I can only surmise that Theo watched this with his eyes shut. If watched carefully all is explained including the bus stop stabbing as the old man was blackmailing Tim Forsythe. Also the final seen is not an deserted warehouse, Its is actually Glasgows St Enoch center shopping mall under construction in 1988 but he is correct in the fact you don't know who the female sniper is. Regarding the AIDs victim Brian Ash, after Rossi visits Forsythe he sees that the offices (actually the former Brit Oil building in Glasgow now the Abbey building) was built by the Brian Ash Partnership leading Rossi to look up Ash.
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