Mackenzie spruiks BHP growth as Elliott gets nasty
Activist investor Elliott Associates has accused BHP Billiton of avoiding tax and misleading investors. Meanwhile, BHP chief Andrew Mackenzie has outlined bullish growth targets.
Peter Ker covers resource companies, based in Melbourne.
Activist investor Elliott Associates has accused BHP Billiton of avoiding tax and misleading investors. Meanwhile, BHP chief Andrew Mackenzie has outlined bullish growth targets.
When Elliott compared BHP and Rio Tinto's total shareholder returns, it was no accident the comparison was made since 2008.
Explosive maker Orica is enjoying improving conditions in the mining sector, but believes such improvement will be gradual.
Syrah Resources is the third most shorted stock on the ASX. Investors are pondering whether the graphite aspirant is actually the real deal.
BHP Billiton will seek to reclaim its Australian identity through a major rebranding exercise, after conceding that it and other big companies were losing the trust of communities.
Newcrest's Cadia mine is expected to resume before September 30, but gold production will be lower than expected.
Energy giant Exxon will divest a portfolio of properties after selling off its Melbourne HQ for $160 million.
Elliott Associates was understood to be spruiking its manifesto to BHP Billiton investors in the Northern Hemisphere this week.
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Incitec Pivot believes its challenged Gibson Island fertiliser plant could be fuelled for 10 years by a tranche of Queensland gas acreage th...
The Mongolian government has abandoned a proposed law that would have forced foreign investors like Rio Tinto to funnel money through Mongol...
Explosive and fertiliser manufacturer Incitec Pivot has grown profits and dividends on the back of its US businesses.
Anglo American spent more than $60 million shutting down its Australian headquarters before backflipping on its strategy and launching a hir...
BHP Billiton should sell its best US shale assets if offered $US9 billion ($12.2 billion) for them, according to Deutsche.
Lithium producer Orocobre, the ASX's most shorted stock, says short sellers acting on the impression it will need to raise equity are wrong.
BHP Billiton's larger shareholders are embracing the exchange of ideas about the miner's future, even if they aren't in full agreement.
As fierce campaigns continue to rage against coal's role in climate change, Westpac's stricter lending limits reinforce a suspicion that coa...
South32 has defended its latest acquisition in Arizona and suggested the chances of it buying Anglo American's manganese assets are dwindlin...
Rio Tinto has defended the different treatment it afforded to former executives linked to the Guinea scandal, and demanded the Queensland Go...
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