The PDAC conference always ends with a luncheon presentation by an industry expert. In 2009, the PDAC went way out of left field and selected doomsday economist Marc Faber to do the speech. His speech will be remembered for his comparison of Ben Bernanke to Robert Mugabe.

It was a much more traditional approach this year, as the presentation was made by investment strategist and commodity bull Don Coxe. In a speech titled Two Bets for Mining Growth: The Base Metal Bet on Asia, and the Precious Metal Bet on Obama, Mr. Coxe made the case that the commodity bull market has a long way to run.

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Expect more, new bidders for your discoveries, Coxe tells prospectors

miningweekly.com – Juniors and exploration companies are heading into an era when their mineral discoveries will be more in demand than ever, investment strategist Don Coxe said on Wednesday.

In a speech on the final day of the Prospectors and Developers Association of Canada’s annual convention, he said that Chinese and Indian companies will become more active in securing earlier stage projects, to benefit from production down the line.

….read more HERE