Theory in brief:The voice heard on the satellite phone was Thomas Mittlewerk, the ship Naomi refers to is the Helgus Antonius, the Losties (or the Others or both) are the victims of the Spider Protocol, and outside the island it is July 2006.
Caveats:
1. This theory assumes that time moves slower on the island then outside which has been talked about ad nausea so I won't go into it too much here. The producers have come right out to say that the concept of time on the island is not what we think. So let’s just take it from here and say, “If time moves slower on the island than off, then what could be possible?”
2. I'm sure someone out there has put this out already, but I'm just thinking about it now so bare with me while I work it out.
3. This theory also discusses the convergence of the show with the Lost Experience and Bad Twin. People don't always agree as to whether it would be cool to connect them. However, the producers have said that the Lost Experience is cannon, so that being said...
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Paik and Mittlewerk:
We know from The Lost Experience that Paik Heavy Industries made the specialty ship, the Helgus Antonius, with it's quarantine quarters for victims of the Sri Lanka experiments, & special docking needs for the Hanso Foundation. It was being used by Mittlewerk to follow the route of Magnus Hanso's Black Rock. It left secretly from Italy on 7/6/06. It stopped in Sri Lanka to assemble and train a crew. This is where Rachel Blake filmed the screening of the main Dharma orientation video.[LE] Perhaps this ship is being used by Mittlewerk and the Hanso Foundation to find the island.
Widmore and Mittlewerk:
We know from Bad Twin that Widmore has bee doing business with Paik and Hanso and that they’ve been involved in illegal off shore activities of questionable ethics. The Book talks about how Mittlewerk took over The Hanso Corp and even though they don’t care for him, the Widmores continue to work with the company. We know from the show that Penny is bent on using all her resources to find Desmond and has (via Charlie). She doesn’t know Naomi and the people on the boat, but they know her. Perhaps her father set them up (Desmond to crash on the island and Penny to find the island without getting lost) and Penny is unwittingly helping Widmore, and subsequently Mittlewerk to find the island.
The Knowledge Issue:
These companies, The Hanso Foundation, at least, were involved with the Dharma Initiative and therefore should know where the island is (or had known at one time.) Why do they need help now?
-Maybe that’s why Alvar Hanso was in captivity? Perhaps he won’t give up the whereabouts.
-Also, we know from the Sri Lanka video that the Hanso Foundation and Mittlewerk are aware that “the Dharma Initiative has failed”. Does this mean that they know of the purge or do they just believe that the DI just hasn’t yet fulfilled the objectives? Perhaps Ben’s group kept up the ruse that the Dharma Initiative was still operational but, due to them working on their own agendas (keeping women from dying while pregnant) the original DI objectives have not been worked on. This would explain the continued palate drop and The Others’ ability to travel the world recruiting people (under the guise of recruiting them for DI via DI’s front company, Mittelos Bioscience).
-Perhaps they knew where the island was until Desmond’s System Failure masked the island from view. Perhaps Charles Widmore originally sent Desmond there simply to get rid of him.
The Time Issue:
Perhaps the island was going along in regular time until the system failure slowed it down. This would explain how it was September 22, 2004 when the plane went down and Ben could show Juliet the newspaper date and her 3 year old nephew.
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