Certainly his hypothesis doesn't make much sense. But then the connect-the-dots stuff rarely does. The James S Gilbert who worked for Orvana now seems to be Executive Chairman of Stellar Mining Peru Ltd. Sucursal Del Peru.
He's also a director of FPX Nickel, a Canadian company.
Is he the same person as "Jim Gilbert", president and CEO of FPX? He signed that document. Oddly, it seems unlikely.
Actually, James S Gilbert has been on the board since at least 2012. And Jim Gilbert has been president and CEO for at least that long. But I've got stuff to do, so I'll let you look further if you think it's worthwhile.