You don't get it do you? It's a theory, a personal opinion.
This october we have buy and sell in a large volume that no one is getting the 2s. so as a theory, since they PR's about buying back, they might be the entity who is getting the 2s, like I said a theory.
With this kind of theory they can retire the purchased stocks w/o RS and getting rid of notes at a discount.
The key is october is not included on Q3, and so we all don't know.