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June 6, 2016

BMR Morning Market Musings…

Gold has traded between $1,240 and $1,248 so far today…as of 9:30 am Pacific, bullion is down $3 an ounce at $1,240…Silver is off a nickel at $16.34…Copper is unchanged at $2.13…Crude Oil has climbed nearly $1 a barrel to $49.56 while the U.S. Dollar Index is down slightly at 94.06 after Friday’s bloodbath when data showed that the U.S. economy created the fewest number of jobs in more than 5-and-a-half years in May…the Dollar Index posted its worst single day drop in nearly 4 months…

Holdings in SPDR Gold Trust, the world’s largest Gold-backed exchange-traded fund, rose 0.7% to 881.44 tonnes on Friday, the highest since October 2013

Gold imports by India, which vies with China for top bullion consumer, tumbled for a 4th straight month…inbound purchases apparently dropped 51% to 31 metric tons in May from a year earlier…the country imported 22 tons in April…festival buying typically picks up in August…

Expectations for Federal Reserve rate hikes have fallen back to the levels of last month prior to Gold’s late May/early June sell-off, Commerzbank says, meaning the yellow metal may have room for further near-term gains after Friday’s big advance.  “According to Fed fund futures, the probability of a Fed rate hike in June is now just 4% and less than 30% in July,” Commerzbank noted.  “The probability of a rate hike by year’s end is envisaged as being just shy of 60%.  In other words, rate-hike expectations are essentially back at their mid-May level before the publication of the Fed (April) meeting minutes caused them to rise.  At that time, Gold was trading at $1,280 per troy ounce. Against this backdrop, Gold thus has further upside potential.”

Traders and investors will be looking for further clues on interest rates when Fed Chair Janet Yellen gives a speech, just getting underway now (9:30 am Pacific), at the World Affairs Council of Philadelphia…earlier today, Boston Fed President Eric Rosengren, a voting member, said the U.S. economy’s recent recovery (what recovery has there been????) has moved the Fed closer to raising rates, although May’s “disappointing” employment report might delay the timing of the next hike…it’s best to ignore anything that comes out of the mouths of Fed officials these days…

Crude Oil Update

Crude prices remain sensitive to any kind of supply disruption…Exxon Mobil this morning reported a pipeline failure and spill at its Torrance refinery near Los Angeles…that facility just recently resumed full operation following a 2015 explosion…meanwhile, continued attacks on Oil infrastructure in Nigeria have sent the country’s output to more than 20-year lows…so far, supply cuts like those in Nigeria or Libya have been met by rising output in the Middle East, particularly from Iran which has ramped up production since the end of international sanctions against it in January…

Oil Drilling

Rising prices have encouraged U.S. producers to cautiously increase activity…drillers added 9 Oil rigs in the week to June 3, raising the rig count to 325…that’s still well below the 642 at work a year earlier, however, according to the latest figures from Baker Hughes“While not enough to materially change the outlook for U.S. production…there are some early signs that rigs may be returning in the best acreage, namely the Permian Basin,” Morgan Stanley said…

U.S. Crude Oil production has fallen by 5.4% since January and by almost 10% since mid-2015 to 8.74 million barrels per day…

Meanwhile, global Oil demand is on the upswing as shown in this long-term forecast from the International Energy Agency

Global Oil demand

Many prominent analysts, including British financials firm Standard Chartered’s chief economist, now see Oil climbing above $60 by the end of the summer, and that also jives with our own bullish CRB charts…Goldman Sachs also appears to have turned bullish, noting that global storage levels are heading into a deficit “much earlier than we expected”

In today’s Morning Musings…

1.  Silver’s bullish path for 2016

2.  Updated chart for Colorado Resources (CXO, TSX-V) which has hit levels not seen since September 2013

3.  The Dominican Double Play…

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… 

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22 Comments

  1. What’s up with ABN this morning? somebody want out?

    Comment by GREG — June 6, 2016 @ 10:12 am

  2. NEWS….LAD

    EXPLORATION UNDERWAY AT THE LADNER GOLD PROJECT
    June 6, 2016 — New Carolin Gold Corp. (the “Company” or “New Carolin”) (TSXV: LAD) OTCBB: LADFF: The Company is pleased to announce that the first stage of its 2016 exploration program at the Ladner Gold Project is underway. Key points are:

    Use of ultra-high precision drone-based laser surveying of underground workings across more than 10 km of mine workings on four levels
    Geological mapping including detailed geochemical assaying of mineralized zones and definition of ore controlling structures
    Definition of drill targets for upcoming 2016 drill program

    Underground surveying commenced June 1 and is being carried out by Ontario based Clickmox Solutions. Completed survey data are anticipated by June 15, 2016 after which the company will commence underground mapping and sampling. Drilling will commence after receipt of assay results and updating of the 3D models.

    “We are back underway with a capable exploration team on the ground at Carolin and look forward to executing scheduled exploration programs”, said Bob Thast, New Carolin Gold CEO. “The last exploration program underground at the Carolin was a drill program completed between 1994 -1996 by Athabaska Minerals who planned to take the mine back in production, but falling gold prices prevented them from executing the plan. The Company commissioned a 3D geological model in late 2014 utilizing all available data from the combined $3.5M Athabaska drill program and historical drill data that led to the development of the Carolin Mine. With the collective historical drill data and critical new data from underground surveys, mapping and sampling, the Company will be able to complete the 3D geological models, which will not only assist in constraining the existing Carolin resource, but serve as an effective guide for the upcoming drill program and for future exploration programs”.

    Mr. R. Bob Singh, P.Geo, Exploration Manager, is the qualified person responsible for the technical content of this news release.

    About New Carolin Gold Corp.

    New Carolin Gold is a Canadian-based brown fields development company focused on the exploration, evaluation and development of our 100% owned property consisting of 144 square kilometers of contiguous mineral claims and crown grants, collectively known as the “Ladner Gold Project” (Project). The Project and property are located 2 hours from Vancouver near Hope, British Columbia in the prospective and under-explored Coquihalla Gold Belt. The property hosts several historic gold producers including the Carolin Mine, Emancipation Mine, Arum Mine, Ward Mine, and Pipestem Mine, in addition to numerous artisan workings and gold prospects that typically exploit high grade visible gold mineralization.

    For additional information, please visit the Company’s website at newcarolingold.com.

    ON BEHALF OF THE BOARD OF DIRECTORS

    “Robert L. Thast”

    President & Chief Executive Officer
    Phone: 604.542.9458
    Cell: 604.220.5031

    Comment by John - BMR — June 6, 2016 @ 10:48 am

  3. Methinks it has to be pretty significant news for EQT to have been halted today. Seems to have come out of the blue, and too early for drill results.

    Comment by Jon - BMR — June 6, 2016 @ 12:05 pm

  4. very nice to see that 700 level,got me convinced now bmr,now that all of this fed crap is done for now,kinda thinking we maybe hear from regoci this week sometime,good volume on dec as well today, onward and upwards as they say!!

    Comment by Laddy — June 6, 2016 @ 12:12 pm

  5. venture powers past 700pts.

    Comment by tony t — June 6, 2016 @ 12:36 pm

  6. Jon
    EQT
    any idea at all what the halt could be about?

    Comment by GREGH — June 6, 2016 @ 12:45 pm

  7. My hunch is that it has to be something significant, Gregh. Came out of the blue. Apparently we’ll know tomorrow. It’s not drill results, not likely a takeover, so what could it be? We know they’re looking at ramping up production in Brazil. Probably related to that.

    Comment by Jon - BMR — June 6, 2016 @ 1:15 pm

  8. BMR scoop expected tomorrow morning related to NW B.C. – Golden Triangle area. More evidence things are really heating up.

    Comment by Jon - BMR — June 6, 2016 @ 1:20 pm

  9. Jon
    re: BMR scoop hope it has something to do with MTS, lol
    thanks looking forward to it…

    Comment by Greg — June 6, 2016 @ 2:09 pm

  10. Filled my order for ABN at .14 today. Anyone know why there was such a decent pullback? Also figured SGG would have got another offer by now.

    Comment by DBReese — June 6, 2016 @ 3:12 pm

  11. ABN property look at the Plutons on ABN ground

    empr.gov.bc.ca/Mining/Geoscience/PublicationsCatalogue/BulletinInformation/BulletinsAfter1940/Documents/Bull104_Chapter3.pdf

    Comment by TheSkipper — June 6, 2016 @ 3:15 pm

  12. V.DVN is now V.MXL…..Name change

    Comment by John - BMR — June 6, 2016 @ 5:05 pm

  13. Jon
    WRR the end of May has come and gone
    Do you know if WRR resumed drilling?
    Thank you

    Comment by Greg — June 6, 2016 @ 5:16 pm

  14. If they had resumed drilling, Greg, I’m sure (I think) that Michel David would have put out news with regard to that. Spoke to him about 2-3 weeks ago, said he was on schedule to resume drilling around end of May/early June. Let’s hope there’s news this week to confirm that.

    Comment by Jon - BMR — June 6, 2016 @ 6:48 pm

  15. Thanks Jon, I was thinking that he would put out news too, but you never know with that guy…

    Comment by GREG — June 6, 2016 @ 9:54 pm

  16. P.E. PREMARKET LOOKS GREAT AT 67 BID?! THIS AREA I SREADY FOR ANOTHER MAJOR MOVE?!

    Comment by STEVEN1 — June 7, 2016 @ 4:57 am

  17. Jon, what about the BMR scoop on NW BC?

    Comment by Dan1 — June 7, 2016 @ 5:38 am

  18. It’s coming, Dan1…today.

    Comment by Jon - BMR — June 7, 2016 @ 5:48 am

  19. AIX: great news this morning, more acquisition of Lithium properties in Quebec (near my home town actually…!). Market is reacting nicely… Will you have an updated chart on AIX Jon? What is the next resistance?

    Comment by rgiroux — June 7, 2016 @ 6:48 am

  20. EQT starting to get a bad feeling about this halt? Maybe bad news not good?

    Comment by GREGH — June 7, 2016 @ 6:49 am

  21. Good news, Gregh – Equitas Resources Corp. has entered into a binding term sheet with Cartesian Royalty Holdings Pte. Ltd. (CRH), an affiliate of Cartesian Capital Group, consisting of a $5-million (U.S.) revolving gold prepayment loan facility and a $1-million (U.S.) equity private placement investment. This funding is intended to cover the projected development and acquisition expenditure of Equitas for up to 5 years. The equity portion raised is likely to be channelled towards exploration, grade control drilling, and other costs to prove up further gold resources at our flagship Cajueiro Project, and other prospects.

    Comment by Jon - BMR — June 7, 2016 @ 7:24 am

  22. MTS…ABN…looking great for immediate accumulation on this morning’s pullbacks…

    Comment by Jon - BMR — June 7, 2016 @ 9:17 am

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