G'day T.F. He is looking for sources of supply. Until we drill 855 we have no supply to offer.
But, the GSA "could" be a valuable asset. So, IF ICN can come up with a supply AND a GSA, then we certainly could be in the mix. BPT selling out of 218 would seem to be a more likely source until 855 is proven up.
If you are thinking takeover, they would need to be offering far more than $168 million to even get a foothold into ICN.
I think that there will be MUCH bigger fish than LNG eyeing off ICN. Can't wait for that rig to arrive and drilling of 855 to commence. "Interesting" trading today??
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