Mangrove, I think everybody is delayed just not Norwest. Look at Orchard, Antares, Petsec with Main Pass etc. Getting rig slots has become much more difficult and costly.
But I agree with your comment that the delays result in some investors looking for a feed elsewhere. Nothing really fundamental has changed with any of the stocks I mentioned.
For me I couldn't trade my way out of a paper bag so I am pretty happy....well at least resigned to.... sitting and waiting.
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