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: ACCC Rubber Stamped. Now Shareholders Will Have Their Say

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

Origin: Brookfield Bumps. AustralianSuper Say Meh.

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

Origin Energy And Brookfield/MidOcean Enter Into Scheme Deed

Origin Energy: Brookfield's Energy Transition Bet

Origin Energy: Gas Price Cap Compromises Brookfield's Offer

Quiddity Advisors

Event-Driven

<ul>
<li>After <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> entered into a Scheme Implementation Deed with Brookfield Asset Management/MidOcean Energy in late March, the ACCC approval process has played out in the public eye.</li>
<li>And it hasn't been all beer and Skittles for the Offerors. Not just on competition issues. But also the perceived/apparent public benefit from Brookfield's future commitment to renewable generation.  </li>
<li>All the while, the ACCC recently blocked <a href="https://www.smartkarma.com/entities/australia-and-new-zealand-banking-group-anz" target="_blank" data-smartkarma-citation="entities:443:1" rel="noopener">ANZ (ANZ AU)</a>’s acquisition of Suncorp Bank, and <a href="https://www.smartkarma.com/entities/telstra-corp-ltd" target="_blank" data-smartkarma-citation="entities:690:1" rel="noopener">Telstra Corp (TLS AU)</a>/<a href="https://www.smartkarma.com/entities/tpg-telecom-ltd-5b64c473-761f-4a0a-a7f9-95770efefa20" target="_blank" data-smartkarma-citation="entities:30984:1" rel="noopener">TPG Telecom (TPG AU)</a>'s mobile network sharing deal. </li>
</ul>


After Origin Energy (ORG AU) entered into a Scheme Implementation Deed with Brookfield Asset Management/MidOcean Energy in late March, the ACCC approval process has played out in the public eye.
And it hasn't been all beer and Skittles for the Offerors. Not just on competition issues. But also the perceived/apparent public benefit from Brookfield's future commitment to renewable generation.  
All the while, the ACCC recently blocked ANZ (ANZ AU)’s acquisition of Suncorp Bank, and Telstra Corp (TLS AU)/TPG Telecom (TPG AU)'s mobile network sharing deal. 


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