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

OZL Scheme Booklet Posted - 60 Days to Completion

Quiddity Leaderboard-​​​​​​​​​​​ASX Jun 23: OZ Minerals Replacements and Other Changes

Quiddity Leaderboard ASX Jun 23: DHG Could Underperform Peers

OZ Minerals (OZL) - Copper and Comps Have Caught Up

OZ Minerals (OZL AU) And BHP Have a Deal - Investors Have an OTM Option on Copper

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>This morning, <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a> and <a href="https://www.smartkarma.com/entities/oz-minerals-ltd" target="_blank" data-smartkarma-citation="entities:1138:1" rel="noopener">OZ Minerals Ltd (OZL AU)</a> announced they had entered into a Scheme Implementation Deed at A$28.25/share (5wks after I said 3-6 weeks).</li>
<li>All terms are confirmed and there may be a fully-franked dividend up to A$1.75/share which would reduce terms to A$26.50. The OZL Directors unanimously recommend. </li>
<li>Anti-Trust approvals are needed in Brazil &amp; Vietnam, other standard conditions, and the OZL Scheme Meeting should be late March early April. I expect this is done.</li>
</ul>


This morning, BHP Group Ltd (BHP AU) and OZ Minerals Ltd (OZL AU) announced they had entered into a Scheme Implementation Deed at A$28.25/share (5wks after I said 3-6 weeks).
All terms are confirmed and there may be a fully-franked dividend up to A$1.75/share which would reduce terms to A$26.50. The OZL Directors unanimously recommend. 
Anti-Trust approvals are needed in Brazil &amp; Vietnam, other standard conditions, and the OZL Scheme Meeting should be late March early April. I expect this is done.


BHP & OZL Enter Scheme Implementation Deed - Timing, Risk, & Index Effects