That is a great interview. I have always thought Frank Holmes was a solid player. He is into marketing his funds, such as USERX, which is a good thing to buy right now, but he also does his homework.
I would add that KXL fills his bill for what a junior explorer should have going for it to be in your portfolio...Lots of cash, higher grades, and (my surmise) over a milllion ounces in the ground.