I went to BFL's office today and had a brief conversation with Dave.  More or less Dave was polite in answering my questions, but definitely did not want me in there.  The conversation raised several red flags and did not inspire confidence in this company being able to deliver as advertised.  As a result of this conversation, my company has elected to seek out other vendors to meet our needs.

Some highlights for those curious:

July seems to be their new target month.

Their 1,500 rig is being redesigned physically.  It will have a new price (going up?) to reflect this.