The crux is that BHP need a much bigger exposure copper in it's portfolio than it presently has, bviously one way is take out OZL & others - it's as simple as that. At the Forbes conference in Sydney today, it was stressed the huge under supply of copper & the humungous demand from China alone. This metal price is not going anywhere but up.
The crux is that BHP need a much bigger exposure copper in it's...
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