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 Energy And Brookfield/MidOcean Enter Into Scheme Deed

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

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

Origin Energy: Brookfield's Energy Transition Bet

Origin Energy: Gas Price Cap Compromises Brookfield's Offer

Quiddity Advisors

Event-Driven

<ul>
<li>The Brookfield/EIG consortium has reduced its Offer for <strong><a href="https://www.smartkarma.com/entities/origin-energy-ltd" target="_blank" data-smartkarma-citation="entities:797:1" rel="noopener">Origin (ORG AU)</a></strong> to ~A$8.90/share, down from A$9.00/share, after conducting due diligence in the wake of the Aussie government's gas price intervention.</li>
<li>Oddly, this revised proposal remains non-binding, suggesting a number of political kinks still need to be ironed out.</li>
<li>For its part, Origin's board reckons the revised proposal has the potential to deliver significant value to shareholders, all but guaranteeing board support, assuming a firm Offer unfolds.</li>
</ul>


The Brookfield/EIG consortium has reduced its Offer for Origin (ORG AU) to ~A$8.90/share, down from A$9.00/share, after conducting due diligence in the wake of the Aussie government's gas price intervention.
Oddly, this revised proposal remains non-binding, suggesting a number of political kinks still need to be ironed out.
For its part, Origin's board reckons the revised proposal has the potential to deliver significant value to shareholders, all but guaranteeing board support, assuming a firm Offer unfolds.


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