To be honest, I think it actually shows it's quite sturdy....

To be honest, I think it actually shows it's quite sturdy. the CAPEX intensity came in pretty much where I had done some back of napkin calcs, look back on my posts if you don't believe me. I think they've shot themselves in the foot by including only a low and medium scenario effectively though. They showed survivability but not possible upside so the median perception was perhaps skewed down? The % of resource used also is pretty small. Study releases are rarely positive events but there within there also lies potential opportunity. Watching with keen interest.