Yup... the drilling company added significant earnings to NEP. I cant find a scenario where its worth less than $8 if it hits numbers. $10 equally plausible providing drilling matches last Q's numbers - management are guiding lower numbers but ordering a new driller, who knows :-)
If you look at the graph then you will see the upturn in price since quarters results were released. 10-Q has all the information on the drilling company.