NYSE:BHP

BHP Billiton (BHP)

84.73
+1.03 (1.23%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

BHP Billiton is recognized as one of the world's largest diversified mining companies, with a strong emphasis on iron ore and copper production. Experts highlight its resilience, significant cash flow, and ability to generate returns, especially as inflationary pressures rise, making it a strong candidate for long-term investment. The company is strategically positioned to benefit from the anticipated increase in global copper demand, projected to rise by 70% by 2050. With a solid dividend yield of around 3% to 4%, BHP is viewed favorably by analysts despite some concerns about short-term commodity demand fluctuation. Overall, it maintains technical strength and a favorable outlook amidst stabilizing markets in key regions like China.

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Consensus
Buy
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Valuation
Fair Value
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RIO
BUY ON WEAKNESS
Large conglomerate with many different aspects. Iron ore is a big part. With this one you are playing a global scale mining business as opposed to playing one pure commodity. Very well run. Hard for them to grow substantially but will benefit from a reasonable commodity boom that he expects. Try to buy on a pullback.
TOP PICK
Very little outstanding debt. Can continue to make its acquisitions and raise its dividends. One stop-shop for all you mining needs. Could possibly be pumping out a lot of potash out of Saskatchewan in 5 years.
TOP PICK
World’s largest miner by market cap. Nickel, copper, iron ore, uranium and some potash. Chicken way to get a back door into Asia and China. $24 billion in cash so either they make an acquisition or they‘ll give some of it back. Just reported a 6 months record in earnings and announced they will give back $10 billion to shareholders this year. 2% yield and trades at 10X earnings.
TOP PICK
Strong management. Missed on a bid to acquire Potash (POT-T) but still have all kinds of opportunities to grow. Have a Buy-Back program. An unparalleled suite of assets in commodities. Expect they will increase their dividend at some point. Have a lot of cash.
COMMENT
When news came out on new tax, stock corrected. If tax comes into fruition, they have to shift their capital plans. They shifted their focus to potash and this is another leg into their whole portfolio. She respects the portfolio. She would not buy POT instead to get the exposure. It’s late in the game to step into potash.
BUY
Probably the best run mining company globally. Largest by market capitalization with a large diversity in mining products. Proposed Australian mining tax is not a slam-dunk and expects the industry will be successful in putting pressure on. Even if it were to go through, any price increases could be passed on.
COMMENT
Good play on global recovery with its iron ore, base metals, oil, etc. Has been under a lot of pressure lately with slowdown in China, global economy and Australian mining tax. Australia is talking about lowering the tax from 40% to 30% next year and the opposition parties are against it. Thinks this tax is priced into the stock. 2.68% dividend.
TOP PICK
The one resource stock that can cover everything such as iron ore, zinc, copper, lead, gold, diamonds etc. Good long-term hold. Have a lot of cash and can be aggressive if the economy turns sour. Dividend of 3.5%. Only Buy half position at this time.
PAST TOP PICK
(A Top Pick May 20/09. Up 30.14%.) Not thrilled with the new Australian mining tax but not overly concerned as they are a global player.
HOLD
World's largest mining company out of Australia. Fantastic looking chart. Leveraged to the global economy. You could also consider Vale (VALE-N), the 2nd largest mining company globally. (See Top Picks.)
BUY
Good long-term holding across all cycles. Leader in materials and energy. With Athabascan Potash acquisition focused on being the leader in fertilizers. Potash mines take an incredible amount of time. Copper, metals and oil have sold off a great deal so this is not a bad time for this.
HOLD
One of his favourites. Australian mining company. Excellent balance sheet and cash position. In a good position to be an acquirer. Not as much exposure to commodity prices as most of their exploration projects are the development of existing brown field exploration sites as opposed to new exploration. Commodity story will take 4 to 5 years to play out. If you don't own, consider picking it up in stages.
BUY
Very diversified and biggest mining company globally. Main exposure is energy, copper, uranium and iron ore. Very well managed. If your horizon is 24 months or longer this is worth owning.
TOP PICK
Australian mining company. Largest base metal mining globally. Incredibly strong balance sheet. Expanding existing resources so they have a good sense of what their resource base is. Nice dividend of 4.7%. An excellent way to play the global recovery.
BUY
Building a position. Shares are attractive at these levels.
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