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

Allkem+Livent=Arcadium : Expected Index Flows

Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More

Newmont's Upcoming (March 2024) ASX Selldown

Allkem/Livent (AKE AU | LTHM US) Merger Update:  MUCH More Than Meets The Eye

Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index Surprises

Allkem/​Livent Merger: 19th December Shareholder Vote

Newcrest-Newmont Merger: Fancy Index Shenanigans

Quiddity Advisors

Event-Driven

<ul>
<li>The vote is tomorrow. It is slightly contested. Shareholder proxies have recommended approving. Some others say Allkem is going too cheap. </li>
<li>It probably should get done because of scale benefits, and if it breaks, it might be good for Allkem, which is "good risk arb risk"</li>
<li>But the trade here is some combination of lithium rebound and index event, with index impact details <a href="https://www.smartkarma.com/insights/allkem-livent-ake-au-lthm-us-merger-update-much-more-than-meets-the-eye" target="_blank" rel="noopener">here</a>.</li>
</ul>


The vote is tomorrow. It is slightly contested. Shareholder proxies have recommended approving. Some others say Allkem is going too cheap. 
It probably should get done because of scale benefits, and if it breaks, it might be good for Allkem, which is "good risk arb risk"
But the trade here is some combination of lithium rebound and index event, with index impact details here.


Sociedad Quimica y Minera de Chile (SQM US)

Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?

Allkem Ltd

Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?