agreed. It’s not worth BHPs time nor meets their standard investment requirements surrounding long life low cost mines. Also the sheer size of BHP means we would need several mines to have a meaningful impact on EPS. I just can’t see it. Gina can and will block LTR, PLS overvalued.
We have enough CAPEX spend anyway. Potash and the copper hub. We don’t need anything else, this is why BHP will have much less free cash flow than RIO.
BHP Price at posting:
$45.61 Sentiment: Buy Disclosure: Held
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