Allanh,
I think it was interesting how the announcement if anything had a slightly positive effect on CVN yesterday, but a slightly negative impact on SUR yesterday. I am putting this down to the overall reliance on L20/50 in each company's portfolio (and SUR not wanting to wait to drill while CVN have other fish to fry).
Regarding the rig, it has been said on here in the past, and i think Ted confirmed at the AGM, that CVN will have access to the CVN/POE rig for drilling L20/50 later this year. Does anyone think this changes now that CVN/POE are down to one rig?
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