Cheers for the replies.
Yeah, because the show has gone left-field, we cant really assume too much. It's just guess work. Shouldn't be like that. Seems like in the next few episodes, they need to fit an awful lot in. Stannis arrives at the Wall and defeats the Wildlings and co but - he's in Braavos as Asha is fronting Ramsey but she can't come away with Theon, because
1) Stannis hasn't arrived
2) Theon actually escapes on his own
3) Balon is still alive.
Even if Balon dying is the trigger for Asha to go to Theon/Ramsey, it has to go away from the books again because there's so much in between!! Bloody hell.
Probably agree that Asha sees Theon, is seen off by Ramsey and is then captured later by a money laden Stannis. Head banging stuff.