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

Equity Bottom-Up

Jinchuan Group International Resources / Equity Bottom-Up

Jinchuan Group International Resources (2362 HK)

<ul>
<li>Shares have declined ~9% since copper/cobalt miner <strong><a href="https://www.smartkarma.com/entities/jinchuan-group-international-resources-co-ltd" target="_blank" data-smartkarma-citation="entities:17800:1" rel="noopener">Jinchuan Group International Resources (2362 HK)</a></strong> said it was <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/1223/2021122300003.pdf" target="_blank" rel="noopener">unaware</a> Jinchuan Group, its largest shareholder, was proposing a privatisation plan.</li>
<li>As the world moves towards alternative energy sources, copper will remain in high demand. Jinchuan is also China's third-largest cobalt refiner, whose output is used in lithium-ion batteries.</li>
<li>Jinchuan is not expensive. And taking the company private is not a significant outlay for Jinchuan Group. Especially ahead of the copper/cobalt Musonoi project coming online next year.</li>
</ul>


Shares have declined ~9% since copper/cobalt miner Jinchuan Group International Resources (2362 HK) said it was unaware Jinchuan Group, its largest shareholder, was proposing a privatisation plan.
As the world moves towards alternative energy sources, copper will remain in high demand. Jinchuan is also China's third-largest cobalt refiner, whose output is used in lithium-ion batteries.
Jinchuan is not expensive. And taking the company private is not a significant outlay for Jinchuan Group. Especially ahead of the copper/cobalt Musonoi project coming online next year.


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