Tribeca Global Natural Resources Limited (ASX:TGF) Insights – A Golden Opportunity
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 investment demand from China in particular, as well as other central banks […]
Tribeca Global Natural Resources Limited (ASX:TGF) Insights – India: An Emerging Driver of Global Metal and Energy Markets
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 contribute one fifth to global gross domestic product (GDP) growth and become the world’s third largest economy […]
Tribeca Global Natural Resources Limited (ASX:TGF) Insights – Uranium: Structural Deficits with an AI and SMR Kicker
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 build new nuclear capacity across the majority of the G20 driving demand and a shortage of […]
Tribeca Global Natural Resources Ltd (ASX: TGF) Investor Update May 2024
Ben Cleary, Portfolio Manager, provides an investor update in which he discusses the market outlook, recent performance and his insights for key sectors and positions. Please click on the links below to access the May 2024 Investor Update for Tribeca Global Natural Resources (ASX:TGF), which has been lodged with the Australian Stock Exchange (ASX). […]
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 […]
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