Pj and ya, Your experience and solid analysis notwithstanding,...

Pj and ya,
Your experience and solid analysis notwithstanding, I'm still inclined to privilege the view of Cairn and FAR people on the ground within the tight hole. If it was only FAR, well you could argue boosterism, Aussie Cowboys, etc; but Cairn has been beaten from pillar to post on this forum for its dour conservatism. And now both seem to be revising their sense of the project economics, and you guys are having none of it. Sure, it's back of envelope stuff, but they have numbers on the envelope that we can't see yet.
Not looking for a stoush, just disagreeing.
Cheers