforderung zur Durchführung von Transaktionen im o.g. Sinne verstanden werden könnten. Jegliche Regressinanspruchnahme wird insoweit ausgeschlossen. *Affiliate-Link #BHP #Aktie #Börse

US equities closed mixed overnight. The Dow Jones slid over 100 points or 0.3% to close the first trading session for June, while the S&P500 and the Nasdaq closed in the green, up 0.1% and 0.56% respectively. Weighing on the Dow was the release of weak manufacturing data in the US, which saw a pullback in banks, industrials and shares dependent on economic growth.  The local market started the new trading month in positive territory yesterday, after a red run last week as the financial and utilities stocks boosted the market to a green close. Tech and communications services stocks weighed on the market gains, with the rate sensitive tech sector ending Monday's session down 0.7%. Our local rally on Monday followed momentum from Wall Street on Friday, as the US core personal expenditure data, which is the Fed's preferred measure of inflation, increased just 0.2% for April, the slowest rate this year, indicating inflationary pressures in the world's largest economy are beginning to ease. What to watch today:The Australian market is set to open lower this morning, with the SPI futures suggesting a 0.15% fall at the open. In commodities, The iron ore price hit a six-week low however the big iron ore miners in Australia posted notable gains on Monday, seemingly unaffected by the drop in the price of their major commodity. BHP, Fortescue and Champion Iron all posted gains yesterday. The drop in the iron ore price was due to ongoing weakness in China's housing market as indicated by the release of new-home sales economic data. Despite weakness in China's property sector, the world's second largest economy reported expansion in its manufacturing sector as activity in the manufacturing space increased at its fastest rate in almost 2-years for May, in a positive sign of slow economic recovery post-pandemic in the region.Energy stocks also rallied in the aftermath of the OPEC+ meeting, where the global oil regulator further cut production outputs in an attempt to bolster the price of oil.This morning, oil is trading 3.88% lower at US$74 per barrel as markets digested OPEC+'s latest move, while gold is up more than 1% at US$2,350 an ounce and iron ore is down 0.1% at US$117.52 per tonne.And the Australian dollar is buying US$0.67, 104.27 Japanese Yen, 52.16 British Pence, and NZ$1.08.Trading Ideas:Bell Potter maintains a Speculative Buy rating on AMA Group (ASX:AMA), the largest accident repair group in Australia with approximately 127 vehicle repair shops. Bell Potter's key focus for the company this half has been the refinancing of AMA's senior debt facility which matures in October this year. They have lowered their valuation from $0.12 to $0.08, and at the company's current price of $0.04, this implies 86% share price growth in a year. And Trading Central has identified a bullish signal in BHP Group (ASX:BHP), indicating that the stock price may rise from the close of $44.81 to the range of $48.30 to $49.10 over 8 days according to the standard principles of technical analysis. 

Alberto Roldán, profesor de finanzas y economía y consejero de New Growth Capital, analiza algunos de los valores mas importantes de esta jornada: BCE, BHP Group y Volkswagen.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1)  Ukraine must be allowed to target missile crews inside Russia with European-supplied weapons, according to French President Emmanuel Macron.(2)  Germany and France have agreed to make rapid progress to deepen the European Union's capital markets to boost investment in the bloc after years of discussions, French President Emmanuel Macron said.(3) Keir Starmer's poll-leading opposition Labour Party is seeking to reassure the City of London it is not considering further taxes on Britain's banks if it wins power at the UK general election on July 4.(4) The White House said an Israeli strike on an encampment in Rafah that left dozens dead was devastating but would not cause President Joe Biden to freeze additional arms shipments to the country.(5) With just hours left on the clock, advisers for BHP Group and Anglo American Plc were still struggling to find a breakthrough to salvage BHP's ambitious $49 billion takeover plan. See omnystudio.com/listener for privacy information.

Embark on a journey of discovery with Dr. Alan as he unveils the cutting-edge breakthroughs of Clarity Pharma, a pioneering force in the relentless fight against cancer through next-generation radiopharmaceuticals. In this instalment of our From the helm series, Bell Direct's Grady Wulff speaks to Clarity Pharmaceuticals (ASX:CU6) Executive Chairman, Dr Alan Taylor.Clarity Pharmaceuticals specialises in the development of Targeted Copper Theragnostic for the imaging and treatment of selected cancers. Clarity Pharma has an extensive program of clinical development for imaging and cancer therapy with a series of important data readouts over the next few years. In this video Dr. Alan discusses:(1:27) An overview of the company, including their 7 clinical trials(3:35) The promising results from their SECuRE trial(11:55) Why the radiopharmaceutical market is booming(14:47) Why Clarity Pharma could be an investment opportunity

Mining experts and host Bruce Whitfield discuss BHP's latest attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc's second-largest shareholder stated that BHP Group's takeover offer needs a “meaningful revision,” making these public comments just hours before the deadline for BHP to either commit to an offer or withdraw.See omnystudio.com/listener for privacy information.

Mining experts and host Bruce Whitfield discuss BHP's final attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc's second-largest shareholder stated that BHP Group's takeover offer needs a “meaningful revision,” making these public comments just hours before the deadline for BHP to either commit to an offer or withdraw.   Liandra da Silva, Economist at Nedbank, and host Bruce Whitfield analyze the latest inflation figures. According to Stats SA, consumer prices saw minimal movement in April, with headline inflation slowing to 5.2%, down from 5.3% in March. This aligns with economists' expectations for headline inflation to remain steady after its first decrease in 2024, from 5.6% in February.   Jonathon Liebmann, founder of BlackBrick, is The Money Show's Shapeshifter. He talks with host  Bruce Whitfield about his career and founding BlackBrick, which has quickly become Africa's fastest-growing apartment hotel brand since 2019. With properties in Sandton and Foreshore, and a new hotel in Bedfordview, BlackBrick plans to expand to Gardens by February 2025 and Umhlanga by December 2025, establishing a strong nationwide presence. See omnystudio.com/listener for privacy information.

Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer. Discussion on lab-grown diamonds and potential impacts on the market. Market Insights Tencent's positive results impact Naspers and Prosus. NASDAQ and S&P close at all-time highs. Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.   [caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption] Discussion on upcoming elections' market impact. NHI bill signed, causing sell-off in healthcare stocks. US imposing more tariffs on China, strategic implications discussed. Company Highlights Positive financial results from Calgro M3* and Raubex. Calgro M3 reports good numbers, discusses share buybacks and future prospects.   [caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption] Raubex impresses with strong financial performance, diversification strategies. Preview of forthcoming corporate earnings announcements and economic data releases. Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results. * I hold ungeared positions. Simon Brown

Rate Cuts and Economic Outlook Jerome Powell's statement from the FOMC meeting: "Inflation remains too high and the path forward is uncertain." No rate cut was announced at the FOMC meeting. Speculation on upcoming rate cut possibilities and their impact on the economy. Local economic outlook and potential changes due to the upcoming election. BHP Group's Interest in Anglo-American BHP Group's* proposal to buy parts of Anglo-American, leading to market speculation. Complexities of the deal and potential impact on stock prices. Analysis of BHP Group's interest in Anglo-American's assets, particularly in copper Potential effects of the deal on the Johannesburg Stock Exchange (JSE) and overall market sentiment. Historical context of Anglo-American's significance in South Africa's mining industry. Chinese Market and Economic Data Overview of China's economic challenges and recent data indicating resilience. Discussion on Chinese stock market performance and factors influencing consumer sentiment. Oil Market Dynamics Analysis of recent fluctuations in oil prices and underlying supply-demand dynamics. Impact of US oil production and global economic conditions on oil prices. Implications for South African consumers and petrol prices. Retail Bonds and Sygnia ETF Changes Update on retail bond rates for May and potential changes in June. Sygnia's planned changes to ETFs, including the Fourth Industrial Revolution and Fang AI funds. Clicks Results and Market Analysis Review of Clicks' financial results and market response. Analysis of Clicks' performance in the retail sector and future outlook. Discussion on Clicks' valuation and potential investment opportunities. * I hold ungeared positions.  

Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray? Anchor's Casey Sprake helps us understand US ten-year bonds

Given higher than expected inflation print this week, the Federal Reserve is less likely to lower interest rates. On Friday mining audiences manager recorded Kitco Roundtable. Gold investors could see higher volatility next week as the Federal Reserve is expected to signal it will not be ready to lower interest rates before the summer.The weakness comes as the Federal Reserve's preferred inflation gauge – the core Personal Consumption Expenditures (PCE) index – showed that inflation remains higher than preferred, rising 2.8% over the prior year in March, above estimates for 2.7% On Wednesday the Fed will make an interest rate announced followed by a press briefing by U.S. Federal Reserve Chair Jerome Powell.Mid week Bloomberg reported that BHP Group has made an unsolicited offer for Anglo American. BHP Group is the world's largest diversified miner with a market cap of about $150 billion. The deal could equal $39 billion making it one of the largest mining deals in decades. BHP is interested in Anglo American's copper assets. Anglo American is expected to produce 730–790 kt of copper in 2024 mostly due to operations in Chile and Peru.

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

This week we talk about renewables, open-pit mines, and the Bronze Age.We also discuss the Cobre mine, First Quantum, and environmentalism.Recommended Book: The Possibility of Life by Jaime GreenTranscriptDepending on whose numbers you use, and where you choose to place your chronological brackets, the Chalcolithic, or Copper Age, began around 5,000 BCE, around 7,000 years ago, with the smelting of copper at high temperatures.The oldest confirmed and dated site relevant to the beginning of this age is in Serbia, though this capability seems to have been developed, independently, at various places around the world within a few thousand years of each other, including China, North America, in the Great Lakes region, and in what is today Pakistan, as well, among other locations.The process of smelting copper that was practiced in Eurasia, in what we might today call Central or Eastern Europe and Western Asia, slowly moved the continent out of the Neolithic period, which was largely defined by humanity's construction of organized settlements, widespread adoption of agriculture and animal domestication, and large-scale pivot away from nomadic, hunter-gatherer-style ways of living.Folks at that time were also getting a lot of mileage out of early ceramics and stone tools, alongside all sorts of ornaments and artworks made of these and other materials that required skill and some level of technology to use, but which didn't require metallurgy.Humans were still using a lot of stone tools during this period, then, but started to include heat-worked copper elements into their tools, as well.So the Copper Age saw the development of very basic metallurgy by many interconnected groups throughout this part of the world, and though some early writers on the subject grouped the use of copper and bronze together, defining a much larger period as the Bronze Age in an undifferentiated way, modern scholarship on the matter, beginning in the late 19th-century, breaks them apart into the earlier Copper and subsequent Bronze Ages because the manipulation and use, and often then the heavy reliance on copper tended to segue a society, eventually, toward bronze, the latter being more difficult to wield, and the former generally serving as a transitional sort of technology.And that's because copper is one of the rare metals that naturally occurs in a usable form in the Earth: so folks were using copper for a variety of purposes as far back as 8,000 BCE-ish, but we tend to use the smelting of copper as a delineation for the eponymous age, because that's when humans started to really work it, having become capable of building the technologies required to reach the requisite heat levels, and to control the metal and shape it, rather than simply finding it in its raw form and using chunks or slivers of it for decoration or weaponry-related purposes.Bronze is an alloy consisting of copper and tin, and the proper melding of these two metals makes the resulting substance, bronze, a lot more durable, resistant to environmental wear, and more capable of holding its shape: that also means it's a lot more difficult to work, if you want to make things out of it, but it also made things like armor and sword edges dramatically more effective, which is why when civilizations learned how to work it and built the infrastructure necessary to do so on scale, they tended to do pretty well, in terms of military victories and economic competition, compared to their bronze-less neighbors.Copper, though in some ways replaced by its alloys, like bronze, for many use-cases throughout history, has continued to be incredibly useful for a broad range of purposes, and what I'd like to talk about today is the closure of a copper mine in Panama, and the predicted global copper shortage we may soon face.—In the latter-half of 2022, the International Copper Study Group, or ICSG, reported that they expected a copper surplus of around 155,000 tonnes on the global market in 2023.That would represent a small surplus, as about 26 million tonnes of copper land on the international market each year, but a surplus of any kind would have been notable, following a long period of deficits, largely due to a huge amount of growth and construction throughout China, and a failure of international copper mines to produce as much marketable metal as they're theoretically capable of producing.The ICSG updated their expectation in early 2023, changing their official expected figure from a surplus of 155,000 to a deficit of 114,000 tonnes, and that's following a deficit of 431,000 tonnes in 2022.The upside of which is that the world has been demanding more copper than has been produced for a while now, and while current deficits are low compared to the record-high deficit of about 1 million tonnes in 2014, some prognosticators are saying we could see a deficit of somewhere between 1.5 million to 9.9 million tonnes by 2035, depending on how a collection of variables play out in the coming years.One major variable is how expansively and aggressively the world's governments and companies decide to invest in and deploy new, renewable energy-centric technologies and accompanying infrastructure.Copper is fundamental to the production of solar panels, electric vehicles, battery storage technologies, and even the cables that, when strung together, form our electric grids.Because of that funamentalness, copper is generally seen as being an easy bet, in terms of production investment, because it's so necessary for development and growth and building things, that—using existing technologies and systems and methods, at least—we'll always need more of it.And there is investment in copper projects around the world, including a slew of recent takeovers, like the April 2023 approval for BHP Group to buy OZ Minerals for nearly $6.4 billion, and the attempt by Swiss multinational Glencore to buy-out Canadian-owned Teck Resources for around $23 billion, which failed, but that eventually led to a separate deal for Glencore to buy Teck's steelmaking-grade coal business for around $9 billion; so Teck held on to their copper business in that deal, but that more than $20 billion price tag gives you a sense of how big this market is, and how competitive it's getting.The issue, though, is that while there's interest in this industry, and a lot of growth potential more or less baked into the way the world is going, with so many new renewables being deployed and grid systems needing to be upgraded essentially everywhere to account for more transmission of larger volumes of electricity to more locations, there's still a lack of sufficient mined copper—growth in mining volume has sputtered, and some analysts have suggested that with copper as cheap as it is, there's less appetite to invest in that side of the industry; as of September 2023, the average price of a key grade of copper was just over $8,500 per tonne, and some analysts have said the price needs to be something like $15,000 per tonne, nearly double that, in order to justify the necessary investment in mining volume capacity.Thus, we're at a moment in which we're already short of copper, we're expected to, globally, need a lot more of it very soon, but the price isn't high enough to justify expanding output, and that means we could run up against a shortage before the price reaches the point it needs to be at, which may then compound the issue for several years, until that new capacity can be built-out and come online, at which point we may be way behind on this transition, but also possibly hurting across other endeavors, as well, like making repairs to infrastructure, building new buildings, and even expanding access to fundamental services like telecommunications, because all of these things require a substantial amount of copper, which could become quite expensive for a while, if a balance isn't established, soon.That potential for a global shortage and concomitant price increase spiral is part of why news out of Panama, regarding a copper mine called the Cobre mine, is so unwelcome to many market watchers.The Cobre mine, located about 75 miles or 120 km west of Panama City and just shy of the Caribbean coast, is a huge open-pit copper mine that spans about 53 square miles or around 138 square km, and, according to many environmentalists, is severely damaging to local ecosystems, including the jungle area where it's located, and it substantially depletes local water supplies.The mine also accounts for about 1% of global copper output, somewhere between 3.5-5% of Panama's total GDP, and employs something like 8,000 people directly, and tens of thousands more, indirectly.A Canadian company called First Quantum bought the land in 2013 and started building it in 2014, and it then began operation in 2019.A concession for the land had been granted to another company by the government, and that concession was confirmed with the passing of a law in 1997.A lawsuit was brought to the country's Supreme Court in 2009, the idea being that the concession was illegal because there hadn't been a public tender on the matter—no bidding process, basically—so the concession should be deemed illegal as the process of granting it was maybe corrupt.In 2017, the Supreme Court agreed with that claim, but in 2019 when the government attempted, unsuccessfully, to basically just give a new concession similar to the old one, to make the mine and the company operating it legitimate in the eyes of the law, First Quantum was just beginning to make its first shipments of copper from the mine, and in 2021, when negotiations had finally started up for a new contract, since that 2019 attempt didn't work, the mine was already nearly at full production strength—so the realities on the ground behind all of this legal maneuvering became trickier and tricker, because not only was this company nearing full operational capacity, it was bringing in money for the government, it was employing gobs of people, and it had pretty firmly rooted itself in the region—to the chagrin of many, but also to the benefit of many, because of all that money and employment.The mine ended up closing for two weeks in late 2022, leading up to a decision by the Panamanian congress, which, in October of 2023, approved a new bill that, like the old bill that was declared unconstitutional, would allow First Quantum to keep mining copper in the area, despite the environmental issues inherent in the work they have been doing there, and the alleged corruption and non-constitutionality of the process granting them mining rights.A wave of protestors surged into the streets across the country, blocking roads and shipments and the conduct of normal business, and while there were a few skirmishes where police hit protestors with tear gas, these protests remained mostly peaceful.Protestors said they didn't think it was constitutional to approve the mine the way the government did, and that it seemed as if the president was secretively pushing something he wanted to get done, despite the contract—like its predecessor—not being valid.Then, in late November 2023, the Panamanian government ordered the mine closed, following the Supreme Court's ruling that, yes, this new bill granting the mining company concessions wasn't legal, either.We're now entering a period of uncertainty in regards to the mine's future, as there's a chance international arbiters will decide that First Quantum should receive a huge payout for their troubles and investments, or, if things were to go a different direction and they were to negotiate a new, constitutionally allowable contract, allowing the mine to start back up in some capacity, things could still be tricky, as the mine has lost around half its global market share since those huge protests began back in October.There's also a chance the Panamanian government could nationalize the mine, or that the mine will simply close forever, though that still leaves questions about what will happen to the surrounding area, much of which has been deforested or otherwise harmed by the size and open pit nature of the mine.This issue has become a big deal in Panama, as it touches on some touchy subjects, like alleged corruption by politicians—it was assumed by many that the president and his government were behaving corruptly in this matter, because the payout the government would receive from the Canadian mining company was considered to be quite small, compared to what the company would take—but also environmentalist issues, which have become increasingly vital at a moment in which much of the wealthy world is attempting to shift their raw material needs, especially those that come with environmental damage, overseas.And some poorer nations are attempting to fight that shift, but with mixed results, as in some cases those raw materials provide them with much of their export-related wealth, as is the case in Panama, where something like 80% of its exports reportedly came from this mine.There are also issues of international concern here, though, because of those aforementioned global copper needs and how the surge of investment in renewables and accompanying infrastructure and technologies require a lot of raw materials like copper, but also lithium, cobalt, and other such metals and elements.The conflict, then, is that there's still an imbalance here, as although some nations might be able to flip the switch on mining some of these newly desirable materials and selling them to wealthier nations, become something like the next-stage of a petro-state, there are also valid concerns related to the killing-off of local ecosystems and flora and fauna, in pursuit of what amounts, through the eyes of some, to a quick buck.Is it worth attaining some amount of money if you have to trade the environmental well-being of your country to do so?That's the question Panama has asked itself, and it has apparently decided in favor of its environment, though this is a question many other people in many other places are asking themselves right now, too, and their answers will further inform how this global transition plays out, and what sorts of trade-offs will or will not be made in the process.Show Noteshttps://apnews.com/article/panama-mining-canada-first-quantum-mineral-arbitration-6530dceccfb60fb9a06bc3136c04d2cchttps://apnews.com/article/panama-mine-copper-protest-environment-economy-6e893c48311540eeb81ce35173b9f558https://apnews.com/article/panama-copper-mine-supreme-court-canadian-629d8a7838f23cc4ed845a1b3c7a2941https://www.wsj.com/world/americas/panamas-supreme-court-rules-against-first-quantum-mine-bab0cfa2https://www.bbc.com/news/world-latin-america-67565315https://en.wikipedia.org/wiki/Cobre_mine,_Panamahttps://www.aljazeera.com/economy/2023/11/30/panama-celebrates-court-order-to-cancel-mine-even-as-business-is-hithttps://www.ctvnews.ca/canada/canadian-owned-mine-will-begin-closure-in-panama-after-contract-deemed-unconstitutional-1.6668760https://www.reuters.com/markets/commodities/top-panama-court-rules-first-quantum-mining-contract-unconstitutional-2023-11-28/https://www.wsj.com/articles/copper-shortage-threatens-green-transition-620df1e5https://www.eetimes.com/copper-may-be-the-next-real-shortage/https://www.reuters.com/markets/commodities/coppers-anticipated-supply-surplus-is-proving-elusive-2023-05-10/https://about.bnef.com/blog/copper-prices-may-jump-20-by-2027-as-supply-deficit-rises/https://en.wikipedia.org/wiki/Neolithichttps://en.wikipedia.org/wiki/Copperhttps://en.wikipedia.org/wiki/Chalcolithic This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

The iron ore price keeps lifting, so are the companies who rely on Australia's biggest export back?   MARKET WRAP:   ASX200: up 0.28%, 7,078 AUD: 65.79 US cents GOLD: $1,994 US/oz BITCOIN: $56,818 AUD   The mining giants were among the best performers at the close, tracking a higher iron ore price. BHP Group jumped just under 1.5 per cent to $47.40 Rio Tinto was up just under 2% to $127.37 Fortescue Metals up marginally to $25.46 Collins Food up more than 4% to $10.26 Northern Star was stronger by just under 4% to $11.86 Brickworks shed 1.87% to $25.71 TechnologyOne dropped 1.8 per cent to $16.11 despite reporting a 16 per cent boost to its profit after tax at $129.9 million.  Star Entertainment fell to 53 cents after the casino operator formally signed an agreement on its revised tax rates with the NSW government. See omnystudio.com/listener for privacy information.

MARKET WRAP:   ASX200: up 0.26%, 6,995 AUD: 64.35 US cents GOLD: $1,974 US/oz BITCOIN: $54,691 AUD Technology stocks made up for weaker miners and energy players WiseTech climbing 2.3 per cent, to $63.64  Xero increased 1.5 per cent to $114.72.  BHP Group, which accounts for about 10 percent of the index, dropped 1.9 per cent to $44.70.  Fortescue Metals lost 1.1 per cent to $23.10 Rio Tinto declined 2 per cent to $119.37. Kyle Rodda, Senior Financial Market Analyst at Capital.comThe building industry has been slowing, but for materials company James Hardie, that hasn't stopped a better-than-expected quarterly profit.See omnystudio.com/listener for privacy information.

EA Capital's Kea Nonyana unpacks results from BGP Group and Spur. Varshan Maharaj from the Allan Gray Frontier Markets Equity Fund on what a frontier market is and whether they are offering value. Rhandzo Mukansi Futuregrowth talks investor sentiment as it rebounds in July.

BHP Group CEO Mike Henry speaks to Bloomberg's Rishaad Salamat, David Ingles, and Yvonne Man on Daybreak Asia.See omnystudio.com/listener for privacy information.

In this video, we'll perform a BHP stock analysis and figure out what BHP Group looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for BHP Billiton. And answer is BHP one of the best stocks to buy at the current price? Find out in the video above! Global Value's BHP Group stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue BHP Group ($BHP) | BHP Group Stock Value Analysis | BHP Group Stock Dividend Analysis | BHP Dividend Analysis | $BHP Dividend Analysis | BHP Group Intrinsic Value | BHP Intrinsic Value | $BHP Intrinsic Value | BHP Billiton Intrinsic Value | BHP Group Discounted Cash Flow Model | BHP Group DCF Analysis | BHP Discounted Cash Flow Analysis | BHP DCF Model #BHP #BHPGroup #BHPstock #mining #miningstocks #ironore #copper #ironmining #coppermining #Billiton #stockmarket #dividend #stocks #investing #valueinvesting (Recorded June 19, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

The Australian stock market tumbled following news out of the United States on potential further rate rises in the coming months. MARKET WRAP: ASX200: down 1.24%, 7,163 AUD: 66.66 US cents GOLD: $1,923 US/oz BITCOIN: $46,445 AUD Mining stocks were among the worst performers, down 1.9 per cent.  BHP Group shares dropped 2.3 per cent to be below $44,  Fortescue Metals shed 1.7 per cent Mineral Resources fell 3.6 per cent to $70 Aristocrat Leisure lost 2.1 per cent to $37.87 Wesfarmers shares dropped 2.6 per cent Domino's Pizza dropped 3.2 per cent to $45.69  Lovisa declined 3.9 per cent to be back below $20 a share The major banks all fell into the red.  Star Entertainment was the worst performer of the day, and its shares sank 8.7 per cent $1.04 Magellan Financial Group shares tumbled 8.3 per cent to $8.92 See omnystudio.com/listener for privacy information.

In this video, we'll perform a BHP stock analysis and figure out what the company looks like based on the numbers. We'll also try to figure out what a reasonable fair value is for BHP Group Limited. And answer is BHP one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's BHP Group Limited stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) BHP Group Limited ($BHP) | BHP Group Limited Stock Value Analysis | BHP Group Limited Stock Dividend Analysis | BHP Dividend Analysis | $BHP Dividend Analysis | BHP Group Limited Intrinsic Value | BHP Intrinsic Value | $BHP Intrinsic Value | BHP Group Intrinsic Value (Recorded September 24, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf...

The Australian sharemarket fell by close to 1% on Friday, following further lockdowns in China and a pullback in iron ore prices. BHP Group, Rio Tinto and Fortescue Metals slumped. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The information contained within this report is general in nature and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Any advice contained in this document is general advice only. Before making any investment decision, and before acting on any information in this report, you should consider the appropriateness and suitability of the information to your own needs and if needed, seek professional investment advice. Past performance is not a reliable indicator of future performance. For certain products, you should also consider the relevant Product Disclosure Statement or prospectus in deciding whether to acquire that product. CommSec, our employees and agents may receive commission and fees from transactions involving securities and other investments referred to in this report. We have effected or may effect transactions for our own account on securities and other investments in this report and may make investment decisions that are inconsistent with the recommendations or views in this report. Please see relevant CommSec disclosures at www.commsec.com.au/disclosures. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations contained herein are subject to change without notice and do not reflect the view of CBA Group or any other employee within CBA Group.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither CommSec, the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.   Data in this report is sourced from third party providers and is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices.

The Australian sharemarket fell by 2% on Thursday, with the ASX 200 sliding to a 4-week low and recording its most significant decline in 2 ½ months. A fourth straight decline for US markets, softer commodity prices and the ASX 200's largest stock BHP Group trading ex-dividend weighed on equities. This report is approved and distributed in Australia by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations are reasonably held or made as at the time of its compilation. The information in the report is subject to change without notice and do not reflect the view of CBA Group or any other employees within CBA Group. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. The information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, any individual should, before acting on this information should consider the appropriateness of the information, having regards to the individual's objectives, financial situation or needs, and, if necessary, seek appropriate professional advice. You can view the Terms and Conditions, Product Disclosure Statement, Best Execution Statement and Financial Services Guide, and should consider them before making any decision about our products and services. Past performance is no guarantee of future performance. Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945.  CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited (formerly Chi-X Australia Pty Limited), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

BHP Group Limited, 2022 Earnings Call, Aug 16, 2022

RMB's Matete Thulare unpacks BHP Group results: is this the peak of mining profits? Bryan Turner from SPEAR Capital on EMs being a misunderstood investment destination. Johann van Tonder from Momentum talks the state of local consumer finances ... it's not good.

The world's biggest miner has reported a full year net profit of $30.90 billion compared to $11.30 billion for the same period a year earlier. The result was driven by record coal and copper prices. Removing one off items, underlying profit was up by 39% to $23.82 billion. Record free cash flow paved the way for a better than expected dividend of $1.75 a share, bringing the total payout for the year to $3.25 per share, up 8% on the year prior and representing a 77% pay out ratio. Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

The Australian sharemarket rose by 0.58% on Tuesday, briefly hitting a 10-week high in the process. While just 83 stocks on the ASX 200 rose, BHP Group surged by 4% after handing down its second largest full year underlying profit on record thanks partly to surging coal prices. Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

Anchor Capital's Deryck Janse van Rensburg talks commodities as BHP Group warns of rising costs and falling prices. PSG's Wendy Myers looks at sectors that do better during times of high inflation. Andrew Dittberner from Old Mutual Wealth Private Client on the data that's suggesting we're likely half way through the US bear market.

The Australian sharemarket rose by 0.86%, finishing at an intraday high and extending its winning streak to a fourth day in the process. Strong gains from resource stocks, led by BHP Group and Woodside helped most. Tech and retail stocks dominated the list of losers.    Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

Absa's Carmen Mpelwane talks PSG as it proposes unbundling most of its listed assets and delisting from the JSE. Siyabulela Nomoyi from Satrix chats the significant index changes coming as BHP Group sees its weighting significantly reduced. Agbiz's Wandile Sihlobo on how the Russia-Ukraine conflict could influence Africa's food supplies.

Theo Pounendis makes his Turning Stones debut. Theo and I grew up together, primary school buddies as well as teammates on the soccer pitch. He's a Project Manager at BHP Group, he runs a fitness coaching business on the side, and has just finished his first Ironman triathlon. Plenty of good stuff in this episode! It's been a long time between drinks, but was good to chat with the great man. (3:07) What is the Ironman triathlon? (5:40) Nutri-Grain the Ironman food (7:09) Hardest leg of the Ironman triathlon (13:05) Ironman training (19:48) Zone 2 training (24:53) Shout out to Steve McKenna – Triathlon coach (30:17) Costs to do an Ironman (33:10) The Ironman diet and nutrition (41:59) KFC talk (46:21) Sleep and recovery (49:01) Controlling caffeine (54:51) Sleep trackers & Oura ring (61:50) Sleep tips, tricks and hacks (66:09) Hot or cold showers before bed? (71:04) Health and performance coaching (81:18) Which clients Theo is targeting Instagram: @turnstonespod Youtube: Turning Stones Podcast Listen: Spotify, Apple & Google Podcasts and many other platforms! Show Sponsor: Loil Olive Oil (@loiloliveoil) Guest: Theo Pounendis (@coachglobal_)

Lower demand for steel from China sees BHP Group ltd (BHP) produce less iron ore. Apple (AAPL) reverses unpopular design features with its new McBook lineup. Fletcher Building Limited (FBU) says it expects trading conditions to remain the same. www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies' bite-sized email update: https://www.sharesies.nz/lunch-money If you'd like to get in touch, for any reason at all, email recap@sharesies.co.nz or record a voice message: https://anchor.fm/sharesies2/message. Investing involves risk. You aren't guaranteed to make money, and you might lose the money you start with. We don't provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider