Why do you think, that they can not replace frozen and lost coins ?
As I said, If they sold the frozen BTC on another exchange they wouldn't have any left on Gox to replace the frozen and lost BTC.
The only other option I see is they buy BTC on Gox at a discount, sell them on another exchange, use the profit to buy more again on Gox and repeat until they have enough capital and BTC to reopen withdraws.
The most obvious option is they are selling frozen BTC on Bitstamp and then trying to withdraw it to a shell corporation they control in the Cook Islands. Why should they even try to replace customer funds. They never replaced the Bitcoinica funds.