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

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

Quiddity Advisors

Event-Driven

<ul>
<li>
A$0.77/Share. That's Louis Dreyfus Company (LDC)'s revised unconditional bid. Plus it now holds 47.66% after Samuel Terry Asset Management, Namoi's largest shareholder, tendered into the revised term.</li>
<li>Expect <a href="https://www.smartkarma.com/entities/namoi-cotton-co-operative" target="_blank" data-smartkarma-citation="entities:10711:1" rel="noopener"></a><a href="https://www.smartkarma.com/entities/namoi-cotton-co-operative" target="_blank" data-smartkarma-citation="entities:10711:1" rel="noopener">Namoi Cotton Co Operative (NAM AU)</a>'s board to shortly back LDC's Offer. LDC's Offer is $0.02/share above Olam Agri's conditional bid.</li>
<li>After LDC first approached Namoi in November last year, this is now done. Expect Olam to tender its stake, and fold its tent. </li>
</ul>



A$0.77/Share. That's Louis Dreyfus Company (LDC)'s revised unconditional bid. Plus it now holds 47.66% after Samuel Terry Asset Management, Namoi's largest shareholder, tendered into the revised term.
Expect Namoi Cotton Co Operative (NAM AU)'s board to shortly back LDC's Offer. LDC's Offer is $0.02/share above Olam Agri's conditional bid.
After LDC first approached Namoi in November last year, this is now done. Expect Olam to tender its stake, and fold its tent. 


Namoi Cotton Co Operative

Namoi Cotton (NAM AU): Well Played LDC