Added to YB: 2026-03-24
Pitch date: 2026-03-20
BHP [neutral]
BHP Group Limited
+34.63%
current return
Author Info
No bio for this author
Company Info
BHP Group Limited operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, and South America.
Market Cap
AUD 237.4B
Pitch Price
AUD 45.35
Price Target
N/A
Dividend
4.24%
EV/EBITDA
8.02
P/E
24.18
EV/Sales
4.30
Sector
Metals and Mining
Category
value
Theodosian Capital | Stocks Update 20/3/2026 - BHP – Resolution and Resolution
BHP (update): Resolution Copper (45% owned, 55% Rio) secured key Arizona acreage via land swap, 18.1Mt Cu resource; likely N America's largest Cu mine online 2030s alongside 50%-owned Vicuna-Filo in LatAm, cementing Tier 1 Cu position. Samarco dam litigation dismissed, reducing legacy risk. Brandon Craig (25+ yr insider) named CEO. Trades 13.2x FY27 EPS, 4.0% yield.
Read full article (1 min)