ASX:TGFCapital Markets
Tribeca Global Natural Resources H1 Profit Swing Tests Premium P/E Narrative
Tribeca Global Natural Resources (ASX:TGF) has put a solid marker down with its H1 2026 update, coming off a trailing 12 month run where total revenue was A$147.5 million and EPS reached A$1.09, underpinned by net income of A$84.8 million. Over recent halves the fund has seen revenue move from A$6.9 million and EPS of A$0.01 in H2 2024 to A$29.0 million and EPS of A$0.19 in H2 2025. An earlier H1 2025 stretch included revenue of A$8.7 million and an EPS loss of A$0.13, giving investors a...