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Rick Van Nieuwenhuyse

Type: Miner Tracked appearances: 17

Validated speaker Dolly Varden Silver

runs and discusses producing mining companies and mine output

Analyzed appearances 17

Latest appearance 2026-06-04 11:23

Most seen on Natural Resource Stocks

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Research profile

Profile notes are still being inferred from transcripts.

Economic vision

runs and discusses producing mining companies and mine output

Reliability notes

Admin-validated speaker with linked X / Twitter profile.
Preview built from 17 analyzed appearances.
Latest tracked appearance: 2026-06-04 11:23.
Most often seen on Natural Resource Stocks.

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Themes and assets

Dolly Varden Silver 3 Contango Ore 2 Contango Silver and Gold merger 2 gold correction 2 gold production 2 merger 2 cash flow and valuation 1 cash flow funding 1

Most discussed assets

Transcript previews

Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2026-06-04 11:23

Contango’s Cash Flow Is Funding A Major Drill Push

cash flow fundingdrill program

Preview:Contango ORE says it is generating strong current cash flow from gold production and using that money to fund a multi-asset drill push. Management frames the current gold weakness as a normal consolidation, while emphasizing that the company is financially strong, low-dilution, and set up for larger upside once hedge books roll off and 2027 arrives.

MiningStockEducation.com

Rick Van Nieuwenhuyse

2026-05-19 06:49

“Eighty Thousand Ounces of Gold Production in 2027” projects Contango’s CEO Rick Van Nieuwenhuyse

gold productionhedgingdebt repayment

Preview:This is an interview with Contango Silver and Gold CEO Rick Van Nieuwenhuyse about the post-merger company’s production profile, hedges/debt cleanup, and the development pipeline across Lucky Shot, Johnson Tract, and Kitsault Valley. The near-term story is a low-production year at the Manto/Moncho mine because of pit transition and pre-stripping, but management says that work should set up a stronger 2027 with materially higher gold output and lower unit costs. The company also expects to become hedge-free and debt-free by year-end, while pushing several exploration and permitting milestones that could create a lot of news flow through 2026.

Commodity Culture

Rick Van Nieuwenhuyse

2026-04-28 08:39

GOLD Miners PRINTING Record Cash But They're DOWN? 'MAJOR Buying Opportunity'

gold correctioncentral bank buyingreal yields and dollar strength

Preview:The interview argues gold is simply digesting a big run, with central bank buying still underpinning the market and retail participation not yet driving the cycle. It is also bullish silver on structural Chinese supply tightness, and even more bullish on Contango Silver and Gold, which management says is self-funded, high-grade, and set up for major production growth.

Liberty and Finance

Rick Van Nieuwenhuyse

2026-04-23 19:00

Silver SHORTAGE Meets $100M/Year Cash Flow - Perfect Storm for Investors?

Preview:A Liberty and Finance interview with Contango Silver and Gold CEO Rick Van Nieuwenhuyse and president/director Shawn Khunkhun argues that the post-merger company is set up for unusually strong per-share leverage to gold and silver. They emphasize a self-funded model: over $100 million of cash, roughly $100 million of annual free cash flow from Man Choh at current gold prices, and a planned ~$65 million exploration budget to advance Lucky Shot, Johnson Track, and Kitsault Valley without share dilution.

David Lin

Rick Van Nieuwenhuyse

2026-04-05 14:19

Brink Of Another Major Crash? What Everyone Gets Wrong About Gold, Silver

mining m&agold cycle

Preview:Interview with Contango Silver and Gold management on the completed Dolly Varden/Contango merger, framed as a new mid-tier North American precious-metals producer with high cash flow, high grades, and heavy exploration activity ahead.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2026-03-31 11:31

From 60000 Ounces To A Mid Tier Silver And Gold Story

cash flow and valuation

Preview:This interview presents the newly merged Contango Silver and Gold as a cash-rich, catalyst-heavy precious-metals story that the speakers believe the market is still underpricing because of merger-arb and transition noise. They emphasize strong near-term cash flow, multiple project catalysts, and a long-run path to a much larger gold/silver producer.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2026-02-03 14:04

Gold Pullback After the Rip Rick Van Nieuwenhuyse on Contango ORE CTGO

de-dollarization

Preview:Rick Van Nieuwenhuyse says gold’s pullback after a huge run is healthy, not a thesis break, and he remains constructive on the broader gold bull market. The interview then shifts to Contango ORE’s merger with Dolly Varden, a slate of drill programs and development milestones, and the company’s permitting path for Johnson Track under the FAST-41 dashboard.

MiningStockEducation.com

Rick Van Nieuwenhuyse

2026-01-06 08:44

“Hecla Competitor”: Contango Ore & Dolly Varden Silver Merge to Create a High-Growth Au-Ag Producer

Contango Ore mergerHecla comparison

Preview:This interview centers on the announced merger between Contango Ore and Dolly Varden Silver to create a larger North American precious-metals producer. The speakers argue the combination makes strategic sense because the assets are geographically aligned, high grade, cash-flowing, and complementary: Contango brings current production and cash flow, while Dolly Varden brings a large silver/gold exploration pipeline. They frame the resulting company as a potential mid-tier competitor to Hecla, with meaningful scale, a stronger balance sheet, and a hub-and-spoke development model. The near-term focus is on shareholder approval, court approvals, and closing expected around mid-March. The most important forward-looking catalyst is Dolly Varden’s updated resource estimate in the first half of 2026, which Sean argues could add about 50% more silver resource and address concerns that the merger “dilutes” silver exposure. Rick emphasizes that Contango’s production and cash flow are already real, and that the combined company can use that cash to advance Johnson Track, Lucky Shot, and eventually mill ownership. Overall, the tone is promotional but specific, with the main investment case resting on execution, high grades, jurisdiction, and the promise of a much larger growth runway than either company had alone.

Rule Investment Media

Rick Van Nieuwenhuyse

2025-12-22 17:05

Post-Rule Symposium 2025: Rick Rule interviews Dolly Varden Silver and Contango Ore

Contango Oremerger

Preview:Rick Rule interviews Sean (Contango Ore) and the Dolly Varden CEO about the planned merger of Contango and Dolly Varden. The core pitch is that the combined company will be a large, high-grade North American precious-metals platform built around direct-shipping ore (DSO), existing infrastructure, and underutilized mills, with better scale, liquidity, and lower cost of capital. They frame the merger as strategically synergistic rather than defensive, and they expect near-term catalysts from shareholder approval, drill results, updated resources, and permitting progress.

Commodity Culture

Rick Van Nieuwenhuyse

2025-12-18 10:00

'This is a Game-Changer' For Gold & Silver - 'High Prices are Here to Stay'

industrial demand

Preview:This is an interview on Commodity Culture with Jesse Day speaking to Sean K. and Rick V. about the pending merger of Dolly Varden Silver and Contango Ore, plus the outlook for gold and silver. The guests argue that higher gold and silver prices are supported by structural supply constraints, growing industrial and strategic demand, and heavy capital / permitting barriers to new mine supply.

The Deep Dive

Rick Van Nieuwenhuyse

2025-12-17 08:00

The Paper Price Is Finally Being Forced To Match Physical Silver | Shawn & Rick [Merger]

solid-state batteries

Preview:The video is an interview about silver’s price breakout and the merger between Dolly Varden and Contango. Sean Kungun argues silver is being forced to reprice toward the physical market as inventories tighten, lease rates rise, and new industrial demand—especially batteries and EVs—adds pressure. Rick Van Nieuwenhuise explains why Contango wants silver exposure, how its direct-shipping model has worked in Alaska, and why the merger creates a larger, better-financed precious-metals vehicle.

Liberty and Finance

Rick Van Nieuwenhuyse

2025-12-10 20:00

Silver At All-Time Highs! Equity Opportunities Abound | Shawn Khunkhun & Rick Van Nieuwenhuyse

Direct shipping ore (DSO) mining modelGold and silver mining equity valuations

Preview:Interview discussing the proposed merger of equals between Dolly Varden Silver and Contango Ore, creating Contango Silver and Gold. The speakers argue the combination pairs Dolly's high-grade silver resource in BC's Kitsault Valley with Contango's cash-flowing Alaska gold production (DSO model via Fort Knox mill), creating a well-funded mid-tier with ~30M shares outstanding, $200M+ cash, $100M annual free cash flow, and strong institutional/ETF index buying potential. The merger is framed as a way to accelerate development while derisking via operational cash flow, tier-one jurisdictions, and complementary management expertise.

David Lin

Rick Van Nieuwenhuyse

2025-12-09 23:41

Silver Hits $60: ‘Multi-Year Breakout’ Is Not Over, Is $100 Next?

physical vs paper market

Preview:This is an interview about a proposed merger between Dolly Varden Silver and Contango Ore framed against a powerful surge in silver and gold. The guests argue the move is being driven by a real physical-metal squeeze, strong demand from India/Asia and central banks, and a persistent lack of reinvestment in exploration that has left high-grade deposits scarce. Both see the combination as a way to create a capitalized, cash-flowing precious-metals platform with less dilution risk and faster project advancement through direct-shipping ore and shared processing infrastructure.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2025-12-09 21:30

Contango Ore Dolly Varden High Grade Merger Story

Contango Oremerger

Preview:This is a sponsored interview about the announced merger of Contango Ore and Dolly Varden Silver. The speakers argue the deal combines complementary assets, adds liquidity and scale, and creates a new North American high-grade gold/silver platform with a stronger balance sheet, production, development, and exploration pipeline.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2025-11-20 10:52

Contango Ore More Like A Royalty Company

Contango Ore Q3 2025 operational resultsLucky Shot underground drill program and development timeline

Preview:Interview with Contango Ore (CTGO) CEO Rick Van Nieuwenhuyse discussing Q3 2025 results: production beat at ~17,000 oz (2,000 above plan), costs lower than guided (~$1,550 vs $1,625), $100M cash on hand, and hedge paydown ahead of schedule. The company could be fully unhedged by mid-2026 — a year early. Lucky Shot underground drilling is starting, targeting a 500,000 oz resource with potential production in ~2 years. The CEO emphasizes the business model's simplicity (DSO, tight share structure, 10 employees generating ~$100M free cash flow) and likens it to a royalty company.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2025-10-14 19:04

CTGO: From 60k oz To 200k? Here’s The Plan

Contango Ore growth strategyManh Choh operational improvements and cost performanceLucky Shot permitting and development timeline

Preview:Rick Van Nieuwenhuyse, CEO of Contango Ore (CTGO), lays out the company's plan to grow gold production from ~60,000 oz/year at the Manh Choh mine to ~200,000 oz/year within ~5 years by sequentially bringing Lucky Shot and Johnson Tract into production. The company recently raised $50M from existing shareholders, is generating ~$100M+ annual cash flow, has a tight 15.5M share count, and benefits from all projects being on private (Native/private) land — which simplifies permitting. Drilling at Lucky Shot begins November 2025, with production targeted in ~2 years. Johnson Tract is ~2-3 years behind that. The DSO (direct shipping ore) model avoids mill construction costs and permitting headaches.

Natural Resource Stocks

Rick Van Nieuwenhuyse

2025-09-02 13:45

How Contango Ore is Beating the Odds to an Exceptional Year

Contango Ore operational turnaroundGold mining costs and marginsHedge book reduction and restructuring

Preview:Interview with Contango Ore CEO Rick Van Nieuwenhuyse. The company's Manh Choh mine in Alaska has delivered two consecutive quarters beating production guidance while all-in sustaining costs (~$1,400/oz) are running well below the original $1,625/oz guidance. Free cash flow is approaching ~$10/share annually. The hedge book is winding down (from 124K oz to ~42K oz by year-end) with management exploring ways to eliminate it entirely. A 5-year growth plan targets 100K oz/year once Lucky Shot comes online and 200K oz/year with Johnson Tract. Permitting reform is a tailwind, though Contango deliberately avoids federal lands. The company trades on NYSE American under ticker CTG.

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