ckk value

Okay we have all heard and read what the CLRS can do but where does it fit on the strategy/prospective income of CKK?
It seems we have high dependence on being able to finance enough rigs to make the company pay out before the contract to build them is over, or will we be able to design and build our own rigs by then?
As far as management/key personnel (read Warren) relationships are concerned they obviously have divergent ambitions for the company. Are we paying Warren to learn at our expense? Or are we learning from him? I am very new at this game but it seems management philosophy is critical in the success of this or any firm.