$BHP (BHP Group Limited) — investor discussion on X

Five-factor rating: Buy (sector percentile 72.9%)

Graded daily on value B-, growth C-, profitability A-, momentum B. Sector-relative, identical for every user.

Most active credible voices on $BHP

@cerlogicfounder (Kacper Piotr Kaminski) — 21 mentions · 43.5K followers
@thevalueist (TheValueist) — 12 mentions · 38.4K followers
@chitrader (CHItrader) — 5 mentions · 7.9K followers

Recent headlines featuring $BHP

2026-09-10: LME copper hits $14,858.50, COMEX sets $6.894 record as supplies tighten
2026-09-08: Copper hits record $14,533 a ton as tariff fears and tight supply collide

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$BHPBHP Group Limited · Industrial Materials · $209B

$82.06

post0.0%

Event thread

Key events, in time order

4 items

2026-10-14Company
BHP's Escondida supervisors reach preliminary deal to avert strike
Supervisors' union at Chile's Escondida mine reached preliminary agreement with BHP, averting strike and ensuring stable copper output.
D1 -2.0% · +5d -2.9%
2026-08-18 → 08-20EarningsBull
BHP Copper-Led Strategy Strengthens; FY2026 Profit Up 30%, FCF Up 83%
Q4 call highlights copper growth and cost discipline; copper >50% of EBITDA, driving profit and dividend surge
D1 +0.8% · +5d +10.8%
2 waves of this story
- 2026-08-18 Record copper prices drive beat, highest dividend in 4 years
- 2026-08-20 Q4 call highlights copper growth and cost discipline; copper >50% of EBITDA, driving profit and dividend surge

2 earlier events

2026-07-16 → 08-18CompanyBear
BHP Port Hedland Union Talks Fail, Strike Risk Persists
No wage deal, rising operational disruption risk
D1 -5.6% · +5d +3.6%
7 waves of this story
- 2026-07-16 Union-backed stoppages coincide with record output, highlighting operational and labor tensions
- 2026-07-20 After workers voted for strike, company returns to table, easing port disruption risk
- 2026-07-20 BHP re-enters talks with unions at the world's largest iron ore export hub, impacting Western Australia's iron ore export stability
- 2026-07-28 No agreement reached, but further talks scheduled next week, indicating persistent gaps
- 2026-08-04 Union confirms no deal, plans 48-hour strike at key iron ore export hub, threatening operations
- 2026-08-08 Union says more workers joined; first major industrial action at iron-ore hub in 25 years
- 2026-08-18 No wage deal, rising operational disruption risk
2026-08-17Earnings
Earnings report
D1 +1.8% · +5d +9.9%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

4 items

2026-10-14Company
BHP's Escondida supervisors reach preliminary deal to avert strike
Supervisors' union at Chile's Escondida mine reached preliminary agreement with BHP, averting strike and ensuring stable copper output.
D1 -2.0% · +5d -2.9%
2026-08-18 → 08-20EarningsBull
BHP Copper-Led Strategy Strengthens; FY2026 Profit Up 30%, FCF Up 83%
Q4 call highlights copper growth and cost discipline; copper >50% of EBITDA, driving profit and dividend surge
D1 +0.8% · +5d +10.8%
2 waves of this story
- 2026-08-18 Record copper prices drive beat, highest dividend in 4 years
- 2026-08-20 Q4 call highlights copper growth and cost discipline; copper >50% of EBITDA, driving profit and dividend surge
2026-07-16 → 08-18CompanyBear
BHP Port Hedland Union Talks Fail, Strike Risk Persists
No wage deal, rising operational disruption risk
D1 -5.6% · +5d +3.6%
7 waves of this story
- 2026-07-16 Union-backed stoppages coincide with record output, highlighting operational and labor tensions
- 2026-07-20 After workers voted for strike, company returns to table, easing port disruption risk
- 2026-07-20 BHP re-enters talks with unions at the world's largest iron ore export hub, impacting Western Australia's iron ore export stability
- 2026-07-28 No agreement reached, but further talks scheduled next week, indicating persistent gaps
- 2026-08-04 Union confirms no deal, plans 48-hour strike at key iron ore export hub, threatening operations
- 2026-08-08 Union says more workers joined; first major industrial action at iron-ore hub in 25 years
- 2026-08-18 No wage deal, rising operational disruption risk
2026-08-17Earnings
Earnings report
D1 +1.8% · +5d +9.9%

$BHP — what investors on X are saying · SpikePanel

$BHP (BHP Group Limited) — investor discussion on X

Five-factor rating: Buy (sector percentile 72.9%)

Most active credible voices on $BHP

Recent headlines featuring $BHP

$BHP (BHP Group Limited) — investor discussion on X

Five-factor rating: Buy (sector percentile 72.9%)

Most active credible voices on $BHP

Recent headlines featuring $BHP

BHP's Escondida supervisors reach preliminary deal to avert strike

BHP Copper-Led Strategy Strengthens; FY2026 Profit Up 30%, FCF Up 83%

BHP Port Hedland Union Talks Fail, Strike Risk Persists

Earnings report

Bull vs bear

Discussion

BHP's Escondida supervisors reach preliminary deal to avert strike

BHP Copper-Led Strategy Strengthens; FY2026 Profit Up 30%, FCF Up 83%

BHP Port Hedland Union Talks Fail, Strike Risk Persists

Earnings report