RE:Whats the delay worth?If IAE are being super conservative, and Stella comes in at 40,000 boe/d, that's almost 22,000 boe/d from Stella alone. Then, you add existing production, perhaps 13,000 boe/d, and boom, IAE could easily be producing 35,000 boe/d in just 11 short months :)
I know that IAE is projecting 25,000 boe/d, and we should keep both feet planted firmly on the ground, but there is no ignoring this potential upside.
A3 should spud soon, and in a few months we'll know even more about what Stella is capable of
GLTA