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copper cycle is brutal right now but bhg's balance sheet still holds weight compared to glencore, they're n…by @guppy_jse on $BHG

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GUPPY@guppy_jse·Neutral

copper cycle is brutal right now but bhg's balance sheet still holds weight compared to glencore, they're not overleveraged. dividend got cut before so yield trap is fair call, but if you're looking 18 months out when fed starts easing, risk reward is very compelling at these levels. patience looks like a real good idea here.

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