StreetSmart Live! Presents Frank Holmes’ Virtual Junior Mining Expo on 11/12/2020. Learn More

Sector Expert: David Talbot

Eight Capital

Image: David Talbot

Eight Capital Vice President and Senior Mining Analyst David A. Talbot worked for nine years as a geologist in the gold exploration industry in northern Ontario with Placer Dome, Franco-Nevada and Newmont Capital. Talbot joined Dundee's (now Eight Capital) research department in May 2003, and in the summer of 2007, he took over the role of analyzing the fast-growing uranium sector, and currently covers uranium, lithium, graphite and iron ore. Talbot is a member of the Prospectors and Developers Association of Canada (PDAC), the Society of Economic Geologists (SEG) and graduated with distinction from the University of Western Ontario with an Honours B.Sc. degree in geology.

Recent Interviews

Dundee's David Talbot Says Green Energy Trend Is Your Friend (1/5/16)
U.S. Uranium Production

David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.

Dundee's David Talbot Charges Ahead, Confident that Uranium Has a Bright Future (4/9/15)

Smart energy investors pay attention when Dundee Capital Markets' David A. Talbot speaks. With decades of experience as a geologist and financial analyst, Talbot knows his game. He puts his muddy boots on the ground, always visiting a mine before recommending a buy. In a wide-ranging interview with The Energy Report, Talbot opens Dundee's basket of well-positioned uranium mining firms—all well-managed companies that will pump out riches as the uranium price stabilizes.

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks (10/16/14)

Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.

Recent Quotes

"Deep drilling returned high-grade, thick intercepts at LIO's Tuvatu."

— David Talbot, Eight Capital (9/28/20)
more >

"LIO discovered Tuvatu-style lode gold veins at Banana Creek."

— David Talbot, Eight Capital (7/20/20)
more >

"We initiate coverage on LIO with a Buy recommendation."

— David Talbot, Eight Capital (4/28/20)
more >

"AZZ's NRC license is free and clear of any further contentions."

— David Talbot, Eight Capital (12/13/19)
more >

"AZZ's updated Dewey Burdock PEA showed vastly improved economics."

— David Talbot, Eight Capital (12/6/19)
more >

"EFR offers operational readiness with a full suite of projects."

— David Talbot, Eight Capital (4/15/19)
more >

"We could see wellfield deployment at AZZ's ISR project start in 2019."

— David Talbot, Eight Capital (4/15/19)
more >

"EFR is now producing high-purity vanadium from pond solutions."

— David Talbot, Eight Capital (4/1/19)
more >

more comments

"We are confident in ECS' direction in producing a cobalt concentrate."

— David Talbot, Eight Capital (1/8/19)
more >

fewer comments

Due to permission requirements, not all quotes are shown.