And how do we know this? It's very plausible, but them conceding defeat to some extent on costs to get the operation back on track is also very possible. No doubt they're going to try and reduce the cost as much as they can but we can't say for sure if getting the "budget back to historical levels" is a deal breaker or not.

That's the problem with this site, someone says something and it goes unquestioned. People pile on with more unverified conjecture and after a few days it paints a picture that could be completely different from reality.