The Paper Price Is Finally Being Forced To Match Physical Silver | Shawn Khunkhun & Rick Van Nieuwenhuyse

In this conversation with Shawn Khunkhun, CEO of Dolly Varden Silver (TSXV: DV) and Rick Van Nieuwenhuyse, President, CEO and Director of Contango ORE, Inc. (NYSE: CTGO), we unpack what is really driving silver’s breakout, from tightening physical supply and rising lease rates to structural demand from EVs, batteries, and critical minerals policy. Shawn explains why the paper market is finally being forced to reflect physical reality, while Rick adds context on how industrial demand, geopolitics, and long-term electrification trends are reshaping silver’s role in the global system.

The discussion then turns to the newly announced Dolly Varden–Contango merger, why the combination makes strategic sense, and what the consolidated company looks like in practice, cash flow, development optionality, jurisdictional advantages, and the ability to fund growth without missing this cycle. The conversation also digs into direct shipping models, permitting acceleration in Canada and the US, and why scale, balance sheet strength, and execution matter more than ever in this phase of the metals market.


Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Video Articles

Agnico Q1 Earnings Results Overshadowed By A Sinking Gold Price

Why More People Are Starting to Feel Broke | Darrell Thomas – VRIC Media

Newmont Q1 Earnings: A Billion In Free Cash Flow… A Month!

Recommended

Silver47 Pulls High-Grade Gold and Silver Assays from Nevada Vein Network At Kennedy

Canadian Gold Resources Taps Chernin as Interim CEO in Planned Transition

Related News

Dolly Varden Plans 35,000 Metres Of Drilling In 2025

Dolly Varden Silver (TSXV: DV) is planning another big year for exploration at its wholly...

Wednesday, May 7, 2025, 08:52:08 AM

Why Silver Could Be the Most Controversial Investment of the Decade | Shawn Khunkhun – Dolly Varden

Shawn Khunkhun, CEO of Dolly Varden Silver (TSXV: DV), sits with SmallCapSteve to offer a...

Saturday, March 8, 2025, 01:36:00 PM

HighGold Mining To Be Acquired For $0.55/Share By Contango ORE

Treasury Metals’ deal to acquire Blackwolf isn’t the only consolidation happening within the gold sector...

Thursday, May 2, 2024, 09:05:39 AM

Dolly Varden Silver To Combine With Contango ORE Under Merger Of Equals

Dolly Varden Silver (TSXV: DV) evidently had one more major transaction up it’s sleeve for...

Monday, December 8, 2025, 08:37:56 AM

Contango and Dolly Varden Close Merger to Create North American Mid-Tier Contender

Contango Silver & Gold (NYSE: CTGO) has finalized its merger with Dolly Varden Silver (TSXV:...

Thursday, March 26, 2026, 08:44:41 AM