If Camofi jumped the gun on sending ACTC the original notice, it doesn't make much sense that they'd disagree with the payment amount now, and also why would ACTC pay it anyway if it was not a legitimate default? Sorry, I'd have to rule that theory out personally.
You could be right about big money guiding the actions. There's something going on, but what???? It's very frustrating that ACTC have clammed up entirely, even going as far as not clarifying the default situation in the face of an ~25% drop in pps when the default notice first came out. Some things just aren't adding up. I just hope the reasons are positive and not negative.