BullMarketRun   BullMarketRun.ca

A Daily, Vibrant Voice Focused on Speculative Opportunities,
Commodities, and Economic & Political Trends Impacting
The Resource Sector & Equity Markets
 

"Market-Trouncing Returns Through Unbeatable
Technical & Fundamental Analysis of Niche Sectors"

December 13, 2013

BMR Morning Market Musings…

Gold has traded between $1,220 and $1,240 so far today…as of 7:30 am Pacific, bullion is up $12 an ounce at $1,237…Silver has added 22 cents to $19.71…Copper is flat at $3.28…Crude Oil is off 92 cents at $96.57…news that a U.S. budget deal that would avoid a government shutdown in January sailed through the House of Representatives overnight lifted the greenback to a five-year high against the yen…the Dollar Index is up slightly this morning but still looks vulnerable, technically, to a significant decline…next week’s Fed meeting will be critical to the dollar’s near-term direction…

Holdings in SPDR Gold Trust fell the most in nearly two months yesterday…the fund has not seen inflows in more than a month, possibly a bullish contrarian sign…yesterday’s weakness in Gold did bring back some Asian physical buyers, especially in China as the shift in Gold holdings from west to east continues…premiums on the Shanghai Gold Exchange for “four nines” Gold (99.99% purity) picked up to $10 an ounce from $7 in the previous session…

Meanwhile, Bloomberg reported this morning that Cyprus said it has no plans to sell any Gold reserves to fund its 10 billion euro ($13.75 billion) bailout…the island had said in April it would look into the possibility of selling its Gold reserves to raise 400 million euros to help finance part of its EU-IMF bailout…

Updated Copper Chart

Copper has shown some recent strength but this 13-year monthly chart from John demonstrates the metal’s big challenge in 2014 – breaking out above a bearish descending triangle in place since 2011…it’ll come down to a simple demand-supply dynamic – if economic growth in China, Europe and the U.S. exceeds expectations, then Copper has a good chance to make some noise in 2014 despite continued modest increases in supply…

Today’s Markets

Asian stocks were little changed overnight…China’s Shanghai Composite slipped 7 points to close the week at 2196 while Japan’s Nikkei gained 61 points to finish at 15403…

European shares are mixed in late trading overseas…

In North America, the Dow is off just 2 points through the first hour of trading after back-to-back 100+ point days to the downside…U.S. producer prices fell for a third straight month in November, pointing to a lack of inflation that could give the Federal Reserve pause as it weighs the future of its monthly bond purchases…the Labor Department said this morning that its seasonally adjusted producer price index slipped 0.1% as gasoline prices maintained their downward trend…wholesale prices excluding volatile food and energy costs nudged up 0.1% after rising 0.2% the prior month…in the 12 months through November, the so-called core PPI rose 1.3%…

The TSX is down 8 points while the Venture is up 4 points at 890 as of 7:30 am Pacific…tax-loss selling has contributed significantly to the Venture’s 5% drop so far this month…most of this has likely dried up, setting the stage for a much better second half of the month and hopefully a very positive finish to a difficult year…

Sante Fe Metals Corp. (SFM, TSX-V)

We were impressed with the aggressiveness of Sante Fe Metals Corp. (SFM, TSX-V) yesterday which filled up a room with about 30 people for an investor presentation at Vancouver’s Metropolitan Hotel…this shows there’s still interest in the junior exploration sector, especially if companies put some effort into their approach…Sante Fe has an interesting deep target they’re continuing to chase in southeast British Columbia, a “$40 billion Sullivan-type target” as they describe it, and if nothing else they’re likely to generate some market excitement early in the New Year when another round of drilling is planned…geologically, they’ve done their homework and we hope they hit because if they do, this kind of discovery would give the junior market as a whole a much-needed injection of confidence…we’ll comment further on this situation next week…in the meantime, we suggest investors check out the latest SFM news releases as part of their own due diligence…

SFM closed at a nickel yesterday and has about 26 million shares outstanding…expect them to raise some additional capital – they don’t require much – for this next phase of drilling…below is the current SFM “technical picture” from John…

Probe Mines Ltd. (PRB, TSX-V)

Some December weakness has crept into Probe Mines Ltd. (PRB, TSX) but plenty of technical support has formed around the $2 level…Probe’s Borden Lake Gold Project in northeastern Ontario has been one of the top plays this year in the exploration space with the company identifying a higher-grade system contiguous to the southeast of the original bulk tonnage deposit…how Borden Lake continues to develop in 2014, with winter drilling planned, will be interesting to watch…an updated resource estimate is expected in the near future…preliminary metallurgical results for the potential underground high-grade mineralization extendingĀ  southeast from the proposed open-pit show excellent extraction of Gold using standard processing techniques, as reported by the company a few weeks ago…

Below is an updated 2.5-year PRB chart from John…buy pressure remains strong, and RSI(14) may have found support right around 50…as always, perform your own due diligence…

Garibaldi Resources Corp. (GGI, TSX-V) Chart Update

Garibaldi Resources (GGI, TSX-V) came out with very encouraging news yesterday on a couple of fronts, in particular its La Patilla Property where immediate drilling will follow-up on high-grade channel sample results up to 28.4 g/t Au…we’ll take a closer look at what might be unfolding geologically at La Patilla on Monday after further review of the detailed maps released by the company which show widespread near-surface mineralization along a strike length of 225 metres and open in all directions…artisanal miners have been working parts of La Patilla, but this system has never been previously tested by diamond drilling…the way Garibaldi acquired this property, and how they’ve managed to already secure a long-term agreement with the local community for any future potential metal extraction from the property (the community is behind this project which is important), underscores our confidence in how this company is moving forward…they are in healthy financial shape – even generating royalty income from near-surface coal extraction at Tonichi – and speculation should build in the weeks ahead regarding La Patilla, Tonichi and the Grizzly which of course is their B.C. flagship property that could have a dramatic impact on GGI‘s fortunes in 2014…

Below is a 3.5-year weekly GGI chart from John, for our readers’ due diligence, which is also very encouraging…there are several bullish features that point to underlying strength and the possibility for some drama in this play in the weeks ahead…

Note:Ā  John and Jon both hold share positions in GGI.

21 Comments

  1. Headline from Reuters

    Copper hits 1-month high on SOLID Chinese demand. R !

    Comment by Bert — December 13, 2013 @ 8:13 am

  2. BERT have you checked on xme lately what is the chart telling you now

    Comment by gil — December 13, 2013 @ 10:03 am

  3. Gil

    Whoopee do do

    Now you can buy more coffee & add a few doughnuts….
    Please be reminded that i did state, that i am wrong
    some of the time…. Darn those charts, i lost faith
    when John & I went aground, trying to navigate the
    sea using a stock chart.. (Only tormenting everyone). R !

    Comment by Bert — December 13, 2013 @ 10:51 am

  4. BERT I think the fun has just begun I know there will be pull backs along the way but I see xme and gta as 10 to 30 baggers .I may be dead wrong but this is where Iam placing my bets

    Comment by gil — December 13, 2013 @ 11:08 am

  5. Gil

    I don’t mind losing out on some, we can’t have them all &
    my turn will come. R !

    Comment by Bert — December 13, 2013 @ 11:12 am

  6. Heading out to tim hortons

    Comment by gil — December 13, 2013 @ 1:33 pm

  7. Gil

    My curiosity got the better of me & i had to find out
    what was driving XME. For goodness sake, it was news
    and as i have always claimed, clarts can’t predict news
    releases, it can however, show activity before news &
    an inkling that something may be brewing. I therefore
    stand by my previous chartosis, that is, the stock
    didn’t show any movement for the near future. We are
    all experts, after the fact. I will now give you a
    mild warning, this stock will be moving back down
    somewhat next week, if you are interested in adding.
    It could happen Monday p.m., or shortly after. The
    stock bounced off it’s 52 week high today, that was
    0.16, and is in overbought territory & will rewind. R !

    Disclaimer – I have been wrong before.

    Comment by Gil — December 13, 2013 @ 3:47 pm

  8. Correction

    Post 7 should have shown it was from Bert, my mistake.
    I have to slow down & read what i print before releasing.
    Not bragging, but i have at times, typed 100 words per minute.
    Have a good weekend. R !

    Comment by Bert — December 13, 2013 @ 3:50 pm

  9. BERT I know there will be pull backs along the way but this stock is headed much much higher in the next 90 days a 10 to 30 bagger in the next 12 months .just my opinion 12 months from now todays price on gta and xme will only be a faint memory

    Comment by gil — December 13, 2013 @ 5:37 pm

  10. WOW, XME ROCKED ON FRIDAY ON HEAVY VOLUME! Area players that are around there might include: WER, MPS, TJ, etc….possibly Jon/John can look into this for Monday!

    Comment by STEVEN — December 14, 2013 @ 7:38 am

  11. BERT- how can you call it bouncing off its 52 week high when its a brand new high being set that day? I understadn it didnt close at high but you make it sound like it must close at 52 week high or its no good. As far as the chart not showing any near future movement…I disagree. look at 4,9,16 MA (link provided)..right before end of Nov the crossed which is a good sign of ā€œmovement in the near futureā€.

    http://stockcharts.com/h-sc/ui?s=XME.V&p=D&b=5&g=0&id=p09706308132

    As far a pullback, yes I agree that it will be doing that but to what extent who knows…

    Comment by db — December 14, 2013 @ 7:49 am

  12. j think that XME is probably doing a PP. They seem to have a very strong property going for them but remember the truth machine tells all. Two or three stocks poised awaiting the truth machine results, DBV, GGI, ACN. Lots of possible excitement over net few weeks. Richard l

    Comment by Richard l — December 14, 2013 @ 7:50 am

  13. OOps forgot BG in last post. Richard l

    Comment by Richard l — December 14, 2013 @ 7:52 am

  14. Drilling is confirmed to be underway at GGI’s La Patilla. They haven’t wasted any time. Noticed video footage posted on the GGI web site after the market closed yesterday. They’re ramping this up nicely, must have a lot of confidence in what they see there. If they can duplicate the high-grade channel assays, GGI will fly. Looking forward to Monday’s webinar and perhaps some more detail on all that’s happening. GGI’s up 35% this month in tax-loss period for Venture. Can’t wait to see what happens the rest of the month and into January.

    Comment by Bucky — December 14, 2013 @ 9:06 am

  15. Some feel zen is headed for a market cap of 500 hundred million lets cut that down to 300 hundred million xme has a market cap of 10 million if it has a deposit equal to zen xme could go up 30 times Some feel xme has a deposit 2 to 3 times larger than zen if this is the case xme could go up 75 to 90 times todays price. I will stick with my estimate a 10 to 30 bagger

    Comment by gil — December 14, 2013 @ 10:50 am

  16. DB – BERT- how can you call it bouncing off its 52 week high
    when its a brand new high being set that day?

    Bert – I realize the high wasn’t made last year, last month,
    instead, as you have stated, it was made yesterday. At
    approximately 2;15 p.m. it traded at 0.16, but traded
    lower between 2;15 & 2;37 p.m., at which time it traded
    at 0.16 again, but several attempts after that, it
    failed to trade at 0.16, instead at 3 p.m. it traded at
    0.15, which i considered a bounce just the same. It
    failed to close at it’s high, although there was a buy
    order there for 215K at 0.14, trying to use the fear
    factor of missing out, but it failed & the stock
    didn’t close at it’s high for the day or the year. The
    215k was removed shortly before close. Don’t tell me
    that i wasn’t paying attention. Also, i predicted it will
    drop back Monday or soon after & i was careful not to
    discourage Gil, because my post did state, “in case you
    want to add to your position”. A cyber buddy to the end. R!

    Comment by Bert — December 14, 2013 @ 11:55 am

  17. DB – You make it sound like it must close at 52 week high or its no good

    Bert – It was not my intention to make it sound no good, instead will state
    now, it was not as good, it told me there were still plenty of sellers
    left. You are now getting an idea, how i look at the trading of any
    stock. How do you think i made a million in the stock market (joking). R !

    Comment by Bert — December 14, 2013 @ 12:02 pm

  18. Morningstar RAISES rating on XME AGAIN !

    Yes again, get used to it because XME is going much, much higher ! Don’t confuse this with a target price, its just the price Morningstar thinks XME should be at now !

    Morningstarā€™s Key Scores

    Quantitative Fair Value
    0.20CAD
    The Quantitative Fair Value (QFV) is a computer-generated stock price that Morningstar feels is a fair representation of what the per share value of a company should be. Factors that help in the determination of the QVF include historical financial data, such as revenues and expenditures, company data, such as size of the firm, as well as the scores of companies in similar sectors and industries. The QVF is a price measurement to help you determine whether the company is reasonably

    Read more at stockhouse.com/companies/bullboard/v.xme/xmet-inc?postid=22006689#vf0tIfLXMbLyWqK8.99

    Comment by gil — December 14, 2013 @ 2:10 pm

  19. Gil

    I doubt if Morning Star is covering Venture exchange XME, more than likely that’s
    the symbol for an American Company. R !

    Comment by Bert — December 14, 2013 @ 4:05 pm

  20. I think its a computer generated rating..RBC has it for almost every stock now and it flucuates daily…not the most reliable gauge of a stock.

    Comment by db — December 14, 2013 @ 5:21 pm

  21. XMET in the Financial Post

    You might want to have a look at this article

    business.financialpost.com/2013/11/13/xmet-stalks-hydrothermal-graphite

    Read more at stockhouse.com/companies/bullboard/v.xme/xmet-inc?postid=22006841#7b3XWWB0sC6PYPOd.99

    Comment by gil — December 14, 2013 @ 6:20 pm

Sorry, the comment form is closed at this time.

  • All Posts: