Yes. Network hash has doubled from 200TH to 400TH in the last 5 weeks so it could turn out to be just a breakeven. Given the intended hash rates for the various IPOs (even the stub Garden) these delays are major concerns.
To do the numbers we need a date for the full 200TH to be live. Can you provide an estimate?
100TH -> 200TH, share price doubled?
Just kidding, do your own maths!

200TH is of course in itself a huge upgrade, but with the cumulative rollout and loss of "early mining" I think we need to do some math before yelling 'YES'..