Gold and Silver May Be Ready for Another Run | Shawn Khunkhun - Contango Silver & Gold
The Deep Dive May 13, 2026
Summary
Shawn Khunkhun views the recent gold and silver pullback as healthy, suggesting mining stocks may have oversold relative to the metals, creating a favorable setup for a new leg higher.
The newly merged Contango Silver & Gold combines current cash flow from operations with a deep development pipeline, using a DSO strategy to self-fund aggressive future growth.
Key assets Lucky Shot, Johnson Track, and Kitsault Valley each offer distinct value, with Kinross playing a strategic role at Manh Choh to drive near-term production and revenue.