You say all planned so the 'sophs' can achieve their margins and...

You say all planned so the 'sophs' can achieve their margins and move on.....bet your bottom dollar they would have researched the fact the rig was going to be late....did you?
QPNO a big risk reward, will wait till things look a goer with next spud date of "Mid Jan" whatever that means, then dive in. SP will jump at the smell of an oily rag then oppies will come alive. If mid Jan slides then all bets are off with ops. Its going to be a heart pumping NY.
Bring it on.