Yeah, remember how Mark suddenly found 200k coins and no one bought it? I think he actually did "just" find those coins. Word is the place was a mess.
Those coins might never be coming back.
I think most would prefer that the coins were lost/destroyed rather than stolen. At least then everyone's remaining holdings are worth slightly more rather than having enriched some thief, whether an insider or outside in the Gox operation.
Imo they were stolen in the 2011 hack. It explains everything perfectly including the need to suddenly try and buy the coins back, running up the price.