They pulled Orlando guidance because they aren't sure when first production will happen - it's out of their hands due to recent developments.  Talking to INA, the problem is getting the necessary Ninian platform work done next year to accept Orlando production.  Apparently the platform was recently flagged for needing safety upgrades and thus has potential to squeeze out the work that is needed to tie-in Orlando.  Thus the originally planned summer Orlando work on the Ninian platform has the potential to be pushed later in the year - too late for INA to risk drilling in the NS during '13 winter.  And hence, the possibility of pushing first production into Q2 '14 once sea conditions improve.