Join us as we discuss the outlook for precious metals for the remainder of 2025, examining current market conditions and key factors that could drive gold and silver prices through year-end. With insights from Contango ORE, Headwater Gold Inc., and Inflection Resources, plus expert analysis from Joe Mazumdar of Exploration Insights, we'll explore the opportunities and challenges facing the precious metals sector in the months ahead.
Tue, August 26, 2025 at 2:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the presentations of three companies involved in the precious metals sector: Contango, Headwater Gold, and Inflection Resources. Each CEO provided insights into their company's operations, current projects, and the impact of fluctuating gold prices on their financial outlook. Key Discussion Points - Introduction of the companies and their focus areas: - Contango: Cash-flowing gold production in Alaska. - Headwater Gold: Exploration of high-grade gold deposits in the Western US, particularly Nevada. - Inflection Resources: Exploration for large copper-gold deposits in northern New South Wales, Australia. - Discussion on the impact of rising gold prices on free cash flow estimates, particularly for Contango. - Overview of production metrics and project development timelines for each company. - Partnerships and collaborations with larger companies to advance exploration projects. Decisions Made - No explicit decisions recorded. Action Items & Nex...
Mr. Van Nieuwenhuyse was appointed to serve as President, Chief Executive Officer, and director of the Company effective January 6, 2020. He previously served as President and Chief Executive Officer of Trilogy Metals Inc. from January 2012 until December 2019. Between May 1999 and January of 2012, he served as the President and Chief Executive Officer of NOVAGOLD, Inc, a company that he founded. He served as the Vice President of Exploration for Placer Dome from 1990 to 1997. Mr. Van Nieuwenhuyse holds a Candidature degree in Science from Université de Louvain, Belgium and a Master of Science degree in Geology from the University of Arizona. Mr. Van Nieuwenhuyse currently serves on the board of directors of Alexco Resource Corp. He served on the board of directors of Sandfire Resources America, Inc. (formerly, Tintina Resources Inc.) from 2008 until 2016. Mr. Van Nieuwenhuyse has over forty years of experience in the minerals mining industry and brings significant industry and technical knowledge to the Company.
Geologist with over 15 years experience in exploring for gold, base metals, and geothermal resources.
Former Senior Geologist for Kinross Gold corporation, responsible for greenfields project generation and advanced property evaluation in Nevada.
Previous roles with NovaGold, Tintina Resources, and Ram Power working on diverse resource projects from Central America to Alaska.
Geologist with over 25 years of diverse mineral exploration, development and capital market experience.
A founder, and former CEO of GoldQuest Mining Corp., focused on exploration in the Dominican Republic.
Previously VP – Greenfields Exploration for Kinross Gold with global mandate to develop new exploration ideas.
Founder & Chairman of Headwater Gold focused on exploration in Nevada, Idaho & Oregon.
Lived and worked in Australia, Canada, Bolivia, Venezuela, Peru, Ecuador, Chile and the Dominican Republic.
Editor / Analyst and Publisher at Exploration Insights
Mr. Mazumdar joined Exploration Insights in December 2015 and soon became the sole editor, succeeding Brent Cook. His prior experience includes six years as a Senior Mining Analyst at Haywood Securities and Canaccord Genuity in Vancouver, six years as Director of Strategic Planning and Corporate Development at Newmont Corp. (Denver), and over three years as a Senior Market Analyst/Commodity Trader at Phelps Dodge (now Freeport McMoRan, Phoenix).
Before his career as a mining market analyst, Mr. Mazumdar spent over a decade as an exploration geologist for IAMGOLD, North Minerals, and RTZ in South America (Argentina, Chile, Peru, and Ecuador), MIM Exploration in Queensland, Australia, and Noranda and other companies in Western Canada (British Columbia, Yukon) and Nunavut.
Mr. Mazumdar holds a BSc in Geology (1988) from the University of Alberta, an MSc in Geology and Mining (1995) from James Cook University (Queensland), and an MSc in Mineral Economics (2003) from the Colorado School of Mines.
Replay transcript excerpt
Speaker 1: Hi, welcome to the 6th Speaker 1: conference here, Precious Metals Conference. We've got me, Joe Mazumdar, Editor, Analyst, Publisher Speaker 1: at Exploration Insights. Speaker 1: We're going to wait Speaker 1: a little bit for the numbers to take up a bit Speaker 1: And then we'll get started Speaker 1: with contango Speaker 1: or Speaker 1: headwater Speaker 1: gold and inflection resources Speaker 1: so 1 cash flowing and 2 Speaker 1: expiration and prospect generators Speaker 1: We're talking about Alaska Speaker 1: Nevada and also northern New South Wales Speaker 1: So we'll give it a few more seconds and then we'll get going Speaker 1: And just for anyone to know, Speaker 1: I mean, you guys are watching it, so I don't know if it matters to you, but this session is recorded, Speaker 1: and the 6 people will have it up Speaker 1: later today, basically Speaker 1: in a couple hours, in case you miss anything. Speaker 1: So yeah, let's get going then. Speaker 1: So Speaker 1: again, my name is Joe Mazumdar, editor, analyst, publisher, Exploration Insights. Speaker 1: And with me is Rick Van Nuenhuis, Speaker 1: president CEO of Contango. We got Caleb Strube, president CEO of Headwater. Speaker 1: Alastair Waddell, president CEO Speaker 1: and Director Speaker 1: of Inflection Resources. So we're gonna start with them giving an introduction to themselves and to the company, a little 3 to 5 minute blurb, and then we'll get into the Q&A. Speaker 1: And also I can see the Q&A from you guys. And so if there's questions that dovetail with what we're talking about, I'll bring them on quicker. Speaker 1: All right. Go ahead, Rick. Speaker 2: Well, thanks for joining us today. My name is Rick Van Nuenys, President and CEO of Contango Ore. Speaker 2: We are Spea...
