(Commenting assuming the info about the tender awards is accurate.)
Tender pricing will have required a diificult judgement about fuel prices in the coming year. Maybe Dan was more prepared to gamble about an early settlement in the Gulf of Hormuz than the other operators? If so, it is a pretty exposed position; and some risk for Nexus, too.
Also, does Northstar have the capacity to take on that scale of work? (Not just O licence discs, but in terms of management resources and maintenance facilities/ staffing.)
So on both counts I will be surprised (and a bit worried for Dan) if he takes up all the contracts.