NI
Nico van D.@nico_the_analyst·Bearish
copper price holding up better than coal right now imo, and bhp's got real leverage to that. their escondida operation is tier one globally, fwiw. worth noting the dividend yield's still decent even at r724 but you're taking execution risk on the capex side. could be wrong but if china stimulus doesn't materialise next year the whole complex gets messy.