@cfp let's not jump the gun as we're only speculating about what may be happening - though I agree, 1 + 1 is starting to add up on the surface at least. Time will be the most telling ... though with GPP timelines goodness knows when that will be - it's still all bellybutton fluff until they announce something significant.
Look at the positives though ... as much as it pains me, this would have to be one of the very few times that we've agreed in a long time