Don’t Wait Longer: Silver’s Climb Is Just Getting Started

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. They discuss tightening physical silver inventories, the shift from paper trading to real demand, and why producers generating record cash flow may soon drive a wave of acquisitions, exploration spending, and industry consolidation. Shawn also outlines Dolly Varden’s transformation from a $20M exploration company into a growing precious metals producer following its 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) https://dollyvardensilver.com/ Suite 3123 – 595 Burrard Street PO Box 49139 Three Bentall Centre Vancouver, BC V7X 1J1 T: 1-604-609-5137 [email protected] Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.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.