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.

Recent Articles

Analyst Says PEA Adds 'Considerable Value' to KSM 08/04/2022

Seabridge Gold Inc.'s copper-rich expansion at its KSM project in the Golden Triangle gets one analyst to raise his target price for the company.


Recent Quotes

"SEA's latest PEA tacks on 39 years to the 33-year life of mine."

— David Talbot, Red Cloud Securities (8/4/22)
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"SEA's updated PFS incorporates a well thought out strategy."

— David Talbot, Red Cloud Securities (6/29/22)
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"SYH acquired a 51% interest in the Russell Lake uranium project."

— David Talbot, Red Cloud Securities (5/20/22)
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"SEA increased M&I resources at Mitchell and East Mitchell by 16%."

— David Talbot, Red Cloud Securities (4/18/22)
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"SEA signed an agreement with BC Hydro to supply electricity at KSM."

— David Talbot, Red Cloud Securities (3/2/22)
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"SYH signed an option agreement to vend Yurchison to Medaro Mining."

— David Talbot, Red Cloud Securities (11/7/21)
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"SEA's updated PFS, to incorporate Snowfield, is anticipated in Q2/22."

— David Talbot, Red Cloud Securities (11/7/21)
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"SYH's Hook Lake uranium project returned high-grade sampling results."

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

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

— David Talbot, Red Cloud Securities (5/4/21)
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"EMPR completed a $5M silver stream agreement for Telson's Tahuehueto."

— David Talbot, Red Cloud Securities (4/19/21)
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"Six holes reported contain spectacular results from VIPR's El Rubi."

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