BHP Limited – The Dividend Dilemma BHP is now at its lowest price since 2005. ATM believe the recent sell-off is an overreaction to recent events and at current prices we see longer term value in BHP. ATM has recently added (1 December 2015) BHP to its AU portfolio given the quality of the asset and the large selloff in price. At current levels the stock is offering a dividend yield of circa 10%. Declines in iron ore and oil prices, which are two key components to BHPs revenue stream, have crushed the share price recently. There is a considerable amount of speculation that BHP management will cut its dividend in response to the decline in the price of its key commodities. ATM has recently added (1 December 2015) BHP to its AU portfolio. Since its addition, its price has fallen a further 5.8% despite already having sold off considerably in the past 2 months. Further price declines in iron ore and oil which are two key components to BHPs revenue stream have sent the share price lower. There is a considerable amount of...