Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Sell AAG (2686 HK). A Revised Scheme Will Fail

AAG Energy (2686 HK): Curiouser and Curiouser

AAG Energy (2686 HK): Scheme Doc Out. IFA Says Fair. It Is Not

AAG Energy (2686 HK): Pre-Cons Done. Still A Rubbish Offer

AAG Energy (2686 HK): Full-Year Results Lay Bare Xinjiang Xintai's Low-Balled Offer

Quiddity Advisors

Event-Driven

<ul>
<li>We're down to the pointy end of <strong><a href="https://www.smartkarma.com/entities/aag-energy-holdings-ltd" target="_blank" data-smartkarma-citation="entities:501:1" rel="noopener">AAG Energy Holdings (2686 HK)</a></strong>'s Scheme. And at a gross/annualised spread of 15.6%/318%, all is not well.</li>
<li>The uncertainty is not without substance. A derisory Offer, one that is rejected by a proxy advisor; together with a silent, large shareholder no one seems to know.</li>
<li>Shareholders go to the vote this Thursday, the 27th April. Currently trading 5% below the undisturbed price.</li>
</ul>


We're down to the pointy end of AAG Energy Holdings (2686 HK)'s Scheme. And at a gross/annualised spread of 15.6%/318%, all is not well.
The uncertainty is not without substance. A derisory Offer, one that is rejected by a proxy advisor; together with a silent, large shareholder no one seems to know.
Shareholders go to the vote this Thursday, the 27th April. Currently trading 5% below the undisturbed price.


AAG (2686 HK): Pros & Cons Ahead Of Scheme Vote

Aag Energy Holdings

AAG (2686 HK): Pros & Cons Ahead Of Scheme Vote