That's kind of what I was thinking, but thought I'd give it a shot. It's still a theory that could hold water, though, because if someone in the know was privy to information regarding the extension of those structures onto Sage's land, it would put them at risk of a takeover, although that's premature. It makes sense that Kodiak would take a good size chunk of the shares to defend their interests in the area.
Just my two bits