That would be a riskier trade than you might think insofar as BHP resides in a sphere dominated by the US dollar.
p.s. Did you ever buy CLB (as you said you were thinking of doing many months ago)? It hit another all-time high today and has been the biggest individual success in the institutional portfolio I manage.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”