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

JMDC (4483) Partial Offer Results - Tough Tender, I'd Watch For "THE Block" (Maybe)

Omron Partial Offer for JMDC (4483) - The Engagement Is On! This Is the Script, This Is the Timing

Quiddity Advisors

Event-Driven

<ul>
<li>When this was launched, it traded more a fair bit on the first day, but then more volume traded than I expected. This could mean a couple of things.</li>
<li>Re-Reading the original doc leaves nuances. The change in management responsibilities this past summer make some holders less certain. It's complicated. </li>
<li>There have been several blocks traded, and a large short instantiated. And if one has a more conservative estimate at a higher top-end participation, the back end gets uglier.</li>
</ul>


When this was launched, it traded more a fair bit on the first day, but then more volume traded than I expected. This could mean a couple of things.
Re-Reading the original doc leaves nuances. The change in management responsibilities this past summer make some holders less certain. It's complicated. 
There have been several blocks traded, and a large short instantiated. And if one has a more conservative estimate at a higher top-end participation, the back end gets uglier.


JMDC (4483) Partial Offer Update (Updated Pro-Ration Range)