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SteadyEddy
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BHP
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9 months ago
BHP: Positioning for the AI, Energy, and Food Security Supercycles
Thank you for your analysis Bailey, really in-depth and interesting. What did you make of BHP's attempts to buy Anglo American? I would have thought organic growth into copper would be the better value play for BHP shareholders compared to a buyout. Interested in your thoughts, cheers.
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