TGF 0.59% $1.70 tribeca global natural resources limited

Ann: September 2019 - NTA Statement, page-3

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  1. 46 Posts.
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    As a buyer today, I'm pretty happy with the price. That NTA is dated 30th September. Since then Teck is up 3%, DHT is up 21%, EURN is up 23%, Lun is up 9%.
    ECA is down 4%. OSH down 5%,

    Everything else is pretty neutral including currencies.

    I'm happy to buy at this discount to NTA, where I believe individual assets have a long way to run...
 
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