I suppose the shoulda, coulda wouldas will come out now...........but the guidance is conservative YES, the capex had to go up considerably considering the major enhancement to the FPF-1 to allow for higher processing volume EXPECTED.
Do not lose sight of the first two wells of Stella being at max test. The pathway to growth is never a predictable straight line. By the management and the assets and expect volatility especially in this paranoid market. IF they come in at mid guidance they will pump 12,000