I'm not going to speculate. Take the value of the rumour based on what you paid for it. I don't pass along many rumours, so take that as my read on the relevance of this one.
What I took that was of interest was that the speaker said "May" and not "February" and not "July". There was no elaboration.
Similarly the comment made reference to "the one problem station" again without elaboration. The point of interest for impatient participants in this forum being, there is possibly still work needed (somewhere) beyond just finishing up paperwork.
Opaque, indeed. We are all just reading tea leaves, after all.
- Paul