The majors you talk about don't give a rats about IT... but they can count well enough to know that a prospective 150mmbbls in the greater Crux area is world class.
We're not talking about a stranded 10mmbbl resource here.
Keep talking it down it wont stop any of the majors from running the numbers, they dont give a toss about management nor about the SP only about POO at $100+/bbl in the mid term.
BTW when crux gets done IMHO it wont incrementally move the SP it will double or triple it.
The majors you talk about don't give a rats about IT... but they...
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