I won't throw darts Buford, but I will point out most of what MAGA and Rockie, as well as Catpole, Foxy and Bonnie have all said here for years still fits up right alongside your theory too. 1Hunglo and others also have thoughts that don't conflict with your working theory either.
I'll just add, as an OTC pink right now, CC may have had a financing partner who's not a licensee also come in over the last year, and that could also be a reason we're not seeing the financials right away, could be big reveals after his extension period option.
I like your theory; it's all in the same family here.