I doubt the east are sellers just way too much cartel signature all over this move in a job's week besides they east are far to savvy to give money away in such a reckless fashion, but your suggestion that this could lead to the remaining IMF sale is certainly plausible. If this were to happen, I suspect gold would be like a rocket going higher quickly and Embry's target would be exceeded.
In fact the positive way the physical market has been acting lately does give a major clue of where this market is going and the cartel boys know this only to well. I would suggest it may be them that is on a timeline and maybe a tight timeline as they would certainly know more than we know and their aggressive actions may be telling us something besides what we know that they are short too much gold/silver and short dollars. Neither trade will stand as they only make money when they create volitility and momentum shifts, the timing of which only they can know for sure but clues are always out there.