What is everyones view on ICN. Min 40% of ATP855 possibly 80%...

What is everyones view on ICN. Min 40% of ATP855 possibly 80% and a GSA in place. Mkt cap ~110m. many targets and large potential. Just wondering why it is so offered post announcing the GSA. I have read the threads but just trying to see if there is a cross-over at all to ADE. I get that ICN have no gas and it will cost them a lot to drill for that gas (or buy it from someone else) but with that sort of size in ATP855 and the gsa it doesnt seem too expensive to me. Anyone care to post their views on that ? I still prefer the mix that ADE has by a long way (otway projects, oil, power station potential, storage, more proven shale than ICN, better partner in BPT, no legal issues etc). But just trying to determine why that share got so offered post annoucing the GSA. thanks