Contango Silver & Gold, Inc. (CTGO)
AMEXMaterialsGoldSnapshot 2026-11-05
AMEXMaterialsGoldSnapshot 2026-11-05
QuarterlyIQ Insights · CTGO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to…
Stated in 2 of 2 supplied quarters. Management reported: “Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to $1,400 per ounce sold.” “The Company is guiding towards the lower end of its 2026 production guidance of 40,000 gold equivalent ounces attributable to its 30% interest in the Peak Gold JV with unit costs consistent with Q2-2026.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 46% of the time over the next year (vs 56% for the rest of the cohort, n=2600).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to…”
“Manh Choh remains on track to meet our 2026 guidance of 40,000 to 45,000 ounces of gold production, which will set the stage for 2027, which we are guiding to 75,000 to 80,000 ounces of gold producti…”
The Company completed 56,492 meters of drilling at its Kitsault Project in British Columbia, well above the 40,000 meters originally planned.
Stated in 1 of 2 supplied quarters. Management reported: “The Company completed 56,492 meters of drilling at its Kitsault Project in British Columbia, well above the 40,000 meters originally planned.” “This work was completed ahead of schedule and under budget and is important for establishing access to support construction of the underground exploration development drift scheduled to begin in 2027.”
“Simultaneously, we are preparing for a 40,000-meter surface program at Kitsault Valley, with an updated mineral resource estimate expected by late June.”
Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to…
Stated in 2 of 2 supplied quarters. Management reported: “Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to $1,400 per ounce sold.” “For 2026, we anticipate cash costs between $1,900 to $2,000 and all-in sustaining costs of $2,200 to $2,300 per ounce of gold sold.”
“Looking ahead, this sets the stage for a dramatic step-up in 2027, where we are guiding to 75,000 to 80,000 ounces of gold production at cash costs of $1,200 to $1,300 per ounce and AISC of $1,300 to…”
“For 2026, we anticipate cash costs between $1,900 to $2,000 and all-in sustaining costs of $2,200 to $2,300 per ounce of gold sold.”
With our hedges now removed, we have a clean balance sheet and full exposure to the gold price.
Stated in 1 of 2 supplied quarters. Management reported: “With our hedges now removed, we have a clean balance sheet and full exposure to the gold price.” “Furthermore, we have strengthened our financial flexibility by reducing hedge contracts to 22,000 ounces and reduced our debt to $13.6 M, both of which we intend to fully settle by year-end.””
“Furthermore, we have strengthened our financial flexibility by reducing hedge contracts to 22,000 ounces and reduced our debt to $13.6 M, both of which we intend to fully settle by year-end.””
Acquire 100% ownership of Lucky Shot project and advance underground and surface drilling toward a feasibility study and production decision in 2027.
Over the trailing year it converted 1.05x of net income into operating cash flow.
Most sensitive to the US dollar and the broad stock market.
Not enough signal to read sensitivity to Fed net liquidity (low R² over the window).
30 material management or governance events in the past 24 months, led by M&A activity. Historically, Materials names rated volatile grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=1894).
Not investment advice. As of 2026-11-05.