BHP

Prestigious-War3630

# What are the best stocks/ETFs should I focus on starting from next year? For some context, I'm a 16 year old Australian that's looking to invest some money into the ASX, but I'm very new to investing and have only done some research on what the stock market is like, all the different types of things I can buy, how buying and selling works etc. I have also looked into some ETFs that I think are quite good (VAS, VGS, SEMI, IVV, VHY), but now I have more money to deposit into my account, I want to begin to buy some stocks. I currently have a casual job that earns me around 300 per month, and my main goal is long term investing, and making the money growth over a long time, like 20-30 years, or maybe even 'till retirement. I have a low-moderate risk tolerance, which is why I have only chosen ETFs so far. I'm not sure where to start though, and what type of research to do. Should I look into bigger companies like NBA, BHP, Wesfarmers etc., or pick out some different types of investments like commodities for example. I'm still looking towards ETFs cause I know they're lower risk and generally grow over time, but I also want to expose my money to something higher risk with long term growth potential. The past year gold has been flying, and I've seen some people say that it will continue to have a bullish trend, so I'm also considering that as well. ASX: GOLD ETF is the primary one. Overall, I just want some help on what to buy for steady, but also occasional risked growth, especially stocks and which sector is best to buy. I'm currently still doing research, but it would also be great if anyone could help me on what type of research to do, like analyzing historical performances, or deeper statistics something like that. Thanks

sunday_sassassin

I own Lifezone Metals for the Kabanga project in Tanzania. Everything in Kazakhstan goes through Kazatomprom who are a London listed company with the same disclosure requirements as any other mining company (i.e. no more dodgy than a Rio Tinto or BHP). Uranium being such a controlled mineral makes it one of the easiest commodities to run the numbers on.

VanilaaGorila

Emerging market ETF, pick your country. Copper, platinum, uranium. XME, NXE, VWO, URA, BHP. GLD if you want some gold, even if it has run up. I’d stick closer to silver and platinum (I’m already at 4% gold in my port). Somewhere there is a quote, buying right always feels wrong. The times are changing. These trades might not feel great for another few years. I have just begun to trim my winnings and move into commodities and energy.  

Brazilian-options

It’s funny because it’s basically this: “AI infrastructure provider says AI infrasctructure will keep growing forever!!” It’s the same when Vale do Rio Doce, BHP and Rio Tinto kept saying demand for Iron Ore would keep high lol

Impressive-Bee-5183

**Interesting thesis, but I'm skeptical this meeting is the catalyst you think it is.** Here's why: **On the "catalyst":** * **Meetings ≠ market-moving events** \- High-level diplomatic meetings happen constantly. Unless there's a *specific* deal announcement, the market usually shrugs * **"Buy the rumor, sell the news"** \- If this meeting is publicly known and you're aware of it, so is everyone else. It's likely already priced in * **RIO's diversification** \- Rio Tinto is a global miner. U.S.-Australia relations are just one small piece of their business. Iron ore to China is still their biggest driver **On critical minerals:** Yes, critical minerals are strategically important, but: * What specific policy change are you expecting from this meeting? * AUKUS is about submarines, not necessarily mining contracts * Critical mineral agreements take years to implement - not immediate stock catalysts **On the options play:** You mention 27% IV is "relatively low" - but what's your actual trade? * Are you buying calls ahead of 10/20? * What strike and expiration? * What's your exit plan if the meeting is a non-event? **The real questions:** 1. **What's the actual mechanism** by which this meeting moves RIO's stock price? 2. **What's priced in?** The market knows about this meeting too 3. **Why RIO specifically** vs. other Australian miners (BHP, FMG)? 4. **Time horizon** \- You mention "long-term growth" but then reference a specific meeting date. Which is it? **My take:** This feels like you're retrofitting a bullish thesis around a news event. RIO might be a fine long-term hold based on fundamentals, but banking on a diplomatic meeting as a catalyst is speculative at best. If you want to play it, maybe consider it as part of a broader commodities/mining thesis rather than a binary event play. What's your actual position/plan here?

Intelligent-Ad-4597

BHP Australian Iron ore producer, 30 billion in usd in 2024

TheMysteryCheese

It honestly kinda already has come to fruition. It's difficult to substantiate due to the obfuscated nature of the data under the new admin, but the signs are there. BHP in Australia agreed to do deals in RMB, as do many other countries' private sectors. China's net agricultural imports have increased while not trading with the US. Upticks in the US cost of living are consistently double digits plus every month. US agribusiness is completely fucked short and long term (exports subsidised local produce and they have no cheap labour) Gold and silver prices have sky-rocketed Countries are all quietly moving to de-dolarise via private companies, rotations out of US bonds have remained consistent, though this is hard to substantiate also. This isn't even a slow and quiet melt down either. It is simply competing for air amongst the litteral fascist pseudo military takeover of US cities. And the Epstein thing, and the shutdown, etc. The rare earth is going to kick out the last leg of the US stock market by crippling the darlings of the NASDAQ. Telsa, nvidia, Meta, Oracle, and Microsoft have out all their chips into AI and have no capacity to manufacture the underlying hardware without China. The USA has lost all relevance economically for the next half century. The craziest shit is that people still refuse to acknowledge that the US is in the middle of an economic depression while The Whitehouse "randomly" stops reporting of food security, openly admits to tampering with core economic statistics and commits blatant securities fraud etc.

Rippedyanu1

100%. I'm glad you've hung on as well. You and me both. We DFV'ed this stock lmao. I think the trend will continue. They've got the cash (now thanks to that 700 mill capital raise), assets, tech, team, plan and knowhow to take this company to Rio or BHP levels by building out the REE circuit and getting another mine online. I fully expect now we'll see 100+ a share in a few years with UUUU.

commsnek

Puts on BHP. China halts purchases of BHP iron ore after price dispute and bans BHP cargo

innatangle

My exposure to copper is an Australian Copper Junior called CODA Minerals - approximately 1 millions shares at about AUD $0.099 average. I'm banking on a $4 share price when either production commences, or it's bought out by its much bigger next door neighbour, BHP Billiton. The company is still in the pre production phase which makes it a risky play, which also means the share price is heavily discounted. They just had an independent valuation carried out that said the fully diluted share price (which includes another funding raise next year) is AUD $0.46. Currently the stock is at AUD $0.135. The current funding raise is to bank roll their PFS. Right now, it's officially a copper/silver play, but they're working on bring cobalt back into their flow sheet. By itself, cobalt is about a AUD $1.5 billion resource (pre tax). By bringing Cobalt back into the mix, Coda will be entitled to a lot of Australian government funding and tax breaks available to companies mining minerals related to decarbonisation. It's a 100% gamble at this point, do your own DD.

wisesheets

Some of the **top lithium stocks** regularly highlighted by analysts and investors include Lithium Americas (LAC), Albemarle (ALB), and Lithium Argentina (LAR). Each of these companies presents a different risk/reward profile and exposure to the lithium market. **Quick overview of notable lithium stocks:** - **Lithium Americas (LAC):** - Pure-play lithium development company focused on Thacker Pass in Nevada, one of the world’s largest known lithium resources. - Thacker Pass is under construction, targeting first production in 2028. General Motors owns a 38% stake in the project, which gives it high-profile backing. - LAC’s financial health shows a strong liquidity position (quick ratio: 10.30) but negative returns on assets and equity, reflecting early-stage development and lack of current sales. - No current dividend and trading at a significant discount to analyst estimated fair value. - Price as of late September 2025: ~$2.68–2.77 per share. - Not in major indices following recent removal from the S&P/TSX Composite Index. - **Albemarle (ALB):** - One of the **largest global lithium producers** with operations across multiple continents. - Currently profitable, with positive (though modest) profitability metrics (ROA: 0.40%, ROE: 0.84%). - Diversified, less speculative than Lithium Americas, but with lower upside potential due to already large scale. - Price/Earnings (P/E): 104.29 (indicating high investor growth expectations, possibly overvalued). - **Lithium Argentina (LAR):** - Primary operations in South America, fits the profile of an emerging, high-risk/high-reward company. - Poor profitability metrics as of latest data, very limited in market cap compared to ALB. - For pure lithium exposure but geographically more concentrated than LAC or ALB. **Other global mining majors** (e.g., BHP, Rio Tinto, Vale) also have lithium or battery metals exposure, but lithium is a small proportion of their overall business and stock performance. | Metric | LAC | LAR | ALB | |--------|-----|-----|-----| | Market Ca

EvolvingDior

Bayer AG Nestle SA Anglo American PLC BHP Group Limited Philip Morris International

run_today

To balance my portfolio, I wanted to own property, concrete things, like mines. Even if you buy index funds like $SPY or $VVT you’ve invested 20% or more in technology companies that may or may not make the final cut; e.g anyone think that IBM may come out on top with quantum computing? Place your bets everyone!. My philosophy is if there’s a gold rush, sell shovels. This gold rush requires lots of copper and energy—nuclear energy and SMRs. So I balanced my portfolio with. $BHP, $RIO, $SCCO, and $CCJ. $CCJ has a stake in WestingHouse, a producer of SMRs.

IncidentSome4403

BHP bought in 1952

the_gouged_eye

My hit list; MP, GPHOF, EU, LAC, LMT, CLF, FCX, UUUU, BHP. I'm looking for positions on chokepoints in domestic material chains with room to scale and permits in hand. Upside looks good in trade wars or in a booming economy. Downside is somewhat limited outside of a stagflation or something.

Blue_rose_3535

I see you have a small position in Nouveau Monde Graphite (NMG), dual-listed in U.S. and Canada. Here’s my insights on that one: I had been trading in and out of NMG until about 18 months ago in anticipation of government doing something to secure graphite but missed the boat on Thursday’s announcement. Oh, well, don’t care, so consider the below a PSA for you WSB degenerates. Note: this is not a recommendation to buy or sell NMG securities -it is simply for information. Do your own due diligence. NMG currently has $333 mm mkt. cap. And is developing a large graphite mine in Quebec. The plan is to be part of the graphite value chain by also developing a graphite processing facility, also in Quebec, to refine the raw graphite from their mine to battery grade graphite. One reason I got interested was its list of blue chip strategic investors (ie, their meaningful holdings are netted out to arrive at the smallish free float). Top holders according to the Google: 1. ⁠Canadian Growth Fund 13.0% 2. ⁠Pallinghurst Graphite 12.0% 3. ⁠Mitsui & Co. 8.9% 4. ⁠GM 8.2% No. 1 is a govt-linked private fund designed to support Canadian growth companies. No. 2 is a private metals-focused investor co-founded by Brian Gilbertson, who way back in the day led the foundational merger between Australia’s Broken Hill Proprietary and S. Africa’s Billiton that launched today’s mining giant BHP (Brian is old and not too involved in day-to-day anymore, I think). No. 3 is very large Japanese trading house and No. 4 is the American at the table. Management is controlled by Pallinghurst, embodied by their hype man Arne Frandsen who is Chairman of the Board. Arne is a former JP Morgan banker who is always hyping the next bandwagon Pallinghurst has just jumped on (google him and Sedibelo Platinum for PGMs or Talon Metals for nickel). Pallinghurst, via Sedibelo, had a good platinum mine in S. Africa with another list of blue chip investors but didn’t have the chops to manage thru a downturn in PGM prices, which makes me a little jaundiced to their leadership here. On the flip side Talon just hit a bonanza-grade hole on their Minnesota property and have recently mooned from death’s door. I gave up on NMG because while they have been very good about articulating the investment thesis and lining up quality investors, I had wanted them to start putting a spade in the ground and turning over some dirt. They have a slick website and Arne is all about the hype. Maybe now we have some synchronicity where all that hype meets the moment and they accelerate the mine’s development. Anyway, that’s all I got. I feel like I may have just handed out rifles to a bunch of regards; remember: a rifle is good for hunting or for killing yourself -try to figure out which end of the rifle you are holding before you pull the trigger (i.e., do some due diligence of your own before you do anything else!). Signed: “With my best regards, to my best regards!”

Blue_rose_3535

Surprised no one mentioned Nouvea Monde Graphite (NMG), dual-listed in U.S. and Canada. I had been trading in and out of this up until about 18 months ago for this very day but missed the boat. Oh, well, don’t care, so consider the below a PSA for you WSB degenerates. Note: this is not a recommendation to buy or sell NMG securities -it is simply for information. Do your own due diligence. NMG currently has $333 mm mkt. cap. And is developing a large graphite mine in Quebec. The plan is to be part of the graphite value chain by also developing a graphite processing facility, also in Quebec, to refine the raw graphite from their mine to battery grade graphite. One reason I got interested was its list of blue chip strategic investors (ie, their meaningful holdings are netted out to arrive at the smallish free float). Top holders according to the Google: 1) Canadian Growth Fund 13.0% 2) Pallinghurst Graphite 12.0% 3) Mitsui & Co. 8.9% 4) GM 8.2% No. 1 is a govt-linked private fund designed to support Canadian growth companies. No. 2 is a private metals-focused investor co-founded by Brian Gilbertson, who way back in the day led the foundational merger between Australia’s Broken Hill Proprietary and S. Africa’s Billiton that launched today’s mining giant BHP (Brian is old and not too involved in day-to-day anymore, I think). No. 3 is very large Japanese trading house and No. 4 is the American at the table. Management is controlled by Pallinghurst, embodied by their hype man Arne Frandsen who is Chairman of the Board. Arne is a former JP Morgan banker who is always hyping the next bandwagon Pallinghurst has just jumped on (google him and Sedibelo Platinum for PGMs or Talon Metals for nickel). Pallinghurst, via Sedibelo, had a good platinum mine in S. Africa with another list of blue chip investors but didn’t have the chops to manage thru a downturn in PGM prices, which makes me a little jaundiced to their leadership here. On the flip side Talon just hit a bonanza-grade hole on their Minnesota property and have recently mooned from death’s door. I gave up on NMG because while they have been very good about articulating the investment thesis and lining up quality investors, I had wanted them to start putting a spade in the ground and turning over some dirt. They have a slick website and Arne is all about the hype. Maybe now we have some synchronicity where all that hype meets the moment and they accelerate the mine’s development. Anyway, that’s all I got. I feel like I may have just handed out rifles to a bunch of regards; remember: a rifle is good for hunting or for killing yourself -try to figure out which end of the rifle you are holding before you pull the trigger (i.e., do some due diligence of your own before you do anything else!). Signed: “With my best regards, to my best regards!”

E__anon

NTCPF is copper and gold…. 3.1 billion lbs of copper already discovered 7 million oz of gold A ton of Infrastructure already in place from an old BHP mine that used to be near by NPV is $5 billion (CAD) with gold at $2900 and copper at $4.60 What’s $AVL’s PEA/NPV looking like? Are they still exploring? When do they plan to begin production? How committed is the current CEO to zero dilution? Are they funded? How much mineral do they currently have and what spot prices are they using?

HAWKSFAN628

At the conference last week, BHP was voted as the best run mining giant. AEM the best run gold miner.

FewUnderstanding2214

It’s cyclic, when iron ores prices were high their share price was high a few years ago and on top of that they have a nice dividend. They are pivoting to copper which will be great in the long term - through I prefer Glencore and BHP who have better management.

Jehoopaloopa

I actually think their location is pretty bullish. You’d know more about Canada than me but BHP ran a mine there for 30 years before and that provides existing infrastructure to NorthIsle. Airport, paved roads, electric, water access and a port to ship their product for selling to Japan and other countries over seas. I’m not really huge on mining in general but we’re undeniably in a commodities bull market and gold and copper will do very well. Every time the prices go up it just raises NorthIsle’s project’s value

E__anon

That’s fair but the CEO Sam Lee has said he is committed to no dilution. He’s been very transparent with the shareholders this far. They are debt free and fully funded for their exploration at this time. They’re currently looking for a partnership right now too with more drill results coming out over the next 6 months! They already have all the infrastructure from an old BHP mine less than 10 miles away!

Ok_Application_9762

RioTinto, Vale, BHP AIRBUS enterprise,

emperorjoe

- Defense stocks that actually have the capacity for wartime production and increasing production quickly to actually get defense spending. EX LHX NOC RTX. - Canadian or American oil producers ( not diversified, pure NA plays. Ex CNQ - us mining companies ( not diversified miners) ex MP - us chip makers ex Texas instruments Avoid Everything involving trade in SEA or China in their supply chain. Ie Nike, Avoid anything that gets a majority of revenue from China or SEA EX Starbucks Avoid Chinese or SEA stocks. Avoid travel/hotel companies. EX booking, Hilton, Marriott Avoid diversified miners especially in iron or copper ore with the main customer being China. Ex BHP, RIO. Avoid anything manufacturing related from China/SEA and focus on made in Europe or NA companies. Avoid tech companies like apple that rely on trade with China.

PoopSkipPotato

I have started buying more commodities - commodities themselves as well as miners and refiners, VLO, BP, BHP, FCX plus UVIX as a defensive strategy. Market has been too goo for too long. However, a great argument can be made for AI continued growth.

Sharp_Web_140

My nice boring stock: RIO & BHP. For sure cyclical, but always bounce back. Great dividends and have been around for +100 years.

jrex035

If you're feeling a little open to risk, NVO is probably a good pick up if you're gonna hold for a few years. Mining companies like RIO and BHP have been beaten up quite a bit this year too, and have great dividends to tide you over

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).