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 Bumps. AustralianSuper Say Meh.

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

Quiddity Leaderboard F100/​​​250 Dec 23: CAB Payments Could Be Deleted from F250

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

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

Origin Energy And Brookfield/MidOcean Enter Into Scheme Deed

Quiddity Advisors

Event-Driven

<ul>
<li>On 10th October, the ACCC cleared Brookfield to take over <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>. </li>
<li>The transaction still needs shareholder approval and AustralianSuper with its too-big-to-ignore 13.68% stake reckons terms are below long-term value.</li>
<li>The Scheme Booklet is out with a 23 November Scheme Meeting. The IE backs out a fair value range of $8.45-$9.48/share, but as at June 30. A bump is imminent.</li>
</ul>


On 10th October, the ACCC cleared Brookfield to take over Origin Energy (ORG AU). 
The transaction still needs shareholder approval and AustralianSuper with its too-big-to-ignore 13.68% stake reckons terms are below long-term value.
The Scheme Booklet is out with a 23 November Scheme Meeting. The IE backs out a fair value range of $8.45-$9.48/share, but as at June 30. A bump is imminent.


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