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

Ausnutria (1717 HK): SPAs Done (Just Not Officially)

Ausnutria (1717 HK): Composite Doc Out. Offer Now Open

Ausnutria (1717 HK): Below Undisturbed Levels

Yili's Pre-Conditional Offer & Ausnutria (1717 HK)'s Crowded Register

Quiddity Advisors

Event-Driven

<ul>
<li>China's NDRC approval, a key condition to the Share Purchase Agreement, has been obtained.  SAMR clearance had previously been fulfilled, leaving MoC and SAFE approvals yet to be secured.</li>
<li>The turnout at <strong><a href="https://www.smartkarma.com/entities/ausnutria-dairy-corp-ltd" target="_blank" data-smartkarma-citation="entities:13799:1" rel="noopener">Ausnutria Dairy Corp (1717 HK)</a></strong>'s recent EGM would suggest there is a sufficient number of shares for the MGO to turn unconditional. </li>
<li>Provided the Offer becomes unconditional, trading at a gross/annualised spread of 4.4%/22.1%, assuming late 1Q22 completion.</li>
</ul>


China's NDRC approval, a key condition to the Share Purchase Agreement, has been obtained.  SAMR clearance had previously been fulfilled, leaving MoC and SAFE approvals yet to be secured.
The turnout at Ausnutria Dairy Corp (1717 HK)'s recent EGM would suggest there is a sufficient number of shares for the MGO to turn unconditional. 
Provided the Offer becomes unconditional, trading at a gross/annualised spread of 4.4%/22.1%, assuming late 1Q22 completion.


Inner Mongolia Yili Industrial Group (A) (600887 CH)

Ausnutria (1717 HK): MGO Imminent As NDRC Approval Obtained