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

MCB May Block the AGL De-Merger, But Think About the Alternative

AGL Drops Demerger Proposal - Back To Square Two

AGL - Down, Not Out. Tight Coal Vs FIDs. And MCB Waiting

AGL Energy (AGL AU): Carbon/Zero-Carbon Split

Second Brookfield-MCB Bid for AGL Energy Rejected

Brookfield/Cannon-Brookes Lowball Bid for AGL (AGL AU) Likely to Get the Kibosh.

AusNet (AST AU): Scheme Booklet Out. Meeting on 28 January

Quiddity Advisors

Event-Driven

<ul>
<li>In mid-February, Brookfield and Mike Cannon-Brookes had teamed up to propose anA$7.50/share bid for <a href="https://www.smartkarma.com/entities/agl-energy-ltd" target="_blank" data-smartkarma-citation="entities:554:1" rel="noopener">AGL Energy Ltd (AGL AU)</a>.The bid was rejected by the Board, discussed <a href="https://www.smartkarma.com/insights/brookfield-cannon-brookes-lowball-bid-for-agl-agl-au-likely-to-get-the-kibosh" target="_blank" rel="noopener">here</a>.</li>
<li>Weeks later, the pair came back nearly 10% higher, discussed in <a href="https://www.smartkarma.com/insights/second-brookfield-mcb-bid-for-agl-energy-rejected" target="_blank" data-smartkarma-citation="insights:66554" rel="noopener">Second Brookfield-MCB Bid for AGL Energy Rejected</a>. MCB's big dreams of massive solar and massive customer base were thwarted.</li>
<li>Brookfield walked but MCB has come back now to buy 11.3% of AGL through a loan+collar transaction and a total return swap. He aims at scuppering the June demerger vote.</li>
</ul>


In mid-February, Brookfield and Mike Cannon-Brookes had teamed up to propose anA$7.50/share bid for AGL Energy Ltd (AGL AU).The bid was rejected by the Board, discussed here.
Weeks later, the pair came back nearly 10% higher, discussed in Second Brookfield-MCB Bid for AGL Energy Rejected. MCB's big dreams of massive solar and massive customer base were thwarted.
Brookfield walked but MCB has come back now to buy 11.3% of AGL through a loan+collar transaction and a total return swap. He aims at scuppering the June demerger vote.


MCB Goes Big To Thwart AGL Energy De-Merger