I sent an e-mail to Tom B. last year about it. I just went back into my "old mail" and didn't see it, but as I recall he came back with sort of a neutral answer, not confirming or denying anything. My take on the situation is don't count getting any gold from Inmet's stash, as I think they would like to keep it themselves.
In regard to your other question on the million share buyer. Logic would say that if they're taking a position here then they expect the SP to go higher or maybe like you they just think it's fairly priced here and are taking a position. I personally think we'll see a deeper drop in the SP going forward and am waiting to buy junior miners on a time basis, not so much a price basis. I'm thinking I'll most likely add sometime in August, of course nothing's set in stone.