Streetwise Expert Interviews

David Talbot

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks

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.

(10/16/14) More >
Read More Streetwise Exclusives

Energy Master Limited Partnerships Go Mainstream: Baird's Ethan Bellamy

Master limited partnerships are yield-producing investments that can bring remarkable returns to smart investors and provide short term buy-sell profits. (10/9/14) More >

Newsletter Briefs

"Production at URE's Lost Creek has gone well in year one." (10/16/14) Ur-Energy Inc. - The Energy Report Interview with David Talbot More >

"FCU is a no-brainer; the company cannot miss." (10/16/14) Fission Uranium Corp. - The Energy Report Interview with David Talbot More >

"EFR's recent sales were almost double those of spot prices; the company has some excellent contracts." (10/16/14) Energy Fuels Inc. - The Energy Report Interview with David Talbot More >

"URZ is an ISR producer in the sweet spot of the development cycle." (10/16/14) Uranerz Energy Corp. - The Energy Report Interview with David Talbot More >

"FCV's Bayovar 12 project is in a strong phosphate region; this is a dream situation for any mining company." (9/17/14) Focus Ventures Ltd. - The Energy Report Interview with Thibaut Lepouttre More >

"REL just finished the phase 1 program." (9/17/14) Roughrider Exploration Ltd. - The Gold Report Interview with Eric Coffin More >

Expert Analysis

"We recommend ENSV with an Outperform rating." (10/15/14) ENSERVCO Corp. - Rudolf Hokanson, Barrington Research More >

"HME's next phase of drilling is underway at Atlee Buffalo and Jenner." (10/10/14) Hemisphere Energy Corp. - Resource World More >

"KUB's average Q3/14 production was 16% higher than that of Q2/14." (10/10/14) Cub Energy Inc. - Christopher Brown, Canaccord Genuity More >

"URE is poised to leverage its operating capacity if the recent uranium recovery continues." (10/9/14) Ur-Energy Inc. - Joe Reagor, ROTH Capital Partners More >

"We are already beginning to see cost improvement at MEI's Entice." (10/9/14) Manitok Energy Inc. - Chad Ellison, Dundee Capital Markets More >

"URE is one of the premier vehicles for exposure to the uranium space." (10/8/14) Ur-Energy Inc. - David Sadowski, Raymond James More >