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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tribeca Global Natural Resources
Tribeca Global Natural Resources (TGF) investor relations material
Tribeca Global Natural Resources H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary27 Aug, 2026
Executive summary
Reported profit after tax surged to $75.9 million for FY26, up from $5.0 million in FY25, marking the best annual performance since inception.
Revenue from ordinary activities reached $138.3 million, a 584% increase year-over-year.
Net tangible assets (NTA) per share excluding tax rose 67% to $3.49.
Precious Metals was the top-performing segment, with Base Metals also contributing strongly.
A fully franked final dividend of $0.10 per share was declared, bringing the full-year dividend to $0.15 per share.
Financial highlights
Operating profit before tax was $109.8 million, up from $7.0 million in FY25.
Net profit after tax increased to $75.9 million from $5.0 million year-over-year.
Basic and diluted EPS rose to $1.01 from $0.06.
NTA per share (excluding tax) increased to $3.49 from $2.09; including tax, $3.09 from $2.15.
Share buyback of 5.1 million shares at an average price of $1.97 per share executed.
Outlook and guidance
Board expects continued strong performance, supported by robust demand for commodities driven by electrification, AI, and defense spending.
Retained profits and franking credits are sufficient to maintain at least $0.05 per share interim and final dividends for the next two years.
Portfolio manager remains optimistic about the opportunity set in the commodities market.
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Latest events from Tribeca Global Natural Resources
- Net loss after tax of $9.59 million for FY2024, with NTA per share down and no final dividend.TGF
H2 2024 - Net profit surged to $69.5M with a +45.72% NTA return; $0.05 dividend declared.TGFH1 2026
- Exceptional 60.3% CY25 return, driven by metals focus and strategic market positioning.TGFInvestor presentation
- Strong 34% return, buybacks, and board approvals highlight focus on critical minerals.TGFAGM 2025
- Dividend, buyback, and sector outperformance highlight strong value and positive outlook.TGFInvestor Update
- TGF offers discounted exposure to global resource leaders amid improving fundamentals and sector flows.TGFInvestor Presentation
- Net loss narrowed and NTA rebounded, with sector outlook supported by global trends.TGFH1 2025
Next Tribeca Global Natural Resources earnings date
AGM 202620 Nov, 2026
Tribeca Global Natural Resources
Next Tribeca Global Natural Resources earnings date
AGM 202620 Nov, 2026
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Frequently asked questions
Tribeca Global Natural Resources Limited is an Australian investment company focused on natural resources and commodities. Managed by Tribeca Investment Partners, the company invests in a diversified portfolio of global resource assets, including energy, metals, mining, and agricultural commodities. Tribeca Global Natural Resources seeks to capitalize on opportunities within the natural resources sector by allocating funds to listed equities, private assets, and other financial instruments tied to resource markets. Tribeca Global Natural Resources Limited is headquartered in Sydney, Australia, and its shares are listed on the ASX.