The unloved business that Tribeca believes has 250% upside
The unloved business that Tribeca believes has 250% upside. “Tribeca noted that Santos’ equity is mispriced by the market. As Asia’s largest oil & gas producer, they believe that Santos’ base business is undervalued by at least 50% versus its current equity value. In addition, there is a significant decarbonisation story at play with the […]
Commodity boom a blue-chip retirement opportunity
Commodity boom a blue-chip retirement opportunity “Commodity producers haven’t done nearly as much as commodities have year-to-date, and they’ve actually lagged significantly,” says Ben Cleary, portfolio manager of the Tribeca Natural Resources Fund. View: https://loom.ly/MfU69BU The Australian Financial Review
