Investors are increasingly drawn to data centres, especially with the rise of AI infrastructure, leading to crowded trades. “Really, in the last six months, that’s what everyone has been talking about. Not just in the news, but most of our investor questions – I would...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, states that the uranium spot price has established a new floor at US$80/lb, with potential for near-term prices to reach US$85-$90/lb. Keller anticipates further price increases,...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, says the more countries want to get clean electricity from nuclear, “the better the investment thesis” for uranium. Keller shared on CNBC's Street Signs Asia that nations like India aim to...
“Resources equities are just screaming value,” said Ben Cleary, Portfolio Manager of Tribeca Global Natural Resources Fund. A downturn in Australia's largest mining companies has created a significant buying opportunity, according to major investors in the sector who...
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