August
Investment bankers (but not Barrenjoey) feast on Orora
This was a boring company, offering boring but profitable returns. And then, it went and blew its brains out.
- Myriam Robin
July
- Opinion
- Chanticleer
Simpler, predictable earnings this year’s equity market story
Fewer shocks and more bankable businesses, that’s what is in fashion with investors this year. The list of companies trying to dish it up is growing.
- Anthony Macdonald
May
- Opinion
- Mining
Why BHP’s pursuit of hot copper went cold
The red metal is the new black. A rebuffed BHP has gone back to the drawing board to plot its next move after Anglo American rejected its request for more time.
- Jennifer Hewett
- Opinion
- Chanticleer
BHP turns Anglo pursuit into $64b chess game
BHP has bid against itself and disclosed it, in an effort to put pressure on the London-listed miner. The next move is Anglo’s, and only hours away.
- Updated
- Anthony Macdonald
- Opinion
- Mining
BHP is betting self-interest trumps politics on Anglo American
Convincing South Africa’s government its $60 billion takeover bid for the mining multinational is politically palatable is part of BHP’s challenge in a particularly complex deal.
- Jennifer Hewett
March
BHP puts former NAB boss Ross McEwan into chairman race
The miner’s current chair, Ken MacKenzie, is in his seventh year in the position, with the company observing an informal policy of limiting terms to nine years.
- Peter Ker
November 2023
- Exclusive
- Mining
BHP CEO Mike Henry’s new relationship approved by board
BHP’s push into the Canadian potash industry has created an overlap between his private and professional lives.
- Brad Thompson and Peter Ker
November 2023
- Opinion
- Interest rates
Confrontation at BHP’s AGM shows mining still has an image problem
Big miners have spent years of effort to rebuild trust and demonstrate their environmental and social credentials and the benefits they bring to Indigenous communities. But issues remain.
- Jennifer Hewett
BHP chairman Ken MacKenzie seeks full term
Ken MacKenzie has declined to say whether he will depart the miner before CEO Mike Henry, but he is keen to run for re-election in November 2024.
- Peter Ker and Simon Evans
February 2023
This board director was so successful, BHP wouldn’t let him step down
Orica chairman and former BHP board stalwart Malcolm Broomhead is a straight talker, who knows the truth is rarely simple when it comes to climate and carbon.
- Peter Ker
December 2022
Rear Window’s 2022 in review
In 2022, an abundance of notable misbehaviours went down in the Rear Window universe.
- Joe Aston
August 2022
BHP says management wanted Barrenjoey despite chairman link
The team sought and won an exemption from a policy that prevents the miner using the investment bank as an adviser because of Ken MacKenzie’s dual roles.
- Peter Ker
March 2022
Lunch watch: Greg Norman does Gimlet
Andrew McConnell’s latest CBD offering was heaving during Wednesday’s lunch hour.
- Joe Aston
Can the ‘Wild West’ of ethical investment be tamed?
The agencies that rate companies’ ESG credentials are unregulated, inconsistent and increasingly in demand. No wonder regulators have set their sights on them.
- Peter Ker
December 2021
BHP’s potash nemesis says Canada would be more welcoming next time
The regulator who blocked BHP’s $40 billion bid for Canada’s biggest potash miner a decade ago says the deal would stand a better chance of approval today
- Peter Ker
September 2021
Investors urged to snub BHP’s climate plan
Proxy advisor Glass Lewis is not convinced that BHP’s emissions targets are science-based or aligned with the Paris Agreement.
- Peter Ker
August 2021
- Opinion
- Chanticleer
Mike Henry just changed BHP forever
BHP’s operational excellence and the riches of the iron ore boom have allowed Mike Henry to make three big, bold moves.
- Updated
- James Thomson
- Opinion
- Chanticleer
Five results to watch in a pivotal earnings season
Large dividends and share buybacks will duel for top billing with lockdown worries and signs of inflation as a big three-week period lies ahead.
- James Thomson
October 2020
- Exclusive
- Mining
BHP chairman's new CEO Academy
Aspiring chief executives and chairmen will be able to learn from Ken MacKenzie under a new venture with Melbourne Business School.
- Updated
- Peter Ker