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9 months ago
Offshore Drilling: ESV vs NE
I compare ESV and NE, including some Arctic catalysts.
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Also, Noble's earning power is not fully understood because their rigs are still coming online from the GOM moratorium. Also, their newbuilds with much better specs/rates than Ensco the next few years, with 7-year contracts on some with Shell. Do you see a special relationship with Ensco the way...