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BHP Billiton Limited

6/20/2013, 6:07 AM ET

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Monday, March 19, 2012, 7:59 PM BHP Billiton (BHP) is reevaluating massive spending plans as slowing Chinese growth necessitates a more cautious outlook for commodity demand. It plans to closely review where Chinese demand for iron ore is likely to peak before committing to a $20B+ investment in mine and port infrastructure in Western Australia's Pilbara region. 6 Comments [Global & FX, Commodities]
Friday, March 2, 2012, 8:09 AM Iron ore prices continue to climb, prices up more than 22% since October as supply growth slows down amid postponements of new mines and expansions. "The wall of additional iron-ore supply that investors have been fearing is going to be late," says an asset manager. VALE +19.5%, BHP +9.4%, RIO +17% YTD. Comment! [Commodities, Global & FX]
Wednesday, February 29, 2012, 12:54 PM The gorillas in iron ore - BHP, RIO, and VALE - are in talks to join China's 1st physical trading platform for the mineral, another in a series of major changes for the industry. For 20 years, the price of ore rarely varied from the $10-14/ton range, but things changed in 2004 when the big 3 jacked the price, which rose as high as $180 last year (currently $140). 2 Comments [Commodities, Global & FX]
Tuesday, February 14, 2012, 6:24 AM BHP (BHP) and Rio Tinto (RIO) are to invest a combined $4.5B to expand the Escondida mine in Chile, the world's largest copper mine, as they look to boost output to meet the growing demands from China and other emerging nations. BHP also plans to reopen its idled Pinto Valley mine in Arizona. (Rio PR, BHP PR .pdf) Comment! [Commodities, Top Stories]
Thursday, February 9, 2012, 3:00 PM The world is now a more "somber, sober place," says Rio Tinto (RIO -1.5%) CEO Tom Albanese, after the latest write-down of his $38B 2007 purchase of Alcan brings the total to more than 50% of the deal. A 34% dividend increase is small consolation to shareholders who have seen returns sharply lag competitor BHP. Comment! [Commodities]
Wednesday, February 8, 2012, 10:29 AM BP (BP -0.1%) announces plans to develop a major new gas field in the Gulf of Mexico with partners Chevron (CVX +0.4%) and BHP Billiton (BHP -0.8%). The plans are phase two of the partnership's Mad Dog development, a field capable of producing 120K -140K boe per day. BP has a 60.5% working interest in the project, BHP a 23.9% stake and Chevron 15.6%. Comment! [Energy]
Wednesday, February 8, 2012, 3:42 AM More on BHP (BHP) H1: Performance hurt by lower output at BHP’s Australian coal ops because of floods, strikes and lower copper output in Chile, lower metal prices, and higher costs. Gives "cautious" market outlook due to EU debt crisis, and general manufacturing and construction weakness. Shares flat in London. (PR .pdf) Comment! [Earnings, Top Stories]
Wednesday, February 8, 2012, 3:38 AM BHP Billiton (BHP): H1 net profit -5.5% to $9.94B vs consensus of $10B, revenue +9.7% to US$37.48B. Ups dividend to $0.55 from $0.46 a year earlier. (PR .pdf) Comment! [Earnings, Top Stories]
Wednesday, February 1, 2012, 3:42 PM Industrial metals enjoyed January's risk rally, with the basket of futures trading on the LME rising 10.9%, led by tin (JJT), up 26.5%. Looking to sink below $3/lb. 3-4 months ago, copper (JJC) has rallied all the way back to $3.84, and resurfaced bullish talk that there's just not enough of the metal being mined. 1 Comment [Commodities]
Wednesday, February 1, 2012, 10:40 AM China plans to restart nuclear projects at a slower rate and will take a more cautious approach, according to a report from China Daily. The latest government estimates show only 3-4 projects slated to be approved each year with construction kicking in between 2013-2015. Companies such as CCJ, UEC, RIO, and BHP stand to gain with a more ambitious nuclear initiative program in the nation. Comment! [Energy, Global & FX]
Tuesday, January 31, 2012, 4:16 PM BHP Billiton (BHP) says workers at its Port Kembla Coal Terminal in eastern Australia will launch a seven-day strike starting on Wednesday after negotiations failed to resolve a labor dispute. The action threatens to halt operations at the terminal, which ships coking coal and some thermal coal for companies including Peabody Energy (BTU) and Xstrata (XSRAY.PK). 1 Comment [Global & FX, Commodities]
Wednesday, January 25, 2012, 8:05 AM Shares of Walter Energy (WLT) move up 3.6% in premarket trading after analysts line up the coal producer for the steel industry as a potential candidate to get snapped up for as much as $120 per share. Potential buyers: BHP, AAUKY.PK, MT. Comment! [On the Move, Energy]
Monday, January 23, 2012, 3:00 PM BHP Billiton's $22B Port Hedland expansion takes another step closer to reality even as skeptics believe it would be easier just to buy a junior partner who already has access to the port. Deutsche's Paul Young disagrees, saying BHP's ambitions - a near doubling of iron ore exports by 2020 - can only be met with the expansion. 1 Comment [Global & FX, Commodities]
Wednesday, January 18, 2012, 9:48 AM BHP Billiton (BHP +1.5%) says it expects to mine record tonnages of iron ore this year, shrugging off predictions of slowing industrial activity in China, the largest market for the vast volumes of iron ore, copper, coal and other industrial minerals BHP mines worldwide. Full-year production is forecast to "marginally exceed" prior guidance of 159M metric tons. Comment! [Commodities, On the Move]
Tuesday, January 17, 2012, 11:09 AM More on China GDP: ANZ Bank's Nicholas Zhu visits a Chinese steel plant and reports back of a near-empty parking lot, work-shifts shortened to 5-day weeks, and just one blast furnace in operation. "Wire rods for use in the construction industry were piled up everywhere: inside a full warehouse at the riverbank, out in the open near wharfs and any empty space next to the factory floor." (see also) Comment! [Global & FX, Commodities]
Tuesday, January 17, 2012, 9:25 AM Premarket gainers: VQ +50%. CNVO +48%. DNN +17%. PVX +15%. TSLA +15%. ISTA +11%. EK +10%. ING +8%. AEG +8%. FRO +8%. AVL +7%. QCOR +7%. BRD +6%. NBG +6%. RBS +6%. NOK +6%. TTM +5%. JASO +5%. MTL +4%. BHP +4%. SINA +4%. RIO +4%. ASML +4%. HMA +4%. WFR +4%. GMCR +3%. TSL +3%. HL +3%. AVNR +3%. HMY +3%. NDCO +3%. CLWR +3%. BIDU +3%. TOT +3%. BSBR +3%. BUD +3%. FCX +3%. CS +3%.
Losers: CUK -16%. CCL -15%. KGC -8%. RCL -7%. C -5%. MTG -5%. Comment! [On the Move]

Chines33
I am happy as I took lots of profits last week...cash heavy...looking to put money back to work..Long PRU EMC BRCM DD JCI BHP VIA/B IAU
10/31/11
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Chines33: TJX*
10/31/11
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Chines33
Long PRU EMC BRCM BHP JCI DD TJX VIA/B IAU...looking to re add APA SLB ESV and UN KO on bigger dips.
10/30/11
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Chines33: Eying ETN WLL NOV ESRX QCOM re entrys as well.
10/30/11
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Chines33
I went pretty cash heavy today but still long PRU EMC BRCM JCI DD BHP TJX IAU VIA/B .looking for re entry into APA ESV SLB
10/28/11
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Chines33: Still happy..lots of cash to put to work.
10/28/11
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Chines33: Also liking ETN still needs a pullback.
10/28/11
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Chines33
Exactly what I expected in close just scalped QCOM and also reduced BHP
10/28/11
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cheme: You did a bunch of long reductions. No need for hedges anymore? I would have to assume you see more downside risk than upside at this pt.
10/28/11
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Chines33
Sold out of SLB for +8.50 since Friday. My longs are greatly paired back but still long EMC BRCM PRU BHP APA TJX DD JCI VIA/B UN KO IAU
10/27/11
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Oceanstats: Think Chines plans to retire early, if hasn't already.
10/27/11
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vinyal: it never hurt to take profits. unless you have a day like today lol
10/27/11
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Chines33
SLB BHP!!!
10/27/11
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mun2000: exelent play with slb 33 congrats also very good on calling this rally .My only problem is $ is down 1% push oil 3and all stock .
10/27/11
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Chines33
Very bullish into years end.a few hedges I bought into close but still net long PRU APA SLB DD BHP JCI ETN VIA/B TJX EMC BRCM KO UN IAU
10/26/11
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Hillbilly Stock Star: Hoping for M&A in Bakken Players!
10/26/11
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Hillbilly Stock Star: 30% premium sounds about right for long term potential, imo.
10/26/11
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Chines33
SDS early huge gain then longs went to work BRCM up 1.50 from my add last night AH..PRU BHP APA EMC SLB DD ETN JCI TJX VIA/B KO UN IAU
10/26/11
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Chines33: I am short XLB and a touch a little SDS but still net long overall.
10/26/11
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Chines33
PRU APA DD BHP trading higher..long
10/26/11
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Hillbilly Stock Star: VLO........could see M&A activity, watching.
10/26/11
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Irishmedic: Chines, were you holding LNG comming into today?
10/26/11
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Chines33
I'm eying EMC PRU APA TJX SLB ETN BHP on long side.
10/26/11
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praveenbolla: you are always LONG. lol
10/26/11
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walanp: Unfortunately, I've been holding that TZA for waaaay too long expecting these events. Yesterday helped.
10/26/11
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