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Icon Energy Ltd V.ICN


Primary Symbol: ICNOF

Icon Energy Limited is an Australia-based oil and gas exploration company. The Company has a 100% interest in, and is operator of, the ATP 855 tenement and the basin-centered gas resource that it contains. The Company’s ATP 855 is located in the Cooper-Eromanga Basin on the eastern side of the Queensland and South Australian border. The Company's tenements include ATP 855, PRL's 33-49, ATP 594, PEP 170, PEP 172, and PEP 173. PRL's 33-49 are adjacent to ATP 855 on the western side of the border, and both permits share part of the Nappamerri Trough. ATP 855 is located in the Nappamerri Trough, one of the six troughs within the Cooper Basin. The tenement covers the deepest part of the trough, containing the thickest sequence of Permian sediments in the entire Cooper Basin. It is within these sediments that a large, unconventional, basin-centered gas resource has been discovered that extends across the entire tenement. ATP 855 occupies a total area of 1,679 square kilometers (km2).


OTCPK:ICNOF - Post by User

Comment by SevenFigureson Aug 13, 2011 2:50am
228 Views
Post# 18938550

RE: RE: RE: Cores to come "early next week"

RE: RE: RE: Cores to come "early next week"
Warrants & Options


- Very few warrants (3.77 million as of 5-31-11, 4.4 million options, 47.6 million shares)
- Warrants as of 3-31-11 were 3.27 million, so looks like the difference is 500,000, these went to Lode-Star 4-13-11
- In the 3-31-11 MD&A report, under Subsequent Events (pg 15), states "d) Subsequent to March 31, 2011, 1,166,983 warrants were exercised for proceeds of $300,304". The report is as of 6-27-11, so this leads one to believe that all 1.1 million warrants were exercised in June; but hard to believe none were exercised on May 17th/18th on the spike with heavy volume days... if accurate, bodes well for the potential?


As of 3-31-11, the 3.27 million warrants were made up of 2.55 million at 25 cents (expire 12-17-11) and other 0.72 Million are at
.33.



Also, from 1-18-11 "The Company also wishes to announce that the Company has granted 250,000 incentive stock options to the newly appointed Director of the Company. The options are exercisable on or before January 17, 2016 at an exercise price of
.56 per share. The grant of options is subject to TSX Venture Exchange approval."



And, from 4-6-11 "The Company also wishes to announce that it has granted 400,000 incentive stock options to the newly appointed Technical Advisor and certain new consultants of the Company. The options are exercisable on or before March 30, 2016 at an exercise price of
.45 per share. The grant of options is subject to TSX Venture Exchange approval."



Options on 3-31-11 were 4.4 million, and on 5-31-11 they were unchanged. So zero options exercised during May 17th/May 18th.


Last Private Placement info:
From 9-20-10 "pleased to announce a non-brokered private placement of up to 14,000,000 common shares at a price of
.30 per common share, for gross proceeds of up to $4,200,000 (the "Offering")" and "the Offering will be subject to a statutory hold period of four months plus a day from the date of issuance in accordance with applicable securities law legislation"



Other


- Per the Corporate Presentation looks like as of 5-31-11, they held $2.4 million in cash.


- Other interesting paragraph from the 3-31-11 MD&A Report 
"The main focus of ICN’s exploration program and budget will be on the newly acquired Goldfield Bonanza project, with a significant exploration program planned for the Rockland Project as well. ICN is discussing the possibility of joint venturing out certain of its other projects as a means to leverage its treasury. The Company continues to review other strategic acquisition opportunities and possible business combinations to further add to shareholder value."


I don't know too much about the Rockland-Pine Grove project but the PPM numbers on the Corporate Presentation (pg 13) are out-of-sight; also 50,000 tons mined previously at an average of 17 g/t is impressive.


None of the above or the previous post takes into account other properties in Nevada:
- Hog Ranch (3-29-11 - Pacific Rim has been granted the option to acquire a 65% interest (the "Interest") in the Hog Ranch Property through the expenditure of an aggregate of US$8 million in exploration work and the issuance of an aggregate of 1 million common shares of Pacific Rim, according to the following schedule")
Dunes ("The Company staked a total of 248 unpatented mining claims to form the Dunes Property. These claims are located immediately to the west of the Sandman Project, now controlled 100% by Newmont")
- North Dunes ("pleased to announce the 100% acquisition of 358 unpatented lode mining claims. The claims cover approximately 3000 hectares (7400 acres) and lie along the west flank of the Slumbering Hills in Humboldt County, Nevada. These claims are located between the well-known Sleeper Mine (Paramount Gold & Silver Corp.) and the newly discovered mineralization at the Sandman Project (Fronteer Gold -- Newmont Mining JV). The Property is immediately north and west of Sandman, and adjoins ICN's recently staked Dunes Project")
- New AWA Property ("Seven claims lie to the north of Sleeper in the northwestern portion of the Awakening Hills, and the other block of claims (20 in total) lie to the east of the Sleeper Mine, along the eastern margin of the Awakening Hills. The later block of 20 claims is of principle interest to ICN")
- Trout Creek ("ICN Resources has signed a Letter Agreement granting ICN the right to acquire 100% of twenty (20) mining claims located in Humboldt County, Nevada, referred to as the JJ (Trout Creek) Property (the "Property"). The Property is located approximately 20 miles from the historic high grade Sleeper deposit, mined by AMAX Gold from 1986 to 1996, producing 1.66 million ounces of gold and 2.3 million ounces of silver")
- King's River ("On March 29, 2011, the Company signed a Letter Agreement to option the Kings River Project, which is located to the north of the Sleeper Mine, Nevada, within a belt of epithermal gold systems related to Miocene bi-modal volcanism. The new project will complement ICN’s current land holdings at the Dunes and North Dunes Properties, which lie to the south of the Sleeper Mine. The King’s River Project is optioned from Seabridge Gold Inc. (“Seabridge”) and consists of 44 unpatented mineral claims, (900 acres or 356 hectares), lying approximately 35 miles (60 km) north of the Sleeper Mine, in Humboldt County, Nevada. The terms of the Letter Agreement with Seabridge allow ICN, or a subsidiary, to acquire 100% of the claims over a 12 month period, subject to a retained 1% NSR on gold and silver reserved for the benefit of Seabridge. Initial payment calls for the issuance of 100,000 ICN shares with a final payment of US$100,000 cash and the further issuance of 150,000 ICN shares on or before 12 months from the date of TSX Venture Exchange (“TSX-V”) acceptance of the transaction")


To finalize, fairly certain that some of these remaining 11 cores (Monday pre-market?) were/should have been drilled in the Red Hills area to the south of Church. Some of Lode-Star's legacy drilling assays in the area (see 1-20-11 news release) would have been great results for Silver let alone Gold. I'll eat my hat if they didn't twin that LSC-012 hole (75 and 37 OPT intervals!)...


All the above in my humble opinion. Please due your own due diligence!
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