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): Full-Year Results Lay Bare Xinjiang Xintai's Low-Balled Offer

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

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

AAG Energy's Partial Offer from Xinjiang Xintai

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

AAG Energy Holdings - Partial Offer Arb Grids

Quiddity Advisors

Event-Driven

<ul>
<li>On the 14 May 2018, coalbed methane producer <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 a partial offer (50.5%) from <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 Natural Gas (603393 CH)</a></strong> at HK$1.75/share. </li>
<li>Xinjiang Xintai has returned to the pit with a $1.85/share Offer by way of a Scheme. The Cancellation Price will NOT be increased.</li>
<li>This is hardly a knockout price, at a 10.1% premium to undisturbed; and just a 2.2% premium over the highest closing price of HK$1.81/share in the past year.</li>
</ul>


On the 14 May 2018, coalbed methane producer AAG Energy Holdings (2686 HK) announced a partial offer (50.5%) from Xinjiang Xintai Natural Gas (603393 CH) at HK$1.75/share. 
Xinjiang Xintai has returned to the pit with a $1.85/share Offer by way of a Scheme. The Cancellation Price will NOT be increased.
This is hardly a knockout price, at a 10.1% premium to undisturbed; and just a 2.2% premium over the highest closing price of HK$1.81/share in the past year.


Lifestyle International Holdings (1212 HK)

Yorkey Optical International Cayman (2788 HK)

Taiyuan Coal Gasification Company, (000968 CH)

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

Aag Energy Holdings

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