Bhp Group (JSE: BHG)

So when BHP reports earnings, does the share price usually jump like Bitcoin does on good news?

@bombay_coach ja, China's infrastructure cycle is the real lever here, and BHG's positioned well to ride it when it comes.

@factcheck_fana yep, exactly that. China's construction cycle isn't done yet.

Copper's the play here really, China's still building stuff and they're not stopping anytime soon. BHP's got the mines and the volume to back it up, so as long as commodity prices don't crater I reckon it keeps paying a decent dividend.

BHP's copper and iron ore are the bread and butter, and with China still needing both for building and power, the volumes aren't going away. Last close at 708.40 was decent enough that I'm holding through the cycle.

BHG's got more grunt than a Bulls forward pack.

BHG sits on copper and iron ore, stuff the world needs for power grids and building. When China's construction picks up, this thing usually runs, and right now there's chatter about infrastructure spending over there.

BHG's copper and iron ore exposure looks decent to me given where commodity prices are sitting. The question is whether China keeps needing enough of both to keep the floor under them, fwiw.

@kagiso_student the fee will be maybe R50 to R100 depending on your broker, so on R100 you're losing half to fees. Better to wait and buy R500 or R1000 worth when you have it, then the fee hurts less.

@kagiso_student the fee will hurt yeah, depends which broker you use but most charge around R50 to R100 per trade, so on R100 you'd lose half to fees. Better to wait and buy a few shares at once when you've saved up a bit more.

BHG closed at 708.40 and honestly the copper and iron ore prices are what matter here, not the share price bouncing around. When those commodities are strong the whole business does better, so I'm watching the global demand side more than anything else.

@kagiso_student the fee will probably cost you more than the profit on a single share, yeah. better to start with an ETF or save up to buy a few shares at once, then the fee spreads out and actually makes sense.

Good Morning Everyone. BHG's last dividend was 76.40 cents per share, that works out to about 10.8% yield at the current price, which is why a lot of people hold it for the income rather than waiting for the share price to climb.

eish, stage 6 again, can't concentrate on anything

BHG makes money by digging stuff out of the ground, iron ore, copper, coal, oil, and selling it to other countries, mostly China. When the price of those things goes up, BHG's profit goes up, so the share price usually goes up too. When the price drops because the world needs less, same thing happens in reverse.

BHG at 708.40, can I actually buy one share with R100 or does the fee kill it?

@k_maphosa that dividend angle is what got me interested in the first place, dankie for laying it out.

@dividend_mum_ayesha exactly, that's the whole appeal here.

@k_maphosa spot on, dividend makes the wait less painful.

BHP mines copper, iron ore, and oil, then sells that stuff to factories and countries around the world, and when they make good money from those sales, they hand some of it back to you as a dividend if you own the shares. That payout is literally free money for holding, per share, a few times a year depending on how well they're doing.