BHP Group Limited NPV (DI) (BHP) | ACE Score: 1.15 | Price: +1.46% The Delta: BHP has executed a structural pivot, with Copper now contributing 51% of earnings, eclipsing Iron Ore. The primary catalyst is a significant beat on historical financial performance, reporting Underlying EBITDA of 15.5 bn ( vs15.0bn consensus), driven by a 25% increase. This backward-looking strength is … Read More