Sun sets on bumper resources dividends

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Sun sets on bumper resources dividends
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BHP’s decision to slash its dividend by 40 per cent could mark the end of the resources sector income boom, analysts and fund managers warn.

“A combination of lower earnings and higher investment means lower free cash flows and lower dividends for investors,” said Scott Kelly, portfolio manager at DNR Capital, who agreed dividends declared by the sector are “going lower”.

Renaissance Asset Management’s Dermot Ryan expects BHP’s dividends to continue to fall as it transitions to a growth business with “much lower dividend distribution but potentially higher multiples”. and missed RBC’s estimate by 11 per cent. It is worth $US4.6 billion and equivalent to a payout ratio of 69 per cent, lower than the 78 per cent paid-out this time last year.

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