I see what you are trying to get at but one needs to remember our copper assets and et al are all tier 1 assets. Saying BHP will have a $1.5 AUD full year dividend… thus means the world went bust and your money is not worth having. That is a doomsday scenario. It will be very unlikely unless the world doesn’t want to build with steel anymore.
their coal assets are also tier 1. The goonyella mines are money printing machines at the moment but will still only make up a small part of the profit.
I do agree that ebitda won’t rise from here before potash comes online but I don’t see it dropping off much.
world demand for steel (io/metallurgical) and copper will NEVER drop off this is why they invest so heavily in these 2/3 assets. Potash prices are insanely high at the moment… doubt world population will decline. I have 3 kids… done my part.
Ann: BHP completes divestment of BMC interest, page-51
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