This one sounds the most likely. It was well know that Lualua's house was empty at the time (he's in Newcastle, apparently) so easy pickings to be had.
Accept that Bournemouth did sell Ings, Grabban etc 'at the first sign of someone waving a chequebook at them', of course. Don't let that get in the way of your whingey negative prejudice though.
And if we truly did as you suggest, then we'd have mugged ourselves off for about £8m on Ulloa's...