I came up with the same information (maybe I used your link...I don't remember), and have been working it off and on since. I just haven't posted anything since I haven't found anything worth reporting yet. But I think it's a reasonably likely our SIAM is related somehow.
I think it is as good of a possibility as any that we have heard. The companies involved all seem to be a good fit for Alcar products. There was a correspondence in which Cavasin mentioned a possible well known political figure to replace him as CEO. Look at the Bajaj family and their standing in India. I'm not saying this is our SIAM but I think it is the best fit of any of the theories that have been bantered about.
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