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"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 >
"TCF has already found 1 Tcf gas and is raising money to drill." (4/30/13) CBM Asia Development Corp. - The Energy Report Interview with Bob Moriarty More >
"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 >
"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
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 Securities More >
"We are maintaining our Buy recommendation on NMX." (10/9/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Securities More >
"LAC's stock should perform well; investors should position themselves accordingly." (8/17/12) Lithium Americas Corp. - Mansur Khan, Dundee Securities More >
"This could become a compelling, high-value niche strategy for NMX." (6/21/12) Nemaska Lithium Inc. - Mansur Khan, Dundee Securities More >
"LAC increased resources significantly at Cauchari-Olaroz." (6/20/12) Lithium Americas Corp. - Mansur Khan, Dundee Securities More >
Notable Quotes
"Uranium producers like EFR are going to start popping up on people's radar screens." (5/23/13) Energy Fuels Inc. - The Energy Report Interview with Matt Badiali More >
"The conservative uranium bet is to go with companies making money at current prices. That's FCU." (5/23/13) Fission Uranium Corp. - The Energy Report Interview with Matt Badiali More >
"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 >