Topics covered: Underinvestment in gold mining, Stock recommendations, Political risk profiles, M&A Activity, Joint venture partnerships, Investor concerns, Indian jewelry buying, Increased costs of building new mines, Increased cash flows, Impact of gold ETFs, Hedging and gold, Gold price outlook, Exploration money sources, Energy cost increases, Declines in South African production, Declines in global supply, Cost containment and preserving margins, Chinese gold reserves, Chinese gold production, Central bank sales