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    Heath Jansen

    Research Analyst at Citi

    Heath Jansen is Citi’s Head of Research for Central and Eastern Europe, Middle East, and Africa, specializing in emerging market equities and overseeing top-ranked regional research teams. He has covered prominent companies across the EMEA region and played a significant role in Citi’s ascent to the No. 2 spot in Institutional Investor’s annual ranking for EMEA sell-side analysts in 2017. Jansen’s career at Citi is distinguished by his leadership since at least 2017, focusing on delivering highly differentiated market insights that have contributed to Citi's performance among major institutional clients. He holds professional credentials in equity research and is recognized for his expertise in navigating complex, undeveloped markets.

    Heath Jansen's questions to BHP Group (BHP) leadership

    Heath Jansen's questions to BHP Group (BHP) leadership • H1 2017

    Question

    Heath Jansen asked about the key milestones required for a Samarco restart, including debt restructuring, and whether the market could absorb the returning pellet production.

    Answer

    CEO Andrew Mackenzie expressed confidence that the market could absorb Samarco's product, as customers miss it. He outlined several critical milestones for a restart: securing an agreement with Vale to use their pits for tailings, successfully restructuring Samarco's debt with banks and bondholders, and obtaining numerous government approvals. He characterized a restart within the calendar year as an 'optimistic case' that would require significant effort from all parties.

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