No, that would be the balance sheet suggesting that.
Go back and read exactly what I said. I said that if this year was the same as last year, and so far it's actually worse, then they will go bankrupt. Meaning that their financial position has deteriorated significantly. Incidentally, it says exactly that (regarding deterioration) in their latest investor presentation.
This one is easy: He isn't. Every CEO / IR person always tells their investors they are "exploring options" for a buyback. Nelson was exploring a buyback for years and never did it. This guy says it once in a private conversation and you think that it's proof it is imminent? Lay off the hopium!