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Sector Expert: David Talbot

Red Cloud Securities

Image: David Talbot

David A. Talbot is a mining analyst with Red Cloud Securities. He 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 covered 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.

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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 firmsŚall 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

"SYH signed an option agreement to vend Yurchison to Medaro Mining."

— David Talbot, Red Cloud Securities (11/7/21)

"SEA's updated PFS, to incorporate Snowfield, is anticipated in Q2/22."

— David Talbot, Red Cloud Securities (11/7/21)

"SYH's Hook Lake uranium project returned high-grade sampling results."

— David Talbot, Red Cloud Securities (9/1/21)

"With a strong and experienced management team, unique strategic alliances and robust pipeline of potential investments, EMPR, we believe, will continue to grow by adding high-quality, low risk, near-term revenue-generating royalties and streams."

— David Talbot, Red Cloud Securities (6/30/21)

"We are initiating coverage on SYH with a Speculative Buy rating. . .prospectivity of the Moore uranium project makes the company one of the more established junior uranium explorers."

— David Talbot, Red Cloud Securities (5/13/21)

"The resource estimate for VIPR's La Virginia totals 48.9 Moz Ag eq."

— David Talbot, Red Cloud Securities (5/4/21)

"EMPR completed a $5M silver stream agreement for Telson's Tahuehueto."

— David Talbot, Red Cloud Securities (4/19/21)

"Six holes reported contain spectacular results from VIPR's El Rubi."

— David Talbot, Red Cloud Securities (3/2/21)

more comments

"We are initiating coverage on GLDC with a Buy rating. . .we believe this undervalued, below radar company is an attractive investment."

— David Talbot, Red Cloud Securities (2/17/21)

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

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

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

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

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

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

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