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June 3, 2016

BMR Morning Market Musings…

Gold has traded between $1,210 and $1,245 so far today on a major reversal thanks to a major miss in this morning’s U.S. jobs report…as of 8:00 am Pacific, bullion is up $29 an ounce at $1,240…Silver is 35 cents higher at $16.31…Copper is up 3 pennies at $2.13…Crude Oil is down nearly 50 cents at $48.78 while the U.S. Dollar Index has plunged nearly 1.5 points to 94.14

Gold demand in Asia, home to the world’s biggest consumers of physical Gold, was muted this week as a slight uptick in India and Japan was offset by reductions in other trading centers where buyers awaited possible further price declines but won’t get them after this morning’s U.S. jobs report…Gold stubbornly held support at $1,200 an ounce this week while the Venture – a reliable leading indicator for Gold and other metals – kept advancing despite bullion’s worst month since November along with significant declines in Silver and Copper…the Venture was right once again…

Mayday!  Mayday!  U.S. Jobs Growth Plummets In May

U.S. job creation tumbled last month with the economy adding just 38,000 positions, further eroding the credibility of certain Federal reserve officials who engaged in very hawkish rhetoric over the past couple of weeks…Fed actions and words haven’t matched for an extended period – not just recently – as the central bank keeps trying to do what no major central bank in the world has been able to accomplish (maintain a rate hike cycle) since the 2008 financial crisis…of course the Fed is partially handcuffed by an economy that’s underperforming due to jobs-killing and wealth-destroying tax and regulatory policies out of Washington…

The Labor Department also reported Friday that the headline unemployment actually fell to 4.7%…but that rate does not include those who did not actively look for employment during the month or the under-employed who were working part-time for economic reasons…a more encompassing rate that includes those groups held steady at 9.7%…

Below is a chart that clearly demonstrates the declining trend in U.S. jobs growth since late 2015…part of the reason for this is also due to the negative lag affect of a high U.S. dollar after the greenback started surging in mid-2014 – thanks to the Fed which fueled rampant speculation into the currency…

U.S. Jobs Chart

Economists surveyed by Bloomberg expected this morning’s jobs report to show employers added 160,000 jobs in May, the same as April, with the unemployment rate slipping to 4.9%…the Fed’s next policy meeting is June 14-15, a week ahead of the UK “Brexit” vote, and yet speculation was ramping up – fueled by Fed rhetoric – that the central bank would initiate its 1st rate hike of the year at either its upcoming meeting or the one in late July (no meeting in August)…with the Obama economy sputtering, and elections coming up in November, one has to wonder if the Fed will be able to raise rates at all this year…who knows, their next rate move might actually be down

Gold Update

Gold got blindsided late last month on sudden speculation that the Fed would actually implement a June rate hike…no chance of that now, of course, and perhaps traders who got burned on buying up the U.S. dollar and dumping Gold based on what certain Fed officials were saying will put more faith in bullion than Fed words in the future…

As this chart shows, Gold has built tremendous support between $1,200 and $1,220 with a worst-case scenario being a drop to the rising 200-day SMA in the $1,160’s…it’s quite possible we may not see Gold dip again this year below $1,200…on the upside, the next key resistance the metal needs to overcome is the 50-day SMA ($1,247) which started to decline on bullion’s recent drop to a 3.5-month low…

Longer-term charts show a primary trend that is extremely bullish…

Gold June 3

In today’s Morning Musings…

1.   Explosive CRB chart for 2nd half 2016

2.  Opportunities galore in northwest B.C.’s Golden Triangle… 

3Umbral Energy (UMB, CSE) chart confirms the company’s astute move into Lithium in Utah…

Plus more…click here to take advantage of our Spring Sizzler Subscription Special in effect for a limited time only, or login with your username and password to view the rest of today’s Morning Musings… 

SAVE 25% with a risk-free subscription (as little as $1 per day) as you gain full access to this and other exclusive BMR content…

20 Comments

  1. I wonder why Industrial Alliance is selling ESK.

    Comment by dave — June 3, 2016 @ 7:52 am

  2. Dave .. not sure why?.. but bought 20k.. this morning!!

    Comment by GregJ. — June 3, 2016 @ 7:56 am

  3. I bought some ESK too this morning. I passed on CXO for the moment and bought some ION the other day. Not knowing where it was going in the chart, I wish that I bought more ION. Only nibbled a bit with the buy.

    Comment by dave — June 3, 2016 @ 10:00 am

  4. Good move adding ESK, something going to happen soon.
    TUD moving things along nicely, TUO with great exposure.
    MTS and ABN, both tight tight share structures.
    Just wait until CXO starts drilling.
    The Area is very HOT.
    In coming months will be on Fire!!!

    Comment by diesel — June 3, 2016 @ 12:43 pm

  5. If only Ggi would start moving..

    Comment by Sameer — June 3, 2016 @ 2:25 pm

  6. HOME CORPORATE PROJECTS INVESTORS CONTACT

    News Release
    Colorado Closes $4.73M Non-Brokered Financing
    June 3, 2016 TSX.V: CXO
    COLORADO RESOURCES LTD. (TSX-V: CXO) (“Colorado” or the “Company”) announces that, further to its news release of June 1, 2016 the Company has received TSX Venture Exchange (“Exchange”) final approval and closed the non-brokered private placement by issuing an aggregate 9,274,931 (non-flow through) units of the Company (the “NFT Units”) at an issue price of $0.35 per Unit and an aggregate 3,542,334 common shares of the Company that qualify as flow-through shares for purposes of the Income Tax Act (Canada) and 1,771,167 warrants (one share and half a warrant being a “FT Unit”) at an issue price of $0.42 per FT Unit for aggregate gross proceeds of $4,734,005.

    The Offering was completed in three tranches, the initial tranche (“Tranche 1”), which closed effective May 18, 2016, consisted of the issuance of 2,211,430 NFT Units and 2,282,334 FT Units for gross proceeds of $1,732,580. The second tranche (“Tranche 2”), which closed effective May 31, 2016, consisted of the issuance of 4,463,500 NFT Units and 1,260,000 FT Units for gross proceeds of $2,091,425. The Final Tranche which closed effective June 1, 2016 consisted of the issuance of 2,600,000 NFT Units for gross proceeds of $910,000.

    Each NFT Unit consisted of one common share in the capital of the Company (a “NFT Share”) and one common share purchase warrant (a “NFT Warrant”), with each NFT Warrant entitling the holder to acquire an additional NFT Share at an exercise price of $0.50 until May 18, 2018 (Tranche 1), May 31, 2018 (Tranche 2) and June 1, 2018 (Final Tranche).

    Each FT Unit consisted of one flow-through common share in the capital of the Company (a “FT Share”) and one-half of one non-transferable non-flow through common share purchase warrant. Each whole warrant (a “NFT Warrant”) will entitle the holder to purchase one additional NFT Share at an exercise price of $0.60 until May 18, 2018 (Tranche 1) and May 31, 2018 (Tranche 2).

    The NFT Warrants contains an acceleration provision such that if, commencing on September 19, 2016 (Tranche 1), October 2, 2016 (Tranche 2) and October 3, 2016 (Final Tranche) the closing price of the common shares of the Company on the Exchange is higher than $0.75 for 20 consecutive trading days then on the 20th consecutive trading day (the “Acceleration Trigger Date”) the expiry date of the NFT Warrants may be accelerated to the date that is 20 trading days after the Acceleration Trigger Date by the issuance of a news release announcing such acceleration within two trading days of the Acceleration Trigger Date.

    The NFT Shares and FT Shares, and any NFT Shares issued on exercise of the NFT Warrants, will be subject to restrictions on transfer until September 18, 2016 (Tranche 1), October 1, 2016 (Tranche 2) and October 2, 2016 (Final Tranche).

    The Company has paid aggregate finders’ fees in connection with the Offering of $182,279 cash and issued to finders 68,880 warrants at an exercise price of $0.35 and 128,119 warrants at an exercise price of $0.42 (collectively the “Finder Warrants”). Each Finder Warrant is otherwise exercisable on the same terms as the NFT Warrants issued to investors in the Offering.

    The proceeds will be used by the Company for exploration activities on it Canadian properties and for working capital.

    About Colorado
    Colorado Resources Ltd. is currently engaged in the business of mineral exploration for the purpose of acquiring and advancing mineral properties located in British Columbia and is also seeking opportunities in Southwest USA and Latin America.

    Colorado’s current exploration focus is to continue to advance: the KSP property optioned from SnipGold, located 15 km’s along strike to the southeast of the past producing Snip Mine; its 100% owned North ROK property, located 15 km’s northwest of the Red Chris mine development, both located in northern central British Columbia.

    ON BEHALF OF THE BOARD OF DIRECTORS OF
    COLORADO RESOURCES LTD.

    “Adam Travis”

    Adam Travis
    President and Chief Executive Officer

    Comment by John - BMR — June 3, 2016 @ 2:44 pm

  7. Thoughts on ksk? Inching up…is something brewing?

    Comment by John — June 3, 2016 @ 3:09 pm

  8. DUST (3 times gold miners bear ETF) was obliterated today. Down 33.5%. These things can wipe you out in a bull market.

    Comment by John — June 3, 2016 @ 5:19 pm

  9. Aben closes 1.79-million-unit final financing tranche

    Aben Resources Ltd (3) (C:ABN)
    Shares Issued 10,218,907
    Last Close 6/2/2016 $0.16
    Friday June 3 2016 – News Release

    Mr. Jim Pettit reports

    ABEN RESOURCES CLOSES FINAL TRANCHE OF PRIVATE PLACEMENT

    Aben Resources Ltd. has closed an oversubscribed 6.5-million-unit non-brokered private placement financing. The financing was increased in size from an initial five million units before ultimately closing at 6.5 million units based on strong investor demand. Closing of the financing occurred in three tranches with 2.14 million units of the financing closing on May 27, 2016, 2,565,000 units of the financing closing on May 31, 2016, and the balance of 1,795,000 units closing on June 3, 2016.

    Aben intends to utilize the proceeds from the private placement for exploration on its newly acquired 3,906-hectare Beauty, Iskut River, gold property located in the Golden Triangle region of northwest British Columbia and for general working capital purposes.

    The final closing of the private placement is subject to TSX Venture Exchange acceptance.

    We seek Safe Harbor.

    Comment by John - BMR — June 4, 2016 @ 9:31 am

  10. kereport.com/2016/06/04/weekend-show-june-4/ Cook excited about Colorado Resources CXO in the Golden Triangle “a chance of a major discovery”

    Comment by TheSkipper — June 4, 2016 @ 10:09 am

  11. Jon: how much was the Venture up yesterday? Did it get close to a major breakout? Things could get very hot this summer! We even escaped May this year!

    Comment by STEVEN1 — June 4, 2016 @ 10:32 am

  12. Great to see Brent Cook getting so excited about this, Skipper…others to follow, I’m sure. We’re in for an incredible summer in this district. Updated CXO chart Monday AM – wow…buckle up and hang on for the ride!

    Comment by Jon - BMR — June 4, 2016 @ 10:37 am

  13. Yup agree there Jon !!!! Golden Triangle going to be hot this summer Brent Cook on Colorado Resources (CXO) great to see cause once they pull a high grade drill hole stock is going to really take off

    Did some digging on Aben Resources (ABN)
    ground they just picked up in the Golden Triangle I found they drilled a few holes on a few targets
    1 hole had 52.5 feet .131 oz gold so over 4 grams per ton
    They were suppose to head back to property in 1991 but never did many other drill targets never tested had trench samples over .50 to .80 oz per ton gold

    I will be adding ABN to my Golden Triangle list stocks on Monday

    GLTA

    Comment by TheSkipper — June 4, 2016 @ 1:24 pm

  14. Aben Resources now controls this to on the old Corona/Link Property as Pezim was Corona in the early days of the Golden Triangle

    Check this out 3.6 oz sample they found on now the ABEN Property

    See News Release (C-LR) Link Resources Inc

    Corona Corp (ICR.A)

    Mr Murray Pezim reports

    Link has been notified by Corona Corporation that Corona intends to continue with its option to earn a 50% interest in the McLymont/Snippaker project in the Iskut River area, BC. In order to earn its interest, Corona must make cash payments to Link totalling $300,000 by January 1 1992 and incur an aggregate $1.0 million in exploration expenditures by December 31 1992. Corona is project operator.

    The McLymont/Snippaker project is comprised of the McLymont, Snippaker and the Iskut groups of claims. The McLymont group lies adjacent to the KRL claim group of Kestrel Resources.

    On the McLymont ground, chalcopyrite, pyrite and native gold bearing quartz veins occur in dioritic intrusions that have assayed up to 3.6 oz/ton Au. On the Snippaker claim group, quartz-calcite breccia veins have returned values of up to 0.211 oz/ton Au. This season’s work will include linecutting, soil sampling and geophysics on the McLymont claims, and possibly a limited trenching program on the Snippaker ground.

    you can check the old properties on CXO web site

    coloradoresources.com/i/pdf/KSPInelPresentation_2016.pdf

    Comment by TheSkipper — June 4, 2016 @ 6:34 pm

  15. Nice work Skip! The Pez rises from the dead!

    Comment by John — June 5, 2016 @ 3:29 am

  16. The Pez was the greatest, John! It’s important to recognize that there was a lot of good work carried out in this district in the late 1980’s/early 1990’s that just wasn’t properly followed up due to political factors (the NDP nearly killed the exploration industry in B.C. in the ’90s), the commodity slump later in the decade and of course the Bre-X scandal. Add to that the 2008 meltdown, the 2011-2015 bear market, and for much of the time over the last 3 decades this district hasn’t gotten the attention it deserves. Of course Pretium and Seabridge have carried the flag since 2011 and have outlined incredible deposits with the Valley of the Kings going into production in 2nd half 2017. The tremendous new infrastructure improvements, the melting glaciers, Colorado’s important fieldwork the last 2 years, the new bull market—everything has now come together for something spectacular this summer through a range of juniors…the Pez is smiling right now…he created a lasting legacy…

    Comment by Jon - BMR — June 5, 2016 @ 3:58 am

  17. Ronald Netolitzky was involved in both Eskay Creek Mine & Snip Mine so being the Chairman of Aben (ABN)is key to the success of ABN today as he is the one involved in staking for Aben in the Golden Triangle and its rumored the property is going to get 4 to 5 times larger
    As Jon pointed out earlier ABN has potential to turn into a easy 10 bagger with 15 mil shares OS

    Comment by TheSkipper — June 5, 2016 @ 5:55 am

  18. Hi guys,
    Just read KSK’s May 31 NR reviewing their own projects. They have the RDN and Grizzly property in the Golden Triangle which show some high grade gold intercepts form 1990’s drilling. I can’t recall any BMR commentary on these properties. Where are the properties in relation to the other players in the area and are these properties of merit? If KSK only had these 2 properties and none of their other holdings would KSK be a stock to accumulate based on these 2 Golden Triangle properties?

    Comment by John — June 5, 2016 @ 6:57 pm

  19. John, those are good targets for for KSK but not within the boundaries of the Heart of Gold Camp – further to the north. Of course KSK was put on our top opportunities list at 1.5 cents but for other reasons.

    Comment by Jon - BMR — June 5, 2016 @ 8:08 pm

  20. Thx Jon

    Comment by John — June 5, 2016 @ 10:20 pm

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