“There’s a Catch-Up Trade Coming for Contango Silver and Gold Post Merger” says Shawn Khunkhun

Bill Powers interviews Shawn Khunkhun, CEO of Dolly Varden Silver, for an update on Dolly Varden’s proposed merger with Contango Ore. The merger is expected to close around March 26 after shareholder votes and final court approval, with the combined company trading as CTGO on NYSE American and also listing on the TSX. Khunkhun outlines a $50M ETF/index buying “catch-up trade” expected soon after closing, and emphasizes a $50M exploration budget funded by roughly $100M cash plus cash flow from an the Alaskan Mahn Choh producing mine, alongside $14.5M debt. He provides guidance targeting a 50% increase in silver inventory toward 100M ounces, improved gold resource conversion and grade, and discusses planned growth including Lucky Shot (production by 2028) and Johnson Tract capex, potential hub-and-spoke processing, and a scenario of up to $250M free cash flow in 2027. 00:00 Intro 00:27 Merger Timeline and Approvals 02:17 Exploration Strategy and Budgets 04:25 Balance Sheet and Funding Plan 05:26 Resource Growth Guidance 06:56 Jurisdiction and Catchup Trade 10:02 ETF Rebalance and US Domicile 10:44 Grants and Permitting Upside 11:54 2027 Free Cash Flow Outlook 14:04 Valuation Framework and Comps 17:33 Capex Roadmap and Production Build 19:03 Hub and Spoke Processing Model 21:43 Silver Price Guidance and Equity Catchup 24:38 NewCo Leadership and Share Structure Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Dolly Varden Silver Corp. pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Dolly Varden’s most-recent company slide deck found at www.DollyVardenSilver.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/