The Assay TV sits down with John Forwood, CIO of Lowell Resources Funds Management, a specialized investment manager with over 16 years of experience and a successful track record managing the Lowell Resource Fund, a long only fund.
John chats with us about Lowell’s predominant geographies, preferred commodities, and overall companies invested in along with the difficulties in choosing a junior to invest in. He also tells us about predictions in supply and demand for battery metals like lithium, manganese, and copper.
Additionally, Lowell Resources talks about the broad struggles of being a junior explorer including drilling, assays, funding, and geologists. Also, how a great amount of undervaluing is happening in North America with TSXV listed companies and the projects there and in South America.
Website: www.lowellresourcesfundsmanagement.com.au
This interview was recorded at our 121 Mining Investment Sydney event from 17-18 October 2023. For more information about the event and those who participated, click here: https://www.weare121.com/121mininginvestment-sydney/
