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Maxime Kogge
  • Maxime Kogge

ODDO : Guerre ou paix, le monde a besoin de cuivre !

Le cuivre reste une thématique à la fois porteuse et défensive, justifiant des valorisations élevées sur les acteurs les mieux positionnés que sont Anglo American (Surperformance vs Neutre) et Rio Tinto (Surperformance). Nous restons Neutres sur BHP avec des perspectives CMT plus modestes et initions Antofagasta avec une recommandation Neutre, reflet d’une valorisation déjà élevée.

Maxime Kogge
  • Maxime Kogge

ODDO : War or peace, the world needs copper!

The copper theme remains both buoyant and defensive, justifying high valuations for the best-positioned players, Anglo American (Outperform vs Neutral) and Rio Tinto (Outperform). We remain Neutral on BHP with its more subdued short to medium-term outlook and initiate coverage of Antofagasta at Neutral, reflecting its already lofty valuation. Slightly more attractive valuations for quality players

BHP Group Limited - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

BHP Group Limited: Key facts and statistics - LTM December 2025

A summary company profile, detailing BHP Group Limited’s business operations and financial highlights.

Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki
Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki

BHP Group Limited: Update to credit analysis

Our credit view of this issuer reflects its leading market position, constrained by its ongoing cost pressures in the current operating environment.

Maxime Kogge
  • Maxime Kogge
Maxime Kogge
  • Maxime Kogge
 PRESS RELEASE

BHP backs the next wave of exploration and technology talent in its bi...

BHP backs the next wave of exploration and technology talent in its biggest Xplor intake yet MELBOURNE, Australia, Feb. 01, 2026 (GLOBE NEWSWIRE) -- BHP has selected 10 early-stage exploration and technology companies for the 2026 BHP Xplor program, marking the largest cohort since the program began and its fourth year of operation. The 2026 cohort brings together junior exploration companies, geoscience organisations, and technology teams that collectively span the discovery system. It reflects a more connected approach to early-stage exploration, where geological insight, data, and eme...

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