Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
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BHP Group Ltd (BHP AU): Synthetic Expert Call Transcript (04 Oct 2026)
Financial engineering obscures underlying operational headwinds: BHP’s FY26 net debt reduction to $8.7 billion was heavily supported by the $4.3...
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BHP: Risk In A Time Of Heroic Copper Assumptions
We believe that BHP's current level assumes aggressive copper prices which insufficiently account for risks of an AI-boom slowdown, global copper...
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BHP Group's Next Big Engine: Copper Could Grow 5% Annually Through 2035!
BHP Group demonstrated solid operational and financial performance in the 2026 financial year, reinforcing its position as a leading global mining...
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BHP: Metals Price Risks, Cost Pressure and Rich Valuation Overwhelm Output Growth
We highlighted in this insight what we viewed as rising metals price risks including the 'heroic copper and iron ore price assumptions' being...
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