Dienstag, 23. Februar 2016

BHP Billiton: Kredit-Rating und Übernahmen haben Top-Priorität

Nach der erwarteten Dividenden-Kürzung rücken potentielle Übernahmen beim Minengiganten BHP Billiton (BHP) wieder in den Fokus. Top-Priorität wird natürlich weiterhin auf die Bilanzlage und das Kredit-Rating gelegt. Hierzu ein aktuelles Update von SeekingAlpha:

BHP dividend cut, lower capex adds $10B boost to M&A war chest

Feb 23 2016, 10:38 ET | About: BHP Billiton Limited (BHP) | By: Carl Surran, SA News Editor
  • BHP Billiton (BHP -3.7%) is sharply lower after slashing its interim dividend by a steeper than expected 74%, abandoning its longtime policy of steady or higher payouts, and reporting its first net loss in more than 16 years.
  • The dividend policy change is expected to save $6B; combined with $3.5B coming from reduced capex and $1B from lower costs, BHP should have an additional $10B cash at its disposal by July 2017, which CEO Andrew Mackenzie says will give the company more M&A firepower, with oil and copper the main targets.
  • BHP says deals are now a priority over internal projects, as the price collapse squeezes competitors and creates rare opportunities to acquire quality assets, although CFO Peter Beaven adds that the company has a “very high hurdle for assets that make it into our portfolio."

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