This just gets better.
The Indonesian mining media are now covering the Estrella-REM deal, and if you know what to look for, you’ll notice something very interesting about REM.
www.petromindo.com/news/article/estrella-partners-with-rem-to-boost-limestone-sales-from-timor-leste
Mystery solved.
The identity of the so-called “shelf company” is no longer in question to me, and suddenly, the structure makes perfect sense.
This wasn’t a last-minute bolt-on. This was planned. Thought out. Positioned.
This isn’t just a limestone deal. This is strategic. This is regional. This is serious.
When you see who’s really behind it, you understand why the volume targets don’t seem so far-fetched after all.
The market’s asleep. But not for long.
And now, as Daws has confirmed, mobilisation is underway — and ESR will soon be drilling through high-grade limestone to reach what we think might be +45% manganese.
Let the drills do the talking.
Company info,
2 reports / subscription I've invested in yesterday!
Money well spent
www.companyhouse.id/raka-energi-mandiri
(20min delay)