The only thing i have found is a report from RIO, MIN and FMG which hits sentiment, how ever Trump telling Zelensky the truth about everything has the market spooked, i see no material change in business, i called my mates in BHP and they said the usual "can not find staff for future up ramping in cycles"...which means, all equipment must be out of fitters huts and they need new bumbs on seats to operate them. Also it is seasonal, so base loads and ports are runing thin hence commodities pricing is not bad, better than i expected. So i bought in today, anything below $40 is value to me. I bought into TLS under 3.90 which is value and sold above $4 for a trade, made sense to me when i saw BHP copping it in the neck for material reasons of sentiment. That means for a trader...its a "BUY". Not financial advice and good luck with everything.
BHP Price at posting:
$40.00 Sentiment: Buy Disclosure: Held
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