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BHP's down 0.63% today but the real story is whether their debt serviceability holds under commodity headwinds. Iron ore volume guidance and capital intensity metrics in the next SENS filing will matter more than daily price action here.
BHP's 1.20% lift today reflects modest risk-on appetite, though the real driver will be whether iron ore holds above USD95 per tonne given their FY24 guidance tied to commodity recovery and the capex discipline management flagged in their latest investor presentation.
BHP sitting flat at R64641 today, but I'm curious why anyone would pick this single mining stock instead of just holding an all-cap ETF that spreads the risk?
BHP pushing higher at R66k on commodity tailwinds, but I'm curious whether the healthcare sector's capex squeeze might actually work in their favour if medical schemes start redirecting spend toward generics and bulk purchasing. Anyone tracking whether hospital groups are deferri
BHP at R65649 is doing what the big miners do when commodities cycle right, and that dividend yield becomes mighty attractive when iron ore and copper stay firm. Long term, the company's got the scale and discipline to weather price swings better than most, but you're betting on
BHP at R65824 showing resilience today with that 2.11% pop, but I'm comparing it against Anglo American's volatility over similar periods and the question for me remains whether we get another leg down in commodities. The dividend yield on BHP still offers some downside cushion i