Shawn Khunkhun and Rick Van Nieuwenhuyse, executives of Contanco Silver & Gold Inc. (NYSE-A: CTGO), explain why a major gold-silver merger signals the start of a new cycle—not the peak—amid tightening supply, rising demand, and a shift toward high-grade, cash-flow-driven production.*This video was recorded on March 31, 2026 and is sponsored by Contango Silver & GoldSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CONTANGO:Website: https://contangoore.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro1:39 - Merger: what it means for mining6:55 - Gold, silver, and the cycle outlook9:26 - Grades, scarcity, and the mining model12:20 - Why this merger works17:34 - Growth, execution, and de-risking22:20 - What comes next#gold #stocks #investing
