Tribeca Global Natural Resources Limited
(ASX: TGF)
Global military expenditure has entered a sustained expansionary cycle. Munitions consumption in the Russo-Ukrainian and Iran wars has significantly depleted Western stockpiles and exposed decades of underinvestment in defence production. Together, these pressures are...
Platinum Group Metals are back in focus. Valterra, the world’s largest producer, has nearly doubled over the last 12 months, driven by a strengthening commodity price environment as the market realised demand is resilient while supply is in decline. The outlook...
Tribeca Global Natural Resources Limited (ASX:TGF) declared a fully franked final dividend of 10 cents per share for FY26. Distributions underpin a trailing 12-month yield of 5.3% and are sustainable at current levels. On-market buyback of up to 10% of shares on issue...
Jack Gallagher, Investment Analyst at the Tribeca Global Natural Resources Strategy, recently spent a week in the United States meeting with members of Congress, current and former White House staff, public policy institutes and industry leaders across Washington and...
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