You are exactly right as this is all part of the brilliant plan Ken has layed out. That affect on KATX PPS you mention will be countered with some other news. Accumulation of that good news is currently in process and will be released at the optimal time.
IMO and from my DD, Power of KATX [ Copper ] will be far more powerful than the Power of Gold [ HANDCAMP ]. BVIG/KATG is just a gravy , real meat IMO is in Copper.
Buying KATX/C, I am getting best of both worlds. Added 125k so far.