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Recorded on August 17 2026 at NRS Studios TSX Venture Exchange: BYN OTCQB Venture Market: BYAGF Banyan Gold President and CEO Tara Christie joins Steve Yang of Natural Resource Stocks to break down a high-grade Powerline North result at the AurMac Gold Project in Yukon. Banyan reported 13.03 g/t Au over 14.2m with an approximate true width of 12.8m, and Tara explains why the location of the intercept may be as important as the grade itself. The hole extends high-grade mineralization toward the largely undrilled gap between the Powerline and Airstrip deposits, an area Tara says could add ounces and grade if further drilling confirms continuity. She also explains why higher-grade material in this area could influence future starter-pit planning and the early years of a mining study. Tara discusses Banyan's 70,000m 2026 drill program, the decision to chase higher-grade zones, the upcoming PEA, infrastructure across the property, and the drill-result cadence investors should watch through the fall and into 2027. Steve also discloses in the interview that he is an investor in Banyan Gold and that Natural Resource Stocks and Banyan Gold are working together as a sponsor. #Millettian Key topics 13.03 g/t Au over 14.2m at Powerline North Why the Powerline and Airstrip gap matters Potential to add ounces and improve grade Starter-pit implications Visible gold and step-out drilling 70,000m 2026 drill program AurMac geological targeting Upcoming PEA and future studies Road and power infrastructure Upcoming drill-result catalysts Banyan Gold https://banyangold.com/ Host Steve Yang — Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold open 01:04 Steve Yang introduces Tara Christie 01:28 High-grade Powerline North result 02:33 Why the undrilled gap matters 03:03 Ounces, grade and starter-pit potential 04:14 Visible gold and step-out drilling 05:41 Banyan's 70,000m drill program 06:53 High-grade ounces and infrastructure 08:19 PEA and upcoming catalysts 09:25 What investors may be underappreciating 10:13 Yukon project momentum 10:56 Investor and sponsor disclosure 11:17 Where to follow Banyan Gold 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.
Recorded on August 11 2026 at NRS Studios TSXV: EML OTCQB: EMUS Brian Savage, CEO and Director of Electric Metals USA Limited, joins Steve Yang of Natural Resource Stocks to discuss the North Star Manganese Project and Emily Manganese Deposit in Minnesota. Savage explains why Electric Metals views Emily as North America’s highest-grade manganese deposit, the infrastructure surrounding the project, its underground mine concept, and the work required to advance toward feasibility. The conversation covers manganese’s role in steel, batteries, energy storage and the U.S. critical-mineral supply chain, along with Electric Metals’ planned HPMSM and electrolytic manganese metal processing strategy. Savage also discusses Eric Sprott’s position, insider ownership, market capitalization, share structure, cash and warrants, the planned sale of non-core Nevada silver assets, Minnesota permitting, FAST-41, ore sorting and the potential for an iron by-product. He also outlines upcoming technical work and corporate milestones investors can watch. #Millettian Key topics North Star Manganese Project Emily Manganese Deposit in Minnesota North America’s highest-grade manganese deposit Underground mine development concept Manganese in steel, batteries and energy storage HPMSM and electrolytic manganese metal U.S. manganese supply chain Eric Sprott and shareholder ownership Market capitalization and share structure Cash, warrants and Nevada silver asset sale Minnesota permitting and FAST-41 Ore sorting and potential iron revenue Upcoming technical and corporate milestones Electric Metals USA Limited Website https://electricmetals.com/ LinkedIn https://www.linkedin.com/company/electric-metals/ X https://x.com/emetalsusa Instagram https://www.instagram.com/electricmetalsusa/ Facebook https://www.facebook.com/electricmetalsusa/ Host Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks X https://x.com/JustSteveYang LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 North America’s highest-grade manganese 00:47 Steve Yang introduces Brian Savage 01:07 Electric Metals ticker and website 01:20 North Star Manganese overview 02:14 Emily deposit and Minnesota infrastructure 03:25 Why manganese matters 04:43 Project stage and historic U.S. Steel work 05:22 Resource scale and mine plan 06:23 Path toward feasibility 07:57 Eric Sprott and shareholder base 09:26 Market cap and share structure 10:20 Cash position and Nevada silver sale 11:47 U.S. manganese supply chain 13:24 Minnesota permitting 15:42 FAST-41 and permitting path 18:33 Milestones and Brian Savage background 20:20 Upcoming catalysts and technical studies 21:27 Ore sorting and potential iron revenue 22:08 Contact and Steve Yang disclosure 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.
Recorded on August 11 2026 at NRS Studios Resolution Minerals Ltd ASX: RML OTCQB: RLMLF U.S. ADR: RSMIY Disclosure: Resolution Minerals is an NRS sponsor, and Steve Yang discloses in the interview that he is an investor in Resolution Minerals. Steve Yang sits down with Craig Lindsay, CEO of U.S. Operations at Resolution Minerals, for a detailed update on the Horse Heaven Gold-Antimony-Tungsten Project in Idaho. Craig discusses more than 30 drill holes, pending assay results, Golden Gate South, the planned connection between Golden Gate North and South, and what the current drilling could reveal about the scale and width of the mineralized system. The conversation also covers the historic Golden Gate tungsten mine, high-grade tungsten stockpiles, the Johnson Creek Mill, and Craig’s view that third-party domestic processing could create an early-stage revenue path in less than a year. Craig explains how FAST-41 permitting and Resolution Minerals’ membership in the Defense Industrial Base Consortium may help advance permitting, federal engagement, and U.S. critical-minerals processing initiatives. He also discusses the company’s hydrometallurgical antimony-processing work, the ongoing Nasdaq listing process, and the strategic importance of building domestic gold, tungsten, and antimony supply. Steve and Craig close by comparing Horse Heaven with neighboring Perpetua Resources and the Stibnite Gold Project, including Craig’s comparison of the geology and district-scale exploration potential. Like, subscribe, and ring the bell for more Natural Resource Stocks interviews and investor-focused resource coverage. #Millettian Key topics: • Resolution Minerals and Horse Heaven • More than 30 drill holes and pending assays • Golden Gate North and Golden Gate South • Gold, tungsten and antimony mineralization • Historic Golden Gate tungsten production • Johnson Creek Mill and tungsten stockpiles • Potential early-stage processing revenue • FAST-41 permitting • Defense Industrial Base Consortium • Domestic critical-minerals processing • Hydrometallurgical antimony processing • Perpetua Resources and the Stibnite district • Nasdaq listing process Resolution Minerals:
Home | Resolution Minerals
Investor CenterHost Steve Yang — Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters: 00:00 Cold Open 01:01 Craig Lindsay and Resolution Minerals Update 03:06 Horse Heaven Permitting 04:48 FAST-41 and DIBC 07:32 U.S. Critical Minerals Processing 09:11 Golden Gate Tungsten Drilling 10:16 Historic Stockpiles and Early Revenue 11:56 Johnson Creek and Domestic Processing 13:24 Why Tungsten Matters 15:40 Scheelite and the Historic Mine 18:04 Historic Tungsten Grades 19:31 Gold Tungsten and Antimony at Golden Gate 22:01 What the Assays Could Show 23:08 Golden Gate North-South Connection 26:21 Perpetua Resources Comparison 30:05 Sponsor and Investor Disclosure 31:02 How to Follow Resolution Minerals 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.
Recorded on August 10 2026 at NRS Studios Rick Rule joins Andy Millette for a company-by-company evaluation of nine resource stocks spanning royalties, gold development, prospect generation, exploration, and energy. Rick gives his assessment of Ecora Royalties, Empress Royalty, Revival Gold, GoGold Resources, Amarc Resources, Kenorland Minerals, Headwater Gold, Latin Metals, and NG Energy. He discusses what he sees in management quality, valuation, financing discipline, project quality, permitting, third-party funding, execution, and the patience required to own resource equities through development cycles. Rick also explains why higher-quality junior companies are still attracting capital, how he approaches prospect generators, and why investors should avoid chasing stocks after sharp moves. The conversation covers the Rule Symposium, Rule Classroom, and Rule Investment Media, where Rick offers free portfolio rankings from 1 to 10. It closes with Rick's argument that investors should keep building their own knowledge and due-diligence skills. #Millettian Key Topics • Rick Rule evaluates 9 resource stocks • Junior mining capital and financing conditions • Gold and silver market outlook • Rule Symposium and investor education • Royalty and streaming companies • Prospect generators and partner-funded exploration • Valuation discipline and avoiding the chase • Permitting, management and execution • Colombia energy and NG Energy • Due diligence and investing in yourself Rick Rule Rule Investment Media https://www.ruleinvestmentmedia.com/ Rule Classroom https://ruleclassroom.com/ Substack https://realrickrule.substack.com/ YouTube https://www.youtube.com/@RuleInvestmentMedia Companies Discussed Ecora Royalties PLC — LSE: ECOR | TSX: ECOR | OTCQX: ECRAF https://www.ecoraroyalties.com/ NRS Sponsor Disclosure: Ecora Royalties is a sponsor of Natural Resource Stocks. Empress Royalty Corp. — TSXV: EMPR | OTCQX: EMPYF https://empressroyalty.com/ Revival Gold Inc. — TSXV: RVG | OTCQX: RVLGF
HomeGoGold Resources Inc. — TSX: GGD | OTCQX: GLGDF https://www.gogoldresources.com/ Amarc Resources Ltd. — TSXV: AHR | OTCQB: AXREF https://amarcresources.com/ Kenorland Minerals Ltd. — TSXV: KLD | OTCQX: KLDCF https://www.kenorlandminerals.com/ Headwater Gold Inc. — CSE: HWG | OTCQB: HWAUF
Home of HeadwaterLatin Metals Inc. — TSXV: LMS | OTCQB: LMSQF https://latin-metals.com/ NG Energy International Corp. — TSX: GASX | OTCQX: GASXF https://www.ngenergyintl.com/ Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold Open 01:02 Rick Rule Interview Begins 01:56 Gold, Interest Rates and Junior Capital 06:00 Rule Symposium Takeaways 10:05 Rule Classroom and Portfolio Evaluation 11:41 Rule Investment Media Rankings 14:16 Ecora Royalties 18:13 Empress Royalty 22:45 Revival Gold 27:26 GoGold Resources 31:39 Amarc Resources 34:35 Prospect Generators and Kenorland Minerals 38:56 Headwater Gold 41:11 Latin Metals 43:29 NG Energy 47:49 Invest in Yourself and Final Advice 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.
Recorded on August 10 2026 at NRS Studios TSXV: IPT | OTCQB: ISVLF | FRA: IKL IMPACT Silver President and CEO Fred Davidson and Vice President Finance and Investor Relations Jerry Huang join Steve Yang to break down the company’s operating and growth strategy across Mexico. The discussion covers the Royal Mines of Zacualpan, the Guadalupe Production Centre, the high-grade Kena vein, the Noche Buena-Carlos Pacheco mine, the Plomosas zinc-lead-silver project, and the Capire VMS asset. Davidson explains how higher silver prices, stronger grades, and increased throughput contributed to IMPACT’s Q1 2026 performance, while Huang discusses the company’s silver exposure, institutional support, and capital structure. They also examine the temporary suspension and geological reassessment at Plomosas, infrastructure and permitting considerations in Mexico, and the company’s approach to evaluating additional acquisition opportunities. IMPACT reported Q1 2026 revenue of C$31.2 million and net income of C$11.3 million, with approximately C$49.3 million in cash and GICs at quarter end and no long-term debt. The interview closes with the case for IMPACT as a producing silver company with operating history, exploration upside, and leverage to the silver price. #Millettian KEY TOPICS Silver production and silver price leverage Royal Mines of Zacualpan and Guadalupe Kena vein grades and mill throughput Noche Buena-Carlos Pacheco exploration Plomosas suspension and mine-plan reset Capire restart potential Mexico infrastructure and permitting Q1 2026 financial performance Cash position and balance sheet Institutional ownership and Sprott discussion Acquisition strategy and exploration upside IMPACT SILVER https://impactsilver.com/ HOST STEVE YANG | NATURAL RESOURCE STOCKS Website https://www.NaturalResourceStocks.net YouTube https://www.youtube.com/@naturalresourcestocks X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ CHAPTERS 00:00 Pure silver leverage cold open 00:56 Fred Davidson and Jerry Huang 01:39 Tickers and IMPACT Silver website 02:10 Zacualpan, Plomosas and Capire 04:23 Royal Mines of Zacualpan 05:20 Kena vein and silver grades 06:46 Q1 performance and silver leverage 08:36 Noche Buena-Carlos Pacheco results 10:31 Plomosas suspension and geology reset 12:54 Mexico permitting discussion 14:29 Power, water and infrastructure 15:42 Community and Mexican operating team 18:08 Fred Davidson’s mining background 20:15 Share structure and insider ownership 21:46 Institutional and strategic investors 24:10 Cash position and growth strategy 26:23 Why investors focus on IMPACT Silver 28:42 Production history and exploration upside 29:42 Closing 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.
Recorded on August 10 2026 at NRS Studios Revival Gold Inc. TSX Venture Exchange: RVG OTCQX: RVLGF Disclosure: Revival Gold is a sponsor of Natural Resource Stocks. Andy Millette states in the interview that he is an investor in Revival Gold. Andy Millette sits down with Revival Gold Founder, President & CEO Hugh Agro to discuss the latest high-grade underground drilling at the Beartrack-Arnett Gold Project in Idaho and the development strategy for the Mercur Gold Project in Utah. Hugh breaks down the Joss target, where the interview focuses on drilling to roughly 850 metres depth and the emerging continuity of high-grade sulphide mineralization across a known 1.2 km strike. He explains why the scale of Beartrack-Arnett matters, while stressing that substantial exploration and development work remains before any larger-scale outcome can be established. The conversation then shifts to Mercur, where Revival Gold is advancing infill drilling, metallurgy, baseline studies and engineering toward a PFS targeted for the end of Q1 2027. Agro also explains why Mercur is currently the company's priority and what he calls its fastest path toward free cash flow, with funding in place to advance toward a potential construction decision in 2028. They also discuss additional Beartrack-Arnett assay results expected by the end of September, underground mining evaluation, U.S. permitting, and the company's near-term work program. #Millettian Key Topics Beartrack-Arnett Joss high-grade drilling Joss drilling to roughly 850 metres depth 1.2 km known Joss mineralized strike High-grade underground sulphide continuity Beartrack-Arnett scale and exploration upside Additional assay results expected by the end of September Underground mining shapes and future drilling plans Mercur PFS target for end of Q1 2027 Metallurgical testing and environmental baseline work Potential Mercur construction decision in 2028 Mercur as the fastest path toward free cash flow U.S. permitting and domestic gold development Revival Gold
HomeContact: info@revival-gold.com Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold Open – Joss High-Grade Results 01:09 Hugh Agro and Revival Gold 01:56 Latest Beartrack-Arnett Results 03:02 What the Joss Results Could Mean 03:34 Beartrack-Arnett Scale 05:22 Mercur and U.S. Mining Jurisdiction 07:17 2026 Work Plan and Funding 08:36 More Beartrack-Arnett Assays 09:26 Underground Engineering and Drilling 09:57 Mercur Development Focus 10:20 Mercur PFS Work 11:11 2027 Milestones 12:23 Fastest Path to Free Cash Flow 13:14 Revival Gold Website and Tickers 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.
Recorded on August 10 2026 at NRS Studios NYSE American: CTGO | TSX: CTGO Andy Millette sits down with Rick Van Nieuwenhuyse, CEO and Director of Contango Silver & Gold, for an investor-focused update on the company’s production strategy, exploration programs and capital discipline. Rick explains why Contango is now hedge-free and how removing the hedge book gives the company greater exposure to the spot gold price. He discusses the company’s outlook for production and costs, why management remains focused on protecting shareholders from unnecessary dilution, and how Contango’s Direct Shipping Ore strategy can reduce the enormous capital requirements associated with building a conventional standalone mill. The discussion moves into Contango’s active exploration programs at Kitsault Valley and Lucky Shot, including five drills turning at Kitsault, surface and underground drilling at Lucky Shot, assay turnaround times and the upcoming Kitsault MRE. Rick also discusses the potential use of Fort Knox processing capacity, other processing alternatives and the possibility of acquiring an already-permitted mill. At Johnson Tract, Rick provides an update on road construction, bridge work, portal access, feasibility-level work and the permitting process involving the U.S. Army Corps of Engineers and FAST-41. He says Contango continues to target overall project permitting completion by March 2028. The interview also covers CTGO’s NYSE American and TSX listings, the Dolly Varden transaction and what investors should be watching through the remainder of 2026. #Millettian Key Topics • Contango becomes hedge-free • Spot gold exposure • 2026 production and cost outlook • Direct Shipping Ore strategy • Capital discipline and shareholder dilution • Manh Choh and Fort Knox infrastructure • Kitsault Valley drilling • Lucky Shot surface and underground drilling • Assay timing and upcoming results • Kitsault MRE timing • Johnson Tract infrastructure • FAST-41 permitting • NYSE American and TSX ticker CTGO Contango Silver & Gold
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MergeHost Andy Millette — Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Protecting shareholders and minimizing dilution 00:59 Rick Van Nieuwenhuyse joins Andy 01:32 Gold market and mining outlook 01:47 Gold price reset 02:11 Contango becomes hedge-free 02:58 Unhedged production outlook 04:08 Contango’s busy exploration season 04:32 Five drills turning at Kitsault 04:51 Lucky Shot drilling 05:08 Assay turnaround times 06:24 Spot gold and Q2 financials 08:17 The Direct Shipping Ore strategy 08:55 Manh Choh and existing infrastructure 10:23 Lucky Shot processing options 11:18 Potential mill acquisition 11:43 Capital savings and permitting 12:30 Protecting shareholders from dilution 14:25 CTGO on NYSE American and TSX 15:34 Upcoming exploration results 15:54 Kitsault MRE and drilling 16:37 Johnson Tract development 18:08 FAST-41 permitting 18:50 Closing thoughts 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.
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