yes we are. Honestly should just walk and focus on dividends and prudent capital allocation. Too much crud in Anglos portfolio which even they want to divest now. Ironic.
OD expansion, Oak Dam west and resolution. A lot of copper in the pipeline. I guess the issue is the cost to build likely outweighs acquisition costs. But paying $64bn for essentially a couple copper mines? Is it worth it? The coal mines ok, they are worth a little too, but the bulk of its the copper. Copper price assumption given the EBITDA would have to remain elevated or even rise to justify this. Big risk.
BHP Price at posting:
$43.15 Sentiment: Buy Disclosure: Held
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