Shawn Khunkhun explains how Dolly Varden Silver has progressed from a high grade silver explorer into a more resilient enterprise by consolidating historic assets in British Columbia’s Golden Triangle and anchoring scale in a stable jurisdiction, then shows how the merger with Contango Ore reshapes the business model from one reliant on capital markets to one increasingly funded by operating cash flow, akin to moving from architectural plans to a working industrial system. He extends the analysis into infrastructure, describing how direct shipping of ore and processing partnerships with Kinross compress timelines, lower capital intensity, and sidestep many traditional permitting delays that constrain new supply. From there, Khunkhun situates the company within a wider macro context, arguing that both gold and silver have already reached peak production, meaning global mine output is flat to declining even as population growth, electrification, and strategic stockpiling drive demand higher. This supply ceiling, he argues, reinforces a structural imbalance that markets have only partially priced, echoing long standing views from investors such as Rick Rule. The conclusion is forward looking and cautionary, with bullion prices already reflecting scarcity, while mining equities remain discounted, positioning well capitalized producers in secure jurisdictions as potential beneficiaries when capital fully adjusts to the reality of peak metals and constrained supply. We're proud to have Dolly Varden Corp as a sponsor of LibertyAndFinance. Dolly Varden Corp websites & Stock info: https://dollyvardensilver.com/ TSX.V: DV NYSE-A: DVS FRA: DVQ INTERVIEW TIMELINE: 0:00 Intro 1:00 Dolly Varden update 7:46 Rick Rule's endorsement of Dolly Varden 12:00 Silver & gold supply issues 21:50 Ore processing 26:28 Miners vs physical metals _____________________________ Subscribe for our FREE newsletter - #1 place for gold & silver news & commentary: http://libertyandfinance.com _____________________________ Liberty and Finance LLC receives financial compensation from its sponsors. The compensation is used is to fund both sponsor-specific activities and general report activities, website, and general and administrative costs. Sponsor-specific activities may include aggregating content and publishing that content on the Liberty and Finance website, creating and maintaining company landing pages, interviewing key management, posting a banner/billboard, and/or issuing press releases. The fees also cover the costs for Liberty and Finance to publish sector-specific information on our site, and also to create content by interviewing experts in the sector. Liberty and Finance LLC does accept stock for payment of sponsorship fees. Sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734. The Information presented in Liberty and Finance is provided for educational and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Information contained in or provided from or through this forum is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The Information on this forum and provided from or through this forum is general in nature and is not specific to you the User or anyone else. YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED ON THIS FORUM WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A PROFESSIONAL BROKER OR COMPETENT FINANCIAL ADVISOR. You understand that you are using any and all Information available on or through this forum AT YOUR OWN RISK. Some or all of this video description and timeline has been written by AI tool: https://chatgpt.com/ All Rights Reserved.
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