this is in my opinion the one and only ending possible for this play.
it is the right deal for both and it can happen very soon.
now regarding the deal itself we can speculate as much as we want
but i presume that a multi way deal between a major and both kodiak and sage is what we will see , you can bet an old 2$ bill that ontex and alto could be part of the deal .
only time and patience will tell .
keep an eye on quebec lowlands natural gas play folks something is brewing there.
dmaster