Hmm, in terms of valuation impact I would suspect Copper to have more of an impact now than Iron Ore.
At the half yearly it is true that revenue from Copper was 61% of that of Iron Ore BUT I would suspect that BHP's future cash flows would project Copper eventually exceeding Iron Ore and therefore Copper maybe more of a driver of future discounted cash flow valuations than Iron Ore... so it maybe more than just a bell weather consideration.
It's kind of crappy that Goldman's research for BHP isn't available via CommSec to see this. Does anyone else have access to research with such projections?
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Hmm, in terms of valuation impact I would suspect Copper to have...
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