U.S. Global Investors [www.usfunds.com]

Portfolio Manager Ralph Aldis and Frank Holmes discuss the factors driving gold miners these days with Geoff Candy from Mineweb. The podcast is an in-depth discussion of many of the factors covered in U.S. Global’s Special Gold Report, including the drawbacks of gold companies using an outdated cost measure to articulate their profitability. They also discuss how miners’ management is becoming more disciplined, looking at feasibility studies as well as paying dividends.

Listen to the Podcast by clicking on the play button below.

If you cannot view the player above you can download the MP3 file here.

Also, click here to read Geoff Candy’s article highlighting the “cash cost fairytales” in the mining industry.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. The following securities mentioned were held by one or more of U.S. Global Investors Funds as of 9/30/12: Franco-Nevada, Gold Fields, Goldcorp., Gran Colombia,  Kinross, SPDR Gold Shares