A Dividend Surprise From BHP in August?
After a solid FY26, BHP’s FY27 production guidance has missed consensus across commodities with copper the standout on lower grades and...
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Fortescue Confronts A New Pricing Reality
Fortescue’s weaker-than-expected quarterly update has heightened concerns over its pricing power, with China’s tougher negotiating stance...
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Steady As She Goes For BHP
Production beats and misses across the portfolio led BHP Group to a largely in-line result, with FY26 guidance little changed. BHP Group’s March...
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BHP Group Ltd - The Investment Case For Deterra Royalties
Morgans has initiated coverage of Deterra Royalties, highlighting the company’s defensive, reliable iron ore royalty stream and lithium...
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BHP Crowns Itself The Asset Savvy Copper King
BHP Group's first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus. BHP’s...
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