Peter O'Connor

We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Peter O'Connor is associated, including BHP, price, and performance. Most recently, Peter O'Connor has been quoted saying: “If the iron ore price starts to go down, the high performance of last year, won't be replicated this year. It could be a trainwreck for the smaller, marginal producers.” in the article Australia sees iron ore price heading sharply lower. An other article where Peter O'Connor has been quoted is Metallurgical coal set for first drop since August after big rise.

Peter O'Connor quotes

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The numbers are good, eclipsing consensus expectations.

If the iron ore price starts to go down, the high performance of last year, won't be replicated this year. It could be a trainwreck for the smaller, marginal producers.

We would not be surprised to see a protracted settlement given the huge spread between the third quarter benchmark price of $92.50 a tonne and current spot prices of $200 a tonne.

As the nickel price recovery continues, someone will want to buy it cheap. BHP has already written it down, so it's not like they will be asking a lot for it. And an extension to operations pushes out the liability costs that would come with a shut down.

The sector is looking better than it has in a long time ... but we live in volatile times, so one should be careful not to get too optimistic.

Does it move the dial for BHP? No. But it's a really high quality met-coal property and potentially a fantastic opportunity for an Indonesian company with the right connections.

This is a really nice way for the market to take on board that BHP will announce in two weeks it will cut (its dividend). Any doubt is gone.

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