Contango Ore President & CEO Rick joins Carl for his first X-Space to lay out the Contango story as a cash-flowing, Alaska-focused gold producer with serious growth ahead. He explains how the company is already generating strong free cash flow from its Manh Choh mine in partnership with Kinross, with roughly US$100M in the bank and only ~15.5M shares outstanding, giving investors rare per-share leverage to gold. Rick walks through the plan to triple production to ~200,000 oz/year by bringing the high-grade Lucky Shot and Johnson Tract projects into production using a capital-light direct-shipping ore model, reducing permitting risk and avoiding massive capex. He also addresses the company’s debt and hedge structure, why the remaining gold hedges roll off next year, and how that will unlock full upside to a strong gold price environment. Along the way, they touch on gold market sentiment from New Orleans to Europe, the appeal of Alaska as a mining jurisdiction, optionality around processing routes (including Asia), and why Contango is focused on disciplined, non-dilutive growth for shareholders.

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