Lowell Resources Funds
Interview with Australian table-topping junior resources fund manager
Introduction
Looking Towards 2022 – Drivers of strong performance
- Lowell areas of focus & main holdings 3:00
- Musgrave Minerals (ASX:MGV) 4:00
- Azure Minerals & Talon Metals 5:00
- What is happening in the resources market 5:20
- The big plays
- Inflation
- Energy prices
- Impact of low capex & exploration in Oil/ Gas
- Gas prices
- Impact on GDP
- Gold – how long can the price be suppressed
- Capital raisings
- Copper- could there be a supply crisis just months away 10:30
- Energy and the impact of higher prices 13:30
- Hydrogen & Helium 16:30
- Favourite Stock deep dive
- FAR Ltd (ASX: FAR) 17:00
- Matador Mining (ASX:MZZ) 22:00
- Azure Minerals (ASX:AZS) 25:00
- Genesis Minerals (ASX:GMD) 26:30
- Fertiliser prices exploding: food supply, IPL closing Gibson Island & Leigh Creek Energy (ASX:LCK) 27:40
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Important Notice
Please refer disclaimer at end of interview. This information must not be taken as financial advice please consult a financial professional before making any investment decision. These notes may not be suitable for your investment needs.
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