Davies gradually reveals that he suspects that the Germans are undertaking something sinister in the German Frisian islands. This is based on his belief that he was nearly wrecked by a German yacht luring him into a shoal in rough weather during a previous trip. The yacht was owned and captained by a mysterious German entrepreneur called Dollmann, whom Davies suspects of being in fact an expatriate Englishman posing as a German. The situation was further complicated by Davies having fallen deeply in love with Dollmann's daughter, Clara - who, Davies is sure, is not involved in whatever nefarious scheme her father is engaged upon. In any case, Davies is suspicious about what would motivate Dollmann to try to kill him, and believed that it is some scheme involving the German Imperial government. Having failed to interest anyone in the British government in the incident, Davies feels it is his patriotic duty to investigate further on his own – hence the invitation to Carruthers.