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

Cromwell Prop (CMW AU): ESR Exit Post-Privatization?

ESR (1821 HK): Sell First, Ask Questions Later

ESR Cayman (1821 HK) Takes Out ARA Asset Management

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong>HK$13.00/Share (deemed final)</strong>. That's the key takeaway here as the Starwood/Warburg Pincus Consortium (finally) tables a firm offer, by way of a pre-conditional Scheme.</li>
<li>Pre-Conditions are extensive, with a long stop date of the 4th September 2025.</li>
<li>HK$13.00 is below prior expectations of a HK$14+ handle. But with irrevocables of 30.79% of the register (and 51.24% of Scheme shares), this is done. A scrip option is afforded.</li>
</ul>



HK$13.00/Share (deemed final). That's the key takeaway here as the Starwood/Warburg Pincus Consortium (finally) tables a firm offer, by way of a pre-conditional Scheme.
Pre-Conditions are extensive, with a long stop date of the 4th September 2025.
HK$13.00 is below prior expectations of a HK$14+ handle. But with irrevocables of 30.79% of the register (and 51.24% of Scheme shares), this is done. A scrip option is afforded.


Canvest Environmental Protection Group (1381 HK)

ESR Group

ESR (1821 HK): HK$13.00/Share Offer