Investors in the uranium space are like Goldilocks. In this interview, David A. Talbot, senior mining analyst at Dundee Capital Markets, explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.

It's certainly true that throughout history most commodities have swung from boom to bust. Which means that buying busts has been a reliable strategy for profits. We're certainly in a bust for one metal: uranium.