The company has named the last two rigs (2UDW DS and 2HSJU) yet to have contracts. I would not be surprised to hear of a contract for a drillship within the next 3 months and HSJU in 6 months with all rigs contracted by the end of Q2 2014. NE is talking up its ability to deliver its rigs on time and improving up time.
I am from "MO" so show me. I believe strongly that they will resolve these issue soon if not within Q2 or Q3 of 2013. I would still expect 6 moths to get a rig working at full capacity.
The "analyst" are still driving down the EPS for Q1 and correctly so. It is not going to be the best results.