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SOUHY · South32 4.93 AUD +0.09 (+1.86%) 2026-SEP-18 02:11 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2025-NOV-26 · Paulo Macro · Paulo Macro (Substack, paid) · Neutralmention · read ↗ · source page ↗3.25 AUD

In short: BHP's spun-out metals arm owns 15% of Aldebaran (paid ~C$1.01 for most of its 2023 pro-rata). Cited as one of the strategic bidders — with Glencore, Sibanye, the Chinese and other majors — whose competitive tension is restored now that Rio/Nuton is out of Altar.

SOD 3.25 AUD

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.