News

24 May 2024

On the Copper market in 2024: Webinar

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

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

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’

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)

"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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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- 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

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

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

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

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?

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

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 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

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"

"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

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 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

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”

“Outlook for The Resources Sector – Underinvestment and Skyrocketing Price”

John Forwood presented at Australian Investors Association Investors Day

15 Dec 2022

Rocktalk interview

Rocktalk interview

Gold: Price analysis, investments and one local junior explorerStockhead TV

18 Nov 2022

The Insider Summit series: Gold

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

Emerging ASX Gems presentation

We presented at TCN's Emerging ASX Gems investment conference

02 Nov 2022

John Forwood on panel at 121 Mining

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 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

"The Insider" Meet the Fund Manager

John Forwood is featured in Reach Market's "Meet the Manager" series

15 Sep 2022

Gold & Copper

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

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

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

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

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

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

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

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

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

17 Feb 2022

Panel Interview with The Assay

Panel Interview with The Assay

"Australian Exploration: Financing, Opportunities, and More"

27 Jan 2022

Gold, gold, gold- what's going on

Gold, gold, gold- what

Gold : The state of play of the Gold Sector globally, the gold in our portfolio and some gold stocks we like

13 Dec 2021

2021 Market update and 2022 outlook interview

2021 Market update and 2022 outlook interview

One of the most important updates of commodity markets at this critical juncture

28 Oct 2021

Livewire Markets interview

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

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

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"

13 Oct 2020

Interview with Chris Judd on "Talk Ya Book"

Interview with Chris Judd on "Talk Ya Book"

Chris Judd interviews Lowell Resources Fund CIO John Forwood about Predictive Discovery on "Talk Ya Book'

11 Sep 2020

LRT Unitholder Presentation 9 September 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

20 Jul 2020

Tim Boreham, Author of 'The New Criterion' column, interviews LRFM CIO John Forwood

Tim Boreham, Author of

Lowell Resources Fund CIO John Forwood interviewed by financial markets journalist Tim Boreham, Author of “The New Criterion” column

13 Jul 2020

LRT featured in the Australian Financial Review

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

07 Jul 2020

"China China China - and with Good Reason" LRFM May 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

05 Jun 2020

LRT Monthly Update - May 2020

LRT Monthly Update - May 2020

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

LRFM Unit Purchase

LRFM Unit Purchase Letter

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

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

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