I don't disagree with you, but never say never... I've seen it happen before, and I'm sure it will happen again.
Just as an example, i've seen a contract awarded to another operator in the past, their tender was far more expensive and not even their core business. Purely as a result of the personality clashes.
Once again I'm certainly not suggesting that happened in this case, merely pointing out that it's not correct to always assume that because someone else is taking over it doesn't mean they're doing it cheaper.