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"I think everyone is expecting BSP's share value to grow." (4/25/13) Big Sky Petroleum Corp. - The Energy Report Interview with Jim Letourneau More >
"Things seem to be going well on the development front for MMT." (3/28/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque More >
"The sum of the value of NZ's individual assets should be higher than its current valuation." (3/28/13) New Zealand Energy Corp. - The Energy Report Interview with Amin Haque More >
"Our favorite takeout target is URZ." (3/26/13) Uranerz Energy Corp. - The Energy Report Interview with Jeb Handwerger More >
"FIS has the right management team that made not one, but two major discoveries." (3/21/13) Fission Energy Corp. - The Energy Report Interview with Marin Katusa More >
Sector Experts
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Companies Commented On
- Alderon Iron Ore Corp.
- Bannerman Resources Ltd.
- CanAlaska Uranium Ltd.
- Dundee Precious Metals Inc.
- Energy Fuels Inc.
- European Uranium Resources Ltd.
- Fission Energy Corp.
- Fission Uranium Corp.
- Laramide Resources Ltd.
- Lithium Americas Corp.
- Mawson Resources Ltd.
- Nemaska Lithium Inc.
- Rodinia Lithium Inc.
- Strateco Resources Inc.
- U3O8 Corp.
- UEX Corp.
- Ur-Energy Inc.
- Uranerz Energy Corp.
- Uranium Energy Corp.
David Talbot
Dundee Securities Senior Mining Analyst David Talbot worked for nine years as a geologist in the gold exploration industry in Northern Ontario. David joined Dundee's research department in May 2003 and in the summer of 2007, he took over the role of analyzing the fast-growing uranium sector. David is a member of the PDAC, the Society of Economic Geologists and graduated with distinction from the Univ. of Western Ontario, with an Honours B.Sc. degree in geology.
Recent Interviews
2013 Should Be the Turnaround Year for Uranium: David Talbot (12/4/12) After two years of uncertainty, David Talbot tells The Energy Report why he expects 2013 to be the year that the balance in the uranium energy equation finally begins its tilt toward the demand side, with 2014 marking a probable supply shortfall. Talbot discusses which uranium producers, developers and explorers he expects to benefit most from the coming market turn.
Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot (8/14/12) David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish.
The Uranium Industry Is Alive and Well: David Talbot (12/13/11) The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
Recent Quotes
"FCU continues to impress with positive exploration results at PLS." (5/17/13) Fission Uranium Corp. - David Talbot, Dundee Capital Markets More >
"EFR's Q2/13 earnings were up and its sales prices were perhaps the best in the industry." (5/10/13) Energy Fuels Inc. - David Talbot, Dundee Capital Markets More >
"FIS shareholders will benefit as the PLS discovery evolves." (4/24/13) Fission Energy Corp. - David Talbot, Dundee Securities More >
"FIS is on to a massive discovery at Patterson Lake South." (4/22/13) Fission Energy Corp. - David Talbot, Dundee Securities More >
"Of the 46 holes FIS drilled, 80% encountered uranium mineralization." (4/15/13) Fission Energy Corp. - David Talbot, Dundee Securities More >
"We continue to recommend FIS with a Buy." (4/10/13) Fission Energy Corp. - David Talbot, Dundee Securities More >
"Four holes in FIS' R390E zone all intersected radioactivity and strike length was doubled." (4/3/13) Fission Energy Corp. - David Talbot, Dundee Securities More >
"URE is one of our preferred recommendations." (3/27/13) Ur-Energy Inc. - David Talbot, Dundee Securities More >
Notable Quotes
"CHK is active in the Marcellus sweet spot in northwestern West Virginia." (5/16/13) Chesapeake Energy Corp. - The Energy Report Interview with Josh Young More >
"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13) Fission Uranium Corp. - The Metals Report Interview with Brent Cook More >
"Majors like RDS are moving toward gas." (5/9/13) Royal Dutch Shell Plc - The Energy Report Interview with Keith Schaefer More >
"ACFN delivered its new fiber optic geophone to an unnamed supermajor for testing, which should begin in May." (5/2/13) Acorn Energy Inc. - The Energy Report Interview with James McIlree More >
"ARW's new reserve estimate on West Hazel is a really good number." (4/30/13) Aroway Energy Inc. - The Energy Report Interview with Bob Moriarty More >