Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, sees strong potential in nuclear energy as global demand for clean, baseload power rises, driven by trends like demand from AI & Data Centres. He highlights Boss Energy, an Australian uranium producer operating in Australia and Texas, as significantly undervalued and poised for growth once thematic short interest fades. Guy notes a shift in Australia’s attitude toward nuclear energy, with younger generations recognizing its low-carbon benefits and growing calls to lift the nuclear ban, which could attract investment and spark broader discussions. Despite political nuances, Keller’s portfolio remains globally focused and leveraged to tech and sustainability drivers.
Read more here on The Australian Financial Review: AFR Article