BHP

fairlyaveragetrader

Next up I want to hedge my BHP position with vale.....

OldManYellsAtCloud12

Been buying AU miners lately, FMG, BHP, RIO, some of these have very low PE ratios in the 7-8 range and pay a 5-9% dividend lol.

TopBuyer777

RIO VALE BHP in the green pre market .

OldManYellsAtCloud12

Aussie mining stocks, BHP/RIO/FMG. Some one has to dig up all the minerals for stuff

ElectricalSystem1761

I’ve gone with FCX and BHP to see which one turns out best after 5 years

Skinny1972

BHP, ANZ, ULVR,, WFD and IFT Boring banking, mining, consumer staple, infra and real estate behemoths that I am fairly confident will around for the long haul. No US stocks because starting point valuations matter.

OkParsley8128

Just off the top of my head: 1. Telstra 2. Quanta’s 3. Atlassian 4. Canva 5. BHP 6. Macquarie 7. Westpac 8. Wesfarmers 9. Cochlear 10. Rio Tinto

The_Curious

I agree with the sentiment but wanted to try anyway, could only come up with 6 BHP Rio Tinto Resmed Cochlear Atlassian Canva Maybe Macquarie

Updraft999

In college I called in and got on the air. My first big investment gain on Potash. Went all in and they were bought out by BHP shortly after. First taste of tendie heaven.

dannytanwy

BHP let’s go

cinnarius

Everything is a bloodbath but for the 3 companies of choice do Rhinemetall, Gold, and MP Materials. The food should be Dollar Tree (if not allowed do DG or CPB), then for oil do BHP group since it goes mining. Tech stocks are really bad, invest in something that's recession proof like cyber security, PANW (Palo Alto Networks), and for health just choose United healthcare

PoliticalTomatoCock

Will mining and rare earth materials companies like VALE, FCX, and BHP start to skyrocket because of this?

PoliticalTomatoCock

Any thoughts on companies like VALE or BHP coming down the line? Anyone know if we see rare earth materials and miners start to rise in value with the tariffs since the end cost us passed to the consumer?

MyLuckIsTurning

What's going on with BHP? Did anyone see that?

Outlaw_Josie_Snails

The  **Rio Tinto Group**, has spent close to US $3 billion on potential mine sites in Arizona and Alaska and still does not have the necessary licenses and permits from the U.S. Government to begin building a mine in either place Rio Tinto bets on Trump support for long-stalled Arizona copper [mine](https://www.mining.com/rio-tinto-bets-on-trump-support-for-long-stalled-arizona-copper-mine/) They have the equipment and expertise. **BHP**, **Antofagasta**, **Freeport-McMoRan**, **Barrick Gold** are many other companies are wanting to mine in the US if regulations are lifted.

MarshallGrover

Isn't BHP based in Australia?

MyLuckIsTurning

If you're not shorting these companies for April 2 lib day idk what to tell you AZN FCX GSK BHP RIO NVS WFG SCCO RDY

Virtual_Seaweed7130

$SPY Since my mining DD: -4.7% $RIO: +0.39% $VALE: -1.12% $BHP: -2.2% $BTG: +5.5% $GOLD: +4%

sunday_sassassin

The US imports almost all of its uranium for fueling nuclear reactors, much of it from Canada, so the US producers are likely to benefit and charge a premium on their (limited) output. We're already seeing a gap in spot pricing appear between material stored in the US and uranium sitting in Canada and France. When tariffs are actually applied this gap almost certainly widens to just below the value of the tariff. Buyers don't really have much choice, Kazakhstan is shifting its export focus to neighbours Russia and China due to rising transportation costs, and BHP have no plans to increase their output at Olympic Dam in Australia. Russia's biggest mine is at least partially flooded. China own most of the African projects. The next big mines expected to fulfil rising global demand are all in Saskatchewan.

Pau1basaur

VALE and BHP are turds better to be in $TECK and $FCX

ApprehensiveTrust644

BHP and RIO poised

innatangle

If anyone is looking for a junior copper company with a decent board and is sitting on a good amount of untapped copper in a tier one jurisdiction, COD:ASX is worth a look. Courtesy of an oversubscribed capital raise where insiders accumulated, they've allocated some funds to drilling in a locations with very similar seismic and gravitational anomaly characteristics to an existing identified resource. And right now there's a coin toss play in motion, this drilling is being undertaken now and should report by end of the current quarter. If they find more copper, share price should bounce quite nicely, if they don't, well I might be DCAing... again. They'll either develop the project themselves or be bought out by their next door neighbour... BHP. All up I have 620k shares @ an average of AUD$0.097 (been buying in since $0.22) and 86k call options (Mar 28'29 $0.15 Call). Aside from my holdings, I have no other interest or links with CODA.

Virtual_Seaweed7130

Completely disagree. One, I don't think you need to be a mining expert to read the balance sheets and follow management guidance, especially for companies that have been stewards to the shareholders like Barrick Gold/B2Gold and don't have a history of lying. Second, the margins are actually amazing. AISCs are quite low compared to the price of gold, typically under $1500 which is 50% margin given today's price. Even large scale non-gold miners like BHP and VALE are sitting at 20-30% operating margins even while the price of the metals are quite low.

ai-moderator

# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $PICK, $COPX, $GDX (and others mentioned) **Direction:** Up **Prognosis:** Mining stocks are undervalued and poised for a significant bull run, potentially 10x gains. Author is long several mining stocks and ETFs. **Author's Portfolio (Partial):** A diverse collection of junior and senior miners, gold ETFs, and broader metals ETFs, showing significant losses YTD. (See post for details) **Bonus:** Author calls anyone who's been in mining for the last 30 years a "regard."

ai-moderator

# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $COPX (and others) **Direction:** Up **Prognosis:** Mining sector is undervalued and poised for a massive bull run, similar to tech in the early 2000s. OP is long several mining stocks and ETFs. **Bonus:** OP calls you a regard if you haven't already invested in mining. **Bonus 2:** 10-bagger potential (or more!). Consider the risk tolerance.

ai-moderator

# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $COPX (and more!) **Direction:** Up **Prognosis:** Mining stocks are undervalued and poised for a massive bull run, potentially 10x returns. Low investor interest and historically counter-cyclical performance relative to tech make them a compelling contrarian play. **Author's Position:** Long on multiple mining stocks and ETFs. **Bonus:** Author thinks you've been a regard if you haven't invested in mining.

TopBuyer777

RIO BHP down over $1 VALE selling down into red

harjindergill

Tesla sources parts from a variety of suppliers around the world. Here are some of the key suppliers that are not based in the USA: 1. **BHP** - Nickel supplier from Australia 2. **Ganfeng Lithium** - Lithium supplier from China 3. **Glencore** - Cobalt supplier from Switzerland 4. **CATL** - Battery supplier from China 5. **LG Energy Solutions** - Battery supplier from South Korea[ 6. **Panasonic** - Battery supplier from Japan These suppliers provide essential components for Tesla's electric vehicles.

TopBuyer777

BHP RIO seeking down after hours iron ore stocks great shorts watch VALE lose 9.50 here opens like 9.2-9.3 in am

TopBuyer777

BHP about to lose 50. Iron ore selling down ah

TopBuyer777

BHP getting drilled lower after hours . Metals will get sold tomorrow

TopBuyer777

Shirting VALE on BHP drop after hours

Tuxcali1

Look at VZ, BHP, RIO, and BDC’s : GLAD ( mo pay ), OBDC and GBDC. These should suffice for your purposes.

NatesWaterBottle1

Brand new mine coming online shortly as well. BHP Hilton I think, production is supposed to be huge.

jelhmb48

I never understand the argument of "S&P 500 companies generate revenue overseas / worldwide so that's enough diversification". You think Toyota, ASML, LVMH, Spotify, Novo Nordisk, BHP Billiton, Shell, Airbus, Total, BMW, British American Tobacco, SAP, Samsung, Vestas, Novartis, Unilever, GSK, TSMC and Nintendo don't have worldwide revenue?? They only earn money in their home markets??

vistron6295

Mining companies in Japan are mainly operating in Australia and South Africa, not in the ocean around Japan. Many of the minerals are sufficiently provided to the US by Glencore, BHP, FCX, AMS, and Lynus. Problems with the cost will prevent them from exploiting the deposit for a while. Since I do not have an account of a US securities company, I have no idea whether you can trade Japanese stocks in the Schwab market. Maybe you can buy them through the OTC market.

cappe025

Yup, some actual pennystocks in there. BHP at $50/share.

ApexWarden

Blue chip mineral companies like Rio Tinto and BHP (who are currently very undervalued). According to the Discounted Cash Flow calculation, they are supposed to be around 100$ per stock to be considered "fair value" but currently going in the 50$ and 65$ range.

ApexWarden

Edit: The same thing goes for BHP ADR

hydra1970

If it is spun off as its own company would holders of Google stock be given shares in the new company? I have stock in BHP that did a spinoff and was given shares in Woodside Energy Group

Slight_Awareness_769

Regional Banks KRE and Gold Miners GDX should beat inflation. I also have higher yield mining stocks (BHP, RIO), small cap plays (CALF) and some utilities (D, NEE). Definitely like XLP, but VDC has a larger COST holding and yield currently.

FrostingTemporary546

The social democrats are poised to potentially win power in Saskatchewan, Canada on Monday. Could be bad for uranium and potash stocks that have interests there, like CCJ, NXE, and BHP. Adjust yourself accordingly.

baeconundeggz

Who do you think will buy it? CCJ... BHP... RIO? Tale out price? They're sitting on a truly massive deposit. Any day now federal.approval should happen. That should give a bump in SP.

Rippedyanu1

Lmao what. Uraniumsqueeze is about the supply deficit. No one gives a shit about gme and no one is trying to do a short squeeze. It's all about the massive supply deficit and that was before more reactors restarting, weaker production from KAP, BHP and Orano and Spot rising to kingdom come with plenty of room left to go.

Rippedyanu1

True true, UUUU has been beaten to shit over the years. I'm biased but I think it'll perform as one of the best miners in U. NXE will too but I think they're gonna be a buyout by like Orano or BHP or someone massive that can develop the mine.

Rippedyanu1

The asset at this point is too costly for any producer to develop unless NXE gets bought out by RIP, BHP or an oil company. I don't like their management either. The asset won't be mined until 2030 or later.

crankbird

Note: This is not investment grade advice.. It is an attempt to get people to buy things that I own so I can make money Buy BHP.. Why? Because I own some and I'd like to see the price go up again. Also because of the Olympics Dam Project which along with stupendous amounts of copper and gold has enough Uranium to supply the entire worlds current demand for thirty to fourty years. The mine is running now, can be scaled, and is run by seasoned professionals. Also, BHP is cheap-ish with a dividend yield of about 5% partly because of a class action suit for a tailings dam failure If you prefer juniors, buy AMLI because I own some of them too and they have a stake in lithium mining in the US as well as a big uranium prospect in Peru.

Tarcyon

As other have said, stick with uranium producers/miners. Look the price of uranium per pound and you will see the clear trend. Cameco is your safest bet on that, BHP Billiton is the best miner but has lots of iron/copper which obfuscate the uranium effect. Kazakhstani production is the elephant in the room but I wouldnt dare to touch Russian cronies

BenjaminDanklin1776

Copper. The world isnt going to stop using electricity and the global South wants to join the rest of the world and modernize. Add the fact we are moving towards renewables and need to update/replace existing grids and the compound fact that established copper producers arent exploring new sources(BHP just tried to buy Anglo American) but instead buying up smaller miners and what you have is an increase in demand without any additional supply being added. Freeport Mcmoran, BHP, Rio Tinto, Southern Copper do your own research before buying.

Tuxcali1

First, you are absolutely correct to be re-allocating your money to equity positions. I suggest you consider something like 65% ETFs eg: 30%VOO, 15%VGT, 10%VUG, and 10%XLG. For your remaining positions I would recommend 35% in positions that provide both diversification and income from materials and mining positions eg: 10%BHP, 10%RIO , 7.5%GNR and 7.5%XME. For disclosure this is very much my own portfolio. You should also note that am retired, and believe most retirees are best served by similar portfolios, ie : Equity positions to provide growth and Materials/Mining positions to provide growth and to further boost up dividend income.

Tuxcali1

Sell all from Googl down. Put into materials and mining stocks or ETFs for greater diversification. Suggest. BHP, RIO, GNR and XME.

dyshynky

Nice, BHP popping. Bought some calls on it a couple weeks ago because I thought it was Berkshire Hathaway Products

Worldly_Factor_2511

depends on the company, most of the small juniors are just hoping to make enough noise to get bought out by the BHP's of the world. They pay for the exploration, if they find something attractive enough they become instant millionaires, but most of them disappear and then reappear under a new name. If you have a junior mining company that says they won't sell and want to build the mine and mill (refinery), run away because they are looking to waste money and will dilute your stock with new investors as much as they can. You can dig into people who have had good success selling off to the big companies and see where they are, usually a good indication that they have contacts and can actually sell their dream. alternatively look for metals that are at a low point but are on the uptick and pick some juniors. Uranium is popping right now, might be too late to hop on that ship, but there are a few smaller companies that have some really good ore bodies up in Canada that might end up with something bigger.

milton117

How good is a dividend play on mining stocks? I'm looking at BHP or Rio Tinto. Both had losses recently due to fears over the global economy, but I'm especially interested in BHP because of their larger uranium stakes and I think uranium will be an important fuel for the near future (until costs make thorium and other fission materials research more worthwhile). I'm actually confused how these companies get priced. On paper they seem like quite good investments - the world will always need minerals, dividend payments are good, EPS is much better than tech, but their prices never seem to excite. Why is that?

ComprehensiveLog9414

Can we get some price action on BHP 

AnnJilliansBrassiere

SPY down, weak overnight and VIX up - green after open behr rush, after 10:00 Hail Mary on BHP LULU and NVDA look pretty, but might be dirty sluts short term. Bitches be shoppin in December, 1stQ 2025 looks better CRWD and DG might have a burst Don't fuck with QQQ, angry crabs await

ComprehensiveLog9414

BHP 

Jmr15002

Did BHP forget they had earnings after hours today?

Far-Judgment3621

What we doing for BHP?

ComprehensiveLog9414

Anyone playing BHP? 

Jmr15002

Anyone playing BHP?

GamblingMikkee

BHP always disappoints 

CreamyBehemoth

Thoughts on BHP? I’m thinking 8/30 $57c. Talk me out of it

sunday_sassassin

The major mining companies are the best place to start for copper. Rio Tinto, BHP, Glencore. They're cheap, swimming in free cashflow, and usually pay strong dividends while you wait for the copper market to really pop off. They've already made move to increase their copper assets (BHP with Filo, Glencore with Nifty) and will almost certainly add more in the next couple of years. Anglo American have a couple of world class low cost mines and are working hard to sell/spin off the less profitable parts of their company (like diamonds) which could make them an intersting one in the next couple of years, if they don't get bought out by a bigger fish. Pure plays like Teck Resources or Freeport McMoran have the advantage of US primary listings and will move very closely with the copper price. Capstone Copper are expanding aggresively but have relatively high cost mines and are trying to build out infrastructure in high altitudes in Chile, amid national water supply issues. There's a few interesting projects nearer sea level and using sea water that have interested me recently (Marimaca) but that's far more risky and speculative as they're pre-construction. Rio have a lot of aluminium exposure, and titanium dioxides which is a market I like. Majority iron ore though which is struggling, and seem a bit obsessed with a Serbian lithum mine that may lead to war on the streets. Glencore have a strong energy (coal, oil) and processing focus which might be offputting to some investors.

Melo_Anthony

yeah its a good way to think about it. But many traders don't hedge their positions or consider how a trade affects their portfolio, the profit is meant to come purely from the buying and selling. Its important to make this distinction though, you don't want to blur your perception of results just because you had a hedging postition. I.e. i have a bunch of bhp shares that i hold because i like the company. I keep these in a segregated trading account. But every now and then i make a directional/speculative option trade in a different designated account. If I buy a put on BHP and the price rallies/put expires worthless. I shouldn't say "ohwell my BHP position rallied so it's fine, good trade." Because I'm trying to profit from trading. My investment P&L may be up by my trading P&L is down. And my total P&L would've been better if I'd never bought that put in the first place. idk if that makes sense.

Darth_Vader_420

Hopefully BHP has some good numbers

WowVeryJosh

Don't bother mate. The De Beers spin out is a show of desperation from Anglo PLC post-BHP merger deals went sour. The diamond market is absolutely fucked. De Beers collectively as a company is worth zero + whatever the brand/name/IP is worth. Easiest short of my life if it's spun out. Currently it's protected by the rest of Anglo's assets.

behindcl0seddrs

I’m buying BHP here in my Roth. DCA not full portfolio though haha

sLAYdemHOES

>>LONDON—(BUSINESS WIRE)— Rio Tinto has agreed to purchase PanAmerican Silver’s stake in Agua de la Falda S.A. (“Agua de la Falda”), a company with exploration tenements in Chile’s prospective Atacama region, and to enter a joint venture with Corporación Nacional del Cobre de Chile (“Codelco”) to explore and potentially develop Agua de la Falda’s assets. That’s nearly a year ago. Rio doesn’t care if they have to pay a share to the government. If I remember correctly Mongolia tried to get a bigger share of the mine profits after it was already negotiated / agreed upon. I wouldn’t be surprised the mine that’s striking in chile with bhp Rio owns a stake with, considering they also have a majority stake with BHP at the Resolution mine in Arizona.

CoatAlternative1771

I knew I should have sold BHP. Shit has been absolute dogwater as an investment

Anji_Mito

Nah, this is something all mining companies goes through ever X years, La Escondida is private company and unions negotiate their bonuses every 4 years I think. The mining company union is strong and the workers usually seek huge bonuses. Seems this time they got 22 millions CPL but they wanted more. Copper workers makes shiton of money. One of the best paying joba in Chile. CODELCO is the biggest state owned company in Chile. Probably OP was looking at the news about the negotiations and knew that they will not acept the bonus. Looking at the news they rejected the bonuses 2 weeks ago, so this was something incoming, missed this one goddammit Link in spanish. But says in August 1st all workers from the Union backed the rejection of BHP bonus, approving the strike. https://www.latercera.com/pulso/noticia/respaldo-abrumador-de-los-socios-trabajadores-de-mina-escondida-rechazan-oferta-de-bhp-y-se-aprueba-la-huelga/QRWCACRPINFDHG6R26EIBBBTYY/

RuthlessWolf

Tickers: SCCO BHP Group ERO.TO

Reginaferguson

You only touch companies like BHP for the dividend and to ride the upside of a commodities cycle. In Australia all the local miners pile into the shares when they know demand is picking up and then dump them when they need to buy new boats and blow once they are burned out and back home a few years later. The trick is to cash out once you start seeing CUBs everywhere (Cashed up bogans).

cheeersaiii

BHP isn’t only copper though, too big a company to be backing for anything other than long term plays tbh, unless you expect copper iron and alumina all to eat shit together for some reason

crankbird

That’s what I thought when I bought a whole bunch of BHP shares (le sigh)

unwanted_hair

BHP/RIO look ready to pop

Fibonacci_Fanatic

Amid escalating Middle East tensions, consider holding or buying shares in #Schlumberger, #ConocoPhillips, and #BHP. Potential for higher oil prices and increased demand for resources could benefit these companies. Stay informed and invest wisely!

BonjinTheMark

I’ve always like mining companies, BHP & RIO. VALE is a bit riskier. Also TTE and SHEL.

Tuxcali1

Any investment that yields more than 5% will be riskier than your CD, that’s just a fact of life. I hold an array of equities that include high growth investments, but I also include some high yielding stocks, BDC’s and CEF’s that provide returns of 5.0 to 11.0%. Examples include RIO, BHP, OBDC, GBDC and GLAD. These higher yielding stocks blend in nicely with my more growth oriented positions such as VOO, VUG, BHP and GNR. If you can accept the risk you could consider a similar approach, and still get to your objective of a 5.0+ % blended yield.

Salt_Ant_5245

Housing wins by a mile in Australia mainly due to leverage and the real estate industry being backed by government policy. Then the issue of trying to pick the right blue chip stocks not as easy as it looks eg BHP up 6% in 5 years

sunday_sassassin

Avoid the juniors and stick with the major companies that either already own or can afford to build out the best copper projects. Rio, BHP, Glencore, Freeport, even Anglo American if their divestment goes well and they don't get taken over by one of the aforementioned.

gorgyfanus

Go for mining giants like BHP and Rio Tinto! They'll ride the wave of rising prices!

satireplusplus

What's the mag7 of 2012? Hint its nearly none of current ones, except Apple and maybe Microsoft depending on the date in 2012. See here: https://en.wikipedia.org/wiki/List_of_public_corporations_by_market_capitalization A portfolio consisting out of Apple, ExxonMobil, PetroChina, BHP Billiton, ICBC, China Mobile, Walmart is probably not performing as well as backtesting the top 7 companies of the today with hindsight.

Comfortable_City7064

Rio Tinto and BHP

Jeff__Skilling

Ummmm...probably not very good? Considering the timeline of things like (a) permitting process and (b) actual build timeline once you're through all the regulatory hurdles are pretty broad - usually measured in decades. Just browsing the [EIA Uranium report](https://www.eia.gov/uranium/marketing) that was published last week.....it doesn't look like [deliveries had any significant increase in 2023](https://imgur.com/a/So1iwS4). It looks to be the case going back as far as [2002 as well](https://imgur.com/a/Joo1VBV) But as far as gaining actual exposure to any of the uranium market by way of investing in public equities, the universe of uranium sellers (not sure if you can really call them E&Ps) looks [incredibly limited - only public name I recognize is BHP](https://imgur.com/a/j0bjIl7)

Pin-Last

No copper ETFs plz, BHP, RIO should bottom soon. VALE is iron, at a 10 year low with a 12% div. 

Hoplite76

Freeport mcmoran is one i like. BHP is a mining giant thats trying to build copper holdings.

PurpleElk92

What is your actual concern here? Construction and copper, even tho they go hand in hand to certain extent, is not what actually is expected to drive price of copper. Copper price will be driven by green transition mostly and AI (if we talk about what is expected to raise the copper demand). By owning FCX you are exposed to multiple commodities that they mine, copper play's significant role in their portfolio but they also mine other things. If you expect copper price to go up, and it is expected to go over $12,000, you might want to get stake in RioTinto, BHP and AngloAmerican or just look for copper ETFs that will get you exposure to multiple copper miners.

elpresidentedeljunta

Well, I am not competent to answer that, but there is an additional layer in between, which are the companies, that produce the machinery, capable to produce the chips (my personal choice here is Camtek). I can´t say much about the materials, but BHP just tried to take over Anglo American, in order to get to it´s copper mines for somewhere around 42 billion Dollar. So they at least think, that there is some money to be made.

JDinvestments

11-14 years to get a property explored, permitted, and developed into a mine, on average. A bigger issue is there are *maybe* 4 new discoveries in the last 10 years. Almost all investment is currently going to brownfield exploration, and the very little greenfield is coming in at lower grades, in smaller deposits, and in more remote areas. Investment in exploration in general is at historic lows. I don't blame anyone for not knowing, but this is what generalist investors don't see. The projects, even in their infancy, don't exist. It's why you're seeing majors like BHP make $50 billion offers for a takeover of Anglo America. Vale is spinning off is metals business to access more credit for development. Teck sold it's coal segment to inject cash for it's copper projects. M&A is heating up for the first time in well over a decade, because the miners all know that new development isn't coming. It's why most analysts are now projecting copper prices to double by the end of the decade.

AP9384629344432

Also, if anyone wants a handy link to (most) of my coal commentary: I've written many comments about the bull case for HCC + more about met coal if any one is interested. I also have threads on AMR / BTU / thermal coal from a year ago. You can find links to those within the below comments. - [January 20th, 2024 comment](https://www.reddit.com/r/stocks/comments/19b8xon/rstocks_weekend_discussion_saturday_jan_20_2024/kiyclgz/) on valuation and comparison to AMR - [February 24th update on Shanxi + some seasonal updates](https://www.reddit.com/r/stocks/comments/1ayrgpy/rstocks_weekend_discussion_saturday_feb_24_2024/krzk1tg/). - [February 26th, 2024 update](https://www.reddit.com/r/stocks/comments/1b0edmp/rstocks_daily_discussion_monday_feb_26_2024/ks9qtfw/) to valuation from January - [March 6th, 2024 commentary on longer term met coal demand](https://www.reddit.com/r/stocks/comments/1b7wi0e/rstocks_daily_discussion_wednesday_mar_06_2024/ktoceo7/) - [April 27th, 2024 valuation update](https://www.reddit.com/r/stocks/comments/1ceai7b/rstocks_weekend_discussion_saturday_apr_27_2024/l1l3ms8/). - [May 4th, 2024 comment](https://www.reddit.com/r/stocks/comments/1cjwedk/rstocks_weekend_discussion_saturday_may_04_2024/l2qga3a/) (On Teck's steelmaking presentation about long term met coal forecasts. More about HCC's coal quality) Older Commentary: - Discussion on [the huge discount BTU has relative to AMR](https://www.reddit.com/r/stocks/comments/193yme9/rstocks_daily_discussion_options_trading_thursday/khfc8za/) (Jan. 11th, 2024) - [On BTU/HCC being better value than AMR, and Chinese coal mine collapse](https://www.reddit.com/r/stocks/comments/198tj9u/rstocks_daily_discussion_wednesday_jan_17_2024/kide6g6/) (Jan. 17th, 2024) - [BHP reducing met coal production outlook](https://www.reddit.com/r/stocks/comments/199n58k/rstocks_daily_discussion_options_trading_thursday/kii01ex/) (Jan. 18th, 2024) (Good for other met coal producers, bad for BHP) - [AMR is getting overdone](https://www.reddit.com/r/stocks/comments/18ix5bw/rstocks_daily_discussion_fundamentals_friday_dec/kdint89/) (Dec. 15th, 2023) - [On Indian steel demand](https://www.reddit.com/r/stocks/comments/184zy6v/rstocks_daily_discussion_monday_nov_27_2023/kb1cur7/) (Nov. 27th, 2023) - [Indian thermal coal consumption](https://www.reddit.com/r/stocks/comments/17egbz8/rstocks_daily_discussion_monday_oct_23_2023/k6636he/) (Oct. 23rd, 2023) - [On met coal pricing and impact on AMR, as well as how deliveries are priced](https://www.reddit.com/r/stocks/comments/1717uzp/rstocks_daily_discussion_fundamentals_friday_oct/k3p3zv6/) (Oct. 6th, 2023) - [All about thermal coal demand and the importance of quality thermal coal from Australia](https://www.reddit.com/r/stocks/comments/16tfy5r/rstocks_daily_discussion_wednesday_sep_27_2023/k2inx3d/) (Sept. 27th 2023)

RandomGuyNamedChris

they are all trending up except BHP because they are trying to buy anglo american, (why i get downvoted lol) look at my newbie table please https://preview.redd.it/evnpsikm1gxc1.png?width=1160&format=png&auto=webp&s=18d5801ab0f4b6168a26b1006dc1e8a3ead7425a

Usual_Retard_6859

Anglo got a buyout offer from BHP

RandomGuyNamedChris

BHP right after market crash, AI needs a lot of copper

drew-gen-x

Yeah, the potential decrease in Chinese demand is concerning. However with a weaker DXY, all commodity prices could have some potential tailwinds. Vale doesn't just mine iron ore thou. They also mine copper, nickel, cobalt, and gold. If I look at $FCX for copper, it is near a 52 wk high. $BHP is selling at a higher premium than $VALE as well. So if I am uncertain about iron ore demand in the future, than $VALE is a nice diversification b/w $BHP, $GGB, and $FCX. I get the copper & iron ore commodity exposure plus some gold.

drew-gen-x

There is very little talk here about commodities. I always like to buy stocks when they are beaten up & unloved & ignored. I just drop $1K into each of $VALE, $BHP, and $MOS. If most stocks are at ATH's; I like to buy individual stocks near 52 week lows. Especially if I believe in their long term demand outlook. Copper, Iron Ore, Potash, Phosphorus, and Coal might not sound as sexy as AI. But a weaker DXY should push the future prices up in commodities along with very little cap ex spending in mining limiting new supply. It's better to invest in the commodity giants here owning the known commodity mining deposits.

Wickednico1

RIO, BHP, ENB, AM, AMZN, GOOG, WMT, IIPR, INSW, TYG, LPG. 80 % of the rest are cash cows with monthly dividends. The remaining 20% are daily plays.

St0nky_st0nks

Iron ore is currently the bread and butter of BHP and Rio. I'm bullish for this long term as buildings and cities develop worldwide, but this demand could slump if there is a global recession. The weak china demand makes sense right now and the companies sound bullish for demand in india increasing. I'm interested to see how BHP handles the nickel issues. This could certainly be a drag for them

ontemu

BHP has returned 13% per year since 1980. That's like a 150-bagger. 

NameTheJack

>With the electrification of the world's auto fleet and many other technology advances such as robotics etc, surely there will be a considerable demand for basic materials, which as two of the world's biggest miners, they should be well placed to supply,. I hold BHP and RIO with the exact same reasoning. EVs, electrification of everything, battery storage, construction of renewable energy and all that jazz is immensely resource demanding.