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  1. C

    BHP & SA are not looking good atm

    Is BHP going to keep the mine? Is the mines operational life effected by the shutdown? Do some of the minerals in the mine disappear because of the shutdown? Will shutting down the mine cause BHP to risk being a 'going concern'? Will debt holders be in a position to liquidate BHP in the...
  2. C

    BHP & SA are not looking good atm

    This is what i call an 'operational headache', not a strategic one. I cant pass an opinion/view on BHP because i dont know how to value it. However i can tell you that my strategic valuation if i could do one would be heavily influenced by the fact that they control tier 1 assets (only one of...
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