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Even though it is now historical, the annual global dividend survey from fund managers Janus Henderson shows that 2021 was the best year ever for the world’s 1,200 biggest companies (by market value) and other listed groups and shareholders, large and small. The top 1,200 companies paid out $US1.306 trillion in 2021.

And sitting on top of the list of dividend payers was BHP which paid out more to its shareholders in 2021 than any other group around the world.

BHP was joined in that top 10 payers in 2021 by Rio Tinto and Fortescue made it into the top 10 list – Rio at No 3 and Fortescue at No 10 – further emphasising the influence of iron ore sales to China in that year.

BHP made payments of $US12.5 billion; others in the Top 10 were Apple, Microsoft, Exxon Mobil, Samsung and China Construction Bank. The top 10 companies paid out $US149.9 billion in 2021.
 
sptrawler said:
It does sound like everyone's a winner, interesting.
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time will tell , although not a dud deal i am using the BHP-S32 spin-off as a guide here , i am thinking this is too big a move for WDS to handle in it's stride

( i will be comparing it to the rapid growth in BPT a few years back when it merged with Drillsearch and then bought assets from ORG )
 
My maths was out by a dollar or so on the in specie value of the merger (as the April US dollar values were US$4.62 and US$1.98 respectively), as this explains exactly what has since transpired:
The closing price of Woodside shares on ASX on 31 May 2022 was A$29.761:​
The implied value of the in specie dividend was therefore A$27.2 billion (US$19.6 billion). At this valuation, the in specie dividend is approximately A$5.38 (US$3.86), with A$2.30 (US$1.66) of franking credits being distributed, per BHP share. ​

My BHP shareholding has given me 451 WDS shares as a result, adding $14365 in value to my account based on DWS Friday closing price.
I think that was the easiest money I ever made to date!

​
 
divs4ever said:
time will tell , although not a dud deal i am using the BHP-S32 spin-off as a guide here , i am thinking this is too big a move for WDS to handle in it's stride

( i will be comparing it to the rapid growth in BPT a few years back when it merged with Drillsearch and then bought assets from ORG )
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Last night, before dinner and after a Stout, I checked my share portfolio and scratch my head when I saw that I had WDS. Shares.

I had forgotten about what was happening, through me off for about half an hour ?
 
So because it is an "in specie dividend", my 2021/22 tax return will need to include this $5.38 dividend from BHP for each share and the $2.30 franking credit?

The cost base of the WDS shares I received will be $29.761?

I'm sure all will be revealed in a tax statement issued to BHP holders, but curious to know as I get things in order for the end of the financial year.
 
Ferret said:
So because it is an "in specie dividend", my 2021/22 tax return will need to include this $5.38 dividend from BHP for each share and the $2.30 franking credit?

The cost base of the WDS shares I received will be $29.761?

I'm sure all will be revealed in a tax statement issued to BHP holders, but curious to know as I get things in order for the end of the financial year.
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help.sharesight.com

How to handle the BHP and Woodside merger | Sharesight Help

Follow our step by step instructions on how to enter the BHP (BHP:ASX) and Woodside (WDS:ASX) merger into your Sharesight portfolio
help.sharesight.com help.sharesight.com
 
divs4ever said:
time will tell , although not a dud deal i am using the BHP-S32 spin-off as a guide here , i am thinking this is too big a move for WDS to handle in it's stride

( i will be comparing it to the rapid growth in BPT a few years back when it merged with Drillsearch and then bought assets from ORG )
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I think this is different to south32,

South 32 was a rag bag group of different businesses involved in different commodities, limited in size with limited growth options.

The Oil and Gas assets BHP has moved into WDS are huge with growth potential, and the WPL assets are also huge, and high profit margin.

I think the combined business is a great group of assets, the only down side is the eventual decline in fossil fuel use, but as I have pointed out in other threads I believe Natural Gas is going to play a big part in the transition away from coal, so I am Bullish on WDS’s medium term future (10 years), and provided they eventually can move into renewable energy or some other big infrastructure business then I am confident long term too.
 
Value Collector said:
I think this is different to south32,

South 32 was a rag bag group of different businesses involved in different commodities, limited in size with limited growth options.

The Oil and Gas assets BHP has moved into WDS are huge with growth potential, and the WPL assets are also huge, and high profit margin.

I think the combined business is a great group of assets, the only down side is the eventual decline in fossil fuel use, but as I have pointed out in other threads I believe Natural Gas is going to play a big part in the transition away from coal, so I am Bullish on WDS’s medium term future (10 years), and provided they eventually can move into renewable energy or some other big infrastructure business then I am confident long term too.
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yes S32 is a grab-bag second-rate assets , but that is part of the beauty , it is also unrestrained from the compulsion to buy tier 1 assets ( at least something dressed up as tier 1 ) , it can grab the under-explored lease next door to an operating mine , the mining services company struggling but currently already contracting to a subsidiary . , S32 has room to grow without needing to do so at a billion dollars at a time

PS by dollar value my BHP holding is about 5 times larger than the S32 holding , but even investors need a little growth ( to help resist inflation )
 
divs4ever said:
yes S32 is a grab-bag second-rate assets , but that is part of the beauty , it is also unrestrained from the compulsion to buy tier 1 assets ( at least something dressed up as tier 1 ) , it can grab the under-explored lease next door to an operating mine , the mining services company struggling but currently already contracting to a subsidiary . , S32 has room to grow without needing to do so at a billion dollars at a time

PS by dollar value my BHP holding is about 5 times larger than the S32 holding , but even investors need a little growth ( to help resist inflation )
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That may be all true, I am definitely not an expert on S32, I owned some for a while that were spun off from my BHP share holding, but wasn’t impressed with them at the time so sold about 6 months later.
 
i held mine ( S32 ) and even tipped a little extra cash into them in August 2019 @ $2.63

am still not decided if to be disappointed in them , i was expecting a commodity down-turn , leaving S32 the opportunity to grab more distressed 'bolt-ons '

arguably the more questionable decision was to sell down MQG to buy extra BHP before that demerger between $21 and $14.80 ( for BHP )
 
Garpal Gumnut said:
Questions assuming no huge changes in XAO

1. What is BHP worth post event on paper.
2. What is WDS worth …
3. How much does my SMSF get back in $AUD.
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BHP will issue you with a dividend statement separately on 17 June 2022, confirming the details of the value of the in specie dividend. (incl. franking, for your FY22 tax return)
 
BHP share price tends to align/correlate with iron ore price in general imo

Out of curiosity.. anyone know roughly how much Gold & Silver BHP is mining at the moment ? and say selling to Perth Mint as an example ?

I see elevated Gold, Silver & Copper prices ahead imo so would be interesting to know BHP's exposure to this going forward - thanks.
 
Telamelo said:
BHP share price tends to align/correlate with iron ore price in general imo

Out of curiosity.. anyone know roughly how much Gold & Silver BHP is mining at the moment ? and say selling to Perth Mint as an example ?

I see elevated Gold, Silver & Copper prices ahead imo so would be interesting to know BHP's exposure to this going forward - thanks.
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Gold and silver is a byproduct of copper production.

From recent quarterly report, gold is running at about 320,000oz per year, silver at 12 million oz and 1.4m tonnes of copper.

Also, recent 17th May AFR link below highlights huge Potash potential underway

https://www.copyright link/companies/mining/ukraine-war-spurs-bhp-to-crunch-the-gears-on-jansen-potash-project-20220517-p5am84
 
Telamelo said:
Gold and silver is a byproduct of copper production.

From recent quarterly report, gold is running at about 320,000oz per year, silver at 12 million oz and 1.4m tonnes of copper.

Also, recent 17th May AFR link below highlights huge Potash potential underway

https://www.copyright link/companies/mining/ukraine-war-spurs-bhp-to-crunch-the-gears-on-jansen-potash-project-20220517-p5am84
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if the potash from BHP had any more potential they wouldn't have time to talk about anything else , quite a shame since it is mining iron , copper and coal in profit ( unlike phosphate )

and wondering if their potash dreams will end up like the shale oil adventure

for silver production S32 produces a bit

the question NOT currently being asked is , are they major producers over-using fertilizers to force maximum output
 
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