Tribeca Global Natural Resources Limited
(ASX: TGF)
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...
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...
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...
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.
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