just dont think kodiak have to hide behind anybody to make a deal.

if they would be interest by having a position in sage they would have negociate it directly imo.

this said i do think they are very close because of the golden mile possibilities and kodiak clearly state in december that it was going north west on sage side .

saying they are to negociate something yes

saying they would take a direct position i have doubts

kodiak can develop without sage and sage can develop whitout kodiak of course sharing informations on both side is the smart play and i m sure they do.

anyway we should expect at some point in the next months a nr that involve both part.