Added to YB: 2026-04-30
Pitch date: 2026-04-28
CTGO [neutral]
Contango Silver & Gold Inc.
-0.68%
current return
Author Info
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Company Info
Contango Silver & Gold Inc. engages in the exploration, development, and production of gold and associated minerals in Alaska and the Golden Triangle in British Columbia.
Market Cap
$712.2M
Pitch Price
$22.06
Price Target
226.00 (+902%)
Dividend
N/A
EV/EBITDA
9.78
P/E
-8.02
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
Contango Silver & Gold is Cashed Up and Ready to Keep Growing Aggressively
CTGO (update): Merger w/ Dolly Varden complete, now Canadian-listed. $100M cash + $100M FCF est 2026. Plan: 60k oz Manh Choh now → +40-50k Lucky Shot (~3yrs) → +100k GEO Johnson Tract (~4yrs) → +200-250k GEO Kitsault Valley (~5-7yrs) = 400-450k GEO total (½ gold, ⅓ silver). Hecla comp: 430k GEO at $12.4B mcap vs CTGO $0.7B = ~10x upside. KV MRE June, 40km drill program, PEA Q1 2027. LS FS next yr targeting 40-50k oz. Oil impact minimal: 25% fuel rise = 2.5% OpEx. Execution key; proven mgmt, DSO model reduces risk.
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