13/2 Indices, page-574

BHP report will be good as usual but I think its at the end of the cycle so will take this one off the portfolio on ex div as my personal outlook on commodities isn't bullish at all. BHP will benefit and have good headwinds from Iron Ore and Copper prices end of last year , production guidance for FY23 should remain the same but at the same token I think commodities will remain flat/soften over the next little while. Expense ramp up going into FY24 OZL acquitision and capex will be on the high side me thinks. But should be fine soon after that blip.