I hope we get news on the Trex notes way before November.
That said, your theory may be why the shm is scheduled so far out - they need time to construct a break up plan that is both detailed and complex, and the purpose of the shm will not be a "report out" but to vote on that proposal. Makes sense.
If I could afford to buy all of them, I would not need to buy any of them and I sure wouldn't be spending time on the message boards!