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November 15, 2016

BMR Morning Market Musings…

Gold has traded between $1,219 and $1,232 so far today…as of 10:15 am Pacific, bullion is up $4 an ounce at $1,225…Silver is 15 cents higher at $17.07…Copper off slightly at $2.52…Nickel is up a penny at $5.09…Crude Oil has jumped more than $2 a barrel to $45.41 while the U.S. Dollar Index has added one-fifth of a point to 100.09

Gold prices moved higher overnight as Asian investors snapped up bars and coins in a wave of physical buying after the precious metal slipped to its lowest level in nearly 6 months yesterday…

Soros Fund Management LLC more than doubled its holdings in shares of Barrick Gold (ABX, TSX, NYSE) during the 3rd quarter while selling its position in SPDR Gold Shares, the world’s largest exchange-traded fund, according to filings with the U.S. Securities and Exchange Commission…meanwhile, well-known hedge fund manager John Paulson maintained his SPDR Gold holdings, according to SEC filings…

Markets continue to be shaped by political developments in the United States…this morning, House Speaker Paul Ryan said the Republican dominated government will have to go “bold” and “big” to get the country where it wants to go…Ryan added, rather ironically given his statements and behavior during the recent election campaign, “Welcome to the dawn of a new unified Republican government. This will be a government focused on turning President-elect Trump’s victory into real progress for the American people.”

Trump promised at least twice as much infrastructure spending as Hillary Clinton along with across-the-board individual and corporate tax cuts, a reversal of burdensome regulations contributing to low growth, and a ramping up of military expenditures…the Trump agenda is a recipe for not only faster growth and higher inflation, but a significant jump in U.S. budget deficits which the Gold market should find attractive in due course…

Crude Oil Update

Oil prices have moved up sharply today from strong support on expectations that OPEC will agree later this month to cut production to reduce a supply glut…Saudi Arabia’s energy minister has said it’s imperative that OPEC reach a consensus on a deal to curb production…if the Saudis are now pushing for a cut, after deliberately knocking prices down in 20142015 to put the squeeze on rivals and increase market share, then odds are that a cut will happen…

Market sentiment has been buoyed by reports that key producers including Iran and Iraq were thinking about restraining production, perhaps after a little “shove” from the Saudis…

In Today’s Morning Musings

1. A new Venture adventure – 2nd leg of bull market now underway?…

2Cannabix Technologies (BLO, CSE) up through resistance – important update…

3. A Ross Beaty stock that’s on sale…

4. The new opportunity in Marathon Gold (MOZ, TSX)…

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…

11 Comments

  1. BMR no comments on DBV cores I’m very surprised looks like you guys gave up

    Comment by TheSkipper — November 15, 2016 @ 12:44 pm

  2. We’re checking them out, TheSkipper…all part of a very busy day.

    Comment by Jon - BMR — November 15, 2016 @ 1:09 pm

  3. Whatever happened to GGI Graphite property, were they not collecting a regular cash flow?
    They should select their very best prospects enabling them to use all their resources and have a much better focus on the best properties while still having some skin in the game on the rest.
    Sell everything else–cash, Royalties, shares, etc etc.
    The time to buckle down is NOW.
    Swing a deal with the China Company which in turn could provide cash and also allow a takeover of MTS.
    Concentrate Hard on the Huge Golden Triangle Package and maybe keep a mexican property for the winter months.
    Just an idea.

    Comment by diesel — November 15, 2016 @ 1:13 pm

  4. DBV holes 23 24 25 en route to Lab with possible major twist coming

    Comment by TheSkipper — November 15, 2016 @ 1:55 pm

  5. Matt – GLH has to move their production facility out of Marion County.. they voted against production and distribution there..
    they are moving to POrtland.. 60 day license delay.. this issue has been hanging over its head…
    will be gone in 3 months.. but seems everyone is impatient!

    Comment by Patricia — November 15, 2016 @ 2:07 pm

  6. Iran increased production by 250K BPD… and oil still went nuts.. I fully believe that the gold takedown and DOW ramp up was totally orchestrated by Trumps elite buddies…
    would like to think that normal has returned…?????

    Comment by Jeremy — November 15, 2016 @ 2:20 pm

  7. Farshad always delivers an interesting twist, TheSkipper, and I say that in a positive way…had a chance to view in detail the core photos this afternoon…I’ve seen a lot of core from the Hat, not just photos but from the site as well…this is definitely some of the finest IMHO, what porphyry deposits are made of…very good to see, and the volume in DBV was a great sign as well today…

    Comment by Jon - BMR — November 15, 2016 @ 4:12 pm

  8. Thanks Patricia I bought more today. Thought that news was already priced in. Will continue to accumulate

    Comment by Matt — November 15, 2016 @ 4:31 pm

  9. MTS – Diesel – I think its too tightly held for a buyout that GGI could afford. MTS flew a VTEM in Sept I think, so that data is still to come, fingers crossed. We’ve seen what Sequoi VTEM did for NRN’s shrprice.

    Comment by david — November 15, 2016 @ 4:32 pm

  10. Couldn’t help but notice that someone chased VGN all the way to .13 to fill their order, hopefully they know something although the volume is not large enough to get too excited.

    Comment by Danny — November 15, 2016 @ 4:56 pm

  11. CLIVE MAUND: https://www.clivemaund.com/article.php?id=3981

    Comment by STEVEN1 — November 15, 2016 @ 5:26 pm

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