News
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
17 Feb 2022
Panel Interview with The Assay
"Australian Exploration: Financing, Opportunities, and More"
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
13 Dec 2021
2021 Market update and 2022 outlook interview
One of the most important updates of commodity markets at this critical juncture
04 Nov 2021
121 Mining interview with fund managers
The investment strategies panel brings together several of APAC’s top resources investors to look at where we are now in the commodities investment space, and outlook moving forward.
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
06 Sep 2021
Portfolio update webinar + audience Q&A
John Forwood and Richard Morrow provide an update on the LRT portfolio and answer audience questions about markets & the portfolio
04 Aug 2021
Hunting the ten-bagger rock-kickers- article in The Inside Investor
John Fowood
Go to page 69 to read the article
02 Aug 2021
Article in The Assay Magazine
The Boom in current Australian Mineral Exploration Funding by John Forwood
02 Aug 2021
LIC/LIT Sector report
Risk-Metrics produce some of the most comprehensive quant data on LICs and LIT. Go to pages 141 & 142 for Lowell
01 Aug 2021
Interview 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.
05 Jul 2021
Lowell ranked #1
Risk Return Metrics 275 page research report on 90 LICs and LITs
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"
03 Jun 2021
Interview following stellar performance in April and May
A wide-ranging interview covering many stocks, the importance of management, finding new stories, favoured gold and copper regions and more
10 May 2021
Video Interview at RIU Resources Round Up Sydney
John Forwood was interviewed by stockbroker Sean Sandilands of Pulse Markets about the conference and current markets
21 Apr 2021
Article in The Pick magazine – a lift out in the AFR.
In this article John Forwood explains why this West African Gold Explorer is one of his top picks for 2021.
21 Apr 2021
Interview with Baker Young Stockbroking
Michael Zollo, Snr Equity Advisor interviews John Forwood on performance, Gold, Copper, ESG/ Hydrogen, Lefroy Exploration Ltd and one to watch from the LRT portfolio
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"
18 Nov 2020
Drivers of the Junior Mining Resurgence
Interview with John Forwood, Chief Investment Officer of Lowell Resources Funds Management Ltd covers: • Macro themes in the junior resources market @ start • Looking into sector performance @ 2:20 • China Demand impact @ 4:00 • Peru Copper & Brazil Iron Ore @ 4:45 • Impact of low oil price in mining @ 5:30 • Zinc/ Chinese purchasing group @ 6:00 • Low interest rates - “double whammy” on gold explorers
13 Oct 2020
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
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
Click here to watch the interview
21 May 2020
Stockhead host Peter Strachan interviews Richard Morrow, LRFM
Stockhead host Peter Strachan interviews Richard Morrow, LRFM about the Victorian gold boom
28 Apr 2020
Commodities outlook- Analysts’ picks for commodities winners and losers in 2020-21
Lowell Resources Fund CIO John Forwood joins the 121 APAC panel discussion on picks for commodities winners and losers in 2020/21
26 Apr 2020
INTERVIEW WITH MINES & MONEY 5@5 - 23rd April 2020
INTERVIEW WITH MINES & MONEY 5@5 - 23rd April 2020 Melbourne Mining Club & Baillieu Holst‘s Richard Morrow hosted a conversation with: John Forwood, Chief Investment Officer, Lowell Resource Funds Paul Roberts, Managing Director, Predictive Discovery Limited Andy Beckwith, Technical Director, De Grey Mining Sherene Asnasyous, Mines and Money This conversation included a market update, project showcases and a look at what investors are currently looking for in this changed market.
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
06 Mar 2020
LRT Monthly Update - February 2020
LRT Monthly Update - February 2020
10 Feb 2020
LRT Monthly Update - January 2020
Lowell Resources Fund Monthly Update January 202
08 Jan 2020
LRT Monthly Update - December 2019
Lowell Resources Fund Monthly Update December 2019
13 Dec 2019
LRT Monthly Update - November 2019
Lowell Resources Fund Monthly Update November 2019
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
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