$BHP BHP Group Tape Reports

Per Ticker.id: $BHP BHP Group Tape Reports — 8 podcast mentions across 4 podcasts (30 days), latest 2026-08-25 00:57 UTC.

1. So the signal went a little bit bad. So I think I've understood the question. If I haven't, forgive me and I'll just blame the signal. Sure. One, one thing that we are missing at the moment is research coverage. And the significance of research coverage is that it's an independent objective view on the size already delineated and the upside potential. So I think that would be a more powerful tool to convey to the market than an initial inferred resource. Simply because when you move to conventional resource modeling, you obviously need to comply with the requirements of 43-101, and that may require certain drilling that we wouldn't otherwise do. So I don't see the merit at this point in time in focusing on a, a formal resource statement. I think we are better off pursuing research coverage that would allow us to talk to, to these sort of numbers in, in a, in a different manner. And one of the other reasons I say that is because the logical acquirers of this project are majors. And if you look at the case of Philo, They, there was the, the Lundin BHP tie-up and they did that pre-resource. So they had a resource over the oxides. They'd never actually converted the, the underground porphyry potential into a resource. And subsequently post the deal, I think they published a 5 billion ton deposit or thereabouts. So as I said, I may not have actually heard the entirety of the question, but it is important for us to be able to talk to volume. To be able to talk to scale. I think that's better achieved through research coverage than perhaps it is just by, you know, an early inferred resource.

   Joe Vanden Elsen — Mining Stock Daily · Andina's Cobrasco: Exploration Update from Colombia · 2026-08-26

2. Isn't that the truth? I mean, it's been actually pretty good. Clipper Brook is a very, very exciting area. I don't know if you recall back when we originally found Moby Deck or in the lead up to finding Moby Deck. We had done this extensive data compilation over the region and we had found this whole kind of historic report from a BHP geologist back in the '70s that was reviewing some ASARCO work. And he noted, you know, several hundred meters of advanced argillic alteration and noted copper and gold mineralization. Again, you know, at the time the concentrations weren't really exciting for them. In the '70s. But again, like, gold prices, copper prices weren't where they were today. So obviously this all provokes another look. And we already knew that Clipper Brook had the chance to be. And when we had all this geophysics work that we did over it, we ended up seeing an anomaly very similar to that over Moby Dick. This is about 12 kilometers to the east of Moby Dick. And it's about a 10-kilometer-long anomaly that shares a lot of similarities. And so really just, you know, more fieldwork over the area, outcrop assessment, etc. And last but not least, we got that, you know, that gun, that TeroSpectra gun out and started zapping a lot of outcrop, zapping a lot of hand samples. And that's really been our secret weapon out there. And what that tells us is that we're actually getting the presence of alunite. And so what alunite is, is a clay mineral that forms in the upper part of these advanced, in these advanced argillic zones. And so you end up getting in the shallower sort of horizons in that sort of lithocap environment, you end up getting this, the presence of alunite. So that's really reassuring because it tells us that our system hasn't been eroded away. You know, a lot of people have kind of thought, well, this is great, you've hit this, you know, ancient epithermal system, but what are the odds that it survived, you know, glaciation? And so the presence of alunite in situ over this whole thing tells us that the whole thing's preserved beneath us. And so we're really, really excited to get in there with the drill and Permits are in hand and everything's ready to go.

   Denny Laviolette — Mining Stock Daily · Pirate Gold's Clipper Brook: A Moby Dick Lookalike 12 Km East · 2026-08-25

3. Let's start with a couple of extremely important terms that go hand in hand: cyclical and secular. Now, you hear these all the time, yet no one but me ever bothers to explain what they mean, even though they're crucial when it comes to picking stocks. Cyclical has nothing to do with the spin cycle on your washing machine or Wagner's Ring Cycle. Somewhat my classical music. And secular isn't about the separation of church and state or public versus parochial schools. Oh, yes. And kudos to the late, great Lou Rukeyser, who first cracked that cyclical washing machine joke. And I've always remembered it's probably been about 50 years now. We say a company's cyclical if it needs a strong economy in order to grow. It's cyclical because it depends on the business cycle. Cyclical cycle. So metals and mining companies and oil and gas, really any kind of raw materials, plus most of the industrials are cyclical. The homebuilders are cyclical. The automakers are cyclical. The commodity chemical makers like Dow are cyclical. You want a bunch of copper and iron mines like BHP? That's the definition of cyclical. These companies are all hostage to the vicissitudes of the economy. When the economy heats up, they earn a lot more money and we're willing to pay more for those earnings. And when the economy slows down or shifts into a recession mode, they earn a lot less money and investors pay less for their shares. I always say the cyclicals are boom and bust. Names. Ah, secular growth company, on the other hand, is one where the earnings keep coming regardless of the economy's overall health. Think anything you eat, drink, brush your teeth with, or use as medication. So you've got consumer staples like Procter Gamble, of course, the food companies like General Mills, the drug stocks like Pfizer or Merck or Eli Lilly. These are the classic recession-proof names that you want to buy when the economy slows down. Investors flock to the companies that can generate Safe, consistent earnings unless the GLP-1 drugs actually really take over the world, because you don't stop eating food or brushing your teeth just because of recession. Okay, so why is this secular versus cyclical distinction so important? Why is it the first piece of Wall Street jargon I'm translating for you?

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21

4. Yeah, because I think the, the structural deficits are just too large to have the price drop so much. And we need the silver, we need the copper, for example. And so I just cannot, you know, foresee that that would be the case. Doesn't mean it can't be volatile. It doesn't mean it can't go down. But I think the longer-term trend is really, is well established. Particularly if you think we're going to go through this technological revolution. I mean, the demand is just going to continue to go up and up and up. I mean, you look at copper, we haven't talked about copper, and we have some investments around the copper space. And we have Franco Nevada, which has that large copper project down in Cobre Mine down in Panama, which I hear is probably going to be restarted pretty soon, only because, again, the economics are so powerful. But if you take copper or you follow Robert Friedland, follow him on X, he'll give you all the facts and figures. Obviously, it's biased a little bit from his company, Ivanhoe. But the shortfall, the structural deficit is massive. It's really large. And it takes decades to get up these big copper mines. They're not easy to find. And so this is going to be— again, I think it was Rick Rule has pointed out, you're going to need another $250 billion or so. Something's got to be invested over the next number of years in copper mines. And where's that money going to come from? And I think there's some opportunities again, as you know, for the Frankels, for the wheat and precious metals, they just, they did a big copper, a big silver stream on a copper mine, um, with BHP and so on. So, uh, there's going to be all of these opportunities. So I think that that is going to provide a good price floor that is quite unique to the circumstances we're in now. That doesn't mean there can't be volatility. It doesn't mean you throw discipline out the window. You have to be, as you pointed out, dollar-cost average, be careful, buy the leaders, buy the best companies, know what you're buying, do your research. But these longer-term trends, I think, make it biased on the upside, and it's going to be very difficult.

   Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18