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"

June 17, 2016

BMR Morning Market Musings…

Gold has traded between $1,278 and $1,297 so far today after yesterday’s volatile session influenced by events in Britain…as of 8:30 am Pacific, bullion is up $9 an ounce at $1,287…Silver is up 12 cents at $17.27…Copper has added a penny to $2.06…Crude Oil has gained $1.21 a barrel to $47.42 while the U.S. Dollar Index is flat at 94.38

Gold experienced a wild session yesterday, surging to a 2-year high above $1,315 an ounce before dropping more than $35 on rumors the Brexit vote June 23 might be postponed in light of the assassination of a British member of Parliament…shortly after that tragic news broke, the U.K. sterling rallied from a 2-month low against the euro and rose versus the dollar…according to Reuters, analysts noted that the death may sway public opinion toward the “Remain” campaign…we’re not sure how sound of an argument that is…another poll released this morning, confirming the Leave campaign’s momentum with a lead that is greater than the margin of error, showed that just 17% of UK voters believe George Osborne’s claim that households will be £4,300 worse off after Brexit…47%, meanwhile, accept Vote Leave’s statement that Britain pays £350 million to the EU every week…

More Fed flip-flopping…St. Louis Fed President Jim Bullard, in a significant shift in his outlook for the U.S. economy, now says low growth and a very low fed funds rate of just 63 basis points will likely remain in place through 2018…that would mean just 1 more Fed rate hike over the next 2-and-a-half years!…

Bullard, reversing earlier forecasts that looked for growth to pick up and rates to rise, now says 2% growth is the most likely forecast and that rates will remain low…he also sees unemployment at 4.7% and PCE inflation of no more than 2% during this window…as a result, he says the Fed funds rate should not exceed 63 basis points during the remainder of his forecast…the current target rate is 25 to 50 basis points…Bullard is a voting member of the FOMC and has been 1 of several “hawks” on the Fed…

Leno Reminds Everyone – We Need To Celebrate Entrepreneurship

Did you see Jay Leno on CNBC’s “Squawk on the Street” after he rang the opening bell at the New York Stock Exchange Tuesday to celebrate Jay Leno’s Garage?…he spoke with Jim Cramer on his opinion on Tesla“I don’t understand why people attack this car.  It is made in America, by Americans.  It is built local.  You know, we are becoming like the British – we like noble failures more than we reward success,” Leno said (that mentality he referred to, in our view, is likely the result of 8 years of a President who has failed to champion entrepreneurship)…Leno compared Tesla CEO Elon Musk to great car legends such as Thomas Edison or Henry Ford for his ability to produce cars against all odds…

An Excited Venture CEO!

Speaking of Tesla, click on the arrow below to listen to an interesting conversation yesterday between BMR Jon and Cypress Don…they started discussing the state of the Venture before switching gears into Lithium…

Cypress Development (CYP, TSX-V) is preparing for a drill program at its Clayton Valley Project in Nevada where it has reported impressively high levels of Lithium over a large area of this property which is as close as half a mile southeast of the Albemarle Silver Peak mine…2 km of north-south strike of outcropping claystones have assayed approximately 1,000 parts per million Lithium on average…more on this story next week…

CIA Director Contradicts Obama Narrative On ISIS

One of multiple factors propelling Gold has been the surge in out of control radical Islamist extremism…in many ways the U.S. and the West are losing this war, but many politicians including the leader of the free world can’t even acknowledge the problem by its name – radical Islam…this has been an incredible week in America following last Sunday’s horrific shootings at an Orlando nightclub that marked the deadliest terrorist attack on U.S. soil since 9/11…ISIS is a central force of evil in the world and the fact it was allowed to make huge gains on the ground in Iraq and Syria while Obama dismissed the terror group as a “JV team” strengthened its ability to recruit thousands of new jihadists…God forbid that there will be even deadlier attacks that could kill many more people, perhaps through biological weapons, but ISIS has been allowed to develop extraordinary capacity to directly or indirectly launch further attacks on the U.S. and its allies throughout the world…Obama is tone deaf to this threat and has also ignored the advice of many of his military and intelligence advisors…the ISIS brand must be delegitimized and destroyed, plain and simple…

Below are the chilling words of CIA Director John Brennan when he testified yesterday to Congress…his views are in stark contrast to the misleading narrative that has been pushed by Obama as well as Hillary Clinton…

“Unfortunately…our efforts have not reduced the group’s terrorism capability and global reach (our emphasis).  The resources needed for terrorism are very modest, and the group would have to suffer even heavier losses of territory, manpower and money for its terrorist capacity to decline significantly.  In fact, as the pressure mounts on ISIS, we judge that it will intensify its global terror campaign to maintain its dominance of the global terrorism agenda.  We judge that ISIL is training and attempting to deploy operatives for further attacks.  ISIL has a large cadre of Western fighters who could potentially serve as operatives for attacks in the West.  And the group is probably exploring a variety of means for infiltrating operatives into the West, including refugee flows, smuggling routes, and legitimate methods of travel.  The branch in Libya is probably the most developed and the most dangerous.” 

Beyond the territory ISIS holds in Iraq and Syria, Brennan says the group’s growing presence in Libya presents another significant challenge. “The branch in Libya is probably the most developed and the most dangerous,” he said…the number of ISIS fighters far exceed what al Qaeda had at its height, he added…

Despite the concerns in U.S. intelligence circles about ISIS infiltrating refugee flows, the Obama administration is now expediting the screening process of Syrian refugees in order to meet its goal of admitting at least 10,000 by September 30

The world is a more dangerous place than ever, and governments will ultimately have to dramatically increase military and intelligence budgets to more effectively fight this war against radical Islam…Gold’s safe haven status will only increase through all of this…

Oil Update

Interesting news the other day…Pioneer Natural Resources (PXD, NYSE) announced that it has purchased 28,000 acres in the Permian Basin for $435 million from Devon Energy (DVN, NYSE)…it also immediately announced plans to increase drilling by 42%, bringing its rig count to 17 from 12…are they sensing that Crude prices will strengthen even more during the 2nd half of the year?…

WTIC Short-Term Chart

WTI is rebounding today after 6 straight losing sessions that brought the price down to its rising 50-day moving average (SMA)…despite the recent minor technical breakdown, as Crude pulled back to unwind modestly overbought technical conditions, WTI has support not only from its 50-day SMA but also at the $43 and $40 Fib. levels…so that range from $40 to the 50-day SMA is likely as low as Crude is going to go as the broader picture is quite bullish…this also bodes well for the Venture

WTIC Chart June 17

In today’s Morning Musings…

1. Understanding the volatility in the TSX Gold Index…

2. The drill starts turning this weekend in the Heart of Gold Camp starting at Colorado’s KSP…

3. Lithium company updates – CRE, CLE and CYP

4. More to Millrock than just British Columbia…

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…

Comments (15)

15 Comments

  1. yes still a good day,gold is back,venture up,paper on ggi dried up? looking for regoci to anti up next week,it should head north next week..

    Comment by Laddy — June 17, 2016 @ 12:41 pm

  2. The GGI flow-thru paper is definitely gone, Laddy, and you don’t see that kind of aggressive accumulation for no reason, regardless of the games in the last half hour…it’s a clue for what’s to come here, and the volume is nice to see, too – one of the best indicators there is. RBC was a net buyer of 227,000 shares despite the end of the day shenanigans.

    Comment by Jon - BMR — June 17, 2016 @ 1:14 pm

  3. For all you GGI fans nice map of there holdings
    juniorminingnetwork.com/junior-miner-news/press-releases/954-tsx-venture/ggi/21082-garibaldi-acquires-advanced-nickel-copper-gold-deposit-in-golden-triangle.html

    on my research travels today for the Golden Triangle area you’ll see a GGI claim inside CXO property I found this from the past GLTA in the Golden Triangle stocks

    Name ARC, ARC 10, ARC 12 Mining Division Liard
    BCGS Map 104B067
    Status Showing NTS Map 104B10E
    Latitude 56º 39′ 43″ N UTM 09 (NAD 83)
    Longitude 130º 39′ 36″ W Northing 6281000
    Easting 398250
    Commodities Gold, Copper Deposit Types I02 : Intrusion-related Au pyrrhotite veins
    I01 : Au-quartz veins
    Tectonic Belt Intermontane Terrane Stikine

    Capsule Geology The Arc showing is located on an unnamed tributary of Lehto Creek.

    The area is underlain by marine sedimentary and volcanic rocks of the Upper Triassic Stuhini Group. Rocks in the Arc vicinity is underlain by andesite, tuffs and minor sedimentary rocks. The volcanics and sediments are indurate and silicified with sericite-chlorite-clay secondary mineral assemblages. The older volcanics and sediment roof pendant is engulfed by the Lehto batholith felsic to intermediate intrusives.

    Locally, several zones containing pyrite and chalcopyrite mineralization in narrow quartz-carbonate veins are exposed at 50 metre intervals over a distance of 200 metres. The veins strike 060, dip vertically, and range between 1 and 5 centimetres in width over a strike length of 1 to 3 metres.

    In 1989 high-grade gold mineralized float was discovered in moraine at the toe of a glacier located on the southern half of the Arc 10 claim. Re-sampling of pyrite rich quartz float boulders from the moraine assayed up to 28.56 grams per tonne gold (Assessment Report 21067). Grid soil sampling has outlined a linear geochemical gold anomaly trending 115 degrees that is 800 metres in length and borders the south edge of the glacier from which the anomalous float is believed to have been transported from.

    In 1990, Noranda Mining and Exploration Inc collected 147 rock, 16 silt and 308 soil samples on the Arc 10-12 claims group (Assessment Report 21067). They also conducted 6.8 kilometres of ground magnetic surveying. No prior work was documented in the claim area.

    Comment by TheSkipper — June 17, 2016 @ 1:50 pm

  4. Jon
    and there is MTS that goes up 7 cents on 2500 shares. crazy

    Comment by GREG — June 17, 2016 @ 2:26 pm

  5. Jon
    Re: GGI I think you had a bunch of shareholders getting out today while there was volume and the price was up over 10 cents….remains to be seen if GGI can stay above 10 cents, hope they can… alot of people out there just are not happy with Regoci, too many other great opportunities to be in with CEO’s that keep shareholders better informed and put out NR’s with drilling results etc.

    When is the last time you had any kind of interview with Regoci? I’m thinking now would be a good time to have a sit down with him and let us share holders and subscribers know what he is up to? I have been very patient with GGI and I have been playing nice…lol.

    Thanks Jon

    Comment by GREG — June 17, 2016 @ 2:38 pm

  6. Not only will GGI get above a dime, Greg, but I predict you’ll see it at multiples of that by the end of the summer after all that unfolds in the Heart of Gold Camp plus Mexico. There’s no sense doing an interview with Regoci until more light shines on developments in Mexico and there’s something that can be discussed. I like very much how he has put together an attractive package in the Heart of Gold Camp, and the drill-ready King should be a key trigger along with the ground beside Colorado and the Eskay Creek mine. Rumors of more to come. B.C. for GGI is motoring along nicely, no issues there and Regoci has done well to assemble 150 sq. km for shareholders. Yes, Mexico must kick in and the communication needs to improve from down there. I have faith that it will.

    Comment by Jon - BMR — June 17, 2016 @ 2:57 pm

  7. GGI – hoping that wasn’t someone flushing a bunch of paper into the mkt in advance of the nxt FT at this level ! a PP is one thing , a FT – UGGG

    Comment by david — June 17, 2016 @ 3:00 pm

  8. They wouldn’t be doing a flow-thru at these levels, David – history tells u that, and they don’t need to as they have enough to get the ball rolling now. The smart thing for GGI would be to look at locking in a FT (and not through Secutor, Regoci) at considerably higher prices much later in the summer as action heats up in B.C. The trading activity today was undeniably bullish given the aggressive accumulation right out of the gate. Someone was playing games in the last 30 minutes, perhaps a ploy to set it up for more accumulation below .13. The volume is great, an excellent indicator, and GGI did more trade volume than any stock in the Heart of Gold Camp this past week.

    Comment by Jon - BMR — June 17, 2016 @ 3:05 pm

  9. when John-BMR requested to request a symbol to stockchart mts to put it in there data base i also requseted orx at the same time. Chip Anderson at stockcharts e-mail me today to say they put orx in there data base but did not say anything about mts it still not in there data base.

    Comment by kelly — June 17, 2016 @ 3:41 pm

  10. GREG, agree with your comments re GGI, we have been patient regarding what’s going on in Mexico, Rambo etc. Of course very pleased with the volume and movement today, obviously the recent acquisitions were very smart on GGI’s part.

    Comment by Danny — June 17, 2016 @ 4:18 pm

  11. GGI – FT – yupp totally agree. IMO FT should be done 15% or more above mkt in general. The voice on the other end of the GGI phone this wk said we would have news (came true), they were off to more mtgs w prospectives and Ministry of Mines and that MONEY was hard to come by! EEK . Just as we see the tail end of the FT, one should not be ruminating about the next one casue it’s easy to get. There is a reason it’s easy to get.

    Comment by david — June 17, 2016 @ 5:10 pm

  12. Thanks, Kelly. ORX popped in volume today which was probably the trigger for Stockcharts. MTS is looking good in terms of price but more volume needs to kick in. That will come. Public float is tight.

    Comment by Jon - BMR — June 17, 2016 @ 5:33 pm

  13. GGI–Patience is the key, do u think all these negotiations for these Highly Prospective Land deals take a day.
    Of course not. Its takes time and plenty of effort to get these things done.
    At the end of the day GGI has done exactly that.
    Without ridiculous dilution, GGI now has a gateway into The Triangle, most companies will be scratching their heads wondering why they did not do the same.
    Throw in Mexico and Grizzly?
    .10 will seem like absolute Madness.

    Comment by diesel — June 17, 2016 @ 5:40 pm

  14. Jon
    any idea if CXO CEO will be posting updates to their website or pictures of core etc. or do you think they will try to keep a tight lid on things until they actually have lab results?

    thanks

    Comment by GREG — June 17, 2016 @ 8:24 pm

  15. Hi Greg, I have no idea how they’re going to handle that, haven’t asked Adam that question. I know they’ll want to build some early momentum with initial results, and get those out ASAP. They’ll target these first holes very carefully I’m sure in order to deliver some high-grade that will open the eyes of the masses right off the bat. Considering some of the historical intercepts at Inel, such as 3.5 m grading 462.8 g/t Au including 3,154 g/t Au (more than 100 ounces per tonne) over 0.5 m, and the fact the high-grade extends over a much broader area than was previously known, there’s no reason they shouldn’t start with a bang (a loud one).

    Comment by Jon - BMR — June 18, 2016 @ 4:18 am

Sorry, the comment form is closed at this time.

  • All Posts: