Anglo American Rejects BHP's Increased and Final Offer
On 22 May, Anglo American rejected the last offer (0.8860) from BHP on execution risks, potential negative value impacts and additional approvals...
Thungela: Cyclical Downturn Should Resume
The firm's broad-based output is suffering from troubled railways and softer-than-anticipated demand from abroad. A lower dividend is highly...
BHP Group: Focus On The Outlook
BHP Group Limited's half-year earnings report isn't as bad as it seems, as there is a disparity between the firm's realized performance and its...
Thungela: The Canary Has Stopped Singing
Thungela's Goedehoop mine continues to deliver robust results, but most of its assets are underperforming. The stock's more than 35% ex-post...
No more insights