BHP
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 10, 2022 by Louis-Vincent Gave · said 4 times in 2 episodes since 2022 · across every show →
Mentions by year
brought up most by Louis-Vincent Gave (3), Brendan O'Connor (1)
tap a year for its mentions
2026 1 mention in 1 episode
2022 3 mentions in 1 episode
Everything said about BHP, oldest first
Oct 10, 2022 bullish
Gave: China will pressure Vale and Rio Tinto to accept renminbi
“Now that BHP accepts RMB, what are the odds that China is going to go back to trading in US dollars with RMB? They're not. Instead, China's going to turn to Vale and Rio Tinto and say, your buddies at BHP, they accept RMB, so if you want our business, maybe yo…”
Oct 10, 2022 neutral
Feb 5, 2026 negative
O'Connor: Australia's big banks and telecom giants are practically ex-growth
“The big companies in Australia, the big four banks, Telstra, the big telecommunications company, exclude BHP and Rio, those big companies are ex-growth. They are growing very slowly with maybe two to three percent EPS growth over the years ahead. The real grow…”