Junior Miners in Early Boom - ft John Forwood, Lowell Resources Fund

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Junior Miners in Early Boom - ft John Forwood, Lowell Resources Fund StockBoxMedia catches up with John Forwood, Chief Investment Officer of Lowell Resources Fund, to discuss the improving cycle for junior resource companies and the surge in capital, drilling activity and investor interest across the sector. John explains why he believes the market has moved decisively off its lows, what is driving stronger commodity fundamentals and why copper remains particularly compelling over the medium term. The conversation also turns to two companies on his radar: Great Southern Copper and Coda Minerals. At Great Southern Copper, John discusses the developing scale of the Especularita project in Chile, including the Mostaza copper-silver discovery and emerging porphyry potential. At Coda Minerals, he considers the valuation of the Elizabeth Creek project in South Australia and the technical milestones he would like to see as the company advances its Pre-Feasibility Study. Key topics discussed: Why junior resource markets appear to be entering a stronger cycle Rising financing activity and drilling across the exploration sector Structural supply and demand drivers for copper and other critical metals Great Southern Copper’s Mostaza discovery and Especularita porphyry potential Coda Minerals’ Elizabeth Creek project and valuation The importance of metallurgy, permitting and project de-risking What could signal that the current resources cycle is approaching its peak 🔗 Watch the latest Research Talks video: https://www.youtube.com/watch?v=SzN5skYCpQg 🌐 Visit StockBox Media: https://stockboxmedia.com/ 📰 Sign up for the StockBox Media newsletter: https://mailchi.mp/stockboxmedia.com/zhf1vui0io 🐦 Follow StockBox Media on X: https://x.com/StockBoxMedia Subscribe and turn on notifications to receive the latest company interviews, research discussions and mining market updates. Please like, comment and share this interview to support the channel and help us bring you more conversations with companies across this sector.