Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Toshiba (6502 JP): National Security Overrides the Interests of Speculators

Toshiba (6502) - Effissimo's Pledge Isn't One. It Is a Signalling Device.

Toshiba Coin Toss Is Neither Heads Nor Tails as Both Proposals Fail

Toshiba Board Ructions as Independent Director Goes Rogue

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<ul>
<li>A Nikkei article overnight displays the first buds of "spring" around Toshiba management's tilt towards trying to get shareholders what they want after the Separation Plan failed at the EGM.</li>
<li>The article doesn't say much, but it is a sign the Toshiba Board are not "lying flat."</li>
<li>However it doesn't mean a deal is coming much less anywhere near doable. This is a long road. But it encourages more proactive portfolio resconstruction. </li>
</ul>


A Nikkei article overnight displays the first buds of "spring" around Toshiba management's tilt towards trying to get shareholders what they want after the Separation Plan failed at the EGM.
The article doesn't say much, but it is a sign the Toshiba Board are not "lying flat."
However it doesn't mean a deal is coming much less anywhere near doable. This is a long road. But it encourages more proactive portfolio resconstruction. 


First News of Toshiba "Studying a Privatisation Plan"

Toshiba Corp

First News of Toshiba "Studying a Privatisation Plan"