Lowell Resources Funds Management in Melbourne, Victoria, Australia | Investment management company

Lowell Resources Funds Management

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9642 0655

Address: Level 6, 412 Collins Street 3000 Melbourne, VIC, Australia

Website: www.lowellresourcesfundsmanagement.com.au/index.html

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22.01.2022 John Forwood is interviewed live from the floor of the worlds largest Mining and Resources conference, PNAC, in Toronto. Running time 6 minutes

22.01.2022 PANEL INTERVIEW WITH 121 MINING INVESTMENT EVENTS The impact of Covid-19 on supply and demand side opportunities Panellists’ picks of the hottest and coldest metals and minerals over the coming year Outlook on commodity demand trends where do we see the market moving over the coming year? Panellists include:... - John Forwood, Chief Investment Officer, Lowell Resources Fund - Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters - Sophie Spartalis, Senior Equity Analyst, Bank of America Merrill Lynch - Helen Lau, Senior Equity Analyst, Argonaut Video courtesy of 121 Mining Investment Events- don't forget to subscribe to their youtube page https://vimeo.com/412536307

19.01.2022 RESOURCE STOCKS MICROCAP FUND MANAGER INTERVIEW 15 APRIL 2020 - COVID19 IMPACT ON AUSTRALIAN MICROCAP STOCKS John Forwood, CIO of Lowell Resources Funds Management is interviewed by SS Insight director Sean Sandilands. The focus on the interview was on how John and Lowell are adapting and focusing their attentions through this COVID moment... Question Rundown What is it about COVID that is front of your mind when you come into work? How has it changed or impacted your day to day portfolio management, what things are new or different that you do as a response? 1:20 Are there other things you are thinking of? 5:50 You spoke of Inflation and low real interest rates, can you talk about its impact on gold and other materials? 7:35 Everyone loves to talk about China, can you give us some thoughts about how fast they come back? 8:50 We have also seen some of your recent interviews where you hinted at potential threats to supply chains but said they were not yet that evident. We are interested in your views on potential interruptions to Supply chains and how that would be felt over the next few months and years. How would commodity prices and the Australian junior resources market be impacted by interruptions to global supply chains? 9:50 How is Australia placed to weather this storm? 12:30 Are there any stocks that have made you go wow in to how they have performed since COVID 13:15 Discussion Points Copper, Iron Ore, Coking Coal, Vanadium, Malignum, Manganese, Oil, Gas, China, Gold, COVID, Real Interest Rates, De Grey Gold, Cardinal Resources, Musgrave Minerals, Lowell Resources Fund, Inventories and Stockpiles, Shipping Rates

16.01.2022 LRFM INTERVIEWED BY BROKER ABOUT CHINA Q. We just saw Chinese GDP come through, are you able to provide an update on China economy in general recovery from Covid, including any anecdotes you may have heard with your ear to the ground @ 0m:45s Q. With regards to transport and fuelling industry, Oil, electric vehicles and ICE’s are of significant importance, can you provide some insights as to what is happening there 3m:15s... Q. Would you update us on production of bulk commodities such as Iron ore, Aluminium & Coal 5m:50s Q. We are interested in where the house see demand for base metals such as copper concentrates, zinc & nickel 7m:35s Q. What are you seeing with regards to physical buying of Precious metals? Have you seen any interesting developments there? 10m:00s Q. What else do you see as important right now? 12m:00s Audio not too flash, email [email protected] for transcript/ article, or visit www.lowellresourcesfundsmanagement.com.au/news.htm and look for the May 19 Interview panel https://vimeo.com/420218618

12.01.2022 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.

10.01.2022 JUNIOR RESOURCES AND THE CORONAVIRUS / CURRENT MARKET interview 15 March 2020 THEME: The producing-market continues to operate through volatile share-markets. Investors in junior resources can still look through the short term noise to recognise value and find opportunities QUESTIONS/ SUMMARY... Q An overview of markets and impact 0m:15s Q An insight into the producing market/ can investors junior resources look through the short term noise/ is there value and opportunity? 0m:55s (Producers have maintained production/ why Iron Ore exports have remained strong) Q What are Lowell currently looking for in junior resources? 1m:45m Q Where are we seeing money still being raised? 2m:25s Q In what way could the virus materially impact junior resources? 2m:45s Q How are we seeing commodity prices? 3m:30s Q How is gold faring? 3m:45s (Lowell had rotated ~50% into gold) Q Impact of drop in oil price on junior miners? 4m:20s Q Where is the fund focused right now? 5m:00s Q What changes to portfolio/ Opportunities seeing/ Sectors? 6m:30s (inc Copper/ Oil & Gas/ US Shale) https://vimeo.com/397845040

09.01.2022 LRT Lowell Resources Trust September Presentation Market Update and FY20 results for webinar unitholders of the Lowell resources Trust (ASX: LRT) and members of the Australian Investors Association. FY20 performance review 1:00s... 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 12mths 15:00 Fed Bal sheet vs Small Res 16:45 Gold vs Equities 18:00 Gold vs Real Interest Rates 18:30 Gold & Silver 20:00 Euro & USD 21:00 Gold Boom just started? 22:00 Copper 22:30 Oil & Gas 25:45 Stock Case Studies Adriatic Metals 30:30 De Grey Mining 31:30 Andromeda 32:45 Syrah 33:30 Kidman 34:00 Musgrave, Predictive, Cardinal, Liontown 34:45 Contributors to performance 37:30 Portfolio by Commodity 38:00 By Geography 38:30 By Mkt cap & Portfolio weight 39:30 By position 39:45 By Project stage 40:00 NAV & Share Price 40:45 Questions Importance of company mgmt 44:30 Insight into company meetings 45:30 Is there a long tail in the portfolio 46:30 https://vimeo.com/456754824

08.01.2022 ASX PENNY STOCK INVESTORS FACEBOOK GROUP INTERVIEWS JOHN FORWOOD Interview date 24 March 2020 Matt Shaw, administrator of the Facebook Group ASX Penny Stock Investors" interviews Lowell Resources Funds Management about the current market in junior resources Timestamps ... John introduces who himself and what Lowell invests in @ 0m:50s What is going on in the microcap resource markets? 1m:35s How is the Lowell portfolio currently positioned? 3m:15s When did Lowell's shift into gold occur? 4m:00s Stocks that have gone well in this crisis? 5m:25s Have any surprised you on the downside? 7m:15s Is it safe to invest in micro resources or stay out of the market right now? 8m:50s How does the lower dollar effect microcap resources companies? 10m:20s Are there trouble signs emerging for supply of raw materials? 11m:20s Why are there less fund managers focusing on the micro resources space? 12m:45s How could we find more information on Lowell? 13m:35s Stocks discussed included Middle Island, Cardinal, DeGrey, Hot Chili, Antipa and Pan Asia Metals https://vimeo.com/399794440

06.01.2022 Interview with Tim Boreham, author of "The New Criterion" TIME STAMPS Factors behind the share price rising 0m 30s The fund’s performance over time 0m 50s... Strategic approach in the portfolio # of stocks & type 1m 30s Best performing stocks (DeGrey, Adriatic, Musgrave) 2m 45s Will gold to continue to be the hero commodity? 4m 30s The resurgence of Uranium 5m 55s House view on Thermal and Coking coal 8m 05s How the 10 for 1 split 9m 35s Narrowing the unit price discount to NAV 10m 30s Covid-19 on mining production + Chile Copper issues 11m 30s https://vimeo.com/439884233

06.01.2022 Friday is NAV day and we have some good news. NAV was $6.91 v $6.48 last week, a 6.6% uplift due largely to the Lowell Resources Funds Management investment committee high conviction investments in De Grey Mining Ltd ($DEG) and our enthusiasm for the EV battery sector through another high conviction investment in Liontown Resources Limited ($LTR). These are now our top 2 investments in the $LRT. The fund is not for everyone. We are high conviction investors in a volatile but exciting sector. One quibble: The portfolio value was $18.97 million but our market cap is only $13.1 million at the last trade of $4.75 a share.

02.01.2022 Interview with Michael Zollo, Senior Broker at Adelaide's Baker Young Stockbrokers TIMESTAMPS Introduction to Lowell @ 0m:30s Why is Lowell is 61% in gold & what other metals or commodities are in the portfolio @ 1m:00s... The look through between early stage and more mature companies in the portfolio @ 2m:00s Some of the positions that have contributed to Lowell strong market out performance @ 2m:40s How Lowell managed the portfolio since February/ is COVID over for junior resources? @ 4m:15s Stocks in deep focus o Predictive Discovery up 50% in May @ 6m:30s o De Grey Mining still room for growth @ 7m:30s o Musgrave Minerals, up 35% in May @ 8m:40s o Antipa Minerals (ASX: AZY) @ 10m:30s Uranium performance and its future prospects @ 12m:10s Is gold a crowded trade/ medium term future @ 14m:30s Michael Zollo interviewed about his Twitter coverage @ 16m:15s 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 ADT, LTR, PDI, DEG, MGV, AZY, CWX, AYR, VMY, LRT Refer disclaimer at end of presentation https://vimeo.com/429543378