Originally Posted by UnitedBoy

Ben says that he has a guy on Naomi's freighter. Who else could it be but Michael? Remember that Ben sent Michael & Walt off on that little boat--definitely un-seaworthy! And he told them to follow the coordinates & that they would be picked up. No way that boat could survive the open sea. So Ben had to know that someone would be there waiting for them. And whoever picked them up could be holding Walt as a hostage in order to leverage Michael's cooperation. Michael is a plant on the freighter, feeding Ben information about the new people.