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April 12, 2016

BMR Morning Market Musings…

Gold has traded between $1,252 and $1,264 so far today…as of 9:15 am Pacific, bullion is down $3 an ounce at $1,255…Silver, looking to confirm an important breakout above $16, has added 18 cents to $16.08…Copper has jumped 4 pennies to $2.18…Crude Oil has surged $1.32 a barrel to $41.68 while the U.S. Dollar Index is up one-tenth of a point at 94.06 after touching a new 8-month low…

Indian Gold buying, which has been very muted throughout Gold’s climb this year, is gradually returning to the market which helps offset the recent abatement in demand from Gold exchange-traded funds…a Reuters report stated that half of striking jewelers in India reopened their shops yesterday…the majority of jewelers were closed for 6 weeks in protest over the reintroduction of an excise duty on Gold imports in the February 29 budget. “It is likely the resumption in business could boost demand from India, traditionally the world’s largest consumer and importer of bullion,” HSBC says. “There is still a discount to world prices in India but the discount appears to be narrowing from the steep $2540/oz level of just last week. India coming back into the global market may take up some slack from the apparent plateauing of ETF Gold demand.”

After accumulating 9.25 million ounces since the beginning of the year, ETF demand has “notably leveled off this month” according to HSBC…whether that’s just a temporary pause or a trend remains to be seen…Gold could get a significant lift from the growing possibility that British voters will reject the EU in a critical referendum in just over 2 months, especially with the pro-EU side weakened by the tax controversy engulfing Prime Minister David Cameron…

TD Securities on Gold“Reduced opportunity cost of holding Gold and a limited pool of assets investors/managers have available to hedge against Brexit-related volatility would suggest that prices may still test recent highs near $1,285 an ounce if not $1,307 an ounce as the quarter unfolds.”

The International Monetary Fund (IMF) has downgraded its world economic growth forecast yet again and warned of a backlash against cross-border economic integration in richer countries…in its latest World Economic Outlook, the organization said today that it now sees the global economy growing by only 3.2% this year – 0.2 percentage points down on its January forecast, 0.4 percentage points lower than its estimate from October 2015 and 0.6 percent points down on its forecast from July…it also cut its global growth estimate for 2017 to 3.5%, down from the 3.6% forecast in January…

In today’s Morning Musings…

1.  Oil surges – update on another profitable ETF trade…

2.  Pure Energy (PE, TSX-V) challenges key technical level while we also examine a new Lithium opportunity under a dime…

3Metanor Resources’ (MTO, TSX-V) update…

4.  Pilot Gold (PLG, TSX) releases encouraging initial drill results from Goldstrike Project in Utah…

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

SAVE 25% with a risk-free subscription as you gain full access to this and other exclusive BMR content and features, including our new Top Opportunities List May 1!…

17 Comments

  1. Another powerful day for the venture. How high can this puppy go?

    Comment by tony t — April 12, 2016 @ 11:03 am

  2. Ggi update.

    Comment by Tombc — April 12, 2016 @ 1:39 pm

  3. Yep, nice to see things moving. With close to one million shares, go GGI go !

    Richard

    Comment by rgiroux — April 12, 2016 @ 1:49 pm

  4. With *owning* close to one million shares, go GGI go !

    Comment by rgiroux — April 12, 2016 @ 1:50 pm

  5. Richard, with reference to the link, works just fine for me. You may not have refreshed.

    Comment by Jon - BMR — April 12, 2016 @ 1:55 pm

  6. Jon: yes indeed, press release is ok. It was just in the email from GGI that the link was wrong.

    Comment by rgiroux — April 12, 2016 @ 1:58 pm

  7. Jon: regarding ABR, I try to find in their press releases when the 20M shares of the November 2015 private placement becomes free trading. I could not find when it was closed. Any insight on this? Got more than 32M share traded in the last 6 days, but difficulties to go over resistance at 3 cents.

    Thanks, Richard

    Comment by rgiroux — April 12, 2016 @ 2:13 pm

  8. Venture approval for ABR was given Dec. 17, Richard, so officially those ABR shares are free-trading next week. I’m sure some have already been put into the market.

    Comment by Jon - BMR — April 12, 2016 @ 2:23 pm

  9. Those are good numbers from the king, not! Results from grizzly next week, would really like to see them start punching holes at golden bear Jon….

    Comment by Laddy — April 12, 2016 @ 2:37 pm

  10. Excellent, Laddy, because they are across the strike of the mineralized zone…nearly 10 ounces per tonne Silver and 20% Pb-Zn…smart move on the part of GGI to have done some initial work here and now exercise the option for 100% as it positions them in what’s rapidly emerging as a very hot area of NW B.C….access is so much better now with a bridge over the Iskut River, new roads, and power…changes everything. Colorado, Skeena, SnipGold, GGI….they could all explode if just one of them hits on a hole and what CXO has found at KSP after 2 seasons of field work is phenomenal. Remember Eskay Creek? We could see it again this summer. One of the advantages to “climate change” is that previously glacier-covered areas are now exposing mineralization at surface that wasn’t seen previously. Geologically prolific area and there will be more discoveries, made easier now by the infrastructure that has gone in there. To the southeast, Pretium has 700 employees on site right now building the Brucejack mine.

    Comment by Jon - BMR — April 12, 2016 @ 2:47 pm

  11. Yes Jon, neighbor right next door to me works for a ventilation company, he was away for a week and when he came back he said he was at a mine, and it was ironic he said Bruce jack, yes I said , I know where that is, anyway he said its big and very very active, good place for ggi to be imo.

    Comment by Laddy — April 12, 2016 @ 3:14 pm

  12. Jon

    GGI: here we go again, why cant they just complete one project until they prove they found something the market likes instead of jumping all over the place, I just don’t get it.. I will be so glad when and if this stock gets me back to even and I can get out of this mess…

    Comment by GREGH — April 12, 2016 @ 5:11 pm

  13. Greg, in this business, you don’t “complete” a project, or one part of a project, and move on to another. That’s simply not how it works. Projects are long-term and usually in constant motion. What you see as “jumping all over the place”, I see as a strength because it illustrates this company’s depth and diversification. It’s not difficult to understand – 3 key projects in B.C., all being worked on at the same time, and key projects in Mexico also being developed simultaneously. Few companies in fact have this kind of a situation where any one of several properties could emerge as a big winner over a short to medium term because of unique geological characteristics. If you’d prefer a company with just 1 project, there are many out there to choose from – just be careful if that project runs into a problem of some sort. You don’t have 1 chance with 1 property with GGI, you have several chances as 5 key properties are being advanced at the moment. One of them at least will hit big-time, I predict, and that’s when you cash in. That’s why we like it. These are all 100%-owned and if you’ve done your homework on the Iskut region, you’ll understand how significant that news is today and will be going forward.

    Comment by Jon - BMR — April 12, 2016 @ 5:30 pm

  14. GGI – ya more projects is nice, but no cash and an ADHD manner to working 4 or 5 properties is going to be hard. Last fall Steve was also excited about Red Lion, which I hope doesn’t mean we will get a NR about surface sample results out of the blue. Or the way that Tonichi was tied into the bi-monthly factsheet suggests they may be dusting this off as well. Lets clean up the desk first Patilla, Rambo, Griz, raise some cash, then spread the money around on proper sized programs with timelines.

    Comment by david — April 13, 2016 @ 5:48 am

  15. David, the drill is turning at Rambo, in an area with a high-grade Gold vein system. Did you see what happened with PGM? Watch what unfolds here and you can thank me later.

    Interesting new Silver chart this morning as Silver is breaking out. So too is PE.

    Comment by Jon - BMR — April 13, 2016 @ 6:14 am

  16. Deveron recently completed first revenue flight of the 2016 season, maybe they will start trading soon

    Comment by kelly — April 13, 2016 @ 6:57 am

  17. Yes, commercial flights have already started, Kelly, news just out. PP closes in the coming days, and after regulatory sign-off of the PP and the change of business Deveron will commence trading…not much longer to wait.

    Comment by Jon - BMR — April 13, 2016 @ 7:19 am

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