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Lowell Resources Fund

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
1.88 AUD 0.01 ( 0.80%)
Last update at 2026-11-12T02:57:00Z
VOLUME
13365
Market Cap
90.95M
P/E
2.08

Momentum Score

…

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

Day Price Range
1.83
Low
1.90
High
52 Week Price Range
1.64
Low
2.92
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

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.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
1.86
Dividend Yield
-
Revenue TTM
0.00M
Revenue Per Share
-
Gross Profit TTM
0.00M
Debt / Equity
-
ROE
13.37%
Net Debt
-6.26M
ROCE
73.73%
Diluted EPS TTM
0.86

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

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

Peer Comparison*

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

Profile*

Lowell Resources Fund

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

https://www.lowellcapital.com.au/resources_profile

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.

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