Lowell Resources Funds Management

15/09/2022

https://www.youtube.com/watch?v=vbY5knHTMgY

speak with John Forwood, CIO of Australia Resource Fund Lowell Resource Fund about deep value hunting in the gold & copper space. He is attending a conference in the USA, looking for bargains.

Home of - a live and interactive interview format, focused on junior mining, gold, silver & more. Interviews with CEOs & experts. No investment advice, do your own due diligence!

On this episode of , we are speaking with John Forwood, CIO of Australia Resource Fund Lowell Resource Fund about deep value hunting in the gold & cop...

08/08/2022

Commodities, Inflation, Stagflation & Gold

https://youtu.be/b8kgbo0oIH4

John Forwood is interviewed on recent drivers of junior resource, and how recessions, stagflation and money printing impact commodity prices- there are profits to be made

Timestamps

1:00 What has happened to resource equities recently, and what have been the main drivers?
2:00 What are the main long term drivers impacting the resources sector?
6:20 The US has entered a technical recession – how do commodities generally perform in recessions?
7:30 What about gold in recessions?
9:00 Do you see opportunity to accept funds into the fund?
10:20 US & Chinese government each spending more than 1 Trillion and an “anti-inflation spending package”…how that impact commodities markets over the next few years
13:00 End

DISCLAIMER
This Interview is provided for information purposes only. Neither Pulse Markets nor Lowell Resources Funds Management nor any interviewee makes any representation that the assumptions presented in this interview are reasonable, reliable, accurate or complete or that they are best estimates of likely outcomes. Nothing in this interview constitutes an investment recommendation or investment advice and viewers should not invest on the basis of, or make any investment decision relying on content in this interview or any projections but rather on their own enquiries and assessments.

Timestamps1:00 What has happened to resource equities recently, and what have been the main drivers?2:00 What are the main long term drivers impacting the re...

29/06/2022

As a supporter of the junior resources sector, we are pleased to invite you to join us for Market and Company updates from selected companies in the Lowell Resources Fund portfolio.

Lowell Resources Funds Management Limited (the Investment Manager of Lowell Resources Fund) will be joined by three exciting companies from the Fund’s portfolio.

Each company will provide a brief update on their 2022 activities and discuss the milestones ahead..

HOSTS

 Lowell Resources Funds Management
Junior resources-focused fund manager with listed fund (ASX:LRT)
 Lefroy Exploration Ltd (ASX:LEX)...WA Gold Explorer
 Comet Ridge (ASX:COI)...Oil Gas developer East Coast Australia
 Aguila Copper (TSX.V:AGL)...Canada Copper Explorer

Tuesday 12th July 2022
5:00pm - 7:00pm and beyond

Melbourne CBD Location (shown when registering)

RSVP via https://www.eventbrite.com/e/lowell-2022-mid-year-investor-event-tickets-371928366757 or [email protected]

Attendance is free to all until tickets allocated.
Attendees must be registered to attend.
This event and any presenting companies may be subject to change at no notice.

20/05/2022

Keynote session at RIU Resources Sydney Conference on 3 May 2022

John Forwood presented on the junior resource and commodities sector

https://vimeo.com/711927639

DISCLAIMER AND IMPORTANT INFORMATION
This Video Interview is provided for information purposes only. Neither Lowell nor any other person makes any representation that the assumptions used to prepare the projections are reasonable, reliable, accurate or complete or that they are best estimates of likely outcomes. Investors should not invest on the basis of, or in making an investment decision rely on anything contained in this presentation, but rather on their own enquiries and assessments, and consult professional financial advice before making any investment decisions

This is "SRR22_Lowell.mp4" by John Forwood on Vimeo, the home for high quality videos and the people who love them.

20/05/2022

Keynote session at Australian Investors Association National Conference

John Forwood presented on "Future trends- junior resource and commodities" session

https://vimeo.com/703688181

DISCLAIMER AND IMPORTANT INFORMATION
This Video Interview is provided for information purposes only. Neither Lowell nor any other person makes any representation that the assumptions used to prepare the projections are reasonable, reliable, accurate or complete or that they are best estimates of likely outcomes. Investors should not invest on the basis of, or in making an investment decision rely on anything contained in this presentation, but rather on their own enquiries and assessments, and consult professional financial advice before making any investment decisions

This is "Lowell presentation to AIA National Conference April 2022.mp4" by John Forwood on Vimeo, the home for high quality videos and the people who love…

07/03/2022

Forwood Thinking: Lowell Resources Fund’s John Forwood says energy and gold are the markets to play in these turbulent times

Lowell CIO John Forwood was interviewed by Stockhead and discussed junior resource markets in light of the Ukraine crisis

Gold, oil, commodities, sectors, and stock discussion
Melbana Energy (ASX:MAY)
Comet Ridge (ASX:COI)
Santos (ASX:STO)
Blue Energy (ASX:BLU)
Musgrave Minerals (ASX:MGV)
Evolution Mining (ASX:EVN)
Ramelius Resources (ASX:RMS)
Westgold Resources (ASX:WGX)
Gascoyne Resources (ASX:GCY)
Predictive Discovery (ASX:PDI)

Read article here: https://www.lowellresourcesfundsmanagement.com.au/news.html

16/02/2022

VIDEO INTERVIEW WITH THE ASSAY

"Australian Exploration: Financing, Opportunities, and More"

Timestamps:
00:00 - Intro
01:51 - Setting the scene; Current exploration trends
07:43 - Inflation, impact from COVID, and labour shortages
15:12 - Where is the money going; Investment criteria
21:19 - Commodity focus – Gold trends
24:18 - Rare earths projects
30:14 - Battery metals and decarbonization theme
34:53 - Investing in exploration outside of Australia
39:18 - New trends in technology in exploration
41:34 - Role of China’s investors
47:52 - Supply/demand trends; Domestic supply

Panellists:
John Forwood, CIO, Lowell Resources Funds
Hedley Widdup, Executive Director, Lion Selection Group
Richard Taylor, Executive Director & CEO, SensOre

https://youtu.be/oVP282k76Q8?t=255

Across the commodities spectrum, analysts are predicting a significant shortage in supply over the coming years. In line with the growing trend to nationaliz...

27/01/2022

John Forwood, Chief Investment Officer at Lowell was interviewed on the state of play of the Gold Sector globally, the gold in their portfolio and some local gold stocks that stand out.

Timestamps to the interview are

• Lowell return up over 400%- how that was achieved
• What is happening with the gold sector?
• All in sustaining costs & profitability discussion 2:00
• M&A activity in gold 2:30
• Is the gold market healthy 3:30
• Inflation, are we on the verge of a gold run? 3:50
• Why any US interest rate rises aren’t scary 5:00
• Real interest rates – little change of meaningful rises 6:00
• Why Lowell is 50% portfolio allocated to gold 7:00
• What kind of gold stocks catching Lowell attention? 7:30
• Top 10 positions 8:00
• Some stocks Lowell are interested in 9:00
• DeGrey (ASX: DEG) and PacGold (ASX:PGO)
• The resurgence of the Victorian goldfields- Fosterville 11:00
• Lowell’s exposure to the Victorian region via near-IPO explorer Southern Cross Gold 12:00
• The Lowell fund has plenty of capacity to grow 13:00
• How the fund stays nimble to get in and out 14:30

Disclaimer: Please note that this Interview is provided for information purposes only. Nothing in the interview constitutes an investment recommendation or investment advice and viewers should not invest on the basis of, or make any investment decision relying on content in this interview or any projections but rather on their own enquiries and assessments

12/12/2021

"Looking towards 2022: interview with Australian table-topping junior resources fund manager"

John Forwood, CIO of LRT is interviewed by Pulse Markets

TIMESTAMPS
Introduction to Lowell Resources Funds Management
Drivers of their strong performance
Lowell areas of focus & main holdings 3:00
Musgrave Minerals (ASX:MGV) 4:00
Azure Minerals & Talon Metals 5:00
What is happening in the resources market 5:20
* The big plays
* Inflation
* Energy prices
* Impact of low levels of capital investment & exploration in Oil/ Gas
* Gas prices
* Impact on GDP
* Gold- how long can the price be suppressed
* Capital raisings
Copper- could there be a supply crisis just months away 10:30
Energy and the impact of higher prices 13:30
Hydrogen & Helium 16:30
Favourite Stock deep dive
* FAR Ltd (ASX: FAR) 17:00
* Matador Mining (ASX:MZZ) 22:00
* Azure Minerals (ASX:AZS) 25:00
* Genesis Minerals (ASX:GMD) 26:30
Fertiliser prices exploding: food supply, IPL closing Gibson Island & Leigh Creek Energy (ASX:LCK) 27:40

https://youtu.be/UynMSDehCq8

Important Notice: Please refer disclaimer at end of interview. This information must not be taken as financial advice please consult a financial professional before making any investment decision. Pulse Markets takes no responsibility for any of the claims in this interview. This company may not be suitable for your investment needs.

TIMESTAMPSIntroduction to Lowell Resources Funds ManagementDrivers of their strong performance Lowell areas of focus & main holdings 3:00Musgrave Minerals (A...

06/09/2021

VIDEO PRESENTATION

John and Richard from Lowell provided a Portfolio and Market Update followed by Q&A including:

• Why is Lowell so heavily in gold? 18:15
• You said in April 20 when Covid hit you had never seen such good value & outlook. What were the indicators you saw then? 22:20
• Profitability of gold miners 24:30
• Profits & M&A 26:00
• Critical Metals- are they hype or is this real, esp Nickel 28:00
• How has your sector allocation changed lately? 30:15
• Why have Prices for Rare Earth Metals (REE’s) strengthened? 32:14
• You said Oil is going sideways while markets weigh the impact of the Delta Covid strain what do you see post covid? 35:15
• While LNG East Coast prices fall again? 38:00
• How will these effect the price of thermal coal? 39:45
• Why has Tin gone up & Lowell tin exposure? 41:15
• Have we missed the lithium boat? 43:45
• Copper and Chile. Is there a global shock risk from unrest? 47:00
• Has the horse bolted on Kaolin ? 50:00
• Inflation - impact on commodities and portfolio? 51:20
• BHP divesting Petroleum- flow on to smaller stocks? 54:40
• Is there a sweet spot for the size of the LRT? 57:15
• Will there be a fall in global demand on the back of an unavoidable recession? 1:00:00
• Crystal ball for the future 1:02:30

Stocks discussed

From 13:00
• Predictive Discovery ASX:PDI
• Centaurus Metals ASX:CTM
• De Grey Mining ASX:DEG and 17:00
• Musgrave Minerals ASX:MGV
• Genesis Minerals A ASX:GMD
• Lefroy Exploration ASX: LEX
• Caravel Minerals ASX:CVV
• Talon Metals TSX:TLE
• Karoon Energy ASX:KAR
• Australian Rare Earths ASX:AR3 16:00
• Flynn Gold, Liontown & Kidman (FG1, LTR & KDR) from 43:30
• Hot Chili ASX:HCH 49:00
• Andromeda Metals ASX:AND 50:30

Important Notice: Please refer disclaimer at end of interview. This information must not be taken as financial advice please consult a financial professional before making any investment decision. These notes may not be suitable for your investment needs.

https://youtu.be/mEBzCEeefy4

01/08/2021

Interview with Chris Judd on "Talk ya book"

On the latest episode of Talk Ya Book, Chris Judd was joined by CIO at Lowell Resources Funds Management, John Forwood.

On the latest episode of Talk Ya Book, Chris Judd was joined by CIO at Lowell Resources Funds Management, John Forwood.

05/07/2021

July market update with John Forwood, Chief Investment Officer at Lowell Resources Funds Management

Questions
• What is happening in the junior resources space?
• Which commodities are you focussing on at the moment?
• Have you undertaken much sector rotation recently?
• What is your view on inflation and if it were to appear how would it impact junior resource markets?
• Are the +100% returns post-covid an aberration and can they be continued?

Watch at https://vimeo.com/571092801

Important Note: this interview is provided for information purposes only, It should not be construed as financial advice or an investment recommendation. Consult a professional financial expert before making any investment decision

Sean Sandilands, Senior Adviser at Pulse Markets, interviews John Forwood, Chief Investment Officer at Lowell Resources Funds Management …