POTASH MINES AND MINING

BHP could spin off petroleum: analyst

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Original article by James Thomson
The Australian Financial Review – Page: 19 : 6-Jul-17

Bernstein analyst Paul Gait says BHP Billiton could potentially divest its petroleum and potash assets under incoming chairman Ken MacKenzie. Several institutional investors support a proposal by activist hedge fund Elliott Management for BHP to spin off its US petroleum division. Gait suggests that MacKenzie may be more objective about BHP’s future strategy given his lack of experience in the mining sector.

CORPORATES
BHP BILLITON LIMITED – ASX BHP, BERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, ELLIOTT MANAGEMENT CORPORATION, TRIBECA GLOBAL NATURAL RESOURCES FUND, ABERDEEN ASSET MANAGEMENT LIMITED

Investors betting big on potash

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Original article by Tess Ingram
The Australian Financial Review – Page: 20 : 5-Jun-17

BHP Billiton forecasts that global demand for potash will increase 2-3 per cent by 2030, in line with expectations of rising population growth and demand for crop foods. BHP hopes to commence production at its Jansen potash project in Canada by 2022, while Kore Potash is also aiming for a 2022 start date for its Kola potassium chloride project. Billionaires Gina Rinehart and Kerry Stokes have recently made investments in potash projects.

CORPORATES
BHP BILLITON LIMITED – ASX BHP, KORE POTASH LIMITED – ASX K2P, HANCOCK PROSPECTING PTY LTD, SIRIUS MINERALS PLC, BC IRON LIMITED – ASX BCI, ANGLO AMERICAN PLC, MONDI GROUP, SUMMIT PRIVATE EQUITY, SQM