I think you're absolutely right about what's going on with the RK loan. IMO PTQ is most likely holding off on finalizing the amount of the loan in lieu of seeing what happens with Inmet and possibly what might be received from them in a land rights deal.  We just saw Inmet's appeal shot down again by the Anati, so until that was done technically Inmet was still on hold doing a land deal.

That scenerio makes a lot of sense anyway.