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

Link Admin: Dye & Durham’s Cuts Bid Price

Link Admin Rejects Dye & Durham’s Revised Offer

Link Admin Mulls Dye & Durham's Upped Bid

Link Admin (LNK AU) Inks Deal With Dye & Durham As Carlyle Dithers

Link Admin (LNK AU): 13 July Scheme Meeting As Dye & Durham Takes A Bath

Link Admin (LNK AU): Carlyle Returns. With A Lower Offer

Quiddity Advisors

Event-Driven

<ul>
<li>This transaction is looking increasingly toast. The ACCC has outlined significant preliminary competition concerns with Dye &amp; Durham’s (D&amp;D) proposed acquisition of <strong><a href="https://www.smartkarma.com/entities/link-administration-holdings-ltd" target="_blank" data-smartkarma-citation="entities:970:1" rel="noopener">Link Administration (LNK AU)</a></strong>.</li>
<li>Separately, Link's subsidiary, Link Fund Solutions Limited, has been notified that an application for a "Group Litigation Order" has been filed in the English High Court. </li>
<li>Link has to exit <a href="https://www.smartkarma.com/entities/pexa-group-ltd" target="_blank" data-smartkarma-citation="entities:34716:1" rel="noopener"><strong>PEXA</strong></a> for this transaction to proceed. But how badly do D&amp;D want PEXA? Will they walk? Time to look at Link fundamentally, separate from D&amp;D's Offer.</li>
</ul>


This transaction is looking increasingly toast. The ACCC has outlined significant preliminary competition concerns with Dye &amp; Durham’s (D&amp;D) proposed acquisition of Link Administration (LNK AU).
Separately, Link's subsidiary, Link Fund Solutions Limited, has been notified that an application for a "Group Litigation Order" has been filed in the English High Court. 
Link has to exit PEXA for this transaction to proceed. But how badly do D&amp;D want PEXA? Will they walk? Time to look at Link fundamentally, separate from D&amp;D's Offer.


Link Admin: Dye & Durham’s Deal All But Dead