Paddy, my friend, what makes me go hummmm is that anyone still puts any real faith into the Volcan fantasy. Even Leslie went out of his way to dispel that craziness, in a fleeting moment of charitable, fiduciary service.
My best guess is that JJ somehow blew it once again, and we now once again left with the LDM redirect. And if history repeats, should the LDM not deliver anything tangible, ADL will re-take the center stage. Or, as MG and the dentist would say, just a typical "industry-standard deal"...