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

Ihara Science (5999 JP) - Here Comes The Bumpitrage

Ihara Science (5999 JP) - Not Over But Not a Great Look

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ihara-science-corp" target="_blank" data-smartkarma-citation="entities:9870:1" rel="noopener">Ihara Science (5999 JP)</a> announced an MBO by the chairman. </li>
<li>It's at an all-time high, but it is not especially attractive. The register is also really interesting.</li>
<li>This is a smallcap but i would not be surprised to see a bumpitrage effort. In fact, I'd be surprised if we didn't.</li>
</ul>



Ihara Science (5999 JP) announced an MBO by the chairman. 
It's at an all-time high, but it is not especially attractive. The register is also really interesting.
This is a smallcap but i would not be surprised to see a bumpitrage effort. In fact, I'd be surprised if we didn't.


Ihara Science (5999 JP) Sees the Chairman Launch an MBO. I Might Expect Excitement.