Lowering Long-Term Copper Forecast and Cutting Rio Tinto's Fair Value Estimate to A$38
Like its peer BHP Billiton, Rio Tinto has ridden the commodity supercycle since the early 1990s. Rio Tinto's asset portfolio is less diversified,...
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BHP Billiton's Heavy Investment Through the China Boom Has Diluted Returns and Destroyed the Moat.
BHP Billiton has a number of the world's largest mines. Key mining commodities are iron ore, coking coal and copper. In addition, the company has...
224 Views
BHP Billiton (BHP AU): Market Has Overreacted to the Samarco Disaster
Since the Samarco Disaster on 5th November, the market has slashed a whopping A$16.8b from the market cap of BHP Billiton. That's 14% of it's...
243 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
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BHP Billiton's Exposure to Samarco Tailings Disaster
Failure of a tailings dam and damage to another at the 50%- owned Samarco iron ore mine in Brazil, in joint venture with Vale, is a disaster.The...
260 Views