Added to YB: 2025-11-25
Pitch date: 2025-11-21
BHP [neutral]
BHP Group Limited
+48.15%
current return
Author Info
No bio for this author
Company Info
BHP Group Limited operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, and South America.
Market Cap
AUD 237.4B
Pitch Price
AUD 39.15
Price Target
N/A
Dividend
4.24%
EV/EBITDA
8.02
P/E
24.18
EV/Sales
4.30
Sector
Metals and Mining
Category
special_situation
Theodosian Capital | Stocks Update 21/11/2025 - BHP – Long-acting legal headache
BHP (update): English High Court finds liable for 2015 Fundao dam failure, damages trial set for 2028-29. BHP plans appeal, argues UK case duplicative of $32bn Brazil settlement. $2.7bn Samarco outflows expected FY26-27. Legal overhang creates medium-term uncertainty despite 12.8x FY27 P/E, 4.3% yield.
Read full article (1 min)