Another interesting week in the global investment markets. I was certainly very lucky to spend my first five years working in the City between 1996 and 2001 because a whole load of geopolitical, macro and corporate stuff happened during that period. I also visited Russia for the first time during that period. For another time are some insights on what you would have found back then if you were a hungry/thirsty driver on a ‘motorway’ stop in Siberia, but it did at least provide me with some useful PGM industry and related insights. I have always been a bit of a sector fan in any case, which brings me to BHP Group (BHP) numbers today…
Just over a decade ago I remember selling BHP Group (BHP) shares when I used to call the ‘leading global resources company’ “Billiton”, but time has changed a little. Company name evolutions are a boring thing, but far more interesting is that the Australian miner is set to collapse its 20 year-old dual listed company structure that will see all of its shareholders transferred to the Australia-based BHP Group Ltd. There is plenty of other stuff happening in today’s first half formal numbers also.









