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September 10, 2013

BMR Morning Market Musings…

We are experiencing server issues this morning, so this is a very abbreviated edition of Morning Musings and with no charts as well due to the difficulties the host server is experiencing…we will attempt to post an updated version later in the day (likely after market close) when the problem is corrected…we appreciate your patience and understanding…this is one of the rare occasions our server has had this sort of an issue over the last 4 years…

Gold is under pressure today as concerns over a possible attack on Syria quickly fade but bullion is underpinned by strong technical support at $1,350, the top of a previous resistance band and where there’s also a rising trendline on the weekly chart…as of 7:00 am Pacific, Gold is down $28 an ounce at $1,359…Silver is 86 cents lower at $22.86 (strong support for Silver within the previous resistance band between $22 and $23)…Copper is flat at $3.25…Crude Oil has cooled off by $2.38 a barrel to $107.13 while the U.S. Dollar Index is relatively unchanged at 81.96…

The Syrian government has apparently accepted a Russian proposal to put its chemical weapons under international control to avoid a possible U.S. military strike, Interfax news agency quoted Syria’s foreign minister as saying this morning…how a regime such as Syria can be trusted, however (not to mention the Russians), is another question, so we’ll see how this plays out in the days ahead…this could take President Obama “off the hook”, though, as it appears there’s little appetite in the U.S. for punishing the Syrian regime with a missile attack for its use of chemical weapons and therefore inserting itself in an ugly civil war that has no “good” side…

The big driver for Gold prices at the moment of course is not Syria but the Fed and whether or not it plans to start scaling back its bond buying program as early as its upcoming meeting next week…it’s likely not a matter of when QE3 begins to wind down, but the timing and the extent of that…jobs data in the U.S. continues to be lackluster…the argument can be made that Gold will go up no matter what the Fed decides next week as a scaling back of QE3 has likely already been baked into the Gold price…

Today’s Markets

Asian markets were strong overnight with China’s Shanghai Composite gaining another 25 points to close at 2238, a 3-month high, following the latest release of economic data for August…industrial output rose 10.4% from a year ago, topping Reuters’ forecasts for a 9.9% rise…meanwhile, retail sales climbed an annual 13.4% and fixed asset investment grew 20.3% year-on-year from January to August, both slightly above market estimates…the strength in the Chinese market is highly encouraging as the Shanghai correlates well with both the TSX and the TSX Venture Exchange as John’s charts have shown…yes, the TSX and the Venture are both a little weak this morning but their overall trends remain bullish…

Japan’s Nikkei average jumped 218 points to finish at 14423…European shares, meanwhile, are up significantly in late trading overseas…

North America

The Dow has added 81 points as of 7:00 am Pacific after yesterday’s strong session…the TSX is down 59 points while the Venture has slipped 5 points to 947…the rising 10 and 20-day moving averages (SMA’s) are at 945 and 941, respectively…

Seabridge Gold Inc. (SEA, TSX) Hits High-Grade Copper At Depth At KSM Project

Interesting news from Seabridge Gold (SEA, TSX) this morning as it hit an impressive Copper-Gold intercept as part of deeper drilling at its KSM project near Stewart…the better part of the intercept in K-13-29 showed 69 metres @ 1.14 g/t Au and 1.78% Cu, starting about 642 metres downhole this is what can happen in northwest B.C. by drilling at depth, which is why Pete Bernier’s Prosper Gold (PGX, TSX-V) is aiming to go as deep as 800 metres during its current initial round of drilling at the Sheslay Valley Cu-Au Porphyry Project…the average length of Firesteel Resources’ (FTR, TSX-V) 2 dozen holes drilled at the Star target at the Sheslay was only 174 metres, and 80% of those holes ended in strong Cu-Au mineralization…

In August, Seabridge announced it had discovered a higher grade zone (Deep Kerr) on its 100%-owned project which lies beneath the Kerr porphyry deposit (check out their August 20th news release) with wide intercepts containing approximately twice the per-tonne metal value of KSM’s proven and probable reserve…this morning’s results reveal an exceptional bornite-rich zone within the higher grade Deep Kerr…bornite is a Copper mineral generally formed at higher temperatures within a core zone and is typically found in larger, higher-grade Copper deposits…the company is now focused on expanding the bornite zone and finding where its expression is strongest…drilling continues with 5 core rigs…Seabridge is down 83 cents to $13.27 in early trading today due to general weakness in Gold stocks…

Bellhaven Copper & Gold Inc. (BHV, TSX-V) Drills 271 Metres Grading 1.23 G/T AuEq At La Garrucha

Bellhaven Copper & Gold (BHV, TSX-V) has delivered another 200 metre+ intercept averaging over 1 g/t Au at its La Garrucha Gold-Copper Prophyry Project at La Mina, Colombia…the company has now completed the 1st phase of drilling at La Garrucha…4 of the 6 holes collared on 2 sections delivered long intercepts containing over 1 g/t AuBHV is now reviewing all data in preparation for a 2nd round of drilling at a later date…BHV is up 1.5 cents at 12 cents through the first 30 minutes of trading…this would be doing better if the market had more to speculate on at the moment…the company’s hasn’t indicated when the next round of drilling may begin…

Macro Enterprises Inc. (MCR, TSX-V)

Macro Enterprises (MCR, TSX-V) just keeps on advancing (has now moved above John’s projected Fib. level) and has doubled in price since we initially brought this company to our readers’ attention in late May…MCR specializes in construction and maintenance of pipelines in Alberta and British Columbia, and has been an earnings machine this year…it hit a new all-time intra-day high of $6.05 yesterday and is up 2 cents at $5.89 as of 7:00 am Pacific

12 Comments

  1. hello? test only.

    Comment by STEVEN — September 10, 2013 @ 6:25 am

  2. PGX NEWS RELEASE BMR your mis-leading everyone here are 2 deep holes •Historical drill result summary is shown in the table;
    •Discovery hole CC2004-05 graded a weighted average of 0.44 per cent Cu and 0.32 g/t Au over 242.3 metres. The deepest hole, CC-2007-01, averaged 0.35 per cent Cu and 0.17 g/t Au over 337.4 metres;
    •The Star target, based on historical exploration geophysical, geochemical and drill data, covers an approximate 700 m by 500 m area

    Comment by rocketred — September 10, 2013 @ 6:53 am

  3. “Rocketred”, the Sheslay has NOT been tested at depth – yes, Firesteel drilled a couple holes down to 300 metres or so, but 2 holes down to those depths doesn’t constitute testing a very large area and system at depth. Bernier himself and Tempelman-Kluit have said it hasn’t been tested at depth, so are you saying they are misleading investors? 80% of the holes ended in strong Cu-Au mineralization as stated in the PGX presentation on the Sheslay. Those are the facts. It’s interesting that you’re now posting here using a different handle.

    It appears our server problems, which are also being experienced by others, are beginning to clear up. We appreciate your patience.

    Comment by Jon - BMR — September 10, 2013 @ 9:19 am

  4. Greg – From the looks of the GGI stock price this past week, the news

    may not be what we want to hear?

    Bert – I didn’t think GGI was drilling as yet, if i am correct, the results

    are still in the ground. R !

    Comment by Bert — September 10, 2013 @ 9:33 am

  5. Bert
    I am talking about GGI’s plans to start drilling this year, that is what we are hoping to hear, if they say they are going to wait until next year or sometime in the future, I don’t think the market will react favorably to that news, which as I said maybe that is already being leaked out thus the decline in the share price?

    Comment by Greg — September 10, 2013 @ 11:02 am

  6. There seems to be some negative sentiment towards GGI today and has been a little bit of selling the past couple of days. Anybody hearing anything regarding GGI and their plans for the Grizzly?

    Comment by Dan — September 10, 2013 @ 11:52 am

  7. I have come to the conclusion that, in many cases, we were misled,
    that is, in the good old days. We were led to believe that the
    majority of companies, were on their way to becoming mines. News
    popped out at us, after opening our computers & arrived with a
    personal touch, Dear Bert. IR personnel, frequented our phones
    with their stories, etc., etc.
    You may ask, what is your reasoning ?
    elementary my friends. Stocks trading between 0.50/1.00 then, are now
    trading between 0.01/0.15. IR personnel have all but disappeared,
    thus no more phone calls or emails. Where, oh where have they gone ?
    I am now prompted to ask, where is all the gold ? where is all the
    silver ? where is all the copper ? Where are all the mines ? finally,
    “”WANTED””, male or female, willing to hype the most innocent amongst
    us. R !

    Comment by Bert — September 10, 2013 @ 1:06 pm

  8. BMR stated 100 meter holes not any deeper on pgx ground look back

    Comment by rocketred — September 10, 2013 @ 1:09 pm

  9. Have you done any coverage on the ROF and companies such as KWG, which appears ready to take off with a positive ruling on the road/rail allowance?

    Comment by Barry — September 10, 2013 @ 1:37 pm

  10. Wow, I really don’t have time for this, “Rocketred”, but since you insist…

    We have pointed out all along, as PGX has stated, that the average length of the holes Firesteel drilled was 174 metres. Yes, they drilled a couple of holes that went a little more than 300 metres deep, but the average length was 174 metres. Many of the holes – half in fact – were drilled to only 130 metres or less. I repeat again, this system is very large and has never been tested at depth. There are a minimum of 5 porphyry targets, the most advanced one (the Star) is currently being drilled. End of story. The facts regarding Firesteel’s drill holes at the former Dick Creek target (now the Star target) are there for everyone to see, and PGX has provided an excellent overview and interpretation of the historical work. And we have been accurate in how we have presented this excellent property and the incredible geological potential that exists over both the Sheslay and the Grizzly.

    Comment by Jon - BMR — September 10, 2013 @ 1:43 pm

  11. DBV insider(s) sell(s) 100K

    Comment by Bert — September 10, 2013 @ 3:21 pm

  12. DBV – Selling to participate in the PP.

    Comment by Dan — September 10, 2013 @ 4:00 pm

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