At $20, fair value for me would be EPS @ 160c for a PE of 12.5.
To accomplish this they'd need (very roughly) Oil and Iron Ore both @ $65 and USD @ 65c.
I see a lot of posts on commodity companies saying they're cheap, bargain, oversold etc... with no regard to what commodity exposure price they are set at.
EG. Even if a stock has fallen 50%, it could still be price for commodity price 30% higher than current.
At $20, fair value for me would be EPS @ 160c for a PE of 12.5....
-
- There are more pages in this discussion • 75 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BHP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$38.45 |
Change
-0.460(1.18%) |
Mkt cap ! $195.0B | |||
| Open | High | Low | Value | Volume |
| $39.00 | $39.07 | $38.28 | $323.2M | 8.359M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 1696 | $38.45 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $38.46 | 24810 | 1 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| BHP (ASX) Chart |