Uploaded March 2026 | Updated September 2026, 3 weeks ago
Silver prices have surged, but the real story may be what happens next in the mining equities. In this conversation, Jay sits down with Shawn Khunkhun to break down the structural forces driving the precious metals market and why he believes 2026 could be the year mining stocks finally catch up to the metal price rally. Shawn also outlines Dolly Varden’s transformation from a $20M exploration company into a growing precious metals producer following its upcoming merger with Contango Ore, positioning the company to generate cash flow while advancing high-grade projects across Alaska and British Columbia.
Dolly Varden Silver (TSX-V: DV | OTCQX: DOLLF)
dollyvardensilver.com
Suite 3123 – 595 Burrard Street
PO Box 49139
Three Bentall Centre
Vancouver, BC V7X 1J1
T: 1-604-609-5137
info@dollyvardensilver.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH8
Sign up for my free weekly newsletter at 2ly.link/211gx
Be part of our online investment community:
cambridgehouse.com
twitter.com/JayMartinBC
instagram.com/jaymartinbc
facebook.com/TheJayMartinShow
linkedin.com/company/cambridge-house-international
0:00 — Precious Metals Equities Catch-Up Trade
0:25 — Gold & Silver Rally vs Mining Stocks
2:09 — Tight Physical Silver Supply
4:35 — The Price Where Silver Demand Breaks
8:21 — 2026 Outlook for Mining Equities
10:18 — The Opportunity in Developers
12:05 — A Decade of Underinvestment in Mining
14:37 — Dolly Varden’s Growth Strategy
16:50 — The Contango Merger Explained
19:05 — Production Growth Timeline
22:20 — De-Risking Through Drilling
23:52 — Growth Through Acquisitions
25:38 — A Critical Mistake Mining Companies Make
32:31 — Cash Flow as the Best Source of Capital
33:55 — Merger Vote & NYSE Listing
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Silver prices have surged, but the real story may be what happens next in the mining equities. In this conversation, Jay sits down with Shawn Khunkhun to break down the structural forces driving the precious metals market and why he believes 2026 could be the year mining stocks finally catch up to the metal price rally. Shawn also outlines Dolly Varden’s transformation from a $20M exploration company into a growing precious metals producer following its upcoming merger with Contango Ore, positioning the company to generate cash flow while advancing high-grade projects across Alaska and British Columbia.
Dolly Varden Silver (TSX-V: DV | OTCQX: DOLLF)
dollyvardensilver.com
Suite 3123 – 595 Burrard Street
PO Box 49139
Three Bentall Centre
Vancouver, BC V7X 1J1
T: 1-604-609-5137
info@dollyvardensilver.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH8
Sign up for my free weekly newsletter at 2ly.link/211gx
Be part of our online investment community:
cambridgehouse.com
twitter.com/JayMartinBC
instagram.com/jaymartinbc
facebook.com/TheJayMartinShow
linkedin.com/company/cambridge-house-international
0:00 — Precious Metals Equities Catch-Up Trade
0:25 — Gold & Silver Rally vs Mining Stocks
2:09 — Tight Physical Silver Supply
4:35 — The Price Where Silver Demand Breaks
8:21 — 2026 Outlook for Mining Equities
10:18 — The Opportunity in Developers
12:05 — A Decade of Underinvestment in Mining
14:37 — Dolly Varden’s Growth Strategy
16:50 — The Contango Merger Explained
19:05 — Production Growth Timeline
22:20 — De-Risking Through Drilling
23:52 — Growth Through Acquisitions
25:38 — A Critical Mistake Mining Companies Make
32:31 — Cash Flow as the Best Source of Capital
33:55 — Merger Vote & NYSE Listing
Copyright © 2025 Cambridge House International Inc. All rights reserved.
