Added to YB: 2026-04-29
Pitch date: 2026-04-24
BHP [neutral]
BHP Group Limited
-0.34%
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, South America, and internationally.
Market Cap
AUD 205.1B
Pitch Price
AUD 55.62
Price Target
N/A
Dividend
3.29%
EV/EBITDA
8.28
P/E
20.06
EV/Sales
4.18
Sector
Metals and Mining
Category
growth
Theodosian Capital | Stocks Update 24/4/2026 - BHP – Solid operational update
BHP (update): Q3 Cu & Fe production beat, both at record levels; Cu realized price +31% YoY, Fe +2%. Copper growth advancing: Escondida concentrator application filed, Resolution drilling underway. Jansen potash Stage 1 78% done (mid-CY27 start), Stage 2 15% (FY31). Raised $4.3B via silver streaming, $240M asset sales to fund capex. FY Cu output upper half of guidance. Trading 15.8x FY27 EPS, 3.4% yield. Shares +32% YTD.
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