Stocks
We think investors may have overreacted to recent news.
Stocks
This share is trading 31% below our fair value.
Stocks
Is the proposed deal a winner for shareholders?
Stocks
The shares remain undervalued as we anticipate higher sales from lower-cost mines driving improved margins.
Stocks
BHP’s efforts to acquire Anglo continue.
Stocks
As the deadline for raising the bid approaches we lower our fair value estimate for BHP.
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Our view on the potential acquisition and what BHP gets with Anglo American
Stocks
Copper is a key part of operations for BHP and RIO and investors are counting on increased demand from EVs.
Stocks
This dominant industry in the ASX holds some unique challenges for investors.
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