BHP Billiton PLC

BHP Billiton is a resources company. Co. extracts and processes minerals, oil and gas, primarily in Australia and the Americas. Co. operates four reportable segments: Petroleum, which is engaged in the exploration, development and production of oil and gas; Copper, which is engaged in the mining of copper, silver, lead, zinc, molybdenum, uranium and gold; Iron Ore, which is engaged in the mining of iron ore; and Coal, which is engaged in the mining of metallurgical coal and energy coal. Co.'s Petroleum unit comprises conventional and unconventional oil and gas assets, and includes exploration, development and production activities.
  • TickerBLT
  • ISINGB0000566504
  • ExchangeLondon Stock Exchange
  • SectorMining
  • CountryUnited Kingdom

Analysts

Philip Morrish

Value Indicator - UK Basic Resources 12112018

Currently '(TM)Value Indicator - Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies listed on the London Stock Exchange's main market that provdes the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 12112018

Currently '(TM)Value Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 05112018

Currently '(TM)Value Indicator - Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 05112018

Currently '(TH)Valule Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Jérôme VINERIER

Analyse court terme - BHP BILLITON : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 1 706,10 p. La rupture du support à 1 470,00 p invaliderait cette tendance.

Roger Bade

BHP Billiton (BLT) - To exit Samarco?

There are numerous reports this morning that Vale is negotiating with BHP to acquire its stake in Samarco. Apparently the Brazilian mine is ready to go and customers are clamouring for product.

Peter Goodburn

BHP Billiton (LSE) - UPDATE!

​An impressive BHP Billiton (LSE) price recovery from the Jan. ’16 low of 571.60 has more than doubled the company’s value during this year, 2016. Update on this important equity for the Metals and Mining market.

BHP Billiton: BHP Billiton's first half performance is credit positive

CORPORATES ISSUER COMMENT 22 February 2017 Contacts Matthew Moore 612-9270-8108 VP-Sr Credit Officer matthew.moore@moodys.com Shawn Xiong, CFA 612-9270-1421 Associate Analyst shawn.xiong@moodys.com Patrick Winsbury 612-9270-8183 Associate Managing Director patrick.winsbury@moodys.com BHP Billiton BHP Billiton's first half performance is credit positive BHP Billiton Limited's (A3 stable)

Mathew Hodge

Morningstar | Corporate Action: BHP’s Off-Market Buyback Benefits Lowly Taxed Investors

BHP will return USD 10.4 billion of asset sales proceeds with a USD 5.2 billion off-market buyback of the Australian listed BHP Limited shares and a proposed USD 5.2 billion special dividend. The buyback price, once the likely 14% buyback discount is applied, should be at a small premium to our fair value estimate, but not sufficiently to change our AUD 25 per share fair value estimate. The last day to purchase BHP shares and be entitled to the franking credits from the off-market buyback is Nov. 1, 2018. We urge shareholders considering participation in the off-market buyback to consult thei...

Mathew Hodge

Corporate Action: BHP’s Off-Market Buyback Benefits Lowly Taxed Investors

BHP will return USD 10.4 billion of asset sales proceeds with a USD 5.2 billion off-market buyback of the Australian listed BHP Limited shares and a proposed USD 5.2 billion special dividend. The buyback price, once the likely 14% buyback discount is applied, should be at a small premium to our fair value estimate, but not sufficiently to change our AUD 25 per share fair value estimate. The last day to purchase BHP shares and be entitled to the franking credits from the off-market buyback is Nov...

Mathew Hodge

Morningstar | Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value

We still see significant risks for the miners and think the stocks overall are overvalued. Buoyant commodity and share prices do not reflect the inevitable shift in China’s economic growth towards less commodity consuming activities, and the market has taken too much comfort from the stimulus-fuelled recovery. The underlying sources of instability--poor quality lending in China and growing leverage are yet to be addressed. We see the greatest overvaluation among the bulk miners--those exposed to iron ore, coking coal, and thermal coal. Prices for those commodities remain elevated. We still se...

Mathew Hodge

Morningstar | Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value. See Updated Analyst Note from 10 Oct 2018

We still see significant risks for the miners and think the stocks overall are overvalued. Buoyant commodity and share prices do not reflect the inevitable shift in China’s economic growth towards less commodity consuming activities, and the market has taken too much comfort from the stimulus-fuelled recovery. The underlying sources of instability--poor quality lending in China and growing leverage are yet to be addressed. We see the greatest overvaluation among the bulk miners--those exposed to iron ore, coking coal, and thermal coal. Prices for those commodities remain elevated. We still se...

Mathew Hodge

Bulks Defying Longer-Term Risks but Sell-Off in Base Metals and Gold Sees Pockets of Value

We still see significant risks for the miners and think the stocks overall are overvalued. Buoyant commodity and share prices do not reflect the inevitable shift in China’s economic growth towards less commodity consuming activities, and the market has taken too much comfort from the stimulus-fuelled recovery. The underlying sources of instability--poor quality lending in China and growing leverage are yet to be addressed. We see the greatest overvaluation among the bulk miners--those exposed to...

Insider bought: A director bought 6,000 shares at 998p

A director at BHP Billiton Plc bought 6,000 shares at 998p and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Roger Bade

Gem Diamonds (GEMD) - Strong Q4 production and revenue numbers

The Q4 update from the Lesotho diamond miner is very positive, particularly as it predates the various large gemstone found recently. Full year revenues from their Letšeng mine reached US$184.6m, up 12% over 2016, with an average price of $1,695 per carat ($/ct). Pricing progress has continued in Q4 where prices reached $2,217/ct, from $1,858/ct in Q3. Sales were strong in Q4, as not only did the average price go up, but so did the caratage (nearly 31,500 carats as compared to just over 25,900 carats in Q3).

Roger Bade

BHP Billiton (BLT) - How can dodgy conveyors cost $250-350m?

The Q2 production report is slightly disappointing with in line iron ore output, copper showing a recovery following the Escondida strike and a warning on metallurgical coal output, owing to roof problems at one of their underground mines.

Roger Bade

Sector Overview

Base metals prices continued their rampant rise towards the close in New York and into Asia. www.mining.com reported that hedge fund copper bull positions now amount to US$20bn and were bolstered yesterday on production concerns. These appear a bit spurious, as flooding in Indonesia won’t make much difference as the workforce at Grasberg is already on strike. Meanwhile, the various power issues in Zambia appear close to being resolved. Ignoring those issues, the copper price has jumped seven and a half US cents per pound ($/lb.) to $2.955/lb., back to where it was in November 2014; nickel g...

Philip Morrish

Value Indicator - UK Basic Resources 12112018

Currently '(TM)Value Indicator - Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies listed on the London Stock Exchange's main market that provdes the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 12112018

Currently '(TM)Value Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 05112018

Currently '(TM)Value Indicator - Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 05112018

Currently '(TH)Valule Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 291012018

Currently '(TM)Value Indicator - Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the user with indicative long-erm target prices.

Expert Corporate Governance Service (ECGS)

BHP Billiton October 17th 2018

The Company operates as a Dual Listed Company (DLC). BHP Billiton plc is incorporated and listed in the UK while BHP Billiton Ltd is incorporated and listed in Australia. Samarco Incident Update  On 5 November 2015, one of Samarco’s tailings dams (Fundao) failed unexpectedly,releasing muddy tailings downstream, reaching and flooding certain communities andcausing 19 deceases, 700 people lost their homes and important damages to thesurrounded area. The Company holds 50% interest in this entity. BHP Billiton Brasil is among the defendants named in a number of legal proceedings initiated by in...

Jérôme VINERIER

Analyse court terme - BHP BILLITON : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 1 706,10 p. La rupture du support à 1 470,00 p invaliderait cette tendance.

Jérôme VINERIER

Short term view - BHP BILLITON : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 1,706.10 p. Breaking below the support at 1,470.00 p would invalidate the trend.

Jérôme VINERIER

Analyse court terme - BHP BILLITON : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 1 470,00 p, puis 1 310,00 p. Le franchissement de 1 792,00 p remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - BHP BILLITON : The movement goes on.

The trend is bearish. The movement goes on. The next target is at 1,470.00 p, then 1,310.00 p. Passing 1,792.00 p would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - BHP BILLITON : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 1 323,00 p.

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