BullMarketRun   BullMarketRun.com

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"

July 20, 2015

BMR Morning Market Musings…

Gold prices hit a 5-year low this morning after a sharp sell-off at the beginning of the Asian session…as of 7:45 am Pacific, bullion has recovered modestly but is still down $27 an ounce at $1,106…Silver is off a nickel at $14.79…Copper is down a penny at $2.47…Crude Oil has retreated 49 cents to $50.40 while the U.S. Dollar Index is more than one-tenth of a point lower at 97.84

Gold’s fall in Asia came amid suggestions of a big fund selling its holdings as well as data from China’s central bank that showed its Gold reserves, updated Friday for the 1st time since 2009, were significantly lower than expected…adding to negative sentiment surrounding Gold are growing expectations among many traders/investors of an increase in U.S. interest rates later this year…

A commodity strategist in an ANZ report this morning stated,  “In our view, today’s price action doesn’t seem to be driven by fundamentals. The nature, size and timing of the heavy selling suggests a market participant was taking advantage of low liquidity or some sort of forced selling had taken place,” said Victor Thianpiriya, quoted in a Wall Street Journal article

Close to 5 metric tons of Gold was sold on the Shanghai Gold Exchange in a 2-minute window just before 9.30 a.m. local time, in a market where the normal daily volume traded is 25 tons, the ANZ report said…ANZ added that there was an unusual spike in trading volumes in a Gold futures contract even in U.S.-based Comex, just before Shanghai opened…

Technically, as John’s chart showed yesterday, the next major chart support for Gold is $1,066 after a confirmed breakdown below $1,150 which is now going to be fresh resistance on any rally…

Could Asian Retail Buying Help Gold?

A major drop in Gold would normally trigger strong retail buying in China and India…however, there’s likely not as much cash to put into play for Gold in China at the moment given the recent 30% plunge in the stock market there, while Indian demand has been relatively subdued…however, the situation in India could change in the event of a better than expected monsoon season which started this month and ends in September…

A report in the Economic Times of India over the weekend stated that crop planting has increased a whopping 62% over the previous year despite the meteorological department’s forecast of below average monsoon rain…the season’s rain deficit increased to 7% on Friday from 6% a day earlier after below normal rain…northwestern India, which has a cumulative rain surplus, saw a pickup in rice planting while showers in hilly and eastern states helped fill up water reservoirs…

Platinum 10-Year Monthly Chart

Platinum had a serious breakdown last week as it fell below key support around $1,060…oversold conditions have emerged but will likely grow more intense over the near-term…base support is $800, so Platinum is at risk of going into a free-fall at some point soon…

PLAT1(2)

Volatility Index (VIX) Update

The debt crisis in Greece and the stock market meltdown in China have just been “warm-up acts” to the main event for U.S. investors – the Fed…that’s according to closely followed market watcher Jim Paulsen…the chief investment strategist at Wells Capital Management said this morning on CNBC’s “Squawk Box” that the notion stocks will just “skate right through” the Fed’s initial tightening seems unrealistic (he expects the Fed to hike interest rates in September for the 1st time since 2006…the CME’s FedWatch tool, however, which tracks market reaction on potential changes to the fed funds target rate, puts the chances of a September move at 21% and December at 58%)…

Acknowledging the upswing in stocks, Paulsen said the market could go higher in the short term. “But we may get a full blown correction yet,” he warned, pointing out we’re in the “third-longest period in post-war history without a correction.”

The VIX (Volatility Index) tells us the near-to-short term continues to look positive for the broader equity markets, though the Venture of course is a different story…the major indices are generally “safe” when the VIX is below 20 as it has been for most of this year…it briefly spiked to 20.05 last week before retreating to close at support at 11.95 Friday…

VIX1(6)

Today’s Equity Markets

Asia

China’s Shanghai Composite started the week on a positive note, adding 36 points to close at 3993…important resistance at 4055 on this rally…

Europe

European markets are up modestly in late trading overseas…Greek bank branches reopened their doors today after being closed for 3 weeks to prevent a banking system collapse, but almost all the restrictions on financial transactions remained in place, showing how far Greece remains from economic normality as its turbulent summer continues…

North America

The Dow is flat as of 7:45 am Pacific while the NASDAQ has hit a new all-time high of 5223 in early trading…

In Toronto, the TSX has fallen 110 points on weakness in Gold and Oil while the Venture is 4 points lower at 625…non-resource plays of course continue to put-perform on the Venture…readers may wish to perform due diligence on Sernova Corp. (SVA, TSX-V), a clinical-stage company developing products for the treatment of chronic diseases using therapeutic cells transplanted into an implanted medical device to replace missing proteins or hormones…earlier this month the company announced that it has started research collaboration with Massachusetts General Hospital to develop a novel treatment for diabetes….SVA is up 1.5 cents at 30.5 cents as of 7:45 am Pacific

The “Canadian Energy Strategy”?

The Canadian Energy Strategy approved by provincial premiers Friday put “climate change” and the environment front and center, and renewable energy on a pedestal…however, it still wasn’t strong enough for many environmental activists including Dale Marshall of Environmental Defence“The energy strategy was weak and disappointing on commitments on climate change and clean energy,” he stated.   “The only way to salvage it is for provinces to take steps to strengthen it by committing to significant climate action, focusing on increasing electricity trade in clean, renewable power, and collaborating on a strong energy-efficiency program.”

No wonder Saskatchewan Premier Brad Wall had to come out with a common sense remark that Oil is not a “four-letter word”

Wall took shots at Ontario and Quebec’s position and criticized Alberta’s newly-elected NDP premier, Rachel Notley, for her recent statement that Quebec is right to want meaningful action on climate change before endorsing an east-west pipeline…he suggested it means she would give a veto to other provinces if they don’t like her energy policies…fair comment in our view, though Notley gave Wall a sharp rebuke…

TSX Gold Index Update

With today’s weakness, very oversold conditions are now starting to emerge in the TSX Gold Index which has fallen below support at 135 and is now down a whopping 15% for the month of July…

Keep in mind, Gold in Canadian dollars closed at $1,470 Friday – in some instances the baby is being thrown out with the bathwater as some solid Canadian producers, who are still fetching a strong price for Gold, are getting whacked down unnecessarily…

This chart gave a strong warning early in the year that the TSX Gold Index was up against strong resistance and that was a good time to sell after a powerful rally from the November low…we’re now into a period when some tremendous bargains should emerge, just like they did late last year…

The Gold Index is down 11 points at 126 as of 7:45 am Pacific

SPTGD2(4)

Rainy River Royalty Stream

A wholly owned subsidiary of Royal Gold (RGL, TSX) has entered into $175 million purchase and sale agreement with New Gold (NGD, TSX) for a percentage of the Gold and Silver production from the Rainy River Project in Ontario…

Royal Gold President and CEO Troy Jensen commented, “The Rainy River Project fits well into our high quality portfolio and met all our criteria for new investments with nearly 4 million ounces of Gold reserves, continued exploration upside and projected cash costs below $600 per ounce. We are particularly pleased to add another piece of business in Canada and partner with New Gold, a company that is well-known for its development track record and operational expertise.”

Richmont Mines Inc. (RIC, TSX) Update

Given the continuing drop in the value of the loonie, Gold is looking a lot better in Canadian dollars than it is in U.S. dollars, and that’s an important point for investors to remember as we pointed out above – especially when looking at Canadian-only producers…one of those, of course, is Richmont Mines (RIC, TSX) which has a superb balance sheet and set quarterly production and revenue records in Q2 (the company’s full financial results for Q2 will be released on August 6)…

Richmont was trading within a downsloping flag for most of this year until just recently when it broke out of that formation to the upside, though that did come on decreasing buy pressure…the long-term outlook for Richmont is particularly favorable considering the company’s impressive high-grade resource that’s being prepared to be mined beneath existing workings at its Island Gold mine…given volatile markets, watch for any unusual opportunities in RIC that could emerge over the next couple of weeks ahead of the company’s August 6 earnings report which should be strong…

RIC is off 23 cents to $3.77 as of 7:45 am Pacific

RIC3(4)

Canada Carbon (CCB, TSX-V) Update

One Venture play on the resource side that has held up well recently is Canada Carbon (CCB, TSX-V) which has continued to follow a long-term uptrend this year…

Last Wednesday, the company reported that it had received indicative pricing (our emphasis) of $12,000 (U.S.) to $14,000 (U.S.) per metric tonne for 99.9998% graphite that is currently used in high-technology electronics industry applications…the non-binding quotation of value, from a participant in the high-purity graphite market that is currently working with CCB’s graphite, represents current pricing for 1 specific application for ultrahigh-purity graphite, an application which is estimated to require 250 to 350 tonnes per month…

A day later, CCB was forced to clarify its news and remind investors that pricing in the graphite market is not transparent.  “The terms indicative pricing and real-time pricing are neither industry standard nor defined terms in legislation. No spot price exists for graphite at any purity level. In addition, no mining study at any confidence level has been completed to establish costs of production, capital costs and other important economic considerations,” CCB stated.

Technically, CCB has excellent support at the uptrend line but has not yet been able to overcome the resistance as indicated below…it’s off half a penny at 27.5 cents as of 7:45 am Pacific

CCB1(2)

Silver Short-Term Chart

Silver couldn’t hold the $15 level last week and that’s why we’re seeing continuing pressure today…the next chart support is $13.50 which would certainly imply a near-term test of the $14.15 intra-day low at the beginning of last December…

SILVER1(5)

Silver Long-Term Chart

An explosive push higher (eventually) – is this actually a scenario that could unfold in Silver over the next couple of years?…quite possibly, given the look of this 34-year monthly chart, though at the moment it’s hard to understand all the factors that could come into play to generate the kind of “Wave 5” move that could develop…

It seems possible that the bottom of “Wave 4” came late last year when Silver briefly plunged to just above $14 an ounce, though that could be challenged again shortly with the possibility of a new low…RSI(14) has managed to hold support which goes back to 2001

Sell pressure continues to remain very strong, however, as shown by the CMF – amazingly, at levels not seen in nearly 25 years since the low of $3.51…this intense sell pressure at the moment, which could continue for a while yet, should therefore be viewed in a larger context as a bullish contrarian indicator…this doesn’t necessarily mean that Silver has hit rock bottom yet, however…

SILVER2(5)

Note:  John, Terry and Jon do not hold share positions in RGL, NGD, RIC, or CCB.

63 Comments

  1. The Venture has made a new 10 year low and its not done yet. Thats right, even lower than 2008.

    I would heed CAUTION on any buying as we move toward the end of July and into August, IMHO.

    Although some stocks always buck the trend and continue their upward in the chart, that is not many and they are hard to find.

    The bottoms are not in yet, and where you think the bottom is on some may not really be the bottom.

    REMEMBER – wise analysts have predicted a crash coming on TSX.V and the metals. Gold could see 980 to 1020. Can./US exchange could see .60 to .64.

    Be smart with your cash. Yes, the gold bull market returns in 2016 as the US financials go into ruins. My suggestion is to be patient on buying. We haven’t hit bottom yet.

    Comment by dave — July 20, 2015 @ 8:03 am

  2. Well, I am keeping the faith as I picked up some additional GGI shares today. Although, I am a bit disappointed that we have not seen a news release from Garibaldi as of yet. But I know it will come at some point.

    Comment by Andrew — July 20, 2015 @ 8:19 am

  3. Dave, earlier this year (January, February) I wrote on this website that we will see gold trading under $1000 and silver between $10-12. It was clear to me that we were heading for a deflationary crash. Two weeks ago I also said watch Dr. copper because he was signalling that the precious metals complex was heading lower. Now, how the rest of the markets will react is any ones guess. We could see some fireworks in September when the Fed begins to raise rates, albeit just a tad. Yes, I believe they will raise rates. Call me crazy if you wish…..

    Comment by chris — July 20, 2015 @ 8:29 am

  4. At these prices supply will be a major factor in the future.

    Here is a video everyone should watch.

    The Biggest Skam in the History of Mankind

    Know more on Forbidden Knowledge TV website…

    Comment by Carl — July 20, 2015 @ 10:11 am

  5. BLO is up today on decent volume, wonder if prototype is getting close?

    Comment by Greg — July 20, 2015 @ 10:33 am

  6. Chris – your not crazy. I felt it coming, but got confirmation a few weeks ago. Yes, you called it right. If DBV breaks below .08 (most likely will) its going to .04.

    Its the end of the world – just kidding.

    Comment by dave — July 20, 2015 @ 11:32 am

  7. For clarification, from the TCC Annual General Assembly resolutions in July 2014 • The Tahltan Central Council Executive term will be changed from a two-year term to a three-year term.

    So this means 2017 for the next election for those 3 positions.

    The TCC Executive Committee consists of a President (Chad Day), Vice President and Secretary-Treasurer, who, along with the Family Representatives, are responsible for the management of the TCC. The Tahltan Band Council consists of a Chief (Terri Brown) and five elected Councillors.

    Comment by Andrew — July 20, 2015 @ 11:35 am

  8. Chris – also, our Sept. to Dec. this year will not be like last year. We will rise slowly in the charts to end 2015, then 2016 early will start a giant rebound in the metal prices.

    Blo could be rising simply cause it was exhausted on its decline. It will be interesting to see if they have news this week.

    As for news on GGI or DBV, forget it. They won’t release news during this onslaught. Look for news come Sept.

    Comment by dave — July 20, 2015 @ 11:37 am

  9. BLO and NPH – 2 non mining stocks having a good day. There may be a few non mining that buck the trend.

    Comment by dave — July 20, 2015 @ 11:58 am

  10. Is anyone else getting bummed out about being in the dark regarding news on this mess ( DBV ect ). Or what is the next step or approach will be . Sitting on the fence with buying more or just having a fire sale and walking away or just not looking at anything for 6 months

    Comment by T — July 20, 2015 @ 12:03 pm

  11. Jon. Better hurry with the facts. Doesn’t look good for Sheslay by today’s SP.
    Beginning to think Tahltan have the upper hand here.

    Comment by Dan — July 20, 2015 @ 12:20 pm

  12. Andrew it would appear that the Tahltan people are extremely happy with Chad Day. In his short time as President he has flexed a lot of muscle and come away with a grip on the resources within their Territory. Chad Day needs two things to happen. He needs to delay DBV for a sizeable period and then have them capitulate to his terms. Though not fair in the least, they will require a major say in the operations and plenty of doe ray me. Not sure how quickly DBV will give in but DBV has the weaker hand. Never thought we would see 8.5 cent shares. Now I’m wondering if 5 cent shares are in the near future.

    Comment by Ted — July 20, 2015 @ 12:23 pm

  13. Yeah starting to feel like the longer this goes on , more and more it. seemingly feels that just has been a donation of funds lol be nice to hear some positive actual news from management . To much negativity around hard not to get down on project now

    Comment by T — July 20, 2015 @ 12:41 pm

  14. Some comic relief on a day like this.

    This is what we’re up against

    San Diegans value chocolate more than precious metals

    Read at Info Wars website… “VIDEO: AMERICANS CHOOSE FREE HERSHEY BAR OVER SILVER BAR WORTH $150″…

    Comment by Carl — July 20, 2015 @ 12:56 pm

  15. Ted , if this drags on I’m thinking Dave is correct with DBV going back to 4 cents . This total silence by DBV is not helping and a statement of their position would be welcome as a rebuttal to Chad Day’s claims . At this moment it appears the Tahltan have the right to continue with this blockade and DBV have given up the fight ; not like Farshad at all.

    Comment by Les — July 20, 2015 @ 12:57 pm

  16. Carl , that’s a great video ,it shows the ignorance of the average joe in America . Who needs silver with the super $ . I saw a similar video asking people if they knew what a South African Krugerrand was and what it was worth , the people didn’t have a clue.

    Comment by Les — July 20, 2015 @ 1:54 pm

  17. If 4 cents is coming back for DBV, we better sell it now…. right

    Comment by Theodore — July 20, 2015 @ 2:17 pm

  18. I have to make this comment about CCB… Canada Carbon… read the news release in its entirety… the most important FACT is that CCB does not have a resource. Who cares if you have pure graphite in samples when you have not drilled enough to show you even have a resource to mine? Its a great promotion… touting purity… but can anyone show me where they have ever mentioned any tonnage? Its cheaper to fiddle in lab with samples than to drill a bunch of holes to show you actually have some.

    Comment by Philip — July 20, 2015 @ 3:03 pm

  19. Jon, do you have any good news at all from your hard work and fact gathering regarding the Tahltan opposition to Sheslay exploration?

    Thanks,

    Comment by Dan — July 20, 2015 @ 3:37 pm

  20. Dan, we’re making excellent progress as we sort through the facts and fiction surrounding this controversy. Of course, in all fairness, this also includes giving Chad the opportunity to provide us with his side of the story. So we will have much to say shortly. As we’ve been stating all along, there wouldn’t be this controversy if there wasn’t anything of value in the Sheslay district. It’s all about a mix of money, politics and power. I would argue that this actually puts DBV, GGI and the other district players in a very strong position.

    Comment by Jon - BMR — July 20, 2015 @ 3:48 pm

  21. Theodore , I’m so far under water it doesn’t matter if I sell at 8 cent or 4 cents ; but I’m not selling anything. Farshad is a fighter and I don’t believe for one minute he has given up the fight, he is most likely in nogoations and as BMR have pointed out Chad Day is so far out to lunch with his claims its ridicules . But it is what it is with Cad Day using DBV as a bargaining chip and this will get sorted out.. The drill results and the drill plan indicate this is a massive find and Chad Day want a piece of it .

    Comment by Les — July 20, 2015 @ 4:01 pm

  22. I honestly don’t care if DBV goes to .01 as I remain confident in how this while end. I actually hope the price sinks lower as I will be stealing the shares from the nervous weak hands….lol.

    The HAT property is very valuable for both DBV and the Tahltans so keeping it as moose hunting territory Is not beneficial for both!

    Comment by d4 — July 20, 2015 @ 4:51 pm

  23. Whether you make a copy of the agreement with Imperial and it is applied to DBV

    Comment by Guy Delisle — July 20, 2015 @ 6:02 pm

  24. Thanks Les. I admire you.

    Comment by Theodore — July 20, 2015 @ 7:00 pm

  25. How’s that for a punch in the gut, Greece raised its vat tax from 13% to 23% today. Ouch!

    Comment by Tombc — July 20, 2015 @ 7:49 pm

  26. From Stansberry Digest today:

    While internet stocks are booming today, no sector is more hated than resources. And the news just keeps getting worse, particularly for precious metals. Gold hit a new 5 year low this morning, falling more than 2% to less than $1,100 an ounce. The financial media pointed to a weekend report from the peoples bank of China as a reason for the plunge.

    It then goes on to give the spill about futures and how some six metric tons of futures were sold off at the open. APMEX is having blowout out sales to purchase gold and it stands the reason. If they sell a boatload now and people want to liqidate or need to later, APMEX makes all that money on the buy back cover price.

    It will be interesting to see where things are at come September. Stansberry says that they don’t see an end in sight on gold dropping, but we all know thats probably not gonna happen. I mean what are the odds that gold drops back to the $300 range, sounds almost impossible.

    Comment by dave — July 20, 2015 @ 8:18 pm

  27. Jon
    have you spoke to Chad Day?

    Comment by Greg — July 20, 2015 @ 9:00 pm

  28. Dave left off part the last part from Stansberry Digest today regarding gold and the stocks:

    Regardless, there’s no denying sentiment toward resources – and precious metals in particular – is bleak. As Phillip Futures analyst Howie Lee told the Journal, “Wherever you look, there is no reason to buy gold. I don’t see any recovery in gold prices at this stage.”

    And that makes us extremely interested today. As we noted in Friday’s Digest…

    Buying a sector near the bottom is scary. The news at the bottom is always terrible. Your emotions will be against you.

    But buying amidst extreme pessimism is how you make the greatest amount of money…

    We think we have a similar opportunity today.

    Longtime Digest readers know resource markets are cyclical.

    If there’s one secret to making a fortune in commodities, it is to buy when no one else wants to. Or as our good friend and legendary resource investor Rick Rule likes to say: In the resource markets, “you’re either a contrarian or a victim.”

    Comment by Greg — July 20, 2015 @ 9:08 pm

  29. Les – to your post #21, I admire ya too. It’s not the small guys like us that will manipulate DBV to .04 IF it happens. IF is a big word but IF it breaks .08, it probably will which is its 2013 low I think, or 2012, one of those years. IF it starts going sideways (west to east) at .08, thats a good sign for sure.

    Comment by dave — July 20, 2015 @ 9:08 pm

  30. It’s only fair, Greg, to give Chad every opportunity to tell his side of the story with regard to the Sheslay district situation, and so far he has decided not to take advantage of that opportunity.

    Comment by Jon - BMR — July 21, 2015 @ 3:54 am

  31. Comment 30 – Well, that is unbecoming of someone in his position. Is he at the minimum willing to come to the table to negotiate terms with the Sheslay companies?

    Comment by Concerned Citizen — July 21, 2015 @ 4:10 am

  32. We should have news this week to tell us which option DBV have decide !

    Comment by Guy Delisle — July 21, 2015 @ 4:18 am

  33. Has anyone received a response from the ministry? I have sent multiple emails last week with no response.

    Comment by Sam — July 21, 2015 @ 4:36 am

  34. I believe we’ll be able to demonstrate very clearly, Guy, just how valuable the Hat Project and the Sheslay district are given our research into developments over the last 2 months…it’s exactly 2 months to the day now after Chad’s infamous letter…stay tuned…

    Comment by Jon - BMR — July 21, 2015 @ 4:39 am

  35. We’re working on that too, Sam.

    Comment by Jon - BMR — July 21, 2015 @ 4:41 am

  36. Chad Day has said enough publicly that its pretty easy to guess what his story will be……the only thing is we don’t know which combination of it he will use.

    I’m sure DBV is in negotiations with the TCC. If Dr Razique is correct and so far he’s pretty much proven his theory there is plenty of it to share. Hopefully DBV gives something decent that will please the Tahltans up front to expedite this and get back drilling ASAP!

    DBV winterized the camp and now with road access I sure hope they plan on winter drilling when things start up again to make up for lost time.

    Comment by d4 — July 21, 2015 @ 4:42 am

  37. Chad has some difficult questions to answer, d4, so perhaps that’s what has him skittish about talking to media who have done their homework. He is, in effect, a government leader. Yet he has shown so far that he really just wants to talk only to those members of the media who will accept whatever he says to be the truth. Interesting situation.

    Comment by Jon - BMR — July 21, 2015 @ 4:46 am

  38. Chad Day so far has only spoken to media that he trusts and is on his side for a reason. Ones that don’t analyze the situation and cover his side of the story.

    Comment by d4 — July 21, 2015 @ 4:52 am

  39. Jon you spoke with Farshad week of July 8, do you spoke with him recently ?

    Comment by Guy Delisle — July 21, 2015 @ 5:05 am

  40. Yes, Guy, Farshad just repeated what he stated in DBV’s latest news – they’re weighing their options. I wouldn’t get impatient with this. Let the process play itself out and keep focused on the value of the project. I’m sure we’ll hear from them rather soon.

    Comment by Jon - BMR — July 21, 2015 @ 5:18 am

  41. National Bank is dumping GGI. I don’t like when I see that house dumping.

    Comment by dave — July 21, 2015 @ 5:53 am

  42. Looks like that’s a little more flow-through, Dave, so I would say getting that flushed out is actually a good thing. That’s what they call capitulation.

    Comment by Jon - BMR — July 21, 2015 @ 6:01 am

  43. Regoci will eventually get involved with an up to date on Mexico and Sheslay !

    Comment by Guy Delisle — July 21, 2015 @ 6:09 am

  44. i wish GGI would say something??

    Comment by STEVEN1 — July 21, 2015 @ 6:11 am

  45. Ggi,love to see that, remember regoci was a stock broker, he knows what’s going on, I’ll add if it goes down further, remember what Jon has said time and time again, you don’t make money with fear, and you won’t make money chaseing stocks. Staying put.

    Comment by Tombc — July 21, 2015 @ 6:23 am

  46. Is it possible during the négociation between DBV and Tahltan Chad Day give the permission at DBV to resume drilling ?

    Comment by Guy Delisle — July 21, 2015 @ 7:23 am

  47. I thought the flow-through was done for GGI???

    Comment by dave — July 21, 2015 @ 7:24 am

  48. Glad I got out of the DBV at .13 some time back. I had bought in at .15. I did not like the lack of volume or support for the price. I would not buy this stock again. Now the man with the golden hat is not looking so golden.

    Comment by Hugh — July 21, 2015 @ 7:35 am

  49. The numbers I’ve tried to match up, Dave, show a good chunk of it was absorbed from late April through the end of June, but not all. The entire Sprott position is gone.

    Comment by Jon - BMR — July 21, 2015 @ 7:35 am

  50. Hugh , right now Chad Day is wearing the golden hat but that’s because he stole it.

    Comment by Les — July 21, 2015 @ 7:50 am

  51. lol, Les. You gave me an idea.

    Comment by Jon - BMR — July 21, 2015 @ 7:53 am

  52. I was pleasantly surprised when I saw DBV share price hold at around .13 after the intial bad news…seeing it at .08 makes my skin crawl. I sure hope we get some good news this summer (SOON!!!) and Farshad can still pull a rabbit out of the golden hat.

    Comment by Steve A. — July 21, 2015 @ 7:56 am

  53. They presented Farshad the golden hat a year too early! Right now he is HATless…..

    Comment by d4 — July 21, 2015 @ 8:26 am

  54. Market perception is that Chris Day has the upper hand right now as DBV remains silent and the facts are not public yet.

    Comment by d4 — July 21, 2015 @ 8:28 am

  55. Jon, given the situation at the Sheslay, are you holding off showing any more exerts from the interviews you did with both Regoci and Dr. Razique, or can we expect some more clips soon.

    Comment by Tom UK — July 21, 2015 @ 10:15 am

  56. One thing at a time, Tom…right now we’re working on another interesting piece re: the district.

    Comment by Jon - BMR — July 21, 2015 @ 10:43 am

  57. Jon, I realize there is lots going on behind the scenes at DBV right now, but do you think it would be prudent for DBV to release some form of update to it’s shareholders? Considering the monumental obstacle sitting before us, I’m pretty sure even a sniff of progress would be welcomed right now. Even just something stating what they are currently doing right now would be good – some nervous nellies would have us believe that DBV are in the process of packing their bags and leaving with thier tail between their legs. I understand that patience prevails, but watching DBV take a huge beating with no updates doesn’t leave a shareholder with much hope.

    Comment by Steve A. — July 21, 2015 @ 11:30 am

  58. Steve, keep the faith. Just my opinion only – you have a highly unusual situation here given the stance by Chad Day, and there are very big stakes involved. Obviously, the companies are trying to get some definition around what has taken place, and are examining all of their options. Given that context, rushing out something to shareholders just for the sake of an update can lead to a miss-step. Also, as you say, there is probably lots going on behind the scenes at DBV (and GGI) at the moment, so it’s possible they’ve been holding off on saying anything since DBV’s news on the 9th simply for strategic reasons vis-a-vis the Tahltan. Who knows. Farshad is being very tight-lipped. That’s a good sign, I think. Gives me confidence they are not panicking and have things under control.

    Comment by Jon - BMR — July 21, 2015 @ 11:42 am

  59. Thanks Jon – hard to sit back and watch a company with incredible potential get wailed on by panicked sellers. Faith in DBV and Farshad is something I do have…I will have to hold on tight and see what happens I guess.

    Comment by Steve A. — July 21, 2015 @ 12:29 pm

  60. Steve .A if 8 cents makes your skin crawl what is 5 cents going to do? Its coming sooner than some think and wish to believe.

    Comment by Ed — July 21, 2015 @ 12:33 pm

  61. Smart move Hugh selling DBV when you did. You will be able to buy almost 3 times the amount of shares when the share price hits 5 cents or lower.

    Comment by Ed — July 21, 2015 @ 12:35 pm

  62. I don’t care if the price of the stock is 5 or 10 cent. What I am interested is in finding out if both parties want to negociate with each other. I am sure that Farshad is willing but I didnt get any confirmation from Chad Day and the Tahltan.

    Comment by Guy Delisle — July 21, 2015 @ 2:11 pm

  63. Guy. Does this mean you contacted Chad Day by phone or email and yet Chad has not bothered to respond? If this is the case, this issue could take some time to get resolved.

    I am hopeful that behind the scenes that the companies, BC Government and the Tahltan are hashing this out but this is likely wishful thinking on my part. I just hope that the Tahltan is not expecting a portion of the companies exploration budgets at least until they have a proven resource and a few more years into the development. No one can certainly compare DBV, GGI or PGX with the likes of Imperial Metals who have much deeper pockets.

    Comment by Andrew — July 21, 2015 @ 3:31 pm

Sorry, the comment form is closed at this time.

  • All Posts: