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September 8, 2016

BMR Morning Market Musings…

Gold has traded between $1,335 and $1,350 so far today…as of 10:15 am Pacific, bullion is down $9 an ounce at $1,336…Silver has retreated 22 cents to $19.53…Copper is up a penny at $2.11…Crude Oil has surged nearly $2 a barrel to $47.35 while the U.S. Dollar Index has reversed higher, adding more than one-tenth of a point to 95.11 (don’t trust that rally!)…

Holdings of SPDR Gold Trust, the world’s largest Gold-backed exchange-traded fund, fell slightly to 951.81 tonnes yesterday

The ECB left interest rates unchanged today (no surprise) and maintained the key parameters of its 1.74 trillion euro ($1.95 trillion) asset buying program as it seeks to revive growth and inflation…there were expectations that the central bank might announce the extension of the program beyond its current deadline of March 2017, but it did not do so this morning (that’ll come later, we’re sure)…

Meanwhile, the ECB slightly lowered its economic and inflation projections for next year.  “We will preserve the very substantial amount of monetary support that is embedded in our staff projections and that is necessary to secure a return to inflation,” ECB President Mario Draghi declared in a statement…

The Bank of Canada, meanwhile, admits that its inflation expectations are falling short…the central bank kept interest rates unchanged yesterday and said that risks to the country’s inflation profile had “tilted somewhat to the downside” in the 8 weeks since its last set of forecasts…that was a departure from previous statements that described inflation risks as “roughly balanced”…the BOC added that “global growth in the first half of 2016 was slower than the bank had projected in its July Monetary Policy Report, although the bank continues to expect it to strengthen gradually in the second half of this year.”

Oil Update

Oil prices have pushed significantly higher today, and Oil stocks are of course benefiting, after back-to-back reports of a big drop in U.S. Crude inventories…the latest report came this morning from the U.S. Energy Information Administration (EIA) which stated that inventories fell by 14.5 million barrels in the last week compared with expectations for an increase of 225,000 barrels…

U.S. industry data yesterday also showed a large drawdown in Crude stocks, reflecting the temporary impact of an Atlantic storm…

Oil is also getting a lift from robust Chinese trade data…China’s Crude imports in August surged by nearly a quarter from a year ago to the second-highest amount ever…

Oil Drilling

Drilling activity in Canada’s Oilfields has slowed to the point that 2016 will be the worst year on record for the industry, according to the Canadian Association of Oilwell Drilling Contractors (CAODC)…the group’s updated forecast for the 4th quarter shows a 25% drop in new Oil and Gas wells drilled from its original forecast in November…it also shows that an average of only 140 rigs were put to work during the course of this year, which is 31% lower than the 204 rigs the CAODC initially forecast…

In Today’s Morning Musings

1. Orex Exploration (OX, TSX-V) brings Goldboro Gold Project out of hibernation…

2. Arizona Mining (AZ, TSX) drills 105 feet of 13.7 % Zn, 10.3% Pb, 0.30% Cu and 3.4 opt Ag at Taylor deposit within a 505-foot intersection…

3. Rockhaven Resources (RK, TSX-V) drills into high-grade Gold more than 1 km south of Klaza Project resource…

4. NuLegacy Gold (NUG, TSX-V) jumps on Nevada results…

5MX Gold (MXL, TSX-V) overcomes environmental hurdle at Willa…

6. Transition Metals (XTM, TSX-V) – an up-and-comer among project generators…

Plus more…click here to read the rest of today’s Morning Musings and all BMR exclusive content, through a risk-free Pro, Gold or Basic package, or login with your username and password…

16 Comments

  1. Gbb starting new drill program
    http://www.4-traders.com/GOLD-BULLION-DEVELOPMENT-227790/news/Gold-Bullion-Development-Announces-Plans-for-a-New-Exploration-Program-Targeting-a-Signifcant-Expa-23023396/

    Comment by Matt — September 8, 2016 @ 9:27 am

  2. Someone is stepping out of GGI. I’ve tucked that one away and will wait for news…as frustrating as it may be.

    Comment by weatheritout — September 8, 2016 @ 9:57 am

  3. I’ve been quiet for a very long time. Is it dead money in ggi or what is happening. Someone with insight who can say anything, something happening?

    Comment by Kalkan — September 8, 2016 @ 12:21 pm

  4. Jon any comments on the #1 silver play on the Venture! Yes, I’m talking about BayHorse silver “BHS” soon to be a producer that will produce about 600,000 oz yr of high grade silver.

    David Morgan really likes this company. Check out his indepth interview with the CEO!!

    Comment by Jeff — September 8, 2016 @ 12:31 pm

  5. It appears to me that he’s going to ride the coat tails of ske and cxo, there is no logical reason not to drill the king project, but I’m sure you will get alot of negative comments, I still hold some.

    Comment by Laddy — September 8, 2016 @ 12:51 pm

  6. My guess is we get financing news very shortly

    Comment by weatheritout — September 8, 2016 @ 1:06 pm

  7. Bayhorse is looking good, Jeff. I know Graeme and he’s a hard worker and has done an excellent job on this one. The one draw back with the Oregon project is Oregon – not an easy jurisdiction if you’re in the mining sector.

    Comment by Jon - BMR — September 8, 2016 @ 1:17 pm

  8. It’s either someone selling to participate in a financing…or a frustrated shareholder. You have to figure of you’ve held on this long…don’t sell at a low.

    Comment by weatheritout — September 8, 2016 @ 1:31 pm

  9. I have been very annoyed with GGI for the ridiculous lack of news, no excuse for it. Having said that, I bought some at .075 today, you can call me a hypocrite which I guess is true, just think there is more upside from .075 then downside. Bayhorse looks interesting, pretty good share structure.

    Comment by Danny — September 8, 2016 @ 3:11 pm

  10. Jon, I’m not sure what’s problems your referring to in regards to mining in Otenon. The BayHorse mine is fully permitted and they are allowed to produce up to 600,000 oz a yr.

    Production to start end of month. Also they are drilling the Bridging The Gap mine as we speak.

    Imo this is a no brainer going much higher. GiddyUP!!!!

    Comment by Jeff — September 8, 2016 @ 6:05 pm

  11. The link to David Morgan indepth interview of the BayHorse CEO. A MUST LISTEN. David Morgan liked the story so much he visited the mine.

    https://youtu.be/1qz2OU8PYdM

    Comment by Jeff — September 8, 2016 @ 7:21 pm

  12. BayHorse Press Release

    Bayhorse’s DMS work improves Ag values at Bayhorse mine

    Bayhorse Silver Inc (C:BHS)
    Shares Issued 32,672,760
    Last Close 9/6/2016 $0.185
    Tuesday September 6 2016 – News Release

    Mr. Graeme O’Neill reports

    BAYHORSE SILVER UPGRADES SILVER VALUES BY A FACTOR OF 8 AT ITS BAYHORSE MINE, OREGON, USA

    Bayhorse Silver Inc. is pleased with the excellent dense media separation (DMS) results from Met-Solve Labs on a composite 136-kilogram (300 pounds) sample submitted from the Bayhorse silver mine, Oregon, United States (see press release dated July 7, 2016).

    A silver upgrade of 8 times was achieved from a head grade sample assaying 134.78 g/t (3.9 oz/t) Ag. The process used a heavy media of 2.75 Specific Gravity (SG) and a substantial 90.9% of the material was rejected in the float fraction.

    This created a concentrated sink fraction of 9.1% of the material that contained 1,072.37 g/t (1.07 kg/t or 31.12 oz/t) silver 5.63% copper and 4.674% zinc. The head grade of the sample was 134.78 g/t (3.9oz/t) Ag. The optimum separation size for the Dense Media process, is between 1mm and 25mm

    110kg (240lb) of mineralized fines material was crushed separately to determine possible additional silver recovery from reject material from the DMS process. An encouraging 4.2% of the fines (4.6kg or 10.1lbs) were recovered grading 3,349 g/t (97.4 oz/t) Ag, 91.02kg (200.26lbs) Cu and 53.2Kg (117lbs) Zn. (http://www.bayhorsesilver.com/mineralization-rocks-at-the-mine/)

    This demonstrates that fines generated from crushing the DMS material, and from the DMS float rejects can be gravity processed for additional metals recovery utilizing a Wilfley table and two products can be made:, a direct shipping mineralized material and a high grade mineralized material derived from the DMS fines.

    Bayhorse CEO Graeme O’Neill comments that “the Company’s geological consultants have advised that with the excellent DMS and other gravity results, the Company should target the much larger tonnage at the lower cutoff grade as estimated by Herdrick (1981), where using a 3.5 oz/t cutoff remaining shipping mineralized material was estimated to be 577,000 tons and using a 7.5 oz/t Ag cutoff, 166,208 tons at an average grade of between 17 and 20 oz/t “. Silver King mined 5,718 tons at an average grade of 16.7 oz/t silver using a 6 oz/ton Ag cut-off.

    Bayhorse is earning an 80% interest in the historical Bayhorse Silver Mine, Oregon. Bayhorse is also earning a 75% interest in the past producing Bridging the Gap Project, consisting of ASARCO’s historical Crown Point, Silver King, Ranger, Wyoming, Curlew, and Blackhawk silver/lead/zinc mines in Idaho’s Silver Valley.

    Dr. S. A. Jackson, PGeo. , a Qualified Person and Technical Advisor to the Company has prepared, supervised the preparation of, or approved the technical content of this press release.

    Comment by Jeff — September 8, 2016 @ 8:33 pm

  13. wonder how the the next jobs report will look like with the wells fargo fiasco,if the us people can’t even trust the banks,then what?a reality check will sink in quickly with investors that the economy is in contraction.good for gold very very soon.

    Comment by Laddy — September 9, 2016 @ 4:56 am

  14. That’s an amazing story about Wells Fargo, Laddy, and the mainstream media isn’t giving it the attention it deserves…more Fedspeak this morning, voting member Rosengren basically saying rates need to go up or the risk is that the U.S. will have an “overheating” economy…Dow futures quickly sank and the dollar firmed…is there something I’m missing about the U.S. economy??

    Gold has essentially ignored Rosengren’s comments this morning -revealing, though the dollar bulls (Fedspeak suckers) started buying the greenback…

    Comment by Jon - BMR — September 9, 2016 @ 5:04 am

  15. Someone decided that GGI was cheap and bought it up !

    Comment by rgiroux — September 9, 2016 @ 7:20 am

  16. Venture is behaving well despite more _rap from the Fed this morning…as always, buy the dip!…

    Comment by Jon - BMR — September 9, 2016 @ 7:55 am

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