Nicely put longterm But here's another theory which crossed my mind.

Even though they were forced to come up with a news release, the brutality of the statement yesterday may have meant something else. What if Falcon already has a partner lined up and are confident enough to say what they did yesterday cause they cockily feel they can carry on without XOM. They even stated what they thought Exxon should do in the statement which suggests there is a rift among partners not to mention Mol's release today.

Today it is not all doom and gloom as the sp has risen more than 40% with similar volume. As I read leakage theories all the time, I wonder whether some know something is cooking.

I may be a long way off here I accept, but it sure is something that makes you go hmmmmmmm.....