Macquarie's Lakos Is Comfortable With BHP's Numbers

The video discusses BHP's financial results, highlighting a miss in expected profits and dividends. Despite this, BHP's cash flow and debt reduction are seen positively. The sale of US shale assets is analyzed, with BHP focusing on maximizing value rather than a quick sale. The strategic implications of this sale, including a focus on core assets and cost reduction, are also discussed.

What was the expected dividend per share for BHP?

• $0.35

• $0.40

• $0.45

• $0.50

What is the estimated value range for the sale of BHP's US shale assets?

• $6 to $8 billion

• $5 to $7 billion

• $8 to $10 billion

• $10 to $12 billion

What is the primary reason for BHP selling its US shale assets?

• Regulatory requirements

• Immediate need for cash

• Focus on returns to capital employed

• Forced sale due to financial pressure

Who is the new chairman involved in BHP's rationalization process?

• John Mackenzie

• Martin Mackenzie

• Ken Mackenzie

• Andrew Mackenzie

What is a key focus area for BHP's rationalization strategy?

• Reducing unit costs and debt

• Increasing short-term profits

• Expanding shale assets

• Acquiring new companies