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Investor Presentation - February 2025
Company Presentation
February
‘Very high risk, very volatile’: Why this fundie went nuclear
The Chinese AI upstart DeepSeek is the latest event to send uranium stocks sinking. But this long-time energy market guru says investors have little to fear.
December 2024
Tribeca expands distribution headcount with Australian Ethical hire
The firm, home to well-known fund managers including Ben Cleary and John Stover, has doubled its distribution headcount with new hires in Sydney and Singapore.
March 2024
Big Glencore shareholders will back coal plan
Big shareholders in Glencore say swift coal divestments are not the answer, but they are inclined to trust the company’s coal demerger plan.
August 2023
Tribeca preps billion-dollar war chest for listed infra; Asian SWF in
Broker sources said TAIF’s new client had given it enough firepower to play as a cornerstone investor in APA Group’s raise last week.
April 2023
Aitken Mount crosses 5.3pc stake in Sierra Rutile after dull results
Sydney broker Aitken Mount Capital Partners crossed a 5.3 per cent stake in Sierra Rutile Holdings at lunchtime, hours after the company delivered a disappointing quarterly result.
Tribeca Global Natural Resources raise falls well short of the mark
Brokers are hitting the phones to cover a 90 per cent shortfall after shareholders shrugged their shoulders at a $32.2 million entitlement offer.
March 2023
Yancoal keen on BHP’s Queensland coal mines
Acquisition of Rio Tinto’s coal mines made Yancoal arguably Australia’s most indebted company five years ago. Now it’s cashed up and ready to buy BHP’s mines.
February 2023
Tribeca dismisses discount concerns in LIC raising
Portfolio manager Ben Cleary is bullish on the outlook for copper and nickel.
Tribeca digs in for $50m listed fundraising
Fund manager Tribeca’s seeking to capitalise on rising demand for commodities with a $50 million raising for its ASX-listed Tribeca Global Natural Resources.
September 2022
Bargain-hunting opportunities for the brave
Taking a punt on the underlying assets of some listed investment companies is a strategy that could pay off, but there are risks in premium and discount distortions.
August 2022
Tribeca Global LIC stung by war, recession worries
Listed investment company posts $11.8 million loss for the financial year, but points to encouraging gains in July.
May 2022
The lithium stocks best placed to capture price boom
Fund managers favour established lithium producers, rather than explorers, given they are more likely to capture soaring prices.
March 2022
September 2021
Uranium’s resurgence from 10 years of obscurity
A decade on from the Fukushima nuclear disaster, uranium has burst back onto investors’ radar with the spot price at its highest level in seven years.
Money for Mincor as nickel arms race escalates
Nickel’s return to prominence was highlighted when pre-revenue mining aspirant Mincor secured the sort of loan normally given to established companies.
February 2021
Investors back Fortescue’s clean energy moonshot
Having built the world’s fourth biggest iron ore business and eliminated its debts, investors say Fortescue has earned the right to take a punt on clean energy
June 2020
Colonial stalwart kicks rocks for Tribeca
Sydney-based investment manager Tribeca Investment Partners has recruited Colonial First State's former top resources stockpicker for its own energy and mining strategy.
May 2020
Australian activist calls for break-up of Canadian mining giant
The Sydney fund that presciently urged BHP to sell its shale assets and refresh its board has launched a new activist campaign in North America.
November 2019
Rothschild bets against 'the Greta Thunberg set'
People "have forgotten what their mobile phone they are tweeting on is actually made from," said Ben Cleary of Tribeca, which Rothschild is doubling its stake in.