Recorded on June 3 2026 at NRS Studios
Contango Silver & Gold Inc.
NYSE American: CTGO
TSX: CTGO
Andy Millette sits down with Rick Van Nieuwenhuyse, CEO and Director of Contango Silver & Gold Inc., for a detailed update on Contango’s cash-flow-funded growth strategy after the Dolly Varden merger. Rick discusses the Peak Gold JV distribution, the 2026 production transition, Lucky Shot drilling, Johnson Tract permitting work, and the new Kitsault Valley silver-gold platform in northern British Columbia. The conversation focuses on how Contango is using current gold production and a direct shipping ore model to keep the company capital-light while advancing multiple high-grade projects. Rick also explains why private land, existing infrastructure, Fort Knox processing optionality, and potential mill opportunities in British Columbia matter for timelines and project economics. Andy also discloses that he is a shareholder and that Contango is a sponsor of Natural Resource Stocks.
Key topics:
Contango’s 2026 operating update
Peak Gold JV cash distribution
Gold and silver market consolidation
Lucky Shot underground and surface drilling
Johnson Tract road and permitting work
Kitsault Valley resource update and 40,000 meter drill program
Direct shipping ore strategy
Private land and infrastructure advantages
Share structure, NYSE American listing, and TSX listing
Upcoming drill results and resource catalysts
Company links:
Contango Silver & Gold https://contangoore.com/
Investor information https://contangoore.com/investors/
News https://contangoore.com/news-and-events/news/
Host Andy Millette Natural Resource Stocks
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Chapters:
00:00 Cold open
00:55 Rick joins from Fairbanks
01:22 Quarter overview and marketing
01:50 Gold market consolidation
02:47 Peak Gold JV cash distribution
03:22 2026 production and cost transition
04:40 Fort Knox crusher issue and Q1 factors
06:22 2027 setup and cash-flow-funded growth
07:40 Lucky Shot drill program
09:23 Feasibility work and the DSO model
10:24 DSO criteria and private land permitting
12:55 Kitsault Valley plan after the Dolly Varden merger
14:12 Resource estimate and 40,000 meter drill program
15:07 Historic DSO mining at Dolly Varden and Torbrit
15:46 Mill optionality and Fort Knox route
16:40 Tight share structure
17:29 NYSE American and TSX trading
18:14 Investor catalysts and drill results
20:01 Website and tickers
Insight beyond headlines. #Millettian
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