Tribeca Global Natural Resources Limited
(ASX: TGF)
TGF has generated positive attribution of 8.4% from a ~25% net long exposure to gold equities in the calendar-year-to-date. During this period, the gold price reached an all-time high of US$2,526.59 per ounce on Monday, 26 August 2024, driven by strong physical...
India is the fastest growing G20 economy in the world. Its booming domestic consumption, rising industrial production and reversal of infrastructure underinvestment underpin a multifaceted growth story over the next decade. Our analysis suggests that the nation will...
Uranium remains one of Tribeca Global Natural Resource Ltd’s largest exposures with >25% net long positions to various global producers, developers and commodity linked equities. The commodity deficit for this decade (and the 2030s) looks extreme with plans to...
Copper remains one of the Company’s largest exposures with >40% net long positions to various global producers and developers. Like a number of commodities we analyse, copper is materially supply constrained, has record-low inventories and is in the early stages of...