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Be interesting to see what kind of margins Jansen 1 and 2 will...

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BrightGreenGlow

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28/08/24

22:29

Post #: 75423733
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Originally posted by Gindaldan: ↑

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).

If you want dividends, buy RIO. But the issue with RIO is lower margins, higher iron ore exposure and operates in higher risk jurisdictions. Also lower index weighting given most of its in the UK. If they ever unified the structure might find the distributions are no longer fully franked once Mongolian copper and African iron ore is fully operational. BHPs Australian iron ore assets are far superior at present, albeit less tonnage.

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Be interesting to see what kind of margins Jansen 1 and 2 will actually pull.

Bought 1k more today which I will likely never sell.

BHP Price at posting: $40.76 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $37.53		Change 1.410(3.90%)		Mkt cap ! $190.5B

Open	High	Low	Value	Volume
$36.87	$37.70	$36.80	$530.4M	14.18M

Buyers (Bids)

No.	Vol.	Price($)
3	6726	$37.53

Sellers (Offers)

Price($)	Vol.	No.
$37.55	450	1

View Market Depth

No.	Vol.	Price($)
3	6726	37.530
4	3687	37.500
2	609	37.490
1	37749	37.480
3	3460	37.450

Price($)	Vol.	No.
37.550	450	1
37.600	1400	2
37.630	1000	1
37.670	1022	2
37.680	470	2

Last trade - 16.10pm 27/06/2025 (20 minute delay)

BHP (ASX) Chart

Be interesting to see what kind of margins Jansen 1 and 2 will...

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Be interesting to see what kind of margins Jansen 1 and 2 will...

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