"I talk via PM to many people that wont buy this stock until they PROVE that they are really buying a new rig"
Exactly! I know a few people waiting to see if it arrives before getting in. For them, it is a legitimacy test of sorts.
BTW, when I say I don't expect a huge run from news of it's arrival, I mean I don't see it hitting some of the outlandish numbers I have seen posted. Yes, I believe it will run upon news of the rig's arrival, I just don't think it will "explode."
The explosion will come with production numbers, JV's, etc.