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 Mulls Dye & Durham's Upped Bid

Link Admin And Dye & Durham Agree On Terms

Link Admin: Dye & Durham Offers To Sell Aussie Ops To Appease ACCC

Link Admin: Dye & Durham’s Cuts Bid Price

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>Citing the Australian Competition and Consumer Commission's concerns and challenging markets,  Dye &amp; Durham (D&amp;D) reduced its Offer price for <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> to $4.30/share, down from $5.50/share.</li>
<li>Link has now announced it "<em>does not believe it is able to recommend</em>" the revised Offer.</li>
<li>That tentative rejection, and the fact it remains in discussion with D&amp;D, suggest a board-backed price is probably somewhere between the original bid price and the reduced Offer terms. </li>
</ul>


Citing the Australian Competition and Consumer Commission's concerns and challenging markets,  Dye &amp; Durham (D&amp;D) reduced its Offer price for Link Administration (LNK AU) to $4.30/share, down from $5.50/share.
Link has now announced it "does not believe it is able to recommend" the revised Offer.
That tentative rejection, and the fact it remains in discussion with D&amp;D, suggest a board-backed price is probably somewhere between the original bid price and the reduced Offer terms. 


Link Admin Rejects Dye & Durham’s Revised Offer