I've been offered the option to refund in BTC at Bitstamp's exchange rate at the moment of the refund taking place. The really weird thing followed shortly after I requested refund on my 3 Neptunes, when they said it will be processed within 3-10 business days. Wasn't aware a BTC transfer might take so long (probably they're typing my wallet address 2-3 characters/business day?) 
I think this is a good indicator they have been mining the f'#k since October. 5% my a$$. I'm sure it's just semantics. Sam's wife probably paid 1 krona for 1000 Jupiters in their existing datacentre and hence, on paper, it's not knc mining more than 5%. Something like that, I'm sure.
If they had enough to "simply fill your wallets directly and you wont have to worry about anything else" for 3600 Neptunes in July, they obviously have a massive stash they are going to use, not newly mined coins.
And now with the btc price falling like a rock, they think it's prudent to unload some, hedging their liabilities. And not to mention, breaking their sales contract regarding refunds, when it suits *them*.
Hell, they don't actually need any machines running - they can simply work out how much you are due for 3TH at difficulty in July (e.g. 0.0002BTC/day) and pay it to your wallet directly from their stash! One bitcoin will go a long way in July 2014!