Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

<ul>
<li>BHP stock affected by fat finger incident causing rapid drop in share price</li>
<li>Ex dividend date for BHP, investors may miss out on dividend payment if purchased on or after ex dividend date</li>
<li>Order for 750,000 BHP shares at higher price causes market disruption, shows impact of large trades on stock price fluctuations.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


BHP stock affected by fat finger incident causing rapid drop in share price
Ex dividend date for BHP, investors may miss out on dividend payment if purchased on or after ex dividend date
Order for 750,000 BHP shares at higher price causes market disruption, shows impact of large trades on stock price fluctuations.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Quickest Way to Lose a Few Million Dollars

<ul><li>Discussion on recent acquisitions and earnings highlights in the resource sector</li><li>Focus on BHP's South Australian copper business and potential growth opportunities</li><li>Analysis of return on capital employed for different assets within BHP's portfolio</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on recent acquisitions and earnings highlights in the resource sectorFocus on BHP's South Australian copper business and potential growth opportunitiesAnalysis of return on capital employed for different assets within BHP's portfolioThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>BHP plans for a small increase in uranium production at Olympic Dam, with speculation on the impact</li><li>Interview with Grant Isaac from Cameco sheds light on the uranium market trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP plans for a small increase in uranium production at Olympic Dam, with speculation on the impactInterview with Grant Isaac from Cameco sheds light on the uranium market trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Uranium Wild Predictions and which Base Metals Restart will Make Bank First?

Indian Equities. Global Metals and Mining

Rahul Jain

<ul>
<li>Hindustan Copper (HCP IN) India’s only pure-play copper miner – could see earnings surge &gt;60% if current price buoyancy sustains.</li>
<li>Copper rally appears drive by fundamentals with several large miners such as <a href="https://www.smartkarma.com/entities/freeport-mcmoran-inc" target="_blank" data-smartkarma-citation="entities:12491:1" rel="noopener">Freeport Mcmoran (FCX US)</a><a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a> and <a href="https://www.smartkarma.com/entities/anglo-american-plc" target="_blank" data-smartkarma-citation="entities:21798:1" rel="noopener">Anglo American (AAL LN)</a> guiding declines.</li>
<li>Mining costs are largely location-specific and track inflation trends, supporting significant topline buoyancy.</li>
</ul>


Hindustan Copper (HCP IN) India’s only pure-play copper miner – could see earnings surge &gt;60% if current price buoyancy sustains.
Copper rally appears drive by fundamentals with several large miners such as Freeport Mcmoran (FCX US)BHP Group Ltd (BHP AU) and Anglo American (AAL LN) guiding declines.
Mining costs are largely location-specific and track inflation trends, supporting significant topline buoyancy.


Copper Up 26% YoY, Now at All-Time Highs – Key Drivers

Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

Equity, Bottom-up Analyst

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Commodities

<ul>
<li>After analyzing their annual results, presentations, and conference call transcripts, we summarize the supply mine-by-mine and market commentary gathered from twelve major listed copper producers (40% of global production).</li>
<li>Copper supply growth is expected to be 3% YoY 2025e, resulting in a deficit of 250,000 tons (&gt;1 million tons in 2029), while inventories currently cover a week's global demand. </li>
<li>With the cost curve at the last decile around $4.5$/lb, the copper price is supported greatly despite the system's high inventories. </li>
</ul>


After analyzing their annual results, presentations, and conference call transcripts, we summarize the supply mine-by-mine and market commentary gathered from twelve major listed copper producers (40% of global production).
Copper supply growth is expected to be 3% YoY 2025e, resulting in a deficit of 250,000 tons (&gt;1 million tons in 2029), while inventories currently cover a week's global demand. 
With the cost curve at the last decile around $4.5$/lb, the copper price is supported greatly despite the system's high inventories. 


Post Results FY24: Mine-By-Mine Plan Production + Commentary on Copper From Global Listed Companies

Australia

BHP Group Ltd operates as an international resources company. The Company offers mineral exploration and production, including coal, iron ore, gold, titanium, ferroalloys, nickel, and copper concentrate, as well as petroleum exploration, production, and refining. BHP Group serves customers worldwide.

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BHP Group Ltd (BHP AU)

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We compile mine production plans for 12 major copper producers, which account for more than 40% of the refined copper produced. We also analyze the...

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Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Quickest Way to Lose a Few Million Dollars

Industry expert sees potential rebound in lithium industry, with a new lithium IPO converting to gold and high expectations for companies with gold...

Money of Mine

Did BHP Blow $10B Buying Oz?

The discussion covers topics such as wearing the same shirt multiple days, company evolution, upcoming money raising efforts, BHP's dividend...

Money of Mine

Uranium Wild Predictions and which Base Metals Restart will Make Bank First?

BHP plans for a small increase in uranium production at Olympic Dam, with speculation on the impact Interview with Grant Isaac from Cameco sheds...

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Copper Up 26% YoY, Now at All-Time Highs – Key Drivers

​Hindustan Copper could see earnings surge over 60% with sustained copper price buoyancy, driven by fundamental factors and mining cost dynamics.

Rahul Jain

Post Results FY24: Mine-By-Mine Plan Production + Commentary on Copper From Global Listed Companies

We compile mine production plans for 12 major copper producers, which account for more than 40% of the refined copper produced. We also analyze the...

Sameer Taneja

Hindustan Copper could see earnings surge over 60% with sustained copper price buoyancy, driven by fundamental factors and mining cost dynamics.