"Contango Offers the Most Leverage to Gold on a Per-Share Basis" explains CEO Rick Van Nieuwenhuyse

Contango Silver & Gold ($CTGO) CEO Rick Van Nieuwenhuyse explains that the company is now an “execution story,” targeting growth from ~60,000 gold-equivalent ounces to ~200,000 ounces per year plus 5 million ounces of silver annually in five years. He updates the producing Manh Choh Peak Gold JV with Kinross, noting 2026 is expected to be a stronger production year after a pit transition, with costs elevated in the first half and an added oxygen plant improving CIL performance. He outlines the direct ship ore (DSO) strategy, progress and permitting at Lucky Shot and Johnson Tract (FAST-41), Kitsault Valley drilling and resource work, plans to pursue a mill, current balance sheet, and emphasizes leverage to the gold price on a per-share basis as Contango only 33 million shares outstanding.

00:00 Intro

01:11 Manh Choh Production Update

02:02 Costs and Processing Improvements

04:09 Reserves and Expansion Upside

06:37 Direct Ship Ore Explained

07:57 Lucky Shot DSO Criteria

09:27 Lucky Shot Resource and Permits

11:43 Johnson Tract and FAST 41

14:11 Timeline and Mill Strategy

17:44 Permitting Risks and Tailings

22:40 Kitsault Valley Silver Growth