TLT Weekly

Gold prices in $US are lagging the bond market, which has now broken out:

http://schrts.co/ilm1CC

$TNX:!PRII Daily

$TNX:!!PRII saw a rush to overbought on the oil price panic. The daily chart has a reversal, but as we've seen pushback over a period of months, I would prefer to see it as a blow-off in the weekly chart:

http://schrts.co/ilm1CC

via Morningstar.ca - RMX Shareholders Buying

An interesting point of view can be obtained on just who is buying Rubicon's shares and just how many, or whether there are any new positions. If Rubicon Minerals is working towards a privatization and shareholder squeeze-out, due to the financial crisis in gold mining shares, you would perhaps need millions of shares in order that you are placed in the hierarchy of top 50 shareholders. GreyWolf Capital picked up 43m. shares in the decline of Rubicon's share price:

http://bit.ly/1n8AubY

I think the problem for investors will be trying to determine how long the revenue financing agreement is, and the entry level investment which has to be as much as the smallest in the top 10 listed investors. It would be nice to see the top 50, but my guess is that once a going private transaction is announced, there could be a rush into the stock as people vie for ownership.

You have to remember that a $50m. indemnity prepaid against "the cost of revenue" for the purposes of the agreement makes this agreement about double the size of GBN.V's depending on the level of taxation.

via Kitco - $CAD Gold Price

http://www.kitco.com/gold_currency/index.html?currency=CAD

-F6