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

Game On As ORG Lobs Competing Offer For CPMC (906 HK)

CPMC (906 HK): Shares Retrace As Clock Ticks On ORG's Bid

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 6th December 2023, packaging play <strong><a href="https://www.smartkarma.com/entities/cpmc-holdings-ltd" target="_blank" data-smartkarma-citation="entities:10427:1" rel="noopener">CPMC Holdings (906 HK)</a></strong> announced a pre-conditional Offer of $6.87/share, in cash, from SASAC/NCSSF-backed Champion.</li>
<li>The <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0730/2024073000041.pdf" target="_blank" rel="noopener">Offer Document</a> is now out. This is not a Composite Document. A "Response Document" is expected in two weeks, which will include the IFA opinion. </li>
<li>All the above is moot. <strong><a href="https://www.smartkarma.com/entities/org-technology-co-ltd-a" target="_blank" data-smartkarma-citation="entities:17510:1" rel="noopener">ORG Technology Co., Ltd. A (002701 CH)</a>'</strong>s superior HK$7.21/share Offer is currently navigating the necessary regulatory approvals. With irrevocables, ORG has 46.44% in the bag.</li>
</ul>


Back on the 6th December 2023, packaging play CPMC Holdings (906 HK) announced a pre-conditional Offer of $6.87/share, in cash, from SASAC/NCSSF-backed Champion.
The Offer Document is now out. This is not a Composite Document. A "Response Document" is expected in two weeks, which will include the IFA opinion. 
All the above is moot. ORG Technology Co., Ltd. A (002701 CH)'s superior HK$7.21/share Offer is currently navigating the necessary regulatory approvals. With irrevocables, ORG has 46.44% in the bag.


China Traditional Chinese Medicine (570 HK)

CPMC (906 HK): Champion's Offer Now Open. But All Eyes On ORG's Tilt