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January 6, 2012

BMR Morning Market Musings…

John: Jon is under the weather today with the flu, so in lieu of our regular Morning Musings I have three charts of interest to share this morning – Rainbow Resources (RBW, TSX-V), Prodigy Gold (PDG, TSX-V) and Gold Canyon Resources (GCU, TSX-V).

As of 6:00 am Pacific, Gold is flat at $1,622 while Silver is off 16 cents at 29.21.  Dow Futures suggest a positive opening as non-farm payrolls came in better than expected this morning.

The CDNX rebounded late in the session yesterday to close with a small gain at 1517.  The Index has climbed 5 sessions in a row and 8 out of the last 10.  We’ll update the CDNX chart this weekend.

One of our favorite speculative exploration plays at the moment and for 2012 is Rainbow Resources (RBW, TSX-V), a company that was listed on the Venture Exchange just a year ago and has a current market cap of only $4 million.  Volume has picked up considerably in RBW since late November which is a positive sign, and yesterday was particularly interesting as the stock overcame some early weakness to close at its high of the day (16 cents) on its best single-day CDNX volume (375,000 shares) since it started trading in January of last year.  RBW is coming into play and keep in mind the chart for this one looks very powerful and the stock has yet to experience its first major move.  As Jon has indicated, a strong group is behind RBW including prominent Calgary businessman Bob Libin and others. The company has assembled an attractive land package in the West Kootenay region of British Columbia and results from a fourth quarter exploration program are due soon.  We like the near-surface, high-grade nature of mineralization at some of RBW’s properties based on historical work.

Note: Both John and Jon continue to hold positions in RBW (Terry does not).

We’ve written about Prodigy Gold since it was trading in the 40’s.  It continues to perform well and we still like it a lot, thanks to its promising Magino Gold Project in northern Ontario.

Note: John, Jon and Terry do not hold positions in PDG.

Gold Canyon is expected to deliver an updated 43-101 resource estimate for its Springpole Project in Ontario in the near future, likely within a few weeks, and the number should be strong based on last year’s drill results.  The stock has been under pressure recently but the chart is giving some encouraging signs – definitely worth keeping on the “watch list” with good long-term potential.

Note: John, Jon and Terry do not hold positions in GCU.

5 Comments

  1. Just for fun these were the 5 most popular picks from those that submitted their top 5; CAN, AGE, FMS, RBW, GBB – I’m a little surprised that CEV didn’t make it, but perhaps if Bert and Dave had submitted their picks CEV may have edged out GBB? 🙂

    Comment by Andrew — January 6, 2012 @ 8:32 am

  2. Does RBW have a drill campaign planed for the near future at their international property or are they still waiting for gov;t approvals. Thanks dan

    Comment by Dan — January 6, 2012 @ 8:46 am

  3. oh gosh, I’m too late – CEV,CJC,EMI,OCP,DYG

    Comment by dave — January 7, 2012 @ 1:22 pm

  4. oops – move GFA in place of OCP. GFA number 4 pick

    Comment by dave — January 7, 2012 @ 1:53 pm

  5. @ Dave.
    What’s your thoughts now regarding cjc?
    This year hasn’t started so good. Are you still postive about this stock as you were before or have you perhaps changed your mind?

    Comment by Kalkan — January 9, 2012 @ 7:14 am

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