I guess it depends on what you mean by over delivering. I...

I guess it depends on what you mean by over delivering. I personally considered it to be over delivering when they suddenly announced the BG deal out of the blue and that deal implied that BG Group had confidence that QGC would be able to prove up over 7000 PJ of 2P when at the time they didn't even have 3000 PJ of 3P. That to me is over delivering on investor expectations. It's also worth noting that none of QGC's statements to the market prior to that hinted at possible resources beyond existing 1P, 2P and 3P. As it should be of course.

If you choose not to consider that over delivering, that is of course your prerogative.