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clock Created with Sketch. 28/08/24
22:29
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Originally posted by Gindaldan:
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low copper assumptions with likely 50% payout ratio. RIO at this point will pay higher dividends due to lower net debt and low capex spend in the interim. BHP is spending more on growth - Jansen and copper. However in a few short years we will get a couple billion EBITDA from Jansen, a new commodity (new pillar).
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Be interesting to see what kind of margins Jansen 1 and 2 will actually pull.
(20min delay)