The assertion that they could not extend warrants while being unblinded is beyond me. I dont know if they are or are not unblinded, it would also blow my mind if they are not, but the notion that they must be blinded otherwise they can not move the warrants does not stick.
It completely depends on what they told the warrants holders. What inside information could warrant holders gain from the offer to extend the warrants other than when they offered to extend beginning Nov?