I can understand the "canned" part of the presentation being wrong, but even though Gandur is trying to promote his company's stock, it is hard for me to believe he would lie in a live presentatiion.
My guess at this point is that we have a 3 month delay in drilling. Ship is finished in May, starts 180 day contract sometime in June, we get it some time in December '08. Not a huge difference from what I was expecting.
db