Kirill Klip: Market Manipulations, NI 43-101 And How The Honest Person Can Survive In Junior Mining. TNR.v ILC.v MUX

  

ZeroHedge.

  We have another "freedom fighter" joining our blogosphere and raising concerns about the ongoing manipulations in all markets, including Gold, and junior mining particularly. The only weapon against the darkness is the light. Lets support the Voice, donate your tweets and likes and follow for this one. Respect. By the way US Dollar is ... up now at 79.25! No there is Nothing to talk here about!

US Dollar Dives Below 79.00 - How Long Can They Keep Gold Down? GLD GDX TNR.v MUX NG ABX

Kirill Klip.:

Market Manipulations, NI 43-101 And How The Honest Person Can Survive In Junior Mining.

  "I have an hour break after my CCs with China and Australia this morning and have some time to share couple of very important things today with you. 
  First of all, the rumours of collapse in China are greatly exaggerated in the West, to the benefit of ... China. China buys record amount of Gold as well as Copper projects all over the world like Las Bambas and looking at others using the "soft market environment". Chinese companies are growing into industry leaders like Ganfeng Lithium and securing the supply of strategic commodities for the Electric Revolution all over the Globe.
  Secondly, trying to find the answer to the question in the headline - it is almost impossible. I am personally making this risky experiment with my money to prove that it could be done. I have it done before in the company of the very strong industry titans like Lukas Lundin. One of my best operations so far was Tenke Mining, which was sold to Lundin Mining. I had a lot of others as well in Gold, Silver, Uranium, Zinc and Copper and we will discuss them later - what can be used to bring the success to our next stories. You have already guessed it right - it is TNR Gold and International Lithium. My mouth is where my money is.
  Manipulation is rampant in all markets: HFT Flash Boys, LIBOR, FOREX, Pensions, Energy ... Gold. Some of the former conspiracy theories are going in the court rooms now, others are still waiting for their time. But nothing could be compared with naked shorting and manipulations in the illiquid junior mining stocks. Dirty tactics are used all over the market like the banging the juniors into the close, suppressing the prices during the accumulation. Not a lot of people are talking about it - not a lot of us have the voice. And that is the real problem. Just have a look at the OTC market full with companies  with the  word Lithium in the name. Every major industry development like Tesla Gigafactory is greeted with Pump and Dump, just check the charts. Read more."

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Rensselaer Researchers Develop All-Carbon Lithium Battery ILC.v TNR.v LIT

  

  Lithium Technology is moving fast forward and new research allows safer and cheaper Lithium batteries with more capacity. Volume production - on plants like Tesla's proposed Gigafactory - will bring even more improvement. Today we can discuss the new technology eliminating toxic and very expensive Cobalt from the chemistry.

International Lithium: Moving Forward With Strategic Partner Ganfeng Lithium ILC.v TNR.v LIT

  
  International Lithium has issued the newsletter covering the latest transactions with its strategic partner Ganfeng Lithium from China.

Rensselaer:

Rensselaer Researchers Develop All-Carbon Lithium Battery

New Battery, Free of Toxic Cobalt, Is Safer and Easier To Recycle Than the Lithium-Ion Batteries Sold Today

April 23, 2014

Engineering researchers at Rensselaer Polytechnic Institute have developed a new type of rechargeable lithium battery with components made entirely of carbon. Unlike the lithium-ion batteries currently sold around the world to power smart phones, laptops, and countless other devices, this new battery is made without the toxic metal cobalt.

Peter Schiff: Jobs, Gold, and Janet Yellen MUX, TNR.v, GDX, GLD, RGLD, ABX, GG

Gold Goes Vertical, Breaks $1,290 During Janet Yellen Testimony TNR.v MUX GDX GLD RGLD ABX

"Gold goes vertical with short squeeze in action after the $1,270 level today. The highest print was $1,292 so far and the real game of music chairs will be started after $1,300 and tomorrows headlines. The big boys are loaded as well as flood of articles positive for Gold in WSJ, Reuters and Bloomberg can indicate. General public is still chasing the last Bubble in the general equities and GDX - ETF with Gold miners is breaking above 200 MA today. The real reason for the run are actual Chinese numbers from Koos Jansen report of 2,181 t of Gold consumed in China in 1213 and the coming shortage of physical Gold.

  McEwen Mining is breaking out to the upside above CAD3.0 and will take, hopefully, TNR Gold with it to the more appropriate valuations."

Eric Sprott: The U.S. Gold Is Gone MUX, TNR.v, GDX, GLD, SLV, RGLD, ABX, GG

 

  We continue our investigation of the Gold Manipulation. Last Friday Gold spiked well above $1270 on the huge miss in Jobs Report, but markets have found the good meaning of bad news again and Gold was trading down to unchanged in the midday. Interestingly enough Gold has closed just below crucial $1270 by the end of the day even with general markets in the rally mood again. Eric Sprott addresses this ongoing manipulation in his interview and provides his outlook on the things to come in Gold and Silver markets.

Eric Sprott - The U.S. Gold Is Gone.

Huge Miss In Jobs Report: +113k Only - Sends Gold Sharply Higher TNR.v, MUX, GDX, GLD, SLV

 "Now let's listen to all excuses and polish the #taperpause on TWTR. Gold needs to close above $1270 to start the mother of short squeeze. Is this number bad enough to be "good" again to levitate the markets or we can move close to Thomas Demark 60% plunge of S&P 500? After everything what FED has done to 'save the economy" we can hardly see this as happening, expect the life support to be plugged in again."

There Is No German Gold Left At The New York FED GLD, MUX, TNR.v, GDX

Arthur Cutten: NYSE Margin Debt - Take It to the Limit, One More Time DIA, SPY, QQQQ

    

Clive Maund.

  Arthur reports on the latest development with the leverage in the system, as we have noted before - the NYSE margin debt tops are preceding the markets tops. Talking Heads on the Bubble Vision are still talking about the minor correction and that underlying economy is strong. We will see very soon how long Taper can go in this environment.

Clive Maund: Gold Market Update TNR.v, MUX, RGLD, ABX, GG, GDX, GLD

"Clive Maund provides a very comprehensive technical picture on Gold, Gold Miners and general equity markets.  He was spot on the money with his call on Jan 2nd 2014 -  "Broad US Stock Market Update - No New Paradigm - Get Out Now!!" and we highly recommend to study his work. With ongoing sell off in the equity markets and new scare about the emerging markets rising Gold physical demand is the very important indicator to follow now. China has become the top Gold consumer in 2013 and now demand for Gold is picking up all over the world including the U.S."

Rob McEwen: Will Gold Soar on the Dow Drop? MUX, TNR.v, GDX, GLD, SLV

 "Rob McEwen is in demand now about his views on Gold with equity bubble being challenged last few days. Market manipulations can not be run forever and reality will be settling in at some point. This time can be very close now with Durable Goods report out at  - 4.3% (!) in December vs 2.6% in November. Last Jobs Number disaster can be not so "out of range' now as the bubble Media would like us all to think. Gold is at the very important juncture now and decisive move above $1270 will create the short covering fireworks."


Jesse's Cafe Americain:

NYSE Margin Debt - Take It to the Limit, One More Time

This gang of Merry Banksters made a 1929-like policy error, as they did in 2000 for the first crash, and then followed that up by blowing yet another asset bubble in mortgage debt, and crashed it all over again, almost taking down the world financial sysem.

And now they turn around and do it again, this time with financial assets.  Will they keep going until the middle class and the real economy is beaten, like pulp into the ground,. and a few jokers sitting on the top of the financial pyramid own nearly everything?

What are they thinking? Who are these guys, Mortimer and Randolph Duke?

Greenspan and Bernanke: Worst Federal Reserve Policy, ever.

Watch the margin debt story unfold here.

Let's see what happens next.

Related: NYSE Margin Debt Hits an All Time High"

CITI Goes Bullish On Miners For The First Time In Three Years GDX, TNR.v, MUX, ILC.v

 Now CITI joins our small crowd with its bullish call on miners - it is very important development as now these news will go mainstream with the new money being allocated to the sector. Gold is particularly interesting now with the record high Leverage at COMEX of 112 owners for each ounce of Gold and record low level of Registered Stocks. Copper will be gaining attention as well with Chinese biding for huge Las Bambas Copper in Peru making the headlines again.

Rick Rule: Money Are coming Into Gold And Silver Now GLD, TNR.v, MUX, GDX

 "Rick Rules discusses the recent bear market in Gold and what is going to happen in the beginning of the new bull phase. Money are coming into the resource sector again. It is the very big money, which are circling this sector now. Who are the investors? You can guess - they are mostly from Asia - China and Korea, new type of long term investors. There are a lot of opportunities in the market now - we have learned from our previous experience and the valuations are very appealing now for the right plays."

McEwen Mining And TNR Gold: Report - Argentina Is In The Mood For Change On Investment Policy TNR.v, MUX, LCC.v, SSRI, PAA

  "Argentina mining landscape is changing for the better according to the report by BN Americas. Lumina Copper is trading above CAD 6.00, McEwen Mining is breaking out to the upside and TNR Gold has found some bids as well recently."

MarketWatch:

Citi goes bullish on miners for the first time in three years

“We would rather be too early than too late in making this call.”

And with that, analysts at Citi moved their 12-month view on the mining sector to bullish for the first time in three years.

Sure, they’re concerned about the potential for long-term structural demand for commodities in China, and yes they’re aware there could be a seasonal slowdown in the first quarter of this year (as they pointed out in December), but analysts are seeing better bottom-up fundamentals, notably from big diversified miners. Citi’s top picks are BHP BillitonBHP +0.84% UK:BLT +1.34%, Rio Tinto RIO +1.46% UK:RIO +1.68% and Glencore-Xstrata UK:GLEN +3.19%.

“Investor sentiment has hit rock bottom. The mining sector has moved through five stages of grief, namely Denial, Anger, Bargaining, Depression, and now we think we are in Acceptance that the sector has moved into a new norm,” said lead analyst Heath Jansen, in a note out Thursday.

Amid a clutter of metals-price calls, Jansen foresees a flat commodity-price environment ahead and a reduction in volatility. An improvement in U.S. and European growth will help boost commodities, while weakening commodity currencies — the currencies of major exporters like Australia, New Zealand and South Africa — are boosting miners, he said. On top of all this, miners are cutting costs, improving balance sheets and aligning with shareholders’ interests. Because of this, earnings momentum has become positive.

But Citi’s advice to stay underweight on gold and base-metal stocks diverged from the opinions of other big investors. DoubleLine Capital founder Jeffrey Gundlach said earlier this week that not only is gold looking good technically — calling for $1,350 an ounce on gold “sooner rather than later” –  but he likes those miners as well. Most major gold companies lost at least half their value last year on the gold price plunge.

“Sentiment is as black as night on gold, so I’m actually long on some gold miners,” said Gundlach.

His gold call is more bullish than the average investment bank so far this year. Recent forecasts from six big banks (not including Citi) see the metal sinking to $1,209 an ounce this year, an average drop of 14.5% from the 2013 average. The gold-mining sector has a fan in hedge-fund manager John Paulson, who wasreportedly telling clients last year that he won’t add more to his hard-hit gold fund, but still likes the miners.

For its part, Citi said its least-favored big-cap miner is Anglo American UK:AAL +1.43%. The investment bank parted company with UBS, whose analysts lifted the stock to buy from neutral, saying valuations are looking attractive after a recent underperformance (by more than 18% over the past three months compared to buy-rated Rio Tinto and BHP Billiton).

Writing for Benzinga on Wednesday, William Briat said now isn’t a bad time to go hunting gold mining stocks, which are nearing lows not seen since the fall of 2008. He advises looking for stocks that “are able to produce at an all-in sustaining cost that is below the current price of gold bullion, which means they remain profitable.”

While Citi’s note is focused on Europe’s mining stocks, Briat outpointed NYSE-listed Primero Mining  PPP +0.49% . “If a company still has strong assets, a solid balance sheet, and is able to create positive cash flow, this type of firm is of interest to me, especially when market sentiment is so negative,” he said.

Marc Faber extolled the virtues of mining stocks at the close of 2013. The author of the Gloom, Boom and Doom report said that given the extremely bearish views out there on gold, silver, platinum and palladium, mining companies are at “relatively good values.” Not a new call here for Faber, he’s been touting miners for a while.

– Barbara Kollmeyer covers markets for MarketWatch. Follow her @bkollmeyer. Follow The Tell @thetell."

Peter Schiff: Gold & Dollar - An Imaginary Recovery Does Not Create Real Jobs GLD, TNR.v, MUX, GDX

  Huge miss in Jobs numbers with only 74k created vs estimated well north of 200k can not be just dismissed as a blip in the data. Peter Schiff discusses that FED can not really Taper now, there is no real recovery and FED does not have the exit strategy. Gold is waking up to these developments. What if this data is the real state of the economy? Once people will realise how wrong is the expectation about the recovery Gold will go straight up. COMEX data shows that Gold shorts will be in trouble very soon.

  Junior miners are finding the bids these days. McEwen Mining and TNR Gold had a very good week and huge short position on McEwen Mining will be driving the price in case if Gold will confirm its break out next week.

Gold Breakout: COMEX Gold Warehouse Registered Gold Inventory at 93 to 1 GLD, MUX, TNR.v, GDX

 "Jesse reports the new all-time-high leverage at the COMEX with 93 owners for every ounce of Gold. Everything is primed for the fireworks in Gold now. After today's huge miss in Jobs numbers Gold is breaking out to the upside. Move above $1250 will make shorts to cover and we need to go over $1270  to confirm the double bottom formed at $1180 levels in 2013 now."

Frank Holmes: Gold Stocks - What to Expect in the New Year GLD, MUX, TNR.v, GDX, SLV

 Frank Holmes starts new year with the very insightful outlook for Gold and Gold miners. China buys record amount of Gold in 2013 and UK and German authorities are investigating Gold market manipulations now. Chances are that this manipulation can go forever with Gold flowing by tons from the West to the East. Chart above from KWN demonstrates that Gold is in the most oversold sate in its history now.

GATA: China Gold Chief Confirms Gold Price Suppression by U.S. MUX, TNR.v, GLD, GDX, SLV

GATA provides one more piece to our puzzle with Gold manipulation picture in place.

Bill Murphy: JPMorgan Silver And Gold Scandal Will Be Exposed GLD, MUX, TNR.v, GDX

 "We continue our research on Gold and Silver manipulations and this year has already provided us with a lot of revelations on this topic. So far China has benefited the most buying record amount of Gold at the artificially suppressed price levels."

Rob McEwen: “The Next Run Will Be Driven By Gold Moving Higher, As Well As New Discoveries” MUX, TNR.v, GDX, GLD

 "Rob McEwen gives his view on the Gold market and what will be the driving force behind the next Bull Run. He is looking for the deals in this market environment and that new discoveries will be driving the successful companies backing them. Meanwhile Gold is under pressure today testing the recent lows. Equity markets are drifting lower and Interest Rates higher. Rob reminds us, that turnaround can be very fast as we saw this summer after Gold has bottomed out and miners were spiking up. Equity markets are very high now and Gold sector is very undervalued, people will start looking at the relative values at these levels."

U.S. Global Investors:

 

Gold Stocks: What to Expect in the New Year

January 3, 2014

By Frank Holmes
CEO and Chief Investment Officer
U.S. Global Investors

After three years of pain, can gold stocks break their losing streak and see a gain in 2014?

History says chances are good.

The most recent string of losses in the gold mining industry has been brutal, causing many investors to give up on the sector and sell their holdings. Since the beginning of 2011, the NYSE Arca Gold Miners, the FTSE Gold Mines, and the Philadelphia Gold & Silver Indices all declined more than 60 percent.

But ditching this sector may not be the best action to take this year because miners are approaching the historical limits of multi-year declines.

Take a look at the Philadelphia Gold & Silver Index (XAU) during prior periods of stress. While gold stocks have a history of higher volatility compared to the overall U.S. market, consecutive periods of declines are rare. In 30 years, the XAU never had a losing streak of more than three years.

click to enlarge

In fact, there were only two previous times in these three decades in which the XAU saw a trio of losses.

One was back in the early 1990s, when the index fell 19.09 percent, 16.75 percent and 11.75 percent in 1990, 1991 and 1992, respectively.

What’s striking about this period is the incredible rebound that followed. The XAU rallied 85 percent in 1993. U.S. Global Investors’ Gold and Precious Metals Fund (USERX) climbed even more, increasing a whopping 124 percent in 1993. See recent performance of USERX.

Could we see a repeat performance?

Perhaps. A key is watching government policies, as they can be a precursor to change.

Let’s take a look at the other period of weakness. This three-year loss occurred in the late ‘90s, with a muted rebound in 1999. However, at that time, the Bank of England (BOE) was auctioning off a significant amount of its gold reserves when bullion prices were at their lowest in 20 years. From 1999 to 2002, the central bank in England sold off 400 tonnes at a value of about $3.5 billion.

If the BOE had held onto this gold, it’d be worth nearly $15.9 billion today.

click to enlarge

Following the period when the BOE sold its gold, the XAU rebounded. While the index gained only about 6 percent in 2001, gold stocks rose 41 percent in 2002 and about 42 percent in 2003.

During this period, gold and gold stocks were again influenced by a change in government policy. In this case, the liberalization of gold purchases was occurring in China, which was positive for gold.

So what about 2014?
What catalysts could turn gold stocks around and end the losing streak? Investors have multiple possible events to choose from that could cause gold and gold companies to rally. In a recent Mineweb article, Lawrie Williams listed several:

• Gold ETF sales have slowed. See our chart that shows how gold ETF redemptions ceased to be the main driver of falling prices.
• The COMEX warehouse is “running out of available physical gold,” which is causing more traders to demand delivery of additional gold, says Lawrie.
• China may continue to build its gold reserves. Lawrie speculates that China could have its first gold conference backed by “a slew of government organisations.”
• India could ease its gold import restrictions. Last week in the Investor Alert, we highlighted the commerce ministry’s request to ease restrictions, which would relieve jewelers hurt by import curbs.
• Unrest in the Middle East likely could persist.
• There may be a “major hiccup” in U.S. growth. Read U.S. Global’s special report, which takes a closer look at how to evaluate unemployment and inflation numbers.
• Newly mined gold supply may be underwhelming.

Lawrie mentions a few downsides as well, which would result in an unprecedented fourth year of declines for gold stocks. For example, as the Federal Reserve cuts back on bond purchases, it could come “without adverse general stock market reaction.” In addition, there may continue to be improvements in the unemployment situation in the U.S. and Europe.

Ralph Aldis, portfolio manager of U.S. Global’s gold funds, the Gold and Precious Metals Fund (USERX) and the World Precious Minerals Fund (UNWPX), believes the best time to buy gold is when the market hates it. He recently talked with The Gold Report about gold, junior explorers and what investors should expect in the new year. When asked his thoughts about gold’s direction in 2014, Ralph remarked:

I think pessimism has reached a maximum, particularly in the gold space. Historically, when pessimistic consensus is this strong and gold stocks are hated this much, these are turning points.
The opportunity is here; don't get discouraged.

Read the interview here.

Read More"