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

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday (28 August) software provider <strong><a href="https://www.smartkarma.com/entities/energy-one-ltd" target="_blank" data-smartkarma-citation="entities:19865:1" rel="noopener">Energy One Ltd (EOL AU)</a> </strong> announced an indicative Offer, by way of a Scheme, from STG at A$5.85/share, a solid 44% premium to last close. </li>
<li>Energy One has granted STG due diligence on an exclusive basis and the board is supportive if terms are firmed. All looks good. However ...</li>
<li>... Vaughan Busby, a NED and founding CEO of Energy One, is not aligned with the board. And he holds ~14%. </li>
</ul>


Yesterday (28 August) software provider Energy One Ltd (EOL AU)  announced an indicative Offer, by way of a Scheme, from STG at A$5.85/share, a solid 44% premium to last close. 
Energy One has granted STG due diligence on an exclusive basis and the board is supportive if terms are firmed. All looks good. However ...
... Vaughan Busby, a NED and founding CEO of Energy One, is not aligned with the board. And he holds ~14%. 


Energy One Ltd

Energy One: Busby Baulks At STG's Offer