BHP Group ($BHP) podcast mentions

Per Ticker.id: 12 BHP Group ($BHP) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-17.

1. You're maintaining a website. You have no choice but to go back and find that PHP patch that's out there and go patch your, your situation ASAP. Hopefully the bad actors are not chasing you down just yet. That actor is probably going after higher price targets or, you know, higher economic value targets. But this is going to happen. I think we will see people get aggressive and get this sorted. But I'm more concerned about what comes next. Right. This is just one. I think there's more to come. And the problem is when you start seeing big things like this happen, you start finding people who are trophy hunters. They're going to say, well, where can I find the next BHP and prove to the world that I'm as smart as the last guy?

   Nikesh Arora · TBPN · The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand · 2026-10-21

2. like I've always said, people say BHP should pay more tax or something. Well, they should pay as much tax as they're obliged to. If you have a problem with the tax law, change the tax law. Don't blame the tech. There's no— the people who say that are not the ones paying extra, right? No one. No one. It's the moral shaming that I get. Oh, you're doing that.

   Jason Moser · Motley Fool Money · Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026 · 2026-10-17

3. We've got a couple of different stories, and I want to touch on them kind of in some sort of order, but they all really coalesce pretty closely. This week, in fact, Wednesday, Glencore, the global mining giant listed in the ASX, on the ASX, not as an IPO because there wasn't any extra money changing hands. The shares just were effectively dual listed here as well as being listed on the London Stock Exchange. And so now Australian investors can buy yet another mining company's shares. A decent chunk of the trading volume actually, sorry, of the company's market cap was actually traded on Wednesday. So plenty of people wanting to take a position, to use the horrible jargon, in Glencore. And I thought it was interesting, mate, for a few reasons. Firstly, it's not very often that an international company chooses to dual list in Australia. I don't remember the last large one that did so. I mean, Square did when it took over Afterpay, but largely just as a fob to the Afterpay shareholders so they could keep some shares on the ASX. BHP Billiton, of course, was always Australian, then it was dual listed in London.

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

4. Yeah. Yeah, I know you're 100%. I mean, that's it. Why would you do that for if you're not raising money? That's why. And it's not even— you don't have to take a negative slant on it. In my worldview, yeah. The board has a fiduciary duty here. We are trying to represent this company in the best way. We're trying to position it in the best way possible. If we're on a different market, then, you know, and in fact, you can look at Rio and BHP with their dual listings on the London Exchange and they just do, they trade at a premium. There's a bigger pool of capital that they can draw on. Arbitrage opportunities can sort of mean like if one market is a little bit depressed, then that will sort of help prop it up a little bit more. Not in any kind of nefarious ways, it's just, it's casting a wider net. So they're obviously doing it because they feel as though it's going to be good for the share price and good for their capacity to raise capital in the future. And frankly, Australia has has this giant superannuation system as well with mandated deposits, which a good chunk flows into the market as well.

   Chris Hill · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

5. I'm not arguing the point. I'm just, I'm just devil's advocate. Like, that would be true. It's like, oh, we missed this one and probably is pricing. You go, but all the other tech companies, you go, where are they again? There's a few. I'm not— I don't want to— Yeah, don't denigrate the Technology Ones and the Zeros and the WiseTechs and the— there are, there are some. But yeah, you look at this, you look at the combination of our market, even allowing for the fact that we we have concentrated banks and we have natural resources, right? So of course, I mean, we've got resources to burn, so of course we're gonna have a big resources sector. It's not so much even the size of resources as the size of tech. Yes, it's all relative, but I haven't done the numbers, mate, but I suspect market share, sorry, not market share, ASX kind of weighting to GDP or something by category or some version of it, you say for every dollar of GDP, what sort of tech market cap do we have? I'm not going to do the maths. You don't need to. The Yanks are obviously killing us and, you know, whatever. Yeah, I don't know. It's worth pondering, I think. And I don't think we should force the answer. I don't think we have an answer. BHP has actually been market beating for the last 10 years.

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

6. So let's be really clear. But the 23.5% thing still remains really meaningful. And I said, I, you're right about the fact that if you're a broker, why wouldn't you do it? Now, if you do that and you're ComSec, you know, I have a ComSec account, you still do. Why you don't, you don't care on which exchange the company's listed. Why would you? Now there's, there's CHESS, which is a thing, as we've talked about before, there is still an issue about what, you know, which jurisdiction you're covered by. But at some point, BHP shares is just BHP shares. You don't care what exchange or currency, as long as you know you can trust the exchange it's on, the broker you're dealing with, and the regulators of the market in which it's domiciled. That is, if it is listed on the US as a primary exchange, then the Securities Exchange Commission has done the work and made sure the auditing is done and stuff. And if you're sure of that, who cares? Now, we saw Glencore being dual listed. Why would you Why do you care? Even in a world where you do it for political reasons, once Glencore is available to Australian investors on whatever primary exchange it's on, what's the point of a secondary exchange?

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

7. And then one step further, which companies then do list in Australia? If every tech company's available to every investor in the world on any exchange at any point in time in the 24/5 or 23/5 cycle, why do you care? If BHP's available, if Glencore's available, why do you care? And it's— I just think it's interesting because it changes kind of everything at some level. I mean, the idea of exchanges and currencies and sectors and, you know, where the artificial— you know, the world's been a globalized world for many, many years, and yet we've still got this pretty— what's the right phrase? Yeah, I was going to say Balkanized. Antiquated? Yeah, but in the sense that of all things, money is the most global thing in the world, right? So it's the most obviously transferable thing into Bitcoin, but just conceptually, right? Capital's always flowed faster than anything else effectively, or at least as fast as anything else. And so capital markets are still really Balkanised and weird.

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

8. And at some point you say, once that last wall is knocked down, then, you know, what does it mean to be ASX listed? Doesn't mean anything. It means your primary exchange is the Australian market. You're regulated by the Australian corporate regulator. Regulator. But what else does it mean if the shares can be bought by a yank or a pom or a South African or a Vietnamese or on their, on their using one of their brokers in real time in their currencies? You know that it's ASX listed as a primary exchange, but even that doesn't matter. Why is there, why are there multiple exchanges? You have a, you would know the country is domiciled, whose regulator, whose laws they're following when they produce their results. So ASIC matters more than the ASX, but BHP's primary listing be on the US market with an ASIC-managed set of accounts, or it just doesn't matter anymore.

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

9. But that it's got a trend you would suspect at some point to that. To that point of, you know, some sort of the secondary, I think anything below tertiary is gone. Australia's 2% of the world's capital markets. Does that— do we have a market in 10 years' time, an exchange? I mean, well, how many companies will say, well, now if Australian investors can buy BHP shares, BHP says, well, I don't care where I list, I'll go and list on the Nasdaq as my primary exchange or the London Stock Exchange or somewhere else. I mean, it doesn't take much for those companies to go, I'm out of here. Here. The best defense is probably the local one-country retailers and one-country banks, which mean why will CBA want to list somewhere else? There's no real reason for them because no one wants CBA shares internationally. So I guess I'll stay here. Maybe the insularity of our largest sectors help us, but the resources companies like, I'm out of here, I'm going to list on the NASDAQ for half the price, or I'm going to go and list on London where there's T+0. That's what they want.

   Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

10. And it's really important in monopolies and government departments where there is no competitive dynamic to help you do that. As I help, I mean help almost in inverted commas. No one wants to be helped to cut staff, right? But you kind of go, they're doing that. We need to be as good as them or better. What do we do to do that? Well, you make things cheaper, you make things better, you do things faster, you employ technology, you do all those things. When you are the ASX, when you are the future fund. There's just no incentive to do it. And particularly in a fund where the fund value is growing, your fees as a percentage often can fall even though you're adding more people. 'Cause you have 12% of Australians adding super, Australians adding 12% of their income to super every year. Future fund asset value is growing every year. It's kind of, well, okay, Telstra's more expensive and BHP, so our fund value has grown. So yeah, we've done a good job, but we'd also add some more people to our team because every team says, I want more people to do this or that or that. Cut job and your fees look like they're falling because they are as a percentage.

    Jason Moser · Motley Fool Money · The value of the value chain. October 16, 2026 · 2026-10-16

11. A strike at the world's largest copper operation has been averted after BHP and Escondida Mine Supervisors Union endorsed a preliminary agreement reached Wednesday morning. We will get to the news from the miners and explorers in a moment, but first, a mention of today's sponsor. Today's episode of Mining Stock Daily is brought to you by Revival Gold. Revival Gold is one of the largest pure gold developers operating in the United States. The company is advancing its McCure Gold project in Utah and mine permitting preparations and ongoing exploration at the Beartrack Garnet Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol RVG and trades on the OTCQX market under the ticker symbol RVLGF. Learn more about the company at revival-gold.com.

    Michael McCray · Mining Stock Daily · Morning Briefing: Strike Averted At World's Largest Copper Mine · 2026-10-15

12. A lot of our holes that we drilled beginning of the season was, you know, infill holes, holes that we're going to know what they are. Like some are good, some are like in stock, they're moderate grade and it's not going to turn the needle. And if you're a really tough market like we're in right now, it's If you're not finding a new zone or extremely high grade, like it just creates a liquidity event for everyone. So what we have here at NAC is special. We're drilling a lot of those holes that we have to drill anyway because we're building roads and we're not doing helicopter support and we're taking big stepouts. So about 2 months ago, month and a half ago, we really started with these big stepouts. The holes that are really going to make a difference for the company, you know, a difference of we're whether we think that this can be, you know, purchased by a big company like BHP, Rio Tinto, South32. We started doing those holes and they're all hitting. I'm telling you that right now. Like, it's going to add scale, it's going to add grade.

    Anthony Moreau · Mining Stock Daily · American Eagle Gold Targets Scale and Grade at the Copper-Gold Porphyry NAK · 2026-10-12

13. The money's either there or it's not. We can do that with national payments. Honestly, mate, you know, the most interesting thing about this is once you have 24/7 trading or 24/5 or 23/5, whatever ends up being, it completely removes the need for international stock markets. Yep. Like, you know, if the NASDAQ is open, the New York Stock Exchange, the ASX, the London, the Deutsche, Hang Seng, Nikkei, it's like, well, hang on now, it doesn't— they're all open. So do I care? Do I know? I mean, there's still currency to be thoughtful of and there's still the domicile of the organization is in the physical head office or the legal head office. But other than that, it's kind of like at some point, I mean, I don't want to be the ASX. You know, if you, if you, if you know, if you're, if you're BHP or if you're News Corp or if you're CSL or if you're Woolies or whoever, You think, hang on, so I can now, people can trade my shares during the Australian working day, yes. Can they trade in Australian dollars? Probably, 'cause the broker's gonna love that anyway. What are my shares quoted in?

    Jason Moser · Motley Fool Money · Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026 · 2026-10-10