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

Another play on aging Australia, deal scores well on almost all aspects. We would take the deal

Gateway Lifestyle Group - Takeover Rumors; What Could Be the Price?

6% yield, near single digits FY16 p/e plus easy double digit growth while still owning the asset

Quiddity Advisors

Event-Driven

<a href="https://www.smartkarma.com/entities/452" target="_blank" data-smartkarma-citation="entities:452:1">Gateway Lifestyle (GTY AU)</a><a href="https://www.asx.com.au/asxpdf/20180621/pdf/43vy58007hd9bv.pdf" target="_blank">announced</a> the receipt of an indicative, non-binding proposal from <a href="https://www.smartkarma.com/entities/23741" target="_blank" data-smartkarma-citation="entities:23741:1">Brookfield Asset Management Inc (BAM US)</a> (via Brookfield Property Group), at an indicative price of $2.30/security by way of a scheme of arrangement or a recommended takeover bid. The proposal edges out Hometown Australia Communities' (the local arm of US budget housing operator Hometown America) indicative A$2.10/security proposal <a href="https://www.asx.com.au/asxpdf/20180613/pdf/43vqy9yb2gbtw5.pdf" target="_blank">announced</a> last week. Gateway has granted Brookfield due diligence, having…

Gateway Lifestyle (GTY AU)announced the receipt of an indicative, non-binding proposal from Brookfield Asset Management Inc (BAM US) (via Brookfield Property Group), at an indicative price of $2.30/security by way of a scheme of arrangement or a recommended takeover bid. The proposal edges out Hometown Australia Communities' (the local arm of US budget housing operator Hometown America) indicative A$2.10/security proposal announced last week. Gateway has granted Brookfield due diligence, having…

Brookfield Trumps Hometown's Offer for Gateway... For Now