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To this point, I've not seen anything that shows they're lying.

Okay, fair enough. They've just changed their contract so that things that used to be allowed now aren't. I understand their point of view, and I understand the concept of oversubscription, but they really should have taken this sort of thing into account to begin with.

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As an analogue in the real world, consider (unmetered) water supply.

Do Brits have unmetered water?
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Bitt Faulk