d'Arnaud was in the exact same spot as Jimenez (but a year younger and with a much better prospect pedigree) two years ago, he's still in AAA. s*** happens especially with young catchers. I agree 100% with what you said about his defence but, the bat is a HUGE question mark. Probability suggests he is far more likely to be the next Jeff Mathis than the next Yadier.
Sorry, I think I need to expand here a bit. I meant that Jimenez strong season has boosted his value immensely, I expect him to continue to have a great season and maintain that value in to the off-season. That being said after another year in AAA will he have more value next year? From my view his value wouldn't change much but, perhaps I'm wrong, as you said it's highly subjective. IMO it would take strong play at the MLB level to raise his stock at that point which is why I threw out the term peaked.
We may see Jimenez in September, especially if he keeps this pace up. I'm guessing it will be Nickeas that gets the call as third catcher and we don't see Jimenez until 2013.
Certainly could happen but, that would require Jimenez leaping JPA and AA has shown no indications he is leaning that way or that it is even a possibility.