Equities went from 86% of the portfolio to 78% over May(todays report), so the above wasn't as impactful as it was prior, potentially.
I actually thought it might be a really strong week so disappointed to see it flat. They finished the month with a strong net long position.
This was from todays report.
Potentially some risk off still and selling equity positions last week. If the FED leaves rates unchanged tonight we should see a relief rally for the sector, especially if China keeps its recent supportive stance. If they hike we go lower. TECK, Glencore and other bidders remains the most interesting for the portfolio as a whole.
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TGF
tribeca global natural resources limited
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$1.41

Equities went from 86% of the portfolio to 78% over May(todays...
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Last
$1.41 |
Change
-0.005(0.35%) |
Mkt cap ! $111.0M |
Open | High | Low | Value | Volume |
$1.40 | $1.41 | $1.40 | $222.3K | 158.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 26143 | $1.40 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.41 | 499 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 26143 | 1.400 |
1 | 8554 | 1.390 |
1 | 18000 | 1.385 |
2 | 29190 | 1.375 |
3 | 19703 | 1.370 |
Price($) | Vol. | No. |
---|---|---|
1.410 | 499 | 1 |
1.415 | 6437 | 1 |
1.420 | 9734 | 1 |
1.425 | 6899 | 1 |
1.430 | 14626 | 1 |
Last trade - 16.10pm 30/06/2025 (20 minute delay) ? |
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TGF (ASX) Chart |