BHP GROUP PLC (BHP)

BHP GROUP PLC (BHP)

Previously known as:
Previous Name: BHP Billiton PLC
Previous TIDM: BLT

Voting and Company Information

BHP – Company Information and Vote Guidance 2021

by Cliff Weight, Director, ShareSoc. These are my personal views and not necessarily those of ShareSoc. I own shares in BHP and have recently bought some more.  With sales of c.£50bn, their EV (Enterprise Value = market cap plus debt) of £100 bn is 2 times turnover and this looks much more reasonable than the Diageo shares I recently reviewed and sold. The BHP p/e (forecast) ratio is a very modest 7. For over 15 years BHP have met annually with shareholders ...
Post Date: October 9, 2021 Read more

Seminars

ShareSoc Company Meeting with BHP Billiton, September 2018

Post Date: October 4, 2018 Read more

ShareSoc Meeting with BHP Billiton, London, November 2017

Click here for the BHP Billiton Investor Meeting Report
Post Date: November 2, 2017 Read more

ShareSoc Company Meeting with BHP Billiton, September 2016

Click here for BHP Billiton Meeting Report
Post Date: September 29, 2016 Read more

Blog posts

Paul Myners Obituary and BHP Unification Meetings

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Lord Myners has died at the age of 73. He had a big hand in the rescue of the banks in the financial crisis of 2008 as a Treasury Minister in the Labour Government after becoming the socialists’ favourite capitalist. He was also responsible for the Myners Report into institutional investment which had some influence on corporate governance and institutional stewardship in the UK. I met ...
Post Date: January 21, 2022 Read more

BHP Unification

The views expressed in this article represent those of the author, not necessarily those of ShareSoc. As a small shareholder in BHP Group (BHP) I have just received a heavyweight document (285 pages) explaining the proposed unification of the company. This proposal is to remove the dual listed structure of the Australian and UK companies and the complex corporate structure associated with that. For UK shareholders of BHP Group Plc this will mean, if it is voted through, that you will have your ...
Post Date: December 15, 2021 Read more

BHP – Company Information and Vote Guidance 2021

by Cliff Weight, Director, ShareSoc. These are my personal views and not necessarily those of ShareSoc. I own shares in BHP and have recently bought some more.  With sales of c.£50bn, their EV (Enterprise Value = market cap plus debt) of £100 bn is 2 times turnover and this looks much more reasonable than the Diageo shares I recently reviewed and sold. The BHP p/e (forecast) ratio is a very modest 7. For over 15 years BHP have met annually with shareholders ...
Post Date: October 9, 2021 Read more

AGM – scope for change

There is an excellent FT article on AGMs  https://www.ft.com/content/1209fa2f-30a9-4a16-bcee-65743814acc2 (11 June 2020) which quotes me in some detail: Cliff Weight, from the individual shareholders group ShareSoc, says he is concerned that some companies see AGMs as a “waste of time and unnecessary, apart from the formalities” required by law. He fears some will use the disruption caused by the pandemic to rubber stamp bad practices, such as by making it harder for investors to question the board. ShareSoc believes a move towards live AGM ...
Post Date: June 11, 2020 Read more

Market Trends, Big Miners and Will the Music Stop?

Stock markets continue to rise. They seem to be ignoring the bad company results that are going to come out in the next few months. Although there are signs that the Covid-19 epidemic is weakening, some sectors such as hospitality are going to be in lock-down for some time. The economy is clearly going into recession with many employees being laid off. The lack of consumer spending, not just because some people have less money to spend, but because others are ...
Post Date: June 5, 2020 Read more

Rio Tinto and Climate Change: Not just an NGO issue

For the AGM of Rio Tinto Ltd in Australia in May, a shareholder resolution has been tabled to: request that the company, in subsequent annual reporting, disclose short, medium...
Post Date: February 9, 2020 Read more

Mello Event, ProVen and ShareSoc Seminars and Lots More News

It’s been a busy last two days for me with several events attended. The first was on Tuesday when I attended the Mello London event in Chiswick. It was...
Post Date: November 14, 2019 Read more

Exchange Market Size in Stockopedia and BHP plus RIO

I noticed that the share prices of BHP Group (BHP) and Rio Tinto (RIO) jumped this morning – at least for these behemoths of the FTSE-100 they moved substantially...
Post Date: November 4, 2019 Read more

Hornby, BHP Billiton, Pan African, and Share Radio

A few items of miscellaneous news worthy of comment: Investor Alexander Anton has launched a campaign to have Chairman Roger Canham removed from the board of Hornby (HRN) and get himself appointed as director. A requisition for a General Meeting of the company has been submitted accordingly. Hornby, the maker of train sets and toys, has had a poor financial performance in recent years with production difficulties, consistent losses, and a turnaround plan that is not obviously working. Mr Anton was ...
Post Date: April 12, 2017 Read more

BHP Billiton Meeting and Other ShareSoc Events

ShareSoc has organised a meeting for investors with BHP Billiton Plc on the 29th September at 11.15 am at their London offices. The meeting will consist of a presentation followed by Q&A and then a buffet lunch meeting with BHP Billiton members of staff. BHP Billiton announced their latest annual results on 16th August and the FT had this to say: “Writedowns and impairments have dragged BHP Billiton to its biggest annual loss, capping off a troubled year for the Anglo Australian miner ...
Post Date: August 18, 2016 Read more

Natural resource companies – only themselves to blame? And BHP Billiton results.

I believe John Redwood recently said that it was odd that commodity prices have been falling while Chinese demand has been steadily rising as forecast. As their economy turns more to retail consumption, the demand for consumer products and energy which drive the commodity markets has been rising as China is definitely the elephant in the room in terms of its influence on global demand. An article in the Daily Telegraph by Ian McVeigh on Friday (28/8/2015) explains this conundrum, with a ...
Post Date: August 31, 2015 Read more

AGM Reports

BHP Billiton PLC (BLT) AGM Report 2013

Held on 24/10/2013 at Queen Elizabeth II Conference Centre, Victoria, London SW1 The writer attended the AGM on 24/10/13. No problem registering ahead of the 11 am start. The AGM closed at around 1.30 pm when refreshments were served. BHP Billiton plc is a leading global resources company and amongst the world’s top producers of major commodities with a market cap of US$147.1 billion and a workforce of 128,800 employees in 26 countries. The company’s shares are listed on the Australian Securities Exchange ...
Post Date: November 2, 2013 AGM Date: October 24, 2013 Author: Roger Lawson Read more

Leaders and Laggards

LeaderBHP Shows the Way With Covid-constrained AGMs

Like other companies, BHP will not be admitting shareholders to its AGM, due to current Covid-19 restrictions. Unlike many others, however, it is doing the next best thing and holding an online "shareholder forum" on 23rd September ahead of the proxy voting deadline of 13th October, for registered shareholders voting online. If, like most individual shareholders, your shares are held in a nominee account, you should check with your broker/platform what the deadline is for submitting votes through them. This meeting will enable ...
Post Date: September 20, 2020 Read more

ShareSoc News

BHP Billiton Retail Shareholder Event 18 Sept 2018

BHP Chairman Ken MacKenzie presented to 60+ retail shareholders in a highly successful event organised by BHP, UKSA and ShareSoc. After a 20 minute presentation, Ken answered questions for...
Post Date: September 21, 2018 Read more
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