Picking 10-Baggers with John Forwood, CIO at Lowell Resources Fund

August 22, 2023 00:48:54
Picking 10-Baggers with John Forwood, CIO at Lowell Resources Fund
Money of Mine
Picking 10-Baggers with John Forwood, CIO at Lowell Resources Fund

Aug 22 2023 | 00:48:54

/

Show Notes

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

 

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

 

Subscribe to our weekly newsletter HOOTEROO HERALD

 

Follow Money of Mine on YouTube

Follow Money of Mine on Twitter

Follow Money of Mine on LinkedIn

Follow Money of Mine on Instagram

 

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!

Other Episodes

Episode 0

October 25, 2023 01:04:21
Episode Cover

Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment

Today we sat down with Todd Malan to unpack what the incentives on offer to resource businesses – that are by and large being...

Listen

Episode 0

October 02, 2023 01:11:03
Episode Cover

Are Refractory Projects Undervalued by the Market?

We’ve got a special technical chat for the Money Miners with Rob “Refractory” Ryan coming onboard.   We run through all the ins and outs...

Listen

Episode 0

November 17, 2023 01:06:24
Episode Cover

Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting...

Listen