Yeah, but he can't say "it's going to happen" because nobody would tell him that.
What he learned was they were in close contact, and that's enough to know it's a serious possibility. I think he more than hinted it was very likely when he said he was told directly "they are monitoring the situation" and then said something like "that means they are talking." He even said "what does, monitoring the situation mean? It means they are talking."
He didn't make the final leap of "why would they be talking if they weren't serious?" but he didn't have to. That final leap is pretty self evident.
When he said in a podcast he would wait until they came back from vacation and then ask over there to gauge interest. Then in a subsequent podcast said he did talk to sources there and they are interested. It's about as loud Keim speak as it gets. And if some might think that's hindsight talking from me. it wasn't. I posted both times on it, showing that post here. So as for how seriously we should have taken Keim's mentions? to each their own. But I took it very seriously. But that doesn't mean 100%, you don't know until you know.
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