That sounds like a plan.When are you getting your Board seat at...

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Golden Fleece

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13/04/25

11:41

Post #: 78669616
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Originally posted by Gindaldan: ↑

BHP tried to takeover RIO just before the GFC. By memory RIOs debt was part of the issue as well as the Europeans. China bought a 10% stake of RIO to try to block it.

The world is in a different place now, and having a strategic alliance via a merger of the 2 global behemoths might pass given the fears of China. This would ensure western control of supply. But I dare say you’d need Rio to be Australian listed to avoid more regulation and red tape from the Europeans. Much more to all this, but I’d personally like to see. Huge synergies exist with RIO and BHP merged via Escondidia and the Pilbara.

Only issue is BHPs general distain for sovereign risk in Africa and potentially Mongolia. Maybe demerging or selling Simandou and or some of the Mongolian copper asset passes the test? Throw in a demerger of aluminium so a separate listed entity… then finally demerger lithium and its minerals business (ie diamonds, borates etc). So essentially BHP keeps Pilbara, Canada iron ore, escondida, US copper assets.

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That sounds like a plan.

When are you getting your Board seat at BHP?

Cheers

RIO Price at posting: $109.29 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $111.49		Change -0.210(0.19%)		Mkt cap ! $41.39B

Open	High	Low	Value	Volume
$111.40	$113.11	$110.91	$151.2M	1.350M

Buyers (Bids)

No.	Vol.	Price($)
19	350	$111.49

Sellers (Offers)

Price($)	Vol.	No.
$111.50	289	4

View Market Depth

No.	Vol.	Price($)
7	82	111.490
6	184	111.480
4	94	111.470
6	167	111.460
8	302	111.450

Price($)	Vol.	No.
111.500	645	14
111.510	121	4
111.520	826	11
111.530	850	15
111.540	405	12

Last trade - 15.14pm 01/08/2025 (20 minute delay)

RIO (ASX) Chart

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