Tribeca Global Natural Resources Limited (ASX:TGF) Insights: Copper in Focus
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 significant demand growth from electrification. The red metal has traded between US$8,000-9,000 per […]
Tribeca Global Natural Resources Ltd (ASX: TGF) Investment Update November 2023
Ben Cleary, Portfolio Manager, and Todd Warren, Partner, provides an investment update in which they discuss corporate update, recent performance and the market outlook. Please click here to access the November 2023 Annual General Meeting Update presentation deck for Tribeca Global Natural Resources (ASX: TGF), which has been lodged with the Australian Stock Exchange (ASX).
MoneyTalks: Tribeca’s Ben Cleary says investors should keep faith in metals, energy for three reasons
Ben Cleary, Portfolio Manager of the Tribeca Global Natural Resources Strategy, remains optimistic about the mining and energy sectors in 2024, citing onshoring, electrification, and energy security as key trends that will drive demand for commodities. Despite a challenging 2023 for resource equities, Cleary emphasizes the sectors’ strong fundamentals, including low debt, robust cash flows, […]
Tribeca Global Natural Resources Ltd (ASX: TGF) Investment Update September 2023
Tribeca Global Natural Resources Limited (ASX:TGF) has lodged the September 2023 Investor Presentation to the Australian Stock Exchange (ASX). Please find the link to the Investor Presentation here.
Tribeca Global Natural Resources Ltd (ASX: TGF) Investment Update November 2022
Ben Cleary and Todd Warren provide an investment update in which they discuss the macro outlook, recent performance and their insights for key sectors and positions.
