There’s already value in BHP – Elliott’s proposal will result in extra value

Pressure is mounting on the board of BHP to do something about Elliott Management’s push to restructure the company by collapsing the dual listing and unifying it, and spinning the entire oil and gas division.

Peter O’Connor is the metals and mining analyst for Shaw and Partners and he says the proposal would create extra value for shareholders, but there’s already extra value in BHP anyway.

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