Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

MCB Goes Big To Thwart AGL Energy De-Merger

AGL Drops Demerger Proposal - Back To Square Two

MCB May Block the AGL De-Merger, But Think About the Alternative

Quiddity Advisors

Event-Driven

<ul>
<li>In the last six weeks, <a href="https://www.smartkarma.com/entities/agl-energy-ltd" target="_blank" data-smartkarma-citation="entities:554:1" rel="noopener">AGL Energy Ltd (AGL AU)</a> has fallen and is now at the low end of its post-Brookfield bid trading range. Now below the A$8.25 bid.</li>
<li>AGL has one generator down - the <a href="https://www.asx.com.au/asxpdf/20220610/pdf/459t8xlfbrcrjt.pdf" target="_blank" rel="noopener">Loy Yang A Unit 2</a> - which will be back in late Sep. Guidance is left... unguided. There will be a related loss.</li>
<li>In the meantime, the rest of the producing assets have probably been having a field day. But given shareholder structure, we're still in limbo.</li>
</ul>


In the last six weeks, AGL Energy Ltd (AGL AU) has fallen and is now at the low end of its post-Brookfield bid trading range. Now below the A$8.25 bid.
AGL has one generator down - the Loy Yang A Unit 2 - which will be back in late Sep. Guidance is left... unguided. There will be a related loss.
In the meantime, the rest of the producing assets have probably been having a field day. But given shareholder structure, we're still in limbo.


AGL - Down, Not Out. Tight Coal Vs FIDs. And MCB Waiting