Part of the problem is BPT blocking Icon from doing anything...

Part of the problem is BPT blocking Icon from doing anything with 855 until July. Given the struggles with 626, getting a drilling rig going on 855 is important. I think some are a little spooked by that.
On the otherhand, BPT dirty, delaying tactics reveals the true value of what Icon have in 855. Also, I think sentiment should turn once Icon get some indication from another small player might be willing to participate in supplying the GSA. Having said that, surprised that the long-term upside is not being reflected in the price immediatately.
Also, the drilling of 626, only 2 weeks away, which is fully funded by Stanwell, should also shift sentiment.