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  1. #41
    Member Viking's Avatar
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    I got one of this letter too, but seems their records about the equity holding are not current. Since my holding has been increased just in the last couple of weeks~ and Jay's has own it for over 6 months~ anyway~

    Quite an outrageous offer, 18 years?~ at a growth rate of only 10%, 18 years would make it at least 600%~ let alone BHP growth rate is average higher~

    Why would someone this kind of offer in the share market I wonder
    Make everything as simple as possible, but not simpler.
    --- Albert Einstein

  2. #42
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    Am I seeing BHP breaking down through 12 month support trend line? (Log scaled chart).

    A bargain? or not the right time to get in?

    - Tobo. Not (yet) holding

  3. #43
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    Quote Originally Posted by tobo View Post
    Am I seeing BHP breaking down through 12 month support trend line? (Log scaled chart).

    A bargain? or not the right time to get in?

    - Tobo. Not (yet) holding
    I think it's time to be a little bit patient. Firstly, the trend of which you speak only has two touches (so it is 'unconfirmed'). Secondly, you'll note that immediately preceding the current trend, there was a previous trend that was broken before it started hunting up again.
    In red, I've also marked in two 'falling wedges'. I think now would be a good time for patience, and wait for the price to break above the upper line of the wedge. Still pretty well off a 220 day EMA, which seems to fit the best, although again, not through the uncertainty so much....


  4. #44
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    thanks limegreen, I'll keep an eye on that wedge too.

    - Tobo. (holding mostly juniors, and ZFX whatever that is now )

  5. #45
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    BHP astroanalysis ... 30012008:



    Hi folks,

    Looking ahead, with the RIO takeover announcement imminent,
    our astroanalysis has us expecting some very positive BHP time
    cycles, over the next couple of months:

    06-07022008 ..... 3 minor cycles should bring some positive news,
    probably finance-related ...

    08-25022008 ..... underlying positive sentiment for BHP

    03-04032008 ..... 2 minor cycles and more news expected here

    07-17032008 ..... BHP should be VERY STRONG here ...

    26-27032008 ..... 2 cycles and more positive news expected

    07042008 ..... 2 cycles and negative spotlight on BHP

    15-16042008 ..... a difficult cycle

    18-21042008 ..... significant and negative cycle here

    25-28042008 ..... significant and positive news expected.

    07-08052008 ..... positive spotlight on BHP

    14-16052008 ..... 2 positive cycles expected


    have a great weekend

    paul



    =====
    Disclaimer: yogi makes no claim to be a licenced investment advisor.

    Always consult your licenced advisor or other financial professional expert.

  6. #46
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    Hey Yogi

    How far into the future does your astroanalysis go for RIO? If it suddenly stops later on this year, I presume that would mean that BHP's takeover was successful?

    Any clues?

  7. #47
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    Quote Originally Posted by Huang Chung View Post
    Hey Yogi

    How far into the future does your astroanalysis go for RIO? If it suddenly stops later on this year, I presume that would mean that BHP's takeover was successful?

    Any clues?


    Hi Huang Chung,

    Companies may stop, but God's natural time cycles are endless ..... !~!

    RIO ..... figure on some news on Monday 04022008, as 2 time cycles come together,
    with one of them triggering a sustained move, from 01022008 -to- 14022008.

    Normally, this aspect would be positive, however as Saturn is involved, any market
    reaction may be flat, during this period ..... so, not really 100% clear, at that time.

    However, later in the month, a minor cycle on 22022008 and a positive aspect
    on 26022008 .....

    ..... 2 positive cycles come out to play on 18-19032008, just before 2 negative
    cycles on 21-24032008 and again, around 27032008.

    happy days

    paul



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    Disclaimer: yogi makes no claim to be a licenced investment advisor.

    Always consult your licenced advisor or other financial professional expert.

  8. #48
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    The plot thickens .. someone else takes a stake in the company, making the BHP bid a lot harder to suceed. http://www.thestandard.com.hk/news_d...=20080204&fc=1

  9. #49
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    Wow, not such as a good 1/2 year report.

    That strong AUD is really kicking in, BHP back to $30?

  10. #50
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    Merely an outstanding half-year!

    I'll be interested at $30.

  11. #51
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    Default BHP posts a new record high

    BHP up 5% today and now over $48, a new record high, after being in the low 30s earlier this year.

  12. #52
    CEO Butch Analytics Ltd winner69's Avatar
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    Quote Originally Posted by winner69 View Post
    This is what I posted when BHP was about $25 ..... the gist of a review as to what could happen to BHP share price .... suggested $60 possible .... I still believe that


    ..... small end of resource sector is performing so strongly it is making BHP and RIO (the market leaders) look ridiculously cheap ... not just this making BHP and RIO cheap but compared to 15 times earnings for a Aussie bank, 20 times for a contractor, 30 times for a healthcare .... even Telstra is 15 times .... BUT BHP IS LESS THAN 10 TIMES EARNINGS .... none of these have the attributes like earnings growth, net assets, free cashflow growth, barriers to entry etc etc etc .... one day soon the brokers and analysts will give up their woeful attempts to forecast commodity prices and start basing their valuations on long term future curves .... resulting in broker's upgrades of 40% plus ... we are on the brink of a 'seminal change' in how analysts value resource stocks .... and that one day investors will have decided to commit to major resource stocks ... they will be become acceptable for growth and value investors and fundies will need to be at leat at index if not greater .... based on true fundamentals and not rated as a resource company

    Just like the rerating of News in 1999/2000 ..... a large mkt cap company and big component of the index that traded around $20 (pre split) for years and low multiplies compared to junior tech/media stocks and then in 2000 'investors capitulated on their bearish views and News rallied from $20 to $56 in SIX months ..... it was a monumental event and many funds were under exposed and many mangers lost their jobs
    That was back in October last year - had a few ups and downs since but today showed that $50 is not just possible but achievable ..... so $60 is definitely on the cards ....... so $80-$100 should be the next target .... sometime in the next year I believe

    Nothing has really changed in the fundamnetals recently .... the story is just as compelling ........ believe in the story and keep hold of BHP
    Last edited by winner69; 16-05-2008 at 02:08 PM.

  13. #53
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    Wow, nothing for over two years... this seems to be the newest BHP thread on ST...

    Anyway, just wondering if anyone has a better explanation for why BHP is down 3.5% today than the news that a (previously unknown) takeover offer that they'd made for a potash company has been rejected? Presumably there is something more to this...?

  14. #54
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    saw this -
    SYDNEY Aug 17 (Reuters) - Australian Prime Minister Julia Gillard plans to bring in a 30 percent tax on profits at larger iron ore and coal mining firms from 2012 if she wins Saturday's election. Her opponent, Tony Abbott, has pledged to dump the tax. With the poll on a knife-edge, the mining sector faces huge uncertainty. Even if Gillard wins the Greens could end up as kingmakers in the senate and push for a stronger tax.
    might explain it
    but could also be some aspect of disppointment for the offer being rejected. a reduction of growth possibilities or knowing that they'll have to pay more to acquire.
    For clarity, nothing I say is advice....

  15. #55
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    The independents are voting with BHP, RIO and AUD not liking what they're hearing.

    Currently going on CNBC at the moment.

  16. #56
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    Labours got it UU Mining Tax here it comes
    People don't have ideas, ideas have people

  17. #57
    SRV is a God STRAT's Avatar
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    Quote Originally Posted by JBmurc View Post
    Labours got it UU Mining Tax here it comes
    Dunno JB. Labor are on shakey ground. Expect another election before years end I reckon plus they might soften on that mining tax for fear of pushing themselves off the cliff they find themselves standing on the edge of right now.

  18. #58
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    Quote Originally Posted by STRAT View Post
    Dunno JB. Labor are on shakey ground. Expect another election before years end I reckon plus they might soften on that mining tax for fear of pushing themselves off the cliff they find themselves standing on the edge of right now.
    yeah maybe big unknown I sure the Greens have also supported the labour CNBC news was going on about a likely mining tax to come forward last I remember on the tax it was going to be focused on IRON ORE ,OIL majors??
    People don't have ideas, ideas have people

  19. #59
    F.A.B. Huang Chung's Avatar
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    The watered down mining tax is supposed to be limited to Coal and Iron Ore (there is a seperate tax for some of the O&G developments).

    But I read somewhere today that there is a supposedly an $8b black hole in the revenue estimates from the tax, so maybe, now Labor are back in, it might find its way to other ore types mined here.

    I'm 99% invested in Pappilon Resources right now, so their west African focus should shield them nicely from any changes to the mining tax.

    PS. Come July 2011, the Greens will be in control of the Senate, and those loonies want an even higher mining tax than Labor (as well as being anti-coal mining and even anti-CSG!!)

  20. #60
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    Am I dreaming or are they on a forward PE (based on the 31 December half year) of 7-8? This can't be right...can it?

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