Sector Experts

Mansur Khan

Dundee Capital Markets

Image: Mansur Khan

Mining Analyst Mansur Khan joined Dundee Capital Markets in 2007 as an associate covering the industrial, aerospace and special situation sectors. In late 2010, he joined Dundee's mining group, where he covers a range of exploration and production companies in the uranium and lithium sectors. Since 2012, he has been providing lead coverage on the lithium sector. Prior to Dundee, Mansur worked for a number of years at a private design engineering company on various information systems and operations projects. He holds a Master of Business Administration from the Rotman School of Management, University of Toronto and a Bachelor of Commerce in systems development from Ryerson University.




Recent Interviews

Mansur Khan: Will the Electric Vehicle Tipping Point Transform Lithium Markets? (3/5/13) The big bullish story on lithium holds that once consumers make the switch from fuel-burning cars to electric vehicles, the resulting demand for high-quality lithium batteries could make millionaires of investors exposed to lithium miners. Consumers aren't making the switch overnight, but Dundee Analyst Mansur Khan sees a tipping point on its way, along with blue sky potential. Khan has the skinny on mining companies with the goods to supply an ever-hungrier auto market and the skill to thrive in tight market conditions. Learn which names offer maximum upside in this The Energy Report interview.

Lithium Demand Will Rise Significantly: Mansur Khan (5/17/12)

Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about his favorite junior lithium stocks that he expects to be major beneficiaries of dramatic growth in lithium-ion battery demand over the coming decade.

Recent Quotes

"RM's credit facility will help fund a resource update and the feasibility study." (3/5/13) Rodinia Lithium Inc. - The Energy Report Interview with Mansur Khan More >

"We continue to believe PRB is trading at a compelling valuation and maintain our Outperform rating." (1/9/13) Probe Mines Limited - Mansur Khan, Stonecap Securities More >

"NMX announced impressive assay results from Sirmac." (11/13/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Precious Metals Inc. More >

"We reiterate our Buy recommendation on RM." (10/25/12) Rodinia Lithium Inc. - Mansur Khan, Dundee Capital Markets More >

"We are maintaining our Buy recommendation on NMX." (10/9/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Capital Markets More >

"LAC's stock should perform well; investors should position themselves accordingly." (8/17/12) Lithium Americas Corp. - Mansur Khan, Dundee Capital Markets More >

"This could become a compelling, high-value niche strategy for NMX." (6/21/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Capital Markets More >

"LAC increased resources significantly at Cauchari-Olaroz." (6/20/12) Lithium Americas Corp. - Mansur Khan, Dundee Capital Markets More >

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"LI is currently in the process of being acquired by GXY." (5/17/12) Lithium One Inc. - The Energy Report Interview with Mansur Khan More >

"LAC is a more advanced brine developer. Its Cauchari project hosts a high-grade resource. Final project approval from the province of Jujuy should be another catalyst for the stock." (5/17/12) Lithium Americas Corp. - The Energy Report Interview with Mansur Khan More >

"What we like about RM is that it has a salar it is not sharing with anyone else as well as two large lithium producers in its backyard." (5/17/12) Rodinia Lithium Inc. - The Energy Report Interview with Mansur Khan More >

"NMX has a couple of upcoming milestones, the DFS and the PEA. We like that name." (5/17/12) Nemaska Lithium Inc. - The Energy Report Interview with Mansur Khan More >

"Majors like TLH expect the lithium market to almost double by 2020." (5/17/12) Talison Lithium Ltd. - The Energy Report Interview with Mansur Khan More >

"NMX stock shows plenty of upside potential." (4/30/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Capital Markets More >

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