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May 11, 2011

BMR Morning Market Musings…

Markets are generally weak across the board today…Gold shot up as high as $1,528 overnight but has since pulled back to $1,510 (as of 8:25 am Pacific) for a drop of $6 on the day…Silver got above $39 before running into selling pressure…it’s currently down $1.88 at $36.57…crude oil is off $2.90 a barrel to $100.98 while the U.S. Dollar Index continues to climb…it’s up one-third of a point to 74.83…China’s inflation for April came in at 5.3%, down from 5.4% in March but slightly above the 5.2% reading that was expected…other data including industrial output and loans suggested the world’s second largest economy might be cooling slightly but growth nonetheless remains robust in China…the Bank of England stated this morning that inflation could hit 5% in that country by next year…Germany reported that its inflation rate rose to 2.7%, the highest level in a few years…next up on the inflation data front is Friday’s U.S. report for April…the CDNX is giving up some gains this morning after three straight advancing sessions following last week’s intense selling…as of 8:25 am Pacific, the CDNX is off 30 points at 2096…Gold Canyon Resources (GCU, TSX-V), which is expected to close a $10 million financing any day now, released more stellar drill results this morning from its Springpole Property located about 100 kilometres northeast of the Red Lake mining camp….hole #58 returned 110 metres grading 2.48 g/t Au and 4.56 g/t Ag…the last nine metres of that hole assayed 18.33 g/t Au…meanwhile, SP-11-048, an inclined infill hole, intersected 194 metres grading 1.11 g/t Au and 13.79 g/t Ag…recent drilling by GCU has revealed unusually high silver assays in the mid-section of the Portage Zone…Springpole is shaping up to be a world class deposit, so we continue to follow this situation with a great deal of enthusiasm…the known mineralized zones at Springpole underlie a total known area of about 4 square kilometers representing only about 15% of the greater alkaline intrusive complex which is yet to be comprehensively explored…from a technical standpoint, the stock is looking solid and has been building a nice base near the $3 level…GCU is currently off a dime at $3.20 but we attribute that to a soft overall market today…Seafield Resources (SFF, TSX-V) is showing signs of life with new management having stepped in this week…the stock has been on a steady decline since exploding to an all-time high of 77 cents in December, and may have found a bottom at 22.5 cents yesterday…Seafield closed yesterday at 25.5 cents on CDNX volume of 1.6 million shares…this is a company sitting on a significant amount of cash (nearly $20 million with the proposed $3 million financing at 30 cents) and a quality land package in Colombia at Quinchia…a new team at the helm should be able to unlock the value of this play though it won’t happen overnight…Seafield is currently off half a penny at 25 cents…long-term investors may wish to perform due diligence on Premium Exploration (PEM, TSX-V), currently down 3 cents at 57 cents…the company is working on discovering an emerging Gold district in Idaho and John likes the PEM chart as shown below…the stock’s rising 300-day moving average (SMA) at 45 cents has provided strong support since 2009…

Abcourt Mines (ABI, TSX-V) is up half a penny at 13 cents…Mineralfields unloaded over 3 million shares last Friday which helps explain why this stock has been under pressure recently…it seems reasonable to believe that the 11-cent mark touched last Friday could prove to be an important low…Richmont Mines (RIC, TSX) has released encouraging new drill results from its Wasamac deposit which show an important widening of the Gold-bearing mineralization in the Main Zone to the west at depth, below the resource block…Richmont is currently down 27 cents at $7.48…

11 Comments

  1. Hi

    Do you have any opinions as to why Mineralfields would unload so many shares? If its such a good company surely they would want to keep them at these low prices??

    Comment by Herb — May 11, 2011 @ 8:03 am

  2. Herb, this is how mineralfields works. They do a financing and then sell all of thier shares on any kind of a price spike. This is why I will not touch a stock that they do a financing on. They have killed many a stock. They make a couple hundred thousand and keep expanding thier capital to do the next financing on a different stock. It is sad I know. The list is long but one I point out that was really just killed is DEC. With thier share structure and the grades they have hit they should be much higher in price. He did a financing with MCI, but it rose good cause they had a small amount of shares and the volume on MCI the last 2 days was able to overide any selling by them.

    good luck

    Comment by david — May 11, 2011 @ 8:40 am

  3. David is absolutely right – avoid Joe Dwek Management and various aliases like the plague. The only way to come out even or ahead is to sell when they do (assuming it’s equal to or above your in price) otherwise use that stop to protect yourself. I’m waiting for mVGD to hit .30 and I’m out (even though JDM’s financing was at .80) there are other plays that will give me a return and I can always return to it later. I just don’t like watching my investments doing nothing nor go down – I want them to work for me. I don’t get attached to a stock and I never visit the SH site! 🙂

    Comment by Andrew — May 11, 2011 @ 9:08 am

  4. by the way, 1930 on CDNX anybody. Been calling it since March

    Comment by david — May 11, 2011 @ 9:19 am

  5. Thanks for the comments! Good advice by the sounds of it.

    Comment by Herb — May 11, 2011 @ 12:03 pm

  6. hey its the herb and david show here. Maybe you guys can show some graphs and do some research for us as well?
    i m betting if the correction continues you ll say you called it right? and if it rebounds you ll say BMR was lucky?
    its a free site take it for what it is! it tries to give info, trends etc, they cant be right all of the time, but they have had some good calls, i ve made some, lost some.

    Comment by alec — May 11, 2011 @ 2:50 pm

  7. Alec, my opinion has nothing to do with Me being right and Jon being lucky. It has to do with helping everyone to be careful. The way to make money in the vulture exchange is to anticipate what MIGHT happen ahead of time. The hedge funds have been long gold since February but have been shorting mining stocks. The U.S. has to vote on May 16 wether or not to extend the limit on its debt ceiling. This COULD make for a shaky time here. My comments are simply my opinoin of what I see coming down the road. They in way shape or form have anything to do with Jon wonderful site or his knowlwedge which is far better than mine.

    Comment by david — May 11, 2011 @ 8:04 pm

  8. The continued success of Richmont mines at the wasamac has to be great news for cadillac. 46.6 meters of 3.45g/t Au is a great return. If cadillac would only pounce on this with a joint venture or something along that lines on their own wasamac property we would be off to the races again. Current market cap. of cadillac is only 2.8 million…yikes. Come on people lets get this train rolling somewhere…..please.

    Comment by Ed — May 11, 2011 @ 8:42 pm

  9. GBB news out and its not bad, but back to my observations of the trading activity, I have made some comments the past couple of months as to the activity of house 079 CIBC and Anon on GBB. They dont show themselves before the bell but any upward movement is thwarted by them, I know, I know I’m thinking too hard but I have been monitoring them on a few stocks I trade and they are doing the same. I was told to gather info and I am, maybe I’m bored I dont know but it looks suspicious to me and I will have it checked out. If anything interesting comes out I will let you know and if not I’m sure they have medication for this kind of stuff.

    Have a great day all

    Comment by Bruno — May 12, 2011 @ 6:00 am

  10. great task Bruno, something is surely fishy , gbb’s as been manipulated way too long ..cheers and let us know …

    Comment by Dude — May 12, 2011 @ 6:58 am

  11. yes, bruno something is very odd with GBB. looking at the yearly chart you see a major correction followed by an attempt to recover and then down again. At .36 it looks like it may form a perfect “W” in the chart. If she does not drop any lower and break this and she starts going back up, we may have the perfect storm for a healthy gain in the near future.

    Comment by david — May 12, 2011 @ 7:19 am

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