I feel as though it has to be Michael in order for the revelation to have a strong impact, but I must admit I don't quite understand how Ben and Michael could have communicated during this time - Michael left directly after the comms went down, and Ben hasn't left the island since then to our knowledge. Michael certainly wasn't 'Ben's man' last time they met, so something must have happened in between. I suppose now we have the 'contant' theory though - perhaps they met in a different time. Or perhaps communication took place through Walt. Or perhaps the man on the boat is someone else entirely.
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