Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, shared his view with Livewire Markets: Just because it's immature doesn't mean it's not a big investment opportunity. Uranium bulls were waiting for a long, long time for that investment...
Tribeca Australian Smaller Companies, managed by David Aylward and Simon Brown, is proud to be featured by Livewire Markets as one of the most consistent and best-performing small-cap funds over the long term in the Australian Equity Mid/Small-Cap Growth – 5 years and...
Investors are increasingly drawn to data centres, especially with the rise of AI infrastructure, leading to crowded trades. “Really, in the last six months, that’s what everyone has been talking about. Not just in the news, but most of our investor questions – I would...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, states that the uranium spot price has established a new floor at US$80/lb, with potential for near-term prices to reach US$85-$90/lb. Keller anticipates further price increases,...
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