The key to BHP's strategy is being low in the cost curve and making sure that their costs are falling at a greater rate than those industry-wide, so the pressure from lower commodity prices is worse for the competition. Rohan Walsh More Quotes by Rohan Walsh More Quotes From Rohan Walsh There is an implied margin squeeze, to buy the stocks, I'd want a bigger discount. Rohan Walsh world It's probably a sensible sale - raise a bit of capital, get rid of some governance issues. Rohan Walsh company-news It's a first shot. The premium being offered looks very modest. Rohan Walsh energy They aren't under pressure now, but they could be. It's a risk management exercise, they've got some good assets. Their infrastructure's valuable. Rohan Walsh energy
