JD sat down for a 1-on-1 discussion with the Chief Investment Officer of Lowell Resources Fund, John Forwood.
Johns has more experience than most when it comes to investing in exploration businesses with decades of experience across geology and funds management. Lowell were early investors in companies such as De Grey, Gold Road, Predictive Discovery, Azure Minerals, and plenty more.
The conversation ranged from how Lowell picks out the next 10-baggers, the outlook John has for a list of commodities plus some of the stand-out explorers they’re currently picking.
Enjoy the chat!
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more
JP Search – Recruitment specialists for the financial world
K-Drill – Safe, reliable, and productive surface RC drilling
Topdrill – Drilling into the future
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Chapters:
(0:00) Preview
(0:58) Intro
(4:50) Background on John
(7:20) How Lowell like to Invest
(9:11) Knowing when to sell
(11:17) Balancing a Junior Resource Portfolio
(12:30) You’ve got how many stocks in the portfolio?!
(16:14) Assessing the Macro
(19:50) View on M&A in the resources industry
(21:40) A view on various Commodities
(28:39) Picking Azure Minerals
(32:35) Delta Lithium take
(35:08) Outlook for Predictive Discovery
(39:00) All over for Musgrave?
(39:40) Pacgold interest
(41:09) Saturn appeal despite low grade
(42:36) Medallion Metals deep value
(45:41) Over-rated v Under-rated!
