You may be right IanR the November Transocean Report has CNE delaying their exercise for 1 year. To Dec 15
The footnotes also says customers have an incentive option to add out of service days to their current contract.
Could be that the CE is uncommitted for a year and negotiating drill (CE) for appraisal drilling straight away
Talk about moving quick probably the reason for the rapid CR and large amount
regards
HomeAles
Cajun Express, page-10
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