I agree on the vast majority of your analysis but I would like to add an important element:The Ogies have reverted to the orginal voting pattern of taking out the Kuchas and that Amber is going along with it even after the Jerri removal. In fact, the overall trend of the Ogies voting as a block against a Kucha target has held up for 75% of the time since the merge.
Your two scenarios hinge on whether Amber stays with the Ogies or switches to the Kuchas. If Amber were going to switch then she would have switched last week rather than wait for the Kuchas to lose Nick. There is no strategic advantage for her to switch to the Kuchas at this point. Her's and Colby's best chance is align against Tina and Keith after the Kuchas have been removed. They are each other's only real hope for an alliance going into the final four.
Now that Keith's blood lust to see Jerri gone has been satisified, the Ogies have reverted to the original plan of eliminating the Kuchas one by one. They voted as one block last week to eliminate Nick. The most likely outcome is that they will do so again to eliminate Rodger this week. As someone has posted before... the narrative is all... the protagonist of the EP11 narrative will be the storm... not a shift in voting strategies... MB would have foreshadowed such a 'shocking twist' as he did prior to Jerri's departure. MB must be thanking his lucky stars that mother nature provided some excitement during the doldrums of the resumption of the Ogie voting juggernaut.
The reason I pick Rodger to go is that there is more evidence to support Rodger departing prior to Liz than there is for Liz departing before Rodger. The 'Marilyn's Friends' Theory for one. The next logical candidate for the Ogies to vote off is Liz because she would represent a greater threat for winning a subsequent IC. The only way the Ogies are going to vote Rodger off in EP11 is if Liz wins immunity.
To this point I have been speculating using established voting trends and proven long term spoilers. From this point on I am allowing my self the luxury of becoming a little more speculative by making reference to the Rope Maze (or variant) theory which, although based upon its own set of assumptions, is the only plausible prediction that has been made thus far for what the IC format might actually be in EP11. If there are other possible theories that I have missed, I apologize.
If the IC is, indeed, the rope maze then Liz would be one of the favorites to win such a challenge. It requires agility and speed. Liz is far more suited to this challenge than any of the men and has a speed advantage over the older Tina. The only possible competition is from Amber (but in my opinion Amber seems less athletic).
A few final points regarding some of the other spoilers mentioned:
Horses Injury:
MB mentioned horses prior to airing... it is, therefore, a red herring and will ultimately have nothing to do with the game outcome. Horses may be used for transporting equipment, crew, possibly contestants to and from filming sites but nothing more. The injury to Rodger is an annoyingly persistent artifact from the Blind-Folded-Marco-Polo nonsense.
Ryanbbb:
EP11 was supposed to be the acid test for this theory. I prefer to not to quote it until after it has been disproved or proved. AyaK's analysis of Ryanbbb has been complete and fair and I think that we will see Ryanbbb debunked on Thursday. One wonders if it will be allowed to rest of in peace or will someone else will resurrect its corpse to let it stumble around zombie-like through the boards for another week... but I digress
Morphed Aboriginal Pics:
I have to admit a guilty secret... I support the theory of the Rich/Keith and Kelly/Amber morphs... the pics look 'right'. My PTTE string relies, in part, upon this theory. There... I've 'out'ed myself!
Enough for now... I have to get ready for work!
IceCat