Delays worry me also.
Too many times, the Worrior upgrades were bumped into the next month.
No explanation to not fracking multiple zones to achieve the full additional 200 bopd anticipated for the attic oil. Just putting on pump. And another pump. That was a lift we were anticipating that didnt fully materialize.
Now they are ordering the long lead items for Kiwi. If delays occur, and we are still here more or less in another 6 months, the time left on options will see less time premium afforded. Potential volatile, and fear of evaporation.
That is just within the status quo of stable markets. If markets wobble, then everything gets a bad hair cut.
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