Contango ORE NYSE American CTGO
Dolly Varden Silver TSX Venture DV NYSE American DVS OTCQX DOLLF FSE DVQ
For more information about the merger, please visit:
https://contango-ore-to-merge-with-dollar-varden-silver.com/
Recorded on December 9, 2025.
In this Natural Resource Stocks company feature, host Andy Millette sits down with Contango ORE chief executive Rick Van Nieuwenhuyse and Dolly Varden Silver chief executive Shawn Khunkhun to walk through a merger they believe creates a new high grade gold and silver platform in North America. Contango brings cash flow from the Manh Choh gold joint venture in Alaska together with the Johnson Tract and Lucky Shot high grade projects, while Dolly Varden contributes the Kitsault Valley district in the Golden Triangle of British Columbia with a long history of high grade silver and gold production and modern discoveries.
Rick explains how the direct ship ore model at Manh Choh keeps capital costs lean by using the existing Fort Knox mill so more cash can be directed into growing Johnson Tract and Lucky Shot instead of building new processing plants. Shawn outlines how Dolly Varden has been building high grade silver and gold inventory across Kitsault Valley and why plugging that exploration engine into a cash flowing producer changes the pace and scale of what they can do.
Together they lay out how this deal is designed to turn what used to be a five year plan into a potential twenty year high grade business focused on jurisdictions investors trust. They talk through capital allocation between operations and drilling, the sequence for advancing each project, and what they want serious precious metals investors and Millettian followers to watch over the next few years as this story plays out. This is a #Millettian level deep dive into a merger of production and discovery in gold and silver.
Key topics
– Why the Contango ORE and Dolly Varden merger matters for high grade metals
– How the Manh Choh direct ship ore model supports growth in Alaska
– Johnson Tract, Lucky Shot, and Kitsault Valley as a combined growth pipeline
– Balancing production and exploration across two tier one jurisdictions
– What long-term gold and silver investors should watch from this story
Company and guest links
Contango ORE company website
https://www.contangoore.com
Contango ORE investors and news
https://www.contangoore.com/investors
Dolly Varden Silver company website
https://dollyvardensilver.com
Dolly Varden Silver investors
https://dollyvardensilver.com/investors
Host block
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
Timestamps / chapters (re-sync to final edit)
