In the final part of this mini-series, I speak to Guy Keller, Portfolio Manager of the Tribeca Nuclear Opportunities Fund. Guy has over 20 years of experience as a commodities analyst and trading, having been Head of Asia Base Metal Trading for Macquarie Group before joining Tribeca in 2017. As the name implies, the Nuclear Opportunities Fund is focused solely on investing in companies involved in the nuclear energy industry, with a particular focus on uranium.
In this podcast, we discuss why it's taken this long for uranium prices to improve, the difficulties with bringing planned additional supply online, and he shares his top pick for the sector.
Disclosure: The host/author is a shareholder in several of the companies discussed in this episode.