I was on a similar trail but got just as far as JNN. These links and connecting of dots BRILLIANT WORK. The Lundins are known for being a silent investor which may or may not lend creedence to your observations I think it does. They have a history of being somewhat obscure and remote even while investing heavily they customarily shun the limelight.
I have felt and posted for sometime I thought deeper pockets must be at work your theory holds a lot of water tonight and I do sincerely hope your 100% correct.
Anyway Zen I bow to your superlative DD even if your wrong your arguments are presented very clearly and this was a sheer joy to read.