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

Namoi Cotton (NAM AU): Bloom Times As Louis Dreyfus & Olam Agri Tangle

Namoi Cotton (NAM AU): Louis Dreyfus Has This Stitched Up

Quiddity Advisors

Event-Driven

<ul>
<li>Louis Dreyfus Company (LDC) and <a href="https://www.smartkarma.com/entities/olam-group" target="_blank" data-smartkarma-citation="entities:765:1" rel="noopener"><strong>Olam (OLG SP</strong>)</a>'s Olam Agri have been going toe-to-toe over <strong><a href="https://www.smartkarma.com/entities/namoi-cotton-co-operative" target="_blank" data-smartkarma-citation="entities:10711:1" rel="noopener">Namoi Cotton (NAM AU)</a></strong> since the 1st February. LDC has now declared its Offer unconditional. </li>
<li>It's an interesting move. Namoi is trading through LDC's A$0.67/share Offer terms. But unlike Olam's Offer, LDC now has FIRB and ACCC under its belt.</li>
<li>Currently trading at Olam's A$0.70/share terms. All eyes are on ACCC giving Olam the green light. Or not.</li>
</ul>


Louis Dreyfus Company (LDC) and Olam (OLG SP)'s Olam Agri have been going toe-to-toe over Namoi Cotton (NAM AU) since the 1st February. LDC has now declared its Offer unconditional. 
It's an interesting move. Namoi is trading through LDC's A$0.67/share Offer terms. But unlike Olam's Offer, LDC now has FIRB and ACCC under its belt.
Currently trading at Olam's A$0.70/share terms. All eyes are on ACCC giving Olam the green light. Or not.


Namoi Cotton (NAM AU): Louis Dreyfus Declares Offer Unconditional

Namoi Cotton Co Operative

Namoi Cotton (NAM AU): Louis Dreyfus Declares Offer Unconditional