Recorded on February 3 2026
CTGO on NYSE American
Andy Millette sits down with Rick Van Nieuwenhuyse to break down what Contango ORE is building in Alaska and why the company is leaning into disciplined sequencing instead of trying to do everything at once. Rick explains the gold pullback after a violent run and why he views the reset as constructive for the next leg higher, then pivots into what shareholders should watch as the Dolly Varden deal moves toward a vote and an expected name change to Contango Silver and Gold. From there the conversation gets operational with a granular update on Lucky Shot drilling, year round follow-up work, and how the team is thinking about resources reserves and development readiness. Rick also details the Johnson Track gold rich polymetallic system, what updates are coming, and how the development timeline is being managed through a transparent Fast 41 style permitting dashboard. If you want a high signal look at catalysts timelines and execution risk across gold and silver exposure in Alaska, this is the roadmap episode. #Millettian
Key topics
Gold price correction after the run and what it signals
Dolly Varden merger vote timing and expected rebrand timeline
Lucky Shot drilling phases and year round targeting
Johnson Track resource update and sequencing into development
Fast 41 dashboard permitting steps and the 2028 permit window
Hiring ramp and how news flow is expected to land
Company links
Contango ORE https://contangoore.com/
Contango ORE Leadership https://www.contangoore.com/corporate/leadership
Contango ORE Stock Information https://www.contangoore.com/investors/stock-information
Host Andy Millette Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@NaturalResourceStocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/theandymillette
LinkedIn https://www.linkedin.com/in/andymillette/
Chapters
00:00 Intro and disclosure
00:37 Gold pullback and why it is healthy
03:39 Merger status vote and timeline
06:31 Lucky Shot drilling and operational cadence
10:49 Johnson Track deposit and resource update path
13:25 Production scale vision and sequencing
14:28 Fast 41 dashboard and permit timeline
17:53 Hiring ramp and upcoming news flow
20:50 Where to follow CTGO and get updates
The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform.
If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed.
Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal.
By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
