The Spine-Tingling Metals Bull Market (John Forwood)

In today’s show we bring back on the man behind Lowell Resources Funds stellar returns, John Forwood. 

With his geological experience and stock picking nous, John shares what’s exciting him and equally what’s got him concern in these buoyant markets. 

In this episode, we cover: 

• What the meteoric run in gold & silver means for his portfolio 

• The unloved parts of the market getting him interested 

• Where gold developers go from here 

• What’s surprised him about his portfolio’s returns 

Stocks mentioned: AAR, MDL, STN, WAU, AUC, BTR, MTH, FVL.TSXV, DEG, CVV, ALM, SPD, TRE.LSE, USL, MRL, BCM, DTR, TLO, BCA, FDR, EMR, PRU, WAF

This was recorded on 29.1.2026.

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TIMESTAMPS  

(0:00) Intro & Market Overview

(1:50) John Forward's 125% Return in 2025

(3:00) Most Exciting Commodities Right Now

(4:40) Uranium & Oil Opportunities

(5:40) Balancing Bull Market Momentum

(7:30) Gold Developers: Astral Resources

(10:00) M&A Potential in Gold Space

(11:50) Free Gold Ventures (Alaska)

(13:50) Low-Grade Large-Scale Strategy

(16:40) Caravel & Alma Metals (Copper)

(19:20) Capital Raising in Hot Markets

(21:40) Southern Palladium (PGMs)

(25:00) South African Discount

(27:10) Silver Plays: Unico & Miral

(29:10) Precious Metals Bull Run Indicators

(32:20) Brazilian Critical Minerals

(35:00) Talon Metals Transformation

(37:40) Black Canyon Manganese

(41:30) Manganese Market

(43:40) 2025 Surprises & Best Performers

(45:30) Pet Peeves in Mining Pitches

(46:50) The One That Got Away

(48:00) Wrap Up

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