BHP Group Limited (BHP)

[Saving Grace]

Brazil sues BHP, Vale for mine disaster.

Brazil has officially filed a 20B Brazilian reais ($5.2B) lawsuit against mining companies BHP Billiton (NYSE:BHP) and Vale (NYSE:VALE) to clean up what it says was its worst ever environmental catastrophe.In a speech to the COP21 climate change summit in Paris, President Dilma Rousseff blamed the mine disaster on the "irresponsible action of a company" and said the firms would be "severely punished."Besides additional pressure from a global commodity rout, BHP's shares have fallen 20% since the dam burst on Nov. 5.Previously: BHP shares get crushed under mine lawsuit (Nov. 30 2015)

http://seekingalpha.com/news/2956266-brazil-sues-bhp-vale-for-for-mine-disaster?uprof=45&dr=1#email_link

[Saving Grace]

The worst hasn't started yet for BHP.

Talk about Karma when they over produce to force other miners out thinking they could survive the pricing downturn and it results in them self taking the beating that hasn't even started yet.

Now it's BHP who may be forced into BK by their own doings.

I like that.

The new 7 year cycle is upon us with BHP and VALE being the first to fall.

[Saving Grace]

Nonetheless, as more information about the extent of the damage caused by the dam burst emerges, analysts are trying to tot up the potential bill for both BHP and Vale SA. The dam breach was the largest-ever spill of its kind, according to Robert Chambers, president of the nonprofit Center for Science in Public Participation, whose group has tracked these types of failures back to 1915.

The cost to the companies, including for cleanup and rebuilding, could top US$1 billion, said Paul Young, a Sydney-based analyst at Deutsche Bank, who estimated the mine could be closed until about 2019. He described the dam burst as "catastrophic."

http://ih.advfn.com/p.php?pid=nmona&article=69225500

[Saving Grace]

BHP/VALE The extent of the damage raises questions about the future of Samarco's iron-ore operation in Minas Gerais state, where two of the mine's three waste-containment dams burst. The mine has ceased operations for now. On Monday, a state environmental official said he would challenge any new relicensing of the project.

Fitch Ratings on Monday put a negative credit watch on four classes of Samarco debt. The ratings agency cited concerns about lower iron-ore production following the accident, as well as the potential for the company to be hit with regulatory, legal or environmental penalties. If "the cause of the breach was due to a technical error, the penalties could be more punitive," Fitch said.

http://ih.advfn.com/p.php?pid=nmona&article=69235500

[Saving Grace]

Not any more with this billion dollar mess to clean up.

http://ih.advfn.com/videos/educational/bhp-vale-brazil-mine-halted_1QIubtuRim0

This disaster will continue to tank BHP in a hurry. Money is leaving the scene fast here OTCRIDER. Take caution.

[OTCRIDER]

10 Most profitable mining companies based on first-half results: 2015

1. BHP Billiton - $4.26 billion

Despite claiming the number one spot, BHP Billiton’s profits fell significantly in 2015. The world’s biggest miner saw a 47.4 percent slump in the first-half of 2015, compared to the previous corresponding period, which saw profits reach more than $8.1 billion.

http://www.miningglobal.com/top10/1748/10-Most-profitable-mining-companies-based-on-first-half-results:-2015

[rachelsdaddy]

Well, anybody looking for cheapies should be able to get them Monday. Huge dam collapse in Brazil and BHP mine. Massive disaster.

[rachelsdaddy]

Well, anybody looking for cheapies should be able to get them Monday. Huge dam collapse in Brazil and BHP mine. Massive disaster.

[DocLevi]

Is the May spinoff considered an Aluminum play?

I assume this SOUHY South32 Ltd should be considered an Aluminum play even though they have Australian coal in it which should be okay for a while as Asian demand for coal remains.

That's my own post in the spinoff company... http://investorshub.advfn.com/boards/read_msg.aspx?message_id=117814758

[Timothy Smith]

Exxon Mobil (NYSE:XOM) and BHP Billiton (NYSE:BHP) say they plan to spend A$400M ($287M) to replace a pipeline that transports crude oil and condensate between two of their sites in Australia's Victoria state.

[DewDiligence]

No—I sold BBL quite a while ago. The only mining stock I own now is CLF, which is a turnaround play. Regards, Dew

[inversor86]

Do you hold BHP/BBL?

[Timothy Smith]

Could be some nice buying opportunities as things clear out.

[detearing]

5.5% pullback...

[Timothy Smith]

BHP Billiton (NYSE:BHP) is lowering the priority of its Scarborough liquefied natural gas project with Exxon Mobil (NYSE:XOM) in Australia, BHP petroleum president Tim Cutt says, amid falling prices and increasing competition from the U.S.

[detearing]

$58.43 close

$57.33 entry...

[detearing]

http://www.marketwatch.com/story/australia-stocks-edge-higher-on-iron-miners-2014-10-13?link=MW_latest_news

[detearing]

BHP was $100 in 2011...huge upside...$58.36 close.

[detearing]

Could be more downside...holding though a core. $57.33

[Vincent Milner]

BHP Billiton Opens Jimblebar Iron Ore Mine

BHP Billiton today celebrated the official opening of its new Jimblebar iron ore mine 40 kilometres east of Newman in the Pilbara region of Western Australia.

DETAILS

[DewDiligence]

BHP posts solid FY1H14 results, led by iron-ore segment: #msg-97411295.

[Timothy Smith]

$BHP says ‘Katy bar the door’ on Eagle Ford, Permian

Australian miner BHP Billiton appears to have firmed up its bullish outlook on US shale, announcing plans to spend $4.0 billion/year over the next four years largely on Eagle Ford and Permian operations with expectations of ~$3.0 billion in annual cash flow generated by the end of the decade.

This is a massive focus on the US for the company, which plans total oil and gas spend of $5.5 billion per year. Total overall capex should run near $16 billion. By the end of FY14 (in June), BHP expects to have produced an average 685,000 boepd. BHP sees this climbing to 849,000 boepd by FY17 driven by 500,000 boepd of US onshore unconventional (200,000 boepd oil). The company projects US operations should be self-funding by 2016.

BHP petroleum division head Tim Cutt said the company would continue simplifying its portfolio during this period, “with a firm focus on value.” Just a few months ago, the company put half of its Permian acreage on the block. But it has definitely not written off the play, planning to split the majority of US spend between the Permian and Eagle Ford (Black Hawk play).


America’s biggest onshore investor has been on a bit of a rollercoaster in the US over the past few years. BHP rolled out ~$17 billion in US acquisitions in 2011 including the $12.1 billion acquisition of Petrohawk and billions in Chesapeake assets. The Chesapeake assets then bit BHP in 2012, driving a $2.8 billion impairment on Fayetteville holdings acquired in the buy due to the implosion of gas prices. But in early 2013 BHP showed its long-term hand, announcing plans for a 30-story skyscraper in Houston’s Galleria to support the company’s US onshore shale business.

[NYBob]

Bhp Billiton Limited (BHP)
70.98 ? -0.39 (-0.55%)
Volume: 1,121,982 @ 4:04:28 PM ET
Bid Ask Day's Range
- - 70.82 - 71.85
BHP Detailed Quote Wiki

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=91317055

[NYBob]

World's Largest Miners Set To Ramp Up Expansions Despite Oversupply Concerns -

See more at:
http://www.equities.com/editors-desk/stocks/materials/world-s-largest-miners-set-to-ramp-up-expansions-despite-oversupply-concerns#sthash.Ryrf7mz0.dpuf

[TheFastOne]

BHP

[ECole]

BHP confident that production will grow 8% per annum on a copper equivalent basis. Capital & exploration expenditure $16.2 billion is projected for 2014 financial year.




http://www.earningsimpact.com/Transcript/83309/BHP/BHP-Billiton-Limited---Q4-2013-Earnings-Call

[NYBob]

Bhp Billiton Limited (BHP)
64.62 ? 1.16 (1.83%)
Volume: 2,331,057 @ 7:59:37 PM ET
Bid Ask Day's Range
- - 64.49 - 65.2
BHP Detailed Quote Wiki
BHP News: Alcoa Posts 2Q Loss, Beats on Sales - Analyst Blog

Managements performance often repeat itself on long term trend -

[NYBob]

Bhp Billiton Limited (BHP)
61.79 ? 0.0 (0.00%)
Volume: 0 @- ET
Bid Ask Day's Range
- - - - -
BHP Detailed Quote Wiki

Managements performance often repeat itself -


BEWARE: banksters ETF -

[NYBob]

Bhp Billiton Limited (BHP)
66.28 ? -1.04 (-1.54%)
Volume: 671,077 @ 11:59:50 AM ET

Managements performance often repeat itself -


BEWARE: banksters ETF -

[TOUCAN]

thanks NYBob

[NYBob]

TOUCAN welcome to BHP Billiton Ltd. (BHP

Bhp Billiton Limited (BHP)
64.77 ? -4.3 (-6.23%)
Volume: 4,426,443 @ 5:25:13 PM ET
Bid Ask Day's Range
- - 64.71 - 66.81
BHP Detailed Quote Wiki

[TOUCAN]

marked

[NYBob]

Bhp Billiton Limited (BHP)
79.83 ? 1.3 (1.66%)
Volume: 1,467,591 @ 1:19:24 PM ET
Bid Ask Day's Range
- - 79.43 - 79.96
BHP Detailed Quote Wiki

[BSMeter]

Found a nice blog on Seeking Alpha on the outlook for Copper.

http://seekingalpha.com/user/7743321/instablog

[ofspring]

Hi nybob do you know if bhp got more land or concessions in chile??? If so could post it.. got a mark on this one... thanks

[NYBob]

The Next Four Years Lindsey Williams 2013-2017 update must watch
!!!!! :)

fyi.
CALVF Blanket Mines are the lowest cost gold producer in the world - with the lowest cost share price - NO Debt -
http://investorshub.advfn.com/Caledonia-Mining-Corporation-CALVF-5294/
+ large copper properties in Zambia rich copperbelt -
God Bless

[Timothy Smith]

NYBob any thoughts on how gold and oil will react in 2013?

[NYBob]

BHP Billiton Ltd. ADS (NY: BHP) fiat$78.90 USD -0.13 (-0.16%)
Delayed Price / Updated: 9:38 AM EST, Jan 4, 2013

http://markets.wnd.com/worldnetdaily./quote?Symbol=BHP

Major Gold producer BHP EPS $5.77 P/E 13.90

vs. ex.

Penny Gold producer CALVF EPS $0.02 P/E 5.00
http://markets.wnd.com/worldnetdaily./quote?Symbol=130%3A680485


God Bless

[Timothy Smith]

Interesting comparisons my friend.

[NYBob]

Major Gold producer BHP EPS $5.77 P/E 13.90

vs. ex.

Penny Gold producer CALVF EPS $0.02 P/E 5.00

[Timothy Smith]

My analysis of BHP, along with my expectations about China and other developing countries, tells me that 2013 could see a strong revitalization in commodity markets.

One other point on BHP supports my commodity view: its P/E. At the beginning of previous commodity runs - in particular at the start of the 21st century, the P/E was about 20 - comparable with the forward estimate for June 2013.

As commodities continue to climb the P/E tends to drop into the low double digits.

My best guess is that BHP, RIO and other major commodity producers will slightly underperform commodities, but still outperform the stock market.

Given decent yields, these stocks therefore should be strong and safe ways to participate in the expected resumption of the commodities bull market.

[NYBob]

Bhp Billiton Limited (BHP)
72.52 ? 0.48 (0.67%)
Volume: 85,508 @ 9:38:24 AM ET
Bid Ask Day's Range
- - 72.42 - 72.57
BHP Detailed Quote Wiki

[DewDiligence]

Speeches by BHP’s Chairman and CEO at annual shareholders’ meeting:

http://www.sec.gov/Archives/edgar/data/811809/000119312512486225/d447698d6k.htm

Accompanying slide set (mostly pictures): http://www.sec.gov/Archives/edgar/data/811809/000119312512486457/d447592d6k.htm

[sharpshorts]

BHP bearish monthly



Updating :

[DewDiligence]

BHP slide set on iron/coal business (27 pages):

http://www.sec.gov/Archives/edgar/data/811809/000119312512440541/d429328d6k.htm

http://www.bhpbilliton.com/home/investors/reports/Documents/2012/121030_DeliveringValueThroughOptimisation.pdf

[NYBob]

Bhp Billiton Limited (BHP)
71.9 ? 0.04 (0.06%)
Volume: 1,342,793 @ 9:55:26 AM ET
Bid Ask Day's Range
- - 71.6595 - 72.27
BHP Detailed Quote Wiki


http://ih.advfn.com/p.php?pid=nmona&article=54242472

management performance often repeat itself -

[DewDiligence]

FY1Q13 production and exploration/development reports: #msg-80677778.

[NYBob]

South Africa wildcat strikes spread to more mines
Wed Oct 3, 2012 1:54pm GMT Print | Single Page [-] Text [+]

http://af.reuters.com/article/topNews/idAFJOE89201120121003
By Ed Stoddard and Agnieszka Flak

JOHANNESBURG (Reuters) - A series of wildcat miners' strikes in South Africa spread to a new sector, iron ore, on Wednesday and hit another gold firm in an escalation of the labour unrest that is testing President Jacob Zuma's leadership.

The industrial action at Kumba Iron Ore, a unit of global miner Anglo American, further dented investor confidence in the continent's wealthiest economy as it showed the protests had moved beyond platinum and gold mines.

Workers at the Kusasalethu mine near Johannesburg, operated by South Africa's No. 3 bullion producer Harmony Gold, also downed tools in what management called an "unlawful" action launched outside the normal collective bargaining channels.

Zuma is under fire for failing to address and contain the workers' protests demanding wage increases, which stem in large part from glaring wealth inequalities persisting in South Africa since the end of apartheid in 1994.

As many as 75,000 miners, or 15 percent of the South African mining sector's total workforce, are already out on strike, while a national truckers' stoppage is squeezing fuel suppliers. Analysts said if it lasts another week, some petrol stations could run dry and some banks' ATMs could run out of cash.

Kumba, one of the world's top 10 iron ore producers, said the wildcat strike at its giant Sishen Mine in the Northern Cape involved only 300 employees and was limited to one area in the open cast mine, leaving most of the facility unaffected.

"The action is being dealt with in line with the Company's labour relations procedure, with due consideration to the safety of the vast majority of workers who are not taking part in the unprotected strike," Kumba said in a statement.

Kumba's share price was over 4 percent lower on the news. Continued...

View article on single page

SA strikes spread beyond mines

http://www.irishtimes.com/newspaper/finance/2012/1005/1224324907271.html

[PoemStone]

Hi NYBob. looking in. B'marked.

[NYBob]

BHP when the 666 short sellers be forced to dive for cover -

BHP share price will explode -

http://shortsqueeze.com/?symbol=bhp&submit=Short+Quote%99

BHP should make a BUY BACK PLAN of ABX
outstanding Au bargain Shares A.S.A.P.
God Bless