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

Brighter Construction Machinery Outlook Fully Priced. Bradken Deal Fits HCM's Strategy

Hexindo Adiperkasa Restructuring Not Fully Appreciated. HCM Subsidiary with Upside but Low Liquidity

Komatsu/HCM Result and Forecast Comparison and Hexindo Adiperkasa Readthrough

Bradken / Hitachi Construction– Finally a Done Deal?

Quiddity Advisors

Event-Driven

A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a fair &amp; reasonable opinion. Looks like a clean, done deal.Yet with two extensions and only 12% of issued shares tendered to date, the Offer has stagnated.Below, we briefly recap recent events and examine whether there is a case – or not – that this deal gets done.

A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a fair &amp; reasonable opinion. Looks like a clean, done deal.Yet with two extensions and only 12% of issued shares tendered to date, the Offer has stagnated.Below, we briefly recap recent events and examine whether there is a case – or not – that this deal gets done.

Bradken - Mine, All (Well, Not Quite) Mine

Bradken Ltd

Bradken - Mine, All (Well, Not Quite) Mine