The David Lin Report

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

Apr 6, 2026
Guest
Shawn Khunkhun
Guest
Rick Van Nieuwenhuyse
Shawn Khunkhun, mining executive focused on building high‑grade, cash‑flow producers, and Rick Van Nieuwenhuyse, geologist and CEO with district‑scale exploration expertise, discuss a major gold‑silver merger as the start of a new cycle. They cover why merging silver and gold assets makes strategic sense. They explain shrinking grades, the advantage of high‑grade projects, drilling plans, and how a $100M treasury will be deployed.
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INSIGHT

Merger Builds A Mid Tier High Grade Producer

  • The Contango–Dolly Varden merger creates a new North American mid-tier precious metals producer focused on high-grade assets and cash flow.
  • Shawn Khunkhun says both companies grew from tiny market caps into a complementary portfolio targeting gold and primary silver production.
INSIGHT

Macro Signals Suggest Gold Rally Is Not Over

  • Current macro fundamentals that drove previous gold bull markets—high debt, systemic risk, inflationary pressures—remain in place today.
  • Shawn Khunkhun argues those persistent drivers mean we're far from the end of this gold cycle despite recent price retracements.
INSIGHT

Lower Grades Favor High Grade, Tolling Models

  • Mining grades are declining industrywide, raising capital and execution requirements for large low-grade projects.
  • Rick Van Nieuwenhuyse explains this favors smaller high‑grade projects and DSO/tolling models that require less capital and risk.
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