{"podcast":{"title":"Mining Stock Education","slug":"mining-stock-education-633206","podcast_index_feed_id":633206,"rss_url":"https://feeds.soundcloud.com/users/soundcloud:users:135447110/sounds.rss","website_url":"https://soundcloud.com/miningstockeducation","image_url":"https://i1.sndcdn.com/avatars-m6l6ajRyPmMhJ5z0-llED9Q-original.jpg","author":"Bill Powers","episode_count":500,"summary":"Profit from resource and precious metals investin…","last_synced_at":"2026-07-24T22:20:13.463495+00:00","page_url":"https://stenobird.com/podcast/mining-stock-education-633206"},"episode":{"title":"“Eighty Thousand Ounces of Gold Production in 2027” projects Contango’s CEO Rick Van Nieuwenhuyse","slug":"eighty-thousand-ounces-of-gold-production-in-2027-projects-contango-s-ceo-rick-van-nieuwenhuyse","published_at":"2026-05-19T12:00:38+00:00","page_url":"https://stenobird.com/podcast/mining-stock-education-633206/eighty-thousand-ounces-of-gold-production-in-2027-projects-contango-s-ceo-rick-van-nieuwenhuyse","show_page_url":"https://stenobird.com/podcast/mining-stock-education-633206","url":"https://soundcloud.com/miningstockeducation/eighty-thousand-ounces-of-gold","audio_url":"https://feeds.soundcloud.com/stream/2323630613-miningstockeducation-eighty-thousand-ounces-of-gold.mp3","summary":"MSE host Bill Powers interviews Contango Silver and Gold CEO Rick Van Nieuwenhuyse for a quarterly update. Contango produced about 8,000 oz of gold in Q1 from its 30% share of the Manh Choh Mine with 2026 guidance maintained at 40,000–45,000 Au oz due to the transition from the North Pit to pre-stripping the larger South Pit; production is expected to rise through the year, with higher output projected later (including 75,000–80,000 oz in 2027) and lower costs after pre-stripping. The company reduced its hedge book to ~22,000 oz and expects to be hedge-free and debt-free by year-end, and received a $9M JV dividend with three more expected this year. They discuss gold/silver price volatility, anticipated index buying, Lucky Shot drilling and feasibility work under a direct-ship ore model, Johnson Tract permitting and site prep with a March 2028 permit timeline, and a June Kitsault Valley resource update targeting near 100M oz silver followed by ~40,000 m of drilling, alongside evaluating mill acquisition options and post-merger integration. 00:00 Intro 00:48 Q1 Production and Guidance 02:38 Hedges Debt and Dividends 03:32 Gold Price and Cash Flow Outlook 05:48 Hedging Strategy Explained 06:55 Merger Stock Move and ETF Flows 08:57 Lucky Shot Drill Program 11:27 Direct Ship Ore Capex Risks 13:18 Johnson Tract Permitting Roadwork 15:48 Kitsault Valley Resource and Drilling 19:18 Mill Acquisition Options 19:59 NYSE Bell and Integration Press Release Discussed: https://contangoore.com/contango-announces-results-for-the-quarter-ended-march-31-2026/ https://contangoore.com/ NYSE & TSX: $CTGO Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Contango pays MSE a United States dollar seven thou…","meta_description":"MSE host Bill Powers interviews Contango Silver and Gold CEO Rick Van Nieuwenhuyse for a quarterly update. Contango produced about 8,000 oz of gold in Q1…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1455,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/mining-stock-education-633206/episodes/eighty-thousand-ounces-of-gold-production-in-2027-projects-contango-s-ceo-rick-van-nieuwenhuyse/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/mining-stock-education-633206/eighty-thousand-ounces-of-gold-production-in-2027-projects-contango-s-ceo-rick-van-nieuwenhuyse.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}