"p.s. If wrong than our sp would not be where it is, the rumour mill would have blown the lid off the sp."

Not necessarily. 4X increase doesn't happen over night and with continued sp supression momentum is easily cowed. Gradual increase in resource isn't sexy, it needs a big stab in the forehead kind of news to overcome fear and summer doldrums. When they release in that way then we'll see something.