I have had a more thorough read now after market. As Esh mentioned increase is LoM cost which seems to be because they are no longer going to be owner operator. Whilst that is the negative it does go on to say that this will be PARTIALLY offset by the reduced equipment costs.
However I would like focus on the bits below. There seems to be some belief that our resident Yahoos do not have 5% or did something incorrectly as it states they're investigating their validity to do this.