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As Good as Gold: A Fireside Chat With Contango ORE & Brien Lundin

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Wed, April 19, 2023 at 11:00 AMendedReplay
As Good as Gold: A Fireside Chat With Contango ORE & Brien Lundin

Investor webinar replay

Meeting Overview The meeting featured a discussion between Rick Van Nuenhuysen, CEO of Contango Ore, and Brian Lundin, Editor of the Gold Newsletter, focusing on the current state of the gold industry, the outlook for precious metals, and investment opportunities in commodities and equities. They explored market dynamics, inflation, and the Federal Reserve's impact on gold prices. Key Discussion Points - Overview of the gold market's recent attempts to breach the $2,000 mark. - Discussion on the lack of euphoria among traditional gold investors. - The impact of inflation and interest rates on the gold market. - Analysis of the Federal Reserve's current monetary policy and its implications for the economy. - The relationship between gold prices and mining equities performance. - Observations on mergers and acquisitions within the mining sector. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor the gold market for changes in investor s...

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Speaker profile Rick Van Nieuwenhuyse

Rick Van Nieuwenhuyse

President, CEO, & Director at Contango ORE

Rick has more than 40 years of experience in the natural resource sector. Before joining Contango Ore in January 2020, he was President and Chief Executive Officer of Trilogy Metals, who are currently developing the high- grade Upper Kobuk Mineral Projects located in the Ambler Mining District of Alaska. Trilogy is a company which was created in 2012 as a spin-out from NOVAGOLD, a well-known company he founded over 20 years ago. NOVAGOLD is currently finalizing permits for the 40 million ounce Donlin Gold Project in Southwest Alaska with partner Barrick Gold, the world’s largest gold company. Previous to his role as Founder, President, and CEO of NOVAGOLD, he held the position of Vice President of Exploration for Placer Dome Inc. from 1990 to 1997. In addition to his international exploration perspective, Rick brings years of working experience in and knowledge of Alaska to Contango. Rick has managed projects from grassroots discovery through to advanced feasibility, production and closure. He has played a key role in setting up several other corporate entities including: Alexco - where he remains a Director - which is rejuvenating the Keno Hill Silver District in the Yukon; Tintina Resource (now Sandfire Resources America), which discovered and is now completing a feasibility study + permitting the high grade Black Butte copper project in Montana; and SolidusGold, where he is Chairman. Rick holds a Candidature degree in Science from the Université de Louvain, Belgium, and a Master of Science degree in Geology from the University of Arizona. He received the Thayer Lindsley award in 2009 for his role in the Donlin Gold discovery and the Colin Spence Award in 2016 for his role in the Bornite Discovery.

Speaker profile Brien Lundin

Brien Lundin

Host at New Orleans Investment Conference

With a career spanning four decades in the investment markets, Brien Lundin serves as publisher and editor of Gold Newsletter, the publication that has been the cornerstone of precious metals advisories since 1971, and as the host of the annual New Orleans Investment Conference, the oldest and most respected investment event of its kind.

Replay transcript excerpt

Speaker 1: Hello, everyone, and welcome to Contango Ores live summit today hosted by 6. I'm pleased to introduce the president and CEO of Contango Ore, Rick Van Nuenhuysen, Speaker 1: as well as the Gold Newsletter Editor, owner of Jefferson Financial, and President and CEO of the New Orleans Investment Conference, Brian Lundin. Rick and Brian are going to be having a conversation today about the gold industry, the outlook for precious metals, and the comparative case for investing in commodities and commodities equities. Throughout today's session I'd like to remind you that we're going to be accepting questions that you can submit using the Q&A panel found on the right hand side of your screen at any time today and we'll be getting to those before we wrap up. If you'd like to get in contact with the Contango or team at any time today, please feel free to fill out the survey that's linked at the top of the chat. As always, this summit is being recorded and it's going to be available to watch on demand afterwards in the coming days on six.com, so look out for that. Without further ado, Brian, I'd like to hand things over to you so that we can get started. Speaker 2: Great, Cam, thank you so much. Hi, everyone. Good morning to you. Rick, good afternoon to you. You're in Switzerland right now, working away on behalf of Contango Ore. This is a great opportunity, everyone, because I've known Rick for, Speaker 2: god Rick, a couple of decades or more now, I guess, Speaker 2: and we've had Speaker 2: countless discussions Speaker 2: over the years about the metals, the miners, the markets, Speaker 2: etc. And Rick brings a Speaker 2: really Speaker 2: valuable view, Speaker 2: valuable insights, I think, for investors, because he's been in the market at every level Speaker...

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