…
Lowell Resources Fund is an open-ended equity mutual fund launched by Lowell Capital Limited. The fund is managed by Lowell Resources Funds Management Pty. Ltd. It invests in the public equity markets of Australia. The fund invests in the stocks of companies operating across resources sectors, involved in late-exploration, pre-development, development or production stage. It invests in the stocks of small cap companies. The fund employs fundamental analysis focusing on factors like sound corporate financial structure, proven technical management performance and board caliber, attractive valuations and cashflow, and earnings growth projections to create its portfolio. Lowell Resources Fund was formed on January 21, 1986 and is domiciled in Australia.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Lowell Resources Fund is a listed investment vehicle on the ASX that appears positioned to provide exposure to natural resources and related equities through pooled portfolio management. Long-term growth drivers include commodity demand tied to industrial and energy transitions, cyclical price recovery and active portfolio selection, which may benefit investors seeking sector exposure and diversification within a single quoted vehicle.
Key risks include commodity price volatility, sector concentration, manager execution risk and limited public information about holdings and fees, which investors should monitor.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 32.98M | 22.17M | 1.47M | 0.06M | 0.56M |
| Net income | 32.98M | 22.17M | 1.47M | 0.06M | 0.56M |
| Selling general administrative | - | 0.43M | 0.39M | 0.41M | 0.35M |
| Gross profit | -5.30M | 23.98M | 1.71M | 1.60M | 2.29M |
| Ebit | - | - | -1.34M | - | - |
| Ebitda | 32.98M | 22.17M | 1.47M | 0.06M | 0.56M |
| Depreciation and amortization | - | - | 2.82M | - | - |
| Operating income | 32.98M | 22.17M | -1.34M | 0.06M | 0.56M |
| Other operating expenses | 33.03M | -21.65M | 3.13M | - | - |
| Interest expense | - | - | - | - | 0.00M |
| Tax provision | 0.00M | 0.00M | 0.00M | 0.00M | 0.00M |
| Interest income | 0.31M | 0.36M | 0.24M | 0.09M | 0.00M |
| Net interest income | 0.31M | 0.36M | 0.24M | 0.09M | 0.00M |
| Total revenue | -0.04M | 0.53M | 3.13M | 1.60M | 2.29M |
| Total operating expenses | -38.28M | 1.81M | 3.13M | - | - |
| Cost of revenue | 5.25M | 2.38M | 1.42M | 1.09M | 3.14M |
| Total other income expense net | - | - | 2.82M | - | - |
| Net income from continuing ops | 32.98M | 22.17M | 1.47M | 0.06M | 0.56M |
| Net income applicable to common shares | - | 22.17M | 1.47M | 0.06M | 0.56M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 105.85M | 74.74M | 47.51M | 46.97M | 47.18M |
| Other current assets | - | - | -6.27M | - | - |
| Total liab | 6.35M | 2.41M | 5.58M | 2.23M | 3.40M |
| Total stockholder equity | 99.50M | 72.33M | 41.92M | 44.29M | 43.56M |
| Other current liab | - | - | - | -2.23M | -3.40M |
| Common stock | - | - | - | 44.29M | 43.56M |
| Capital stock | 99.50M | 72.33M | - | 44.29M | 43.56M |
| Other assets | - | - | 47.51M | - | - |
| Cash | 10.18M | 8.01M | 6.26M | 4.66M | 4.65M |
| Total current liabilities | - | - | - | 2.23M | 3.40M |
| Net debt | - | - | -6.26M | -4.66M | -4.65M |
| Short term debt | - | - | - | 0.00M | 0.00M |
| Other stockholder equity | - | - | - | 44.29M | 43.56M |
| Total current assets | - | - | - | 4.67M | 4.85M |
| Long term investments | 95.64M | 66.62M | - | 42.30M | 42.33M |
| Net receivables | - | - | 0.01M | 0.01M | 0.20M |
| Accounts payable | 6.12M | 1.14M | - | 2.23M | 3.40M |
| Accumulated other comprehensive income | - | - | 41.92M | - | - |
| Non currrent assets other | - | - | - | -42.30M | -42.33M |
| Non current assets total | - | - | - | 42.30M | 42.33M |
| Long term debt total | - | - | - | 0.00M | 0.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | - | 0.00M | 0.00M | - | - |
| Total cash from financing activities | -1.00M | 4.44M | -1.13M | -0.49M | -2.29M |
| Net income | 32.98M | 22.17M | 1.47M | 0.06M | 0.56M |
| Change in cash | 2.17M | 1.75M | 1.60M | 0.01M | -0.95M |
| Begin period cash flow | 8.01M | 6.26M | 4.66M | 4.65M | 5.59M |
| End period cash flow | 10.18M | 8.01M | 6.26M | 4.66M | 4.65M |
| Total cash from operating activities | 3.17M | -2.69M | 2.74M | 0.50M | 1.34M |
| Issuance of capital stock | 0.45M | 9.83M | 1.10M | 2.90M | 2.05M |
| Dividends paid | 1.14M | -4.93M | -2.23M | -3.40M | -4.20M |
| Change to account receivables | 0.08M | -0.11M | 0.00M | - | - |
| Sale purchase of stock | -0.31M | -0.46M | 1.10M | 2.90M | -0.13M |
| Other cashflows from financing activities | - | -0.46M | - | - | - |
| Capital expenditures | 0.00M | 0.00M | 0.00M | 0.00M | 0.00M |
| Change in working capital | -10.92M | -7.13M | -8.49M | 0.50M | 1.34M |
| Other non cash items | -18.89M | -17.74M | 11.23M | - | - |
| Free cash flow | 3.17M | -2.69M | 2.74M | 0.50M | 1.34M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(AUD) |
Price
(AUD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
|---|---|---|---|---|---|---|---|
| LRT Lowell Resources Fund |
0.01 0.80% |
1.88 | 2.08 | - | 1.96 | 0.86 | 2.40 |
| AFI Australian Foundation Investment Company Ltd |
-0.05 0.72% |
6.94 | 30.39 | - | 25.11 | 1.03 | 24.95 |
| ARG Argo Investments Ltd |
0.01 0.11% |
9.49 | 27.97 | - | 24.56 | 1.01 | 24.64 |
| L1G L1 Group Limited |
-0.01 0.81% |
1.23 | 21.25 | 19.76 | 7.36 | 3.83 | 3.13 |
| PNI Pinnacle Investment Management Group Ltd |
-0.13 0.81% |
15.83 | 21.04 | 18.83 | 36.44 | 3.21 | 45.93 |
Lowell Resources Fund is an open-ended equity mutual fund launched by Lowell Capital Limited. The fund is managed by Lowell Resources Funds Management Pty. Ltd. It invests in the public equity markets of Australia. The fund invests in the stocks of companies operating across resources sectors, involved in late-exploration, pre-development, development or production stage. It invests in the stocks of small cap companies. The fund employs fundamental analysis focusing on factors like sound corporate financial structure, proven technical management performance and board caliber, attractive valuations and cashflow, and earnings growth projections to create its portfolio. Lowell Resources Fund was formed on January 21, 1986 and is domiciled in Australia.
Level 6, Melbourne, Australia, Vic 3000
| Name | Title | Year Born |
|---|---|---|
| Mr. Michael Peter Chester | Portfolio Mang. and Member of Investment Committee | NA |
| Dr. David Kenneth Hobday BSc (Hons), MSc, Ph.D. | Portfolio Mang. and Member of Investment Committee | NA |
| Mr. Peter R. Mitchell | Portfolio Mang. and Member of Investment Committee | NA |
| Mr. Michael Peter Chester | Portfolio Manager and Member of Investment Committee | NA |
| Dr. David Kenneth Hobday BSc (Hons), MSc, Ph.D. | Portfolio Manager and Member of Investment Committee | NA |
| Mr. Peter R. Mitchell | Portfolio Manager and Member of Investment Committee | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.