The other thing to consider or remember is at AE has stated any funding would be 'strategic'. Standard fare broker PP's are for survival not strategy in most cases.
My thinking is more in line with Panmex's - the brokers know they are not in the PP game with this stock so they go to plan B to make thier skin. PEA comes out and GMP can stand up and say 'we were all over this", etc etc.