DB and H-
First, good morning!
Agreed (DB) r.e. drilling A2 ASAP, and you and I have had this exchange before. I'd like to stick a hole in A2 before a JV/JOA in the Gambian blocks- in order to establish value. But I doubt that will happen, and that would burn some serious cash. Also, I'm pretty sure that everyone has looked at the re-worked 3D. I'd bet they already know where they want to target first.
I looked at the Stena website only an hour or two ago. Several of the DP Class 3 ships seem to be available starting next month... and one of those is the DrillMax. Not sure if this info is up-to-date. See availability chart copied below. Hope they don't mind that I boosted this, I doubt they would.
-walk
A lot of catalysts near term, page-3
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