Im with you - my best guess is Heathgate too.
That makes most sense geographically/operationally and also the numbers in the deal make more sense, although if it is Heathgate I'd expect cash + shares also.
As you probably know Heathgate/Beverley is owned by General Atomics (GA) a privately held US company. Perhaps GA dont want to run a mine anymore as this is only 1 string in their bow, not the main focus. Perhaps a sale could also involve an offtake deal so that GA get rid of the mine operator responsibility, but dont loose access to the U308 supply.
All pure speculation but I can see how Heathgate fits better than the other possibilities suggested.
Ann: Trading Halt, page-29
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