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BHP Billiton (BHP AU):  Market Has Overreacted to the Samarco Disaster

BHP Billiton's Exposure to Samarco Tailings Disaster

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Equity Bottom-Up

<ul><li class="p1">The Federal Public Prosecution Service in Brazil is seeking USD 43 billion in compensation from Samarco, Vale, and BHP Billiton for the Samarco tailings dam failure.</li><li class="p1">If successful with the full amount, a worst case that we think highly improbable, BHP Billiton's share of the damages would equate to USD 21.5 billion or AUD 5.35 per share.</li><li class="p1">We think the claim is opportunistic and unlikely to be resolved at an amount anywhere near as large as the headline figure suggests.....</li></ul><p class="p1"><em>Analysts: Mathew Hodge &amp; David Wang</em></p>

The Federal Public Prosecution Service in Brazil is seeking USD 43 billion in compensation from Samarco, Vale, and BHP Billiton for the Samarco tailings dam failure.If successful with the full amount, a worst case that we think highly improbable, BHP Billiton's share of the damages would equate to USD 21.5 billion or AUD 5.35 per share.We think the claim is opportunistic and unlikely to be resolved at an amount anywhere near as large as the headline figure suggests.....Analysts: Mathew Hodge &amp; David Wang

Ambitious Lawsuit Against Samarco and BHP Billiton

BHP Group Ltd

Ambitious Lawsuit Against Samarco and BHP Billiton