You make a lot of assumptions in your post pw. You assume that the BMK move was done in a hurry without due consideration. I don't imagine you were in attendance at any of their drill plan meetings so I don't know that you are in full possession of all of the data they have to make this statement. You also seem to be under the assumption that the new data will provide companies with instant success. This has yet to be proven. Notice that NOT hasn't come along with a halt yet, expounding on new visuals as everyone seemed to think they would be doing this week. Although second guessing company actions is a healthy passtime, to many get into freehanded assumptions about the goings on of McFaulds companies based on not enough information. To state something as a theory is one thing, to pontificate is another.

One could easily theorize that PRB and FNC are stalling, waitng for others to up their SP before they have to pour any money into the ground. Point is who really knows for sure on what basis or motivations companies act at any given moment.