This weekend marks the start of the 2018 PDAC Mining Convention in Toronto, one of the focal points in the international mining calendar and, annually, one of the best-attended industry events. 

Despite a number of ongoing challenges for the sector, the gold price is up over $75 on this time last year and the 'mood music' emanating from Mining INDABA in Cape Town the other week has definitely been more upbeat than in the recent past.

Commodities rallied to their highest in more than two years in January, and commentators have cited inflation in the US as positive for the sector. 

I am looking forward to judging first hand the sentiment in Canada next week; and it will be interesting to see whether the positivity from South Africa is sustained and, subsequently, translated into deals and investments in the London market.