I spoke to Jay King, who is some sort of unofficial (semi-official?) mouthpiece for MJTK/Tew. He confirms what you heard from Kodiak that there are many more deals in the pipeline than just AFN. In fact, he stated that some of them may replace AFN in the mix. Make of that what you will.
He's quite a talker and very willing to converse. But that bit about more deals and AFN being only one of several possibilities was about the only real information that came out of it, along with fact that, like Kodiak, he is heavily invested and holding - maybe even averaging down at these levels.
Contact him...would be interested to see what anyone else gets out of it:
Jay King
qmanagementllc@gmail.com
1.604.428.8224