BHP Billiton – the free cash machine of the future

Chief Investment Officer and founder of Aitken Investment Management
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Last week I flew down to Melbourne and met with Andrew Mackenzie, CEO of BHP Billiton.

BHP @9.00% of the ASX200 is obviously an important stock for all investors and for perceptions of Australia.

Mackenzie is of Scottish heritage and, like all good Scotsmen, watches the pennies very closely. I believe you can look forward to a period of BHP being run hard, very hard, with a ‘through the business’ focus on productivity, margins and free cash generation.

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