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 are the key elements that made the result comfortable for BHP?

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What does the speaker suggest about the sale process of the US shale assets?

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