Below is excerpt from from MMR CC today which was pretty optimistic about finding huge fields on the shelf via ultradeep wells and that are continuous with the
deepwater fields such as Thunderhorse. If successful, you can expect RDC's newbuilds to become very hot items. MMR currently has 2 of RDC's 240C's contracted long term:

James R. Moffett and Richard Adkerson, McMoRan’s Co-Chairmen, said, “The data and geologic information gained from our deep drilling and production activities, and correlation analysis with deepwater reservoirs support our view that there are large structures with significant potential for hydrocarbon accumulation on the Shelf of the Gulf of Mexico. The Blueberry Hill results are positive and we look forward to defining the potential in the area. We expect to have results from our high potential Davy Jones ultra-deep well in the fourth quarter and are excited about future activities on our ultra-deep program which we believe have the potential to create significant values for shareholders.”