The only problem with the leaky ship concept is that the 200...

The only problem with the leaky ship concept is that the 200 news wasn't all so bad and there was good reason why we were never going to go through the guts of the 200 and hit a best case find. I actually see the 200 news are positive and for that reason struggle to understand why, if someone had access to the information in advance, would have sold down hard in what admittedly looked like a leaky ship.
Now we're confronted with another heavy sell down which doesn't fit with any terminal event, although equipment breakdown is possible but would only be the cause of a delay not a death spiral.
My only concern relates to personnel at the drill site. In the fire side chat Scott quipped that they had changed out the crew, it was a brief comment and not elaborated on, but did stick in my mind as a potential disruptive event that could have caused unrest.(not talking about a shift change) I'm thinking some rotten eggs on site causing problems. Just a thought, nothing more.
Still think both events are too early in the program to represent a genuine leaky ship sell-off
Confused like the rest of you.

DYOR