Lowell Resources Funds Management
Triple Eight Capital
Banyantree Investment Group
Mine Discovery Fund Pty Ltd
Pilar Gold (Laiva Gold Inc)
Lion Manager Pty Ltd
About the Summit
With the price of gold driven by a variety of variables – many outside of the usual supply and demand factors involved in commodity analysis – inflation, interest rates, geopolitical risk and macroeconomic uncertainty are all currently playing a strong role in determining prices. In this The Insider: Investing in Gold Summit, hosted by Reach Markets MD Patrick Nelson, we have industry insiders and experts sharing first-hand insights on the global gold industry, how they think investors are viewing the commodity and their views on how gold is going to fit into the market over an uncertain 2023.
In this session, featured speakers John Forwood, CIO of Lowell Resources Funds Management, Roscoe Widdup, Portfolio Manager at Triple Eight Capital, and Zach Riaz, Director of Banyantree Investment Group discussed:
- What has driven the recent performance of the gold price
- Why the commodity hasn’t performed and how it is expected to perform in 2023
- Some of the panellists’ favourite stocks and why
Recorded on 17th November 2022 at 1pm (AEDT).
Session 1 breakdown
Liquidity is improving among gold stocks. However the complexity of supply chain limitations and geopolitical conflicts still cast a cloud of uncertainty over how gold inventories may respond. Learn how these factors can coincide with demand to influence gold’s future performance.
17th November, 2022
In this session, featured speakers Joseph Webb, MD at Mine Discovery Fund Pty Ltd, Jeremy Gray, CEO and Founder at Pilar Gold (Laiva Gold Inc), and Hedley Widdup, Executive Director at Lion Manager Pty Ltd discussed:
- Drivers behind the recent strong rally in gold prices
- Current market conditions favouring a gold super cycle
- Panelists share some of their favourite stocks
Recorded on 22nd May 2023 at 2pm (AEST).
Session 2 breakdown
Gold Industry Review
CIO - Lowell Resources Funds Management
John Forwood is a qualified geologist and lawyer with 17 years of resources financing experience, including 13 years as a fund manager. He also has five years’ experience in exploration and development geology in Australia, Tanzania and Indonesia, and has previously qualified to practise as a barrister and solicitor. Mr Forwood oversees the Lowell Resources Fund (ASX: LRT), an ASX-listed equity fund managed by Lowell Resources Funds Management. It is one of the few investment funds offering focused exposure to the junior resources sector across Australia and global stock exchanges in both unlisted and listed companies.Read More
Portfolio Manager - Triple Eight Capital
Roscoe Widdup co-founded T8 Capital in 2020 and has deep experience of the financial investment industry. He spent eight years with Goldman Sachs, including five years in its Asset Management Division as an investment manager responsible for mining and energy stocks within the division’s A$7 billion Australian equities portfolios. Mr Widdup spent two years in Goldman Sachs’ Securities Division as an analyst in the Mining Research team. He has also worked at Rio Tinto as a financial analyst and at Ernst & Young in the Risk Advisory Services Division. Triple Eight Capital manages two funds focused on gold and clean energy equities and is 100% owned by its investment team.Read More
Director - Banyantree Investment Group
responsibilities across equity and multi-asset strategies. He has more than 12 years’ experience in the finance industry, including portfolio management and sell-side investment research. Founded in 2015, Banyantree Investment Group operates as a private investment company that offers specialised investment research and investment management services, including portfolio management, trading and corporate advisory services. The group’s investment architecture combines a proprietary quantitative real-time, automated approach with a proprietary qualitative approach in search of investment returns for clients.Read More
Managing Director, Mine Discovery Fund Pty Ltd
Joseph Webb is a resource industry executive with more than 20 years’ international experience including the past 10+ years in CEO and Managing Director roles. He has held previous commercial roles in Rio Tinto and executive and operations roles across the full mining life cycle. He is experienced across multiple commodities including gold, copper, iron-ore, nickel and coal as well as M&A, capital raising and IPOs. Mr Webb leads Mine Discovery Fund Pty Ltd, a private investment vehicle that owns four ‘platforms’ focused on discovering base and precious metals, including Felix Gold Ltd (ASX: FXG) which has consolidated the largest land holding within Alaska’s world-class Tintina Gold Belt.Read More
CEO and Founder, Pilar Gold (Laiva Gold Inc)
Jeremy Gray is a mining investment professional and industry veteran with almost three decades’ experience as a Mining Equity Analyst, Mining Portfolio Manager and Investment Banker. He has headed the mining research divisions of industry leaders Standard Chartered Bank, Morgan Stanley and Credit Suisse. Mr Gray oversees Laiva Gold Inc which owns the largest gold plant in Europe (US$400 million+ replacement cost) and also sits on an 854-kilo ounce (Koz) measured, inferred and indicated resource with an exploration upside of 2-4 million ounces. Laiva Gold is ready to produce, targeting a 50-80 Koz per annum with an 11+ year mine life.Read More
Executive Director, Lion Manager Pty Ltd
Hedley Widdup is a geologist and investment professional with extensive mine and resource geology experience spanning WMC Resources at the Mt Keith Nickel Mine, Olympic Dam, Mt Isa and St Ives Gold Mine. He graduated as a geologist with first class honours from the University of Melbourne in 2000 and completed a Graduate Diploma in Applied Finance in 2011. Lion Manager Pty Limited is a specialist mining investment team that provides investment management services to Lion Selection Group Ltd (ASX: LSX), an investment company with a market-beating 25-year total shareholder return of 8.2% (as at 30 April 2023) compared with the ASX Small Resources AC Index at 4.8%.The firm invests in the high growth early stage mining development space where research is poor and specialist knowledge is essential.Read More
The Insider Summit Series
The Insider Summit Series
Get access to industry leaders providing valuable insights on the key industries, investment trends and how to identify potential opportunities.
In this session they will discuss:
- An industry overview
- A market outlook
- Key stocks in the sector
This is a live and interactive online session, and participants are encouraged to ask questions. Spots are limited, so secure yours today.