BHP is up around 13% since our long call in early August. We’re maintaining our bullish position in BHP as the focus turns to cash generation businesses in 2026 and those who have operating leverage from rising commodity prices.
BHP is among the world’s most attractive diversified miners and while it has missed the recent gold and silver price rally, its core in iron ore and copper will come back to roost next year with strong earnings.
The world is increasingly looking to copper scarcity as electrification becomes an increasingly important investment theme.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
BHP is among the world’s most attractive diversified miners and while it has missed the recent gold and silver price rally, its core in iron ore and copper will come back to roost next year with strong earnings.
The world is increasingly looking to copper scarcity as electrification becomes an increasingly important investment theme.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
The Blueberry Team
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.