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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

Post by SevenFigureson Aug 30, 2011 3:00pm
472 Views
Post# 18994578

56,000 ozs?

56,000 ozs?Using $300/oz in the ground and 47,600,000 shares and 0.355 CAD share price today, the current "valuation" of ICN assumes 56,000 oz in the ground on all properties. Knock off another 2,900 ozs when negating cash & marketable securities. Leaves 53,100 oz. We have entered "beyond ridiculous" terrority here. Even Hering's low-end target of 300,000 oz is almost 6 times this for GF Bonanza alone. His midpoint target of 1,650,000 oz would be 31 times the value that ICN is being given today.  Want to use $200 oz? Still 4x to 20x misvalued currently using Hering's low-end and midpoint GF Bonanza targets. (Also, zero value of course being given for all other properties and assemblage of management as well)

Greece's July "bailout" is fast becoming bunk; and if it weren't for the ECB stepping in to buy Italian bonds, their 10 year notes would be well over 6%, possibly 7%. 7%+ begins the death debt spiral for Italy of course. Bullish for gold.

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