I'm waiting on official word before I start celebrating, honestly. Unless the Larians officially confirm it, all this amounts to is guesswork and speculation, whichever other site(s) it may be on.
Well... it's either Larian or another well-known Belgian development team <img src="/ubbthreads/images/graemlins/smile.gif" alt="" />
They didn't deny it was Larian Studios developing Divinity 2 and.... they didn't confirm it either. Its a bit more than speculation and guesswork. Gorath actually visited DTP at the GC and asked them.
Then again you could be right and its just a big hoax.