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CTCTGO

Contango Silver & Gold Inc.

$CTGO·$510M·Gold·Basic Materials
$15.25+0.7%YTD-42.8%1Y-39.9%
Price updated 14h ago·X counts updated 5d ago
CTCTGO
$CTGOContango Silver & Gold Inc.
$15.25+0.66%33 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CTGO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

33X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CTGO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 61% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CTGO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Contango Ore is a $600M gold-development name near 52-week lows — Nov 12 earnings tests the Manh Choh ramp.

Contango Ore is an Alaska-focused gold developer and producer — the Manh Choh project is the operational anchor via a joint venture with Kinross.

  • The business is in ramp: Q1 revenue is operational but PE -7.1x reflects post-startup P&L timing; ROIC of 16% suggests meaningful cash flow is finally coming through.
  • 52-week range position is 12% with vol at 68% of average — near the floor on quiet volume, consolidating ahead of Nov 12 earnings as the first clean operational read.
  • At $600M market cap for a producing gold miner the valuation is reasonable on cash-flow metrics once Manh Choh fully ramps — the market is pricing in continued operational-ramp risk.

Nov 12 Q3 is the gate — any confirmed Manh Choh production ramp plus unit-cost disclosure extends the stock off the floor. A production miss or cost overrun and the stock stays range-bound.

What to watch: Nov 12 Q3 — Manh Choh production ramp, unit-cost disclosure, cash flow trajectory, and FY27 guide. A production miss is the clear invalidator.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $CTGO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Exploration-stage gold miner prospecting Alaska's Contango Creek and Lucky Shot hard-rock deposits, with no production revenue yet.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $CTGO.

Gold · Basic Materials

No material change from last week — gold prices remain elevated on central bank accumulation and dollar diversification, with miners carrying operating leverage to metal price.

What this means for $CTGO

Neutral — Exploration-stage gold miner prospecting Alaska's Contango Creek and Lucky Shot hard-rock deposits, with no production revenue yet.

Top industry ETF

$GDXVanEck Gold Miners ETF
+0.1%YTD
+3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-34.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.14$-0.04+481.8%
Q1 2026May 14, 2026$-0.83$0.65-227.1%
Q4 2025Mar 16, 2026$0.14$-0.07+291.2%
Q3 2025Nov 13, 2025$0.27$0.65-58.1%
Next earningsThu, Nov 12·consensus EPS $-0.06

Forward consensus

1-year forecast
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0$4.35$4.35 – $4.350

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-28.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 19Clark Michael AaronCFO1.3K sh$27KSellAug 19Larimer David GregoryVP Exploration96 sh$2KBuyJun 25Van Nieuwenhuyse RickCEO4.1K sh$63K

See when $CTGO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 68-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Contango Silver & Gold Inc. (CTGO) published a new corporate presentation on September 22, 2026 via this Reg FD filing, covering its operations including its 30% interest in the Peak Gold joint venture managed by Kinross Gold Corporation in Alaska. Non-GAAP measures from Kinross's IFRS reporting are included. This is a routine investor relations update with no new financial commitments or transactions disclosed.

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

Contango Silver & Gold (CTGO) announced drill results from its Kitsault Valley silver and gold project under Regulation FD. The filing discloses exploration drilling data with specific assay grades and intercept lengths detailed in the accompanying press release. Kitsault Valley is the company's primary exploration asset. Drill results at this stage can materially expand the resource estimate and support advancement toward a feasibility study for the project.

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Contango ORE (CTGO) released a press release with project updates as a Regulation FD disclosure. The specific operational details are in the furnished exhibit. Contango ORE is a gold and critical minerals exploration company operating in Alaska.

8-KPress release / Reg FDSep 28-K — Item 7.01: Press release / Reg FD
AI summary

Contango Silver & Gold (CTGO) disclosed initial gold assay results from its 2026 surface diamond drilling program at the Lucky Shot Project in Alaska, along with an underground exploration development update, via press release on September 2, 2026. Specific assay grades and intercept lengths are in Exhibit 99.1 (not restated in the form body). The company is advancing both surface drilling and underground exploration at Lucky Shot. Material for a junior mining company: initial drilling results at a named project signal early-stage resource definition and could move sentiment depending on assay grade.

8-KCharter amendmentAug 198-K — Item 5.03: Charter amendment
AI summary

Contango Silver & Gold (CTGO) — formerly Contango ORE, Inc. — amended and restated its bylaws on August 13, 2026, making three key changes: reducing the shareholder quorum threshold from a majority to one-third (33 1/3%) of voting power, formally updating the corporate name from Contango ORE, Inc. to Contango Silver & Gold Inc., and updating director election procedures previously approved in 2021. The lower quorum reflects the practical reality of getting retail shareholders to participate in meetings. Administrative governance update; not financially material but the name change formalizes the company's pivot to precious metals.

8-KPress release / Reg FDAug 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Contango Silver & Gold (CTGO) announced financial results for its fiscal Q2 ended June 30, 2026, via press release on August 13, 2026, and simultaneously released a new corporate presentation under Regulation FD. Actual financial figures are in Exhibit 99.1 (press release), not the form body. The corporate presentation is attached as Exhibit 99.2. Routine earnings and investor materials disclosure for the junior mining company.

8-KPress release / Reg FDJul 178-K — Item 7.01: Press release / Reg FD
AI summary

Contango Silver & Gold (CTGO) disclosed a new corporate presentation on July 15, 2026, under Regulation FD, covering the company's operations including the Peak Gold LLC joint venture in Alaska (CTGO holds a 30% interest, managed by Kinross Gold Corporation under IFRS accounting). The presentation includes non-GAAP financial measures prepared by Kinross Gold that the company could not fully reconcile to GAAP. Routine investor presentation update; no new financial terms or transactions disclosed.

+ 18 other (9 8-Ks · 4 13Gs · 2 10-Qs · 1 S-3ASR) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Contango Silver & Gold Inc. (CTGO) Discusses Lucky Shot Drill Results and Goldman Surface Program Assay Highlights Transcriptseekingalpha.com·10d agoContango Intersects 140.23 g/t Gold over 0.63 Meters and 18.16 g/t Gold over 3.65 Meters at Lucky Shot and Advances KM Vein Drillingnewsfilecorp.com·11d agoContango Silver & Gold Inc. (CTGO) Discusses Kitsault Valley Project Mineral Resource Estimate Update Transcriptseekingalpha.com·24d agoContango Silver & Gold: 2027 Could Change The Valuation Fastseekingalpha.com·26d agoContango Intersects 506 g/t AgEq over 13.90 Meters at Torbrit and 807 g/t AgEq over 4.96 Meters at North Star Infill and Expansion Drillingnewsfilecorp.com·32d ago

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Voices on X · last 7 days

No standout posts about $CTGO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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