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

Origin/Brookfield: Bump Expected Ahead Of 23 Nov Scheme Meeting

Origin: Brookfield Bumps. AustralianSuper Say Meh.

Quiddity Leaderboard ASX Dec 23: Three ASX 200 Changes + Origin Energy Question Mark

Origin Energy (All But) Supports Brookfield/EIG's Revised Terms

Origin Energy: ACCC's Concerns And Brookfield's Quid Pro Quo

Origin Energy And Brookfield/MidOcean Enter Into Scheme Deed

Quiddity Advisors

Event-Driven

<ul>
<li>Brookfield Asset Management/MidOcean Energy's tilt for <strong><a href="https://www.smartkarma.com/entities/origin-energy-ltd" target="_blank" data-smartkarma-citation="entities:797:1" rel="noopener">Origin Energy (ORG AU)</a></strong>, faced two major hurdles. </li>
<li>The first was ACCC approval. Not just over competition issues, but also the perceived/apparent public benefit from Brookfield's future commitment to renewable generation. <strong>ACCC has now cleared the transaction. </strong>
</li>
<li>The second is currying favour with shareholders, several of whom, including AustralianSuper (13.68% stake), reckon the Offer is substantially below long-term value. This needs a bump.</li>
</ul>


Brookfield Asset Management/MidOcean Energy's tilt for Origin Energy (ORG AU), faced two major hurdles. 
The first was ACCC approval. Not just over competition issues, but also the perceived/apparent public benefit from Brookfield's future commitment to renewable generation. ACCC has now cleared the transaction. 

The second is currying favour with shareholders, several of whom, including AustralianSuper (13.68% stake), reckon the Offer is substantially below long-term value. This needs a bump.


Origin/Brookfield: ACCC Rubber Stamped. Now Shareholders Will Have Their Say