email from ilja

We are buying a massive gold production, reserve and resource, with uranium upside.
Key to the deal is cost reduction, we have had a long look @2 the assets and think we can do it, it is in our backyard, we know the assets very well, we have worked similar assets, so we are not stepping out of our comfort zone when we are looking at cost reduction and we have been conservative, on the gold, and then on top of that co-product reduction when looking at uranium as a bi product
There are not many assets available, and this one was available, again, in our own backyards, we are not stepping out into new areas
You would have seen the Chinese buying, we knew they were coming on board and they clearly knew of the deal, so we have a strong partner
The deal is deb financed, that?s speaks volumes for the assets
Lots of froth I see on HC, I think people need to step back, look @ the big picture and see what potential this all has.

http://www.miningmx.com/news/gold_and_silver/Froneman-sets-out-Rand-Uranium-strategy.htm
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can?t explain better than this?