Interesting points in theory and still life in the oppies yet albeit slim.
IMO there is too much reading into the Unit rig staying on site. Perhaps it's got no where else to go and it's cheaper for the operators to leave on site given that PB#3 is a chance in the next 4 months or so.
They won't be leaving it their as a favour and want to keep a customer given the lack of demand for such rigs ATM.
the $30mill carrot, page-9
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