"I suspect the original prediction was made as a result of some knowledge/guesstimate of core visuals, and corporate plans."

I'll restate that it must be of a corporate nature to predict sp's of $10-12 with any kind of certainty.  Core visuals seem to have lost their magic in favour of numbers, not that they wouldn't contribute to the overall affect.  Top notch assays are another story, but there would be nothing like a barrage of info. from two or more plays, which is what I have been expecting.