Hey Foggy
Two points in my reply, 1st point: if you go over the historical info there does not appear to be any info that supports a delay, rather the info supports a normal operational timeline in so much that they don't even know at this point in time what the flow rate is for the first horizontal, perhaps it will be great and no adjustments are needed or perhaps some adustments will be needed, however at this point in time they do not know.
2nd point:They cannot leave the heavy fracing equipment on site during spring breakup, also I am sure it is in demand with other Co's with this increase in drilling activity.
The overall market is down, perhaps just a continuation of a correction.
Rocket