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April 11, 2012

BMR Morning Market Musings…

Gold is off slightly slightly this morning after a strong move yesterday…as of 6:15 am Pacific, the yellow metal  is down $4 an ounce at $1,657…Silver is 21 cents lower at $31.63…Copper, after falling 4% yesterday to a three-month low, is flat at $3.86….Crude Oil is 41 cents higher at $101.43 while the U.S. Dollar Index is off one-quarter of a point to 79.67…

Modest physical buying has been reported from India…the reopening of Indian jewelry shops following a three-week strike, and the important Akshaya Tritiya festival on April 24, should be supportive of the Gold price…throughout this decade-long bull market in Gold, physical buying has always been key during times of technical weakness…the next immediate resistance area is in the $1,670’s as John’s chart points out below…

Thomson Reuters GFMS figures Gold potentially could fall below $1,550 an ounce over the next two months but also return to last year’s record highs before 2012 ends…the consultancy listed its outlook for the precious metal this morning in conjunction with the release of its Gold Survey 2012 at events held in London, Johannesburg and Toronto…this was the 46th edition of the report…the report indicated that net world investment fell in 2012 but physical investment in the form of bars was strong and central bank buying continued…jewelry dipped but only modestly despite higher Gold prices, while mine supply rose…

Thomson Reuters GFMS offered some caution about Gold prices in the short term, citing some abatement of the euro zone debt crisis and lowered expectations for a third round of quantitative easing by the Federal Reserve…“The low $1,600’s came as little surprise and it’s quite possible we’ll see a push even lower, perhaps below $1,550 in the next month or two,” said Philip Klapwijk, global head of metals analytics with Thomson Reuters GFMS…still, the consultancy said it was bullish for the medium term…”We could easily see last September’s record high being taken out, and a push on towards $2,000 is definitely on the cards before the year is out, although a clear breach of that mark is arguably a more likely event for the first half of next year,” Klapwijk said…

TSX Gold Index

The TSX Gold Index, which has been under heavy selling pressure since December, is stabilizing after touching a low of 311 late last week – a level not seen since early 2010…the worst could be over this Index which fell a whopping 21% from late February…

Today’s Markets

European markets are showing strength this morning while China’s Shanghai Composite gained 3 points to close at 2,308 as strength in property shares offset weakness in the financial and resource sectors…China’s first quarter GDP will be released Friday…stock index futures suggest a positive start to the day for the Dow after the biggest plunge of the year yesterday…

The Venture Exchange is primed for a rebound after falling for the fifth consecutive session yesterday (a 7.8% loss during that time)…the daily RSI(14) shows the the most oversold conditions in the Venture since early last October when the Index hit an intra-day low of 1306…that turned out to be a fabulous buying opportunity and this time is likely no different, though picking the precise bottom is next to impossible…the strong support band in yellow below has held since 2010…for the brave and wise that like to go against the crowd, times like these when investor sentiment is so negative is often when fortunes are born…


Rainbow Resources (RBW, TSX-V) Update

One can’t help but be impressed with the determination of Rainbow Resources and the speed at which this young exploration company is proceeding…just two weeks after optioning the Jewel Ridge Gold Property in Nevada, Rainbow has just announced that it has commenced a field exploration program there that may even include some near-surface drilling with the company’s portable backpack drill…the program is designed to rapidly move Jewel Ridge to the Phase 1 drilling stage…this is a great little property with past producing open-pits and sandwiched in between Barrick’s Ruby Mine and Timberline’s Lookout Mountain Project…the company also provided an update on its flagship Big Strike Project…drill permit applications have been submitted for the Gold Viking and International Properties…some new information was also provided on the Ottawa Property concerning vein widths that is quite impressive…Rainbow managed to hold up quite well during the market sell-off and the chart continues to look very favorable…this is a company that should make a lot of noise in the coming months…

Argentum Silver (ASL, TSX-V)

We’re always on the lookout for interesting Silver plays and one that has pulled back considerably over the last several weeks – right down to its rising 100-day moving average (SMA) – is Argentum Silver (ASL, TSX-V)…Argentum is active on projects in southwestern Mexico and is worthy of our readers’ due diligence…it closed yesterday at 18 cents…




12 Comments

  1. Cadillac Mining Corporation Announces Non-Brokered Private Placement

    Cadillac Mining Corporation Announces Non-Brokered Private Placement

    Vancouver, British Columbia CANADA, April 11, 2012 /FSC/ – Cadillac Mining Corporation (CQX – TSX Venture), announces that it has negotiated, subject to approval by the TSX Venture Exchange, a non-brokered private placement (the Placement) consisting of a maximum of 5,000,000 Units of the Company at a price of $0.20 per Unit, for gross proceeds of $1,000,000.  Each Unit comprises one common share and one-half warrant, each whole warrant exercisable at $0.40 for 18 months from closing of the Placement, subject to the accelerator provision described below.

    A finder’s fee will be paid on a portion of the placement as to 8% in cash or Units, and 8% in brokers’ warrants exercisable at $0.40 for 18 months from closing of the Placement.  If at any time after closing of the Placement, the trade-weighted price of Cadillac’s shares on the TSX Venture Exchange is equal to or greater than $0.55 for fifteen consecutive trading days, the warrants must be exercised within the ensuing 30 days.  All securities issued pursuant to the Placement will be subject to a four-month hold period.

    The net proceeds of the Placement will be utilized primarily in the Company’s forthcoming 5000-meter diamond drilling program on its 100%-owned Goldstrike Project in southwestern Utah, as discussed in the Company’s release of March 1, 2012.  Initial drilling will focus on the Hamburg Extension where orientation RC drilling performed in December 2011 produced excellent results. Core drilling is expected to better define the relationship between mineralization, structural controls, and stratigraphic constraints, which will serve in developing an exploration model for subsequent larger and more aggressive drilling programs.
    As reported previously, permits from the Division of Oil, Gas & Mining (DOGM) of the Utah Department of Natural Resources, and the US Department of the Interior BLM are in place for a further nineteen angle drill holes planned primarily for the Hamburg Extension target at Goldstrike.  The DOGM is currently processing Cadillac’s application for inclusion of an additional thirteen drill holes under the existing permit.  Drilling is expected to commence this month.

    Comment by Andrew — April 11, 2012 @ 5:32 am

  2. Sorry, can’t resist…..
    Gold Bullion Development Corp. – Shareholder Gold Royalty Program
    Gold Bullion has one drill rig on site that has probably run out of fuel and they are
    talking about a ‘Gold Royalty Program’…hehe….
    …is this the sound you hear before a company throws in the towel…or did they come
    up with this one in the board room after the power to the property was shut off?

    ‘Desperation is the mother of invention’

    Comment by Paul — April 11, 2012 @ 8:13 am

  3. Paul

    Royalty program has been discussed since 2008. Needed a 43-101 to proceed. Now they have.

    Comment by pete — April 11, 2012 @ 8:31 am

  4. Paul, I think GBB has performed badly over the last couple of years but I think that things are heading in the right direction now. Today’s news is a positive and longs will do well with these guys. Short-termers could be in for more pain.

    Comment by Hugh — April 11, 2012 @ 9:02 am

  5. GBB news will be good if this will really happen. However, there is no major players now and therefore, it will be drifting downwards. It appears that the 12 cents lots will be dumped once the other small players want to leave the game. I am ready to scoop at a lower price but it may go below 10 cents. As I said before, there are still a lot of people who want to dump this stock. Turnover is getting lower and lower…. still not the bottom. Beware !

    Comment by Theodore — April 11, 2012 @ 9:53 am

  6. GR – On Saturday, April 7th, 2012, Christopher Anderson – President and CEO of GreenLight Resoures Inc was interviewed on The Korelin Economics Report to introduce GreenLight Resources, its goals and discuss Atlantic Canada.

    Below is a link to Christopher Anderson’s interview,
    Click on the “play” button on Segment 5 to listen to the full interview.

    kereport.com/2012/04/07/opinions-companies/

    Comment by Andrew — April 11, 2012 @ 10:05 am

  7. Thanks guys…I would not have made this comment had I not lost piles of cash
    on this dog. Any takers that this company either changes it’s name, management, or simply
    goes out of business?

    Comment by Paul — April 11, 2012 @ 10:19 am

  8. I believe gbb felt this was the hook they needed to attrack international investors..to help get the price up. Now they have their first 43-101 and this announcement. AGM tomorrow and international investors coming to view on the 15th. They think both the Asians and Arabs will find the royalty program very appealing. The next 43-101 in July/August. Osisko took 2 43-101s also before they had a reponse. The goal I suggest is to get interest, to get buying, to get the share price up and then be a mine or alternately get a much larger buyout price from perhaps Osisko or others. If the rally in gold is slowly beginning now for the next few months their timing might turn out to be excellent. glta

    Comment by natalie — April 11, 2012 @ 11:10 am

  9. I fully agree with Natalie. The 15th will be that Europeen/Swiss delegation that visits GBB on site. Don’t know if any on that delegation already tomorrow is attending the AGM as well. And a mining license is in the work. Depends on the government too…

    Comment by Arjan — April 11, 2012 @ 11:34 am

  10. @paul. So you just openly admitted that you are one of those guys that bashes a company due to your own stupidity? Little advice Paul! If your iq ever hits 10, I’d sell

    Comment by Heath — April 11, 2012 @ 5:05 pm

  11. In my opinion, if nothing is appealing after April 15… that means the foreign investors are not interested. I am not trying to put this stock down but there is no sign of buying … even though there had been one day shine… it dropped more than it gained… As I said, the selling pressure is so intense… only for small investors play in the last six months…. if the 12 cents lots are filled… the next low point will be 9.5 cents… It is very likely that it will go below 10 cents mark…

    Comment by Theodore — April 11, 2012 @ 5:36 pm

  12. Looks like Pinetree dumped VGN. So who wins from good results at jewel ridge? VGN or RBW? Any comments?

    Comment by Hugh — April 12, 2012 @ 2:17 am

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