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

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

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

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

AAG Energy (2686 HK): Xinjiang Xintai 's Underwhelming Scheme Offer

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

AAG Energy (2686 HK) Suspended: Xinjiang Xintai Offer?

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 17 February, <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> announced an underwhelming Offer of HK$1.85/share (declared final) by way of a Scheme from major shareholder <strong><a href="https://www.smartkarma.com/entities/xinjiang-xintai-natural-gas-a" target="_blank" data-smartkarma-citation="entities:27036:1" rel="noopener">Xinjiang Xintai (603393 CH)</a></strong>.</li>
<li>Yesterday, Xinjiang Xintai shareholders approved the proposal. This was expected - it's a total bargain. </li>
<li>AAG shareholders will likely get to vote on the Scheme in early May. They should vote it down.</li>
</ul>


Back on the 17 February, AAG Energy Holdings (2686 HK) announced an underwhelming Offer of HK$1.85/share (declared final) by way of a Scheme from major shareholder Xinjiang Xintai (603393 CH).
Yesterday, Xinjiang Xintai shareholders approved the proposal. This was expected - it's a total bargain. 
AAG shareholders will likely get to vote on the Scheme in early May. They should vote it down.


Taiyuan Coal Gasification Company, (000968 CH)

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

Aag Energy Holdings

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