News
20 Dec 2024
Ten Bagger: Smart money flows into resources despite short term pain
This month, John looks at how corporate activity shows long term confidence in the sold off resources sector from the big end of town.
20 Dec 2024
Live with Stockbox from Resourcing Tomorrow
Gold prices, uranium, copper, the risk money, why London is lagging, investing mindsets - 13 minutes all things discussed
19 Dec 2024
Money of Mine - Fund Manager predictions 2025
One of MoM's favourites for the year, with fundies sharing their wisdom and insights on the year ahead.
17 Dec 2024
All the big hits in 2024
John Forwood wraps up 2024 with HotCopper discussing their most watched and covered stocks looking into 2025
01 Dec 2024
Ten Bagger: John Forwood looks for ways to play the bauxite boom
This month in Ten-Bagger John Forwood tells us about how bauxite prices are bringing attention back to ASX stocks.
15 Nov 2024
Silver Streak: The key role silver will play in energy transition and store of value
Kristie Batten from Stockhead interviews John on the key role silver will play in energy transition and store of value
01 Nov 2024
Market and Placement update from the floor at IMARC
John Forwood is interviewed at IMARC about the market, commodities & sectors, as well as LRTs successful Placement and forthcoming SPP,
23 Oct 2024
Ten Bagger: Why New South Wales remains a land of gold and copper opportunity
This month in 10-bagger John tells us why NSW remains a hotspot for Australian explorers chasing the next major mineral discovery.
21 Oct 2024
Welcome new unitholders
John Forwood,welcomes new unitholders following the very strongly bid placement and provides a brief market update and indication on how funds will be invested.
23 Sep 2024
Colitco article: Chinese Capital Constraints on Aussie Miners: An Opportunity for Overseas Explorers?
John Forwood highlights the stark contrast in foreign investment between Australia and other regions, where Chinese capital is still available.
27 Aug 2024
Ten Bagger: Commodity bets are getting bearish and that’s often when the bull returns
John Forwood gives us his take on a sector of the ASX resources market full of value. This month,we zoomed in on the record net short position in commodities and its historical significance.
24 Jul 2024
John Forwood keynote panel opening the 2024 Noosa Mining and Investment Conference
Hosted by Tom Sartor, Senior Analyst at Morgans, the opening session was a 20 minute panel with Tom, John and Tony Manini
24 Jul 2024
John Forwood walks us through Noosa 2024
John Forwood gives an update from the 2024 Noosa Conference. We also include some footage for those who have never been and wandered what this famous industry event looks like.
20 Jul 2024
Turning around Junior Mining with Money of Mine
Money of Mine at down with John Forwood for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between.
15 Jul 2024
Ten Bagger: Kazakh tax rules have uranium explorers back on song
This month in Ten Bagger: John Forwood tells us why uranium stocks are back on the winner’s list.
02 Jul 2024
Presentation to Morgans national network
John Forwood talks the market, stocks, outlook, top 10 and some best ideas to the Morgans national network. 0:00 to 32:30 with Q&A
02 Jul 2024
MiningNews Select: Market shifts in sentiment
Takeaways from MNS Perth: Market sentiment, IPO trends ASX & TSX, unlisted parts of our portfolio and sectors we like
27 Jun 2024
Talk Ya Book
John Forwood joins Chris Judd on Talk Ya Book to discuss the undervalued junior resources sector. Forwood highlights Southern Palladium..
21 Jun 2024
Ten-Bagger: John Forwood’s triple whammy is hitting ressie stocks
This month, John tells us about the triple whammy that’s hit ASX small resources stocks and a couple ideas to navigate rough seas
24 May 2024
On the Copper market in 2024: Webinar
John Forwood provides a keynote presentation on The Watchlist copper themed webinar + participated in a Q&A
23 May 2024
TEN-BAGGER: Peak copper, weak nickel may be a sign to pivot
John looks at nickel’s surprise rebound and where Lowell is looking for opportunities in the downtrodden sector.
22 May 2024
Rising Interest in Gold among Chinese consumers and millennials
At Investability’s investor event in Sydney John Forwood talks GOLD & explains why gold is a theme he likes - short term AND long term.
22 Apr 2024
TEN-BAGGER: John Forwood thinks we are entering an ‘almost everything rally’
Welcome to Ten-Bagger, where Lowell Resources Fund chief investment officer John Forwood gives us his take on a sector of the ASX resources market full of value.
19 Apr 2024
"Buy Hold Sell": Strong demand to power future-facing commodities (and 4 stocks to ride the wave)
What's hot and what's not when it comes to future-facing metals with Livewire markets
15 Apr 2024
4 undiscovered gems as gold prices hit record highs
Is there more in the tank for gold prices? John Forwood provides his take plus some top picks and outlook on the gold sector
12 Apr 2024
Buy Hold Sell with Livewire: Uranium
John Forwood discusses the risks and opportunities in uranium on Livewires Buy, Hold, Sell. He also shares a couple of stocks that appear overpriced, as well as some stocks they worth a closer look
18 Mar 2024
Ten Bagger: John Forwood tells us what he likes in copper exposure as supply struggles to meet demand
This month, John tells us why market watchers thinks the copper price will rise after recently breaking the shackles of 12 months of indifference from traders. Copper, and not lithium, could be the metal that defines, controls and benefits most from the energy transition.
14 Mar 2024
Gold is at ALL TIME HIGHS but bullion and equities have never been so disconnected. Experts think the gap will close
At US$2180/oz, gold prices hit a new all time high on Monday, but equities have been slow to catch up Experts explain why gold mining stocks have trailed record gold prices, and why that presents opportunities for investors
19 Feb 2024
TEN BAGGER: Why ASX iron ore and copper plays should stay positive on China
Fund CIO John Forwood gives us his take on a sector of the ASX resources market full of value. This month, John tells us why China’s data isn’t as negative as you may think for iron ore and copper explorers.
19 Feb 2024
The Rate of Change podcast: Outlook for Junior Miners, Uranium, Copper & Natural Gas
ROCast Murdoch Speaks with John Forwood and his outlook for Junior Miners, Uranium, Copper & Natural Gas
22 Jan 2024
TEN BAGGER: Why fundies are looking off the ASX for the next big thing
Welcome to Ten Bagger, where Lowell Resources Fund chief investment officer John Forwood gives us his take on a sector of the ASX resources market full of value. This month, John tells us why he’s taking a closer look at unlisted explorers and why he likes the copper story in 2024.
29 Dec 2023
Introducing where 2024 might take Junior Resources
..Inflation, falling interest rates, a bit of Lithium, Iron Ore, Uranium & coal, and whether the bottom might just have been reached in junior resources
29 Dec 2023
Experts conjure resources predictions for 2024
Johns discusses his Best and worst commodity or investing theme for 2024 and gives 3 top stock picks
21 Dec 2023
Stockhead article on Azure
Ten-Bagger: How do you pick a winner like Azure? Lowell picked Azure before it surged to incredible heights in 2023. How did CIO John Forwood identify this Ten-Bagger?
05 Dec 2023
What drives Investment- article in The Assay
Exploration Fund for juniors: what drives investment. John Forwood writes article for The Assay
04 Dec 2023
Day 3 report Mines & Money London
John Forwood wraps up the conference and speaks to some familiar names
30 Nov 2023
Day 2 report from Mines & Money London
John provides confernce update and was also a judge in the "pitch battle"
29 Nov 2023
Day 1 report from Mines & Money London
John Forwood is in London at Mines & Money confernce and provides an update from the floor of the conference
03 Nov 2023
From the Floor at IMARC
John Forwood provides an update from the floor at the 2023 IMARC conference in Sydney. "I've been going for 10 years and this was the Best Ever".
26 Oct 2023
Azure Minerals- a 20% position in the LRT portfolio
Azure Minerals was a 20% holding in the Investment portfolio. It's 43% rise as a result of the takeover offer from SQM Mining had significant impact on the value of the trust. CIO John Forwood discusses the offer and impact on the investment portfolio.
26 Oct 2023
These uranium stocks have big-time exploration upside
Welcome to Ten Bagger, where Lowell Resources Fund chief investment officer John Forwood gives us his take on a sector of the ASX resources market full of value. This month, John picks out two uranium explorers with exploration upside.
29 Sep 2023
Ten Bagger: four WA gold plays ripe for the picking
"Welcome to Ten Bagger, where Lowell Resources Fund chief investment officer John Forwood gives us his take on a sector of the ASX resources market full of value. This month, John tells us which slept on WA gold explorers could be ripe for the picking."
28 Sep 2023
Three Under-The-Radar Resource Plays
Lowell Resources' John Forwood sees exploration upside and strategic potential in three resource stocks: Sanu Gold (SANU:CSE;SNGCF:OTCQB), Rugby Resources (RUG:TSX-V) and Talon Metals (TLO:TSX)
28 Sep 2023
Talk Ya Book with Chris Judd
"On this week’s episode of Talk Ya Book, Chris Judd welcomes back resources expert John Forwood, from Lowell Resources Fund. John lends us his insights into exploration company Lefroy Exploration (ASX:LEX) and talks us through the significance of their recent mineral rights acquisition. "
22 Aug 2023
What comes after lithium?
John Forwood is asked by the Stockbrokers and Investment Advisers Association - "So, what will be the next commodity after Lithium to boom?"
21 Jul 2023
John Forwood, from the Noosa Mining Conference
Update from the Noosa Mining Conference- why we are there, what we are seeing, who we are seeing, plus some footage from the exhibition
02 Jul 2023
Richard Morrow- update from London
Richard was in London for the sold-out Melbourne Mining Club annual dinner. He provides an update on junior resources sector from a London-eye view
25 May 2023
Junior Mining Stocks with Richard Morrow
Taling with Money of Mine about junior mining stocks including Musgrave, Predictive and Caravel amongst others
27 Mar 2023
"Commodity markets vs equity markets or China vs the US fed"
A changing of the guard of investors in commodities & resources. New investor classes have emerged or re-emerged, some traditional sources of finance have dried up or been redirected.
23 Mar 2023
Gold & Metals interview
John Forwood was interviewed about the commodities markets in particular gold and metals
20 Feb 2023
RIU Explorers wrap up
RIU Explorers Perth conference wrap up- why we attended, what we saw, which companies caught our eye
08 Feb 2023
Helium Market interview
On the latest episode of Talk Ya Book, Chris Judd welcomed back John Forwood who talks TYB through the helium market and why it is a commodity to watch out for
04 Jan 2023
“Outlook for The Resources Sector – Underinvestment and Skyrocketing Price”
John Forwood presented at Australian Investors Association Investors Day
15 Dec 2022
Rocktalk interview
Gold: Price analysis, investments and one local junior explorerStockhead TV
18 Nov 2022
The Insider Summit series: Gold
In this video: What has driven the recent performance of the gold price. How it is expected to perform in 2023. Some favourite stocks
07 Nov 2022
Emerging ASX Gems presentation
We presented at TCN's Emerging ASX Gems investment conference
02 Nov 2022
John Forwood on panel at 121 Mining
The precious metals panel at 121 Mining Investment Sydney
26 Oct 2022
Talk Ya Book interview
Talk Ya Book where John Forwood discusses iron ore, China’s 20th National Congress, CZR Resources (ASX:CZR) and more. Watch at https://youtu.be/E5EJTgLurV0
21 Oct 2022
"The Insider" Meet the Fund Manager
John Forwood is featured in Reach Market's "Meet the Manager" series
15 Sep 2022
Gold & Copper
On this episode of #SFLive, we are speaking 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.
09 Aug 2022
Commodities, Inflation, Stagflation & Gold
John is interviewed on recent drivers of junior resource, and how recessions, stagflation and money printing impact commodity prices- there are profits to be made
23 May 2022
RIU presentation write up by Investing News Network
John Forwood's keynote presentation at Sydney RIU round up was covered by The Investing News Network
20 May 2022
Keynote presentation at RIU Resources Sydney
John was the keynote speaker at the 3-day RIU Resources conference in Sydney in May 2022
27 Apr 2022
Keynote session at AIA national conference
John Forwood presenting "Future trends- junior resource and commodities" session
14 Apr 2022
Battery and Energy Metals Mining Pitch Battle
Pitch Battle at Mines & Money Online Connect featuring "judge John Forwood". 5 Mining co's- Northern Graphite, Altamira Gold, Callinex Mines, Pampa Metals & Guanajuato Silver
14 Apr 2022
Rocktalk interview with Peter Strachan
Victorian Gold: Exploration resurgence, sector cycles and one fresh IPO with John Forwood and Richard Morrow
14 Apr 2022
Presentation to AIA National conference
Selected as one of the presentations of the conference and livestreamed to NABTrade users, John goes deep into global megatrends in junior resource sector & stocks
08 Mar 2022
Energy and gold are the markets to play in these turbulent times
Stockhead feature: Forwood Thinking: Lowell Resources Fund’s John Forwood says energy and gold are the markets to play in these turbulent times
27 Jan 2022
Gold, gold, gold- what's going on
Gold : The state of play of the Gold Sector globally, the gold in our portfolio and some gold stocks we like
28 Oct 2021
Livewire Markets interview
John Forwood shares his secret to identifying up and coming resources stocks, including six that have recently come up on his radar. (free membership required to read article)
13 Oct 2021
Presentation at the NWR Conference
John Forwood, Lowell CIO presents the latest on the junior resources sector to the NWR Resources Conference
05 Jul 2021
Inflation...sector rotation & more
July interview: Which commodities are in focus. What recent sector rotation. View on inflation and how will it impact juniors, plus Can these returns be continued?
18 Jun 2021
Barry Fitzgerald interview with John Forwood
"One gold, one silver, one copper – the stocks that have helped LRT to 143pc gains in the last 12 months"
16 Apr 2021
Marcus Today interview with John Forwood
....Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT).
16 Mar 2021
Unitholder Presentation
John Forwood, CIO and Richard Morrow - Director and member of the Investment Committee - delivered the March 2021 update to Unitholders
02 Dec 2020
Drivers of the Junior Mining Resurgence: "The Assay" article by John Forwood, CIO of LRFM
"Drivers of the Junior Mining Resurgence" by John Forwood, Chief Investment Officer of Lowell Resources Funds Management. Published in December 2020 edition of "The Assay"
11 Sep 2020
LRT Unitholder Presentation 9 September 2020
Lowell Resources Fund 2020 FY presentation to Unitholders: performance review 1m:00s; Our targeted investment stage 1:40; Investment Committee members 3:00; Drivers of performance; 5:00 Historic Asset Allocation 8:00; Investment Process 9:00; Stock selection process 13:00; Commodities vs Stocks 14:00; Commodity prices 12months 15:00; Fed Balance sheet vs Small Resources 16:45; Gold vs Equities 18:00; Gold vs Real Interest Rates 18:30; Gold & Silver 20:00; Euro & USD 21:00; Gold Boom
02 Aug 2020
LRFM interviews Simon Noon MD of Pacifico Minerals
Pacifico Minerals Sorby Hills project is 40% silver by forecast revenue
Click here to watch the interview
20 Jul 2020
Tim Boreham, Author of 'The New Criterion' column, interviews LRFM CIO John Forwood
Lowell Resources Fund CIO John Forwood interviewed by financial markets journalist Tim Boreham, Author of “The New Criterion” column
Click here for a copy of the article
13 Jul 2020
LRT featured in the Australian Financial Review
"The Fundie Enjoying his Own Gold Rush" Australian Financial Review feature article Monday 13th July 23020
08 Jul 2020
"An exceptional year for unitholders in listed investment trust LRT" LRFM Press Release
LRFM announces 109% increase in Net Asset Value for the year to 30 June 2020
Click here for link to the LRFM article
07 Jul 2020
"China China China - and with Good Reason" LRFM May 2020
LRFM Article for the June 2020 Edition of AIA Journal "The Investor's Voice". Focusing on Chinese demand for Australian commodities during Covid.
24 Jun 2020
LRT featured in Bell Potter's LISTED INVESTMENT COMPANIES WEEKLY REPORT
"Golden performance in 2020" Bell Potter features the Lowell Resources Fund in their Listed Investment Companies Weekly Report. Please refer to the disclaimer and limitations in this document.
17 Jun 2020
Lowell Resources Funds Management interview with Baker Young Stockbroking 15 June 2020
Stocks covered • Adriatic Metals (ASX: ADT) 2m:40s • Liontown Resources (ASX: LTR) 3m:40s • Predictive Discovery (ASX:PDI) 6m:40s • DeGrey Mining (ASX: DEG) 7m:45s • Musgrave Minerals (ASX: MGV) 8m:50s • Antipa Minerals (ASX: AZY) 10m:40s • Carawine Resources (ASX: CWX) 11m:50s • Alloy Resources (ASX: AYR) 11m:55s • Vimy Resources (ASX: VMY) 14m:10s
16 Apr 2020
LRFM CIO John Forwood Interview with SS Insight
LRFM CIO John Forwood Interview with SS Insight on the iImpacts of Covid-19 on the Resources Sector
06 Apr 2020
LRT Monthly Update - March 2020
Lowell Resources Fund Monthly Update March 2020
07 Nov 2019
LRT Monthly Update - October 2019
Lowell Resources Fund Monthly Update October 2019
09 Oct 2019
LRF October 2019 Presentation
Lowell Resources Fund October 2019 Presentation
04 Oct 2019
LRT Monthly Update - September 2019
Lowell Resources Fund Monthly Update September 2019
04 Sep 2019
LRT Monthly Update - August 2019
Lowell Resources Fund Monthly Update August 2019
01 Sep 2019
LRT June 2019 Annual Report
Lowell Resources Fund Annual Report 30 June 2019
07 Aug 2019
LRT Monthly Update - July 2019
Lowell Resources Fund Monthly Update July 2019
30 Jul 2019
LRF Presentation to the AIA Surfers Paradise Conference July 2019
Lowell Resources Fund Presentation to the AIA Surfers Paradise Conference July 2019
08 Jul 2019
LRT Monthly Update - June 2019
Lowell Resources Fund Monthly Update June 2019
31 May 2019
LRT Monthly Update - May 2019
Lowell Resources Fund Monthly Update May 2019
30 May 2019
LRF May 2019 Presentation
Lowell Resources Fund May 2019 Presentation
23 Jan 2019
Stuart Baker Interview Lowell Resources Fund on Oil & Gas
Stuart Baker Interview Lowell Resources Fund Oil & Gas
16 Jan 2019
Video Interview with Lowell Resources Fund
Video Interview with Lowell Resources Fund
14 Dec 2018
Independent Investment Research October 2018 Fund Review
Lowell Resources Fund (ASX:LRT) is a listed investment trust that invests in a portfolio of global junior mining and energy securities.
21 Oct 2018
LRFM Presentation to APAC Summit, 22 October 2018
LRFM Presentation to APAC Summit, 22 October 2018
08 Oct 2018
Independent Investment Research July 2018 Fund Review
Lowell Resources Fund (ASX:LRT) is a listed investment trust that invests in a portfolio of global junior mining and energy securities.
31 Aug 2018
Resources poised for growth amidst increasing uncertainty
…Global commodity markets are volatile at the best of times but are more so at present