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

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

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

Origin Energy: Gas Price Cap Compromises Brookfield's Offer

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

Origin Energy: Brookfield's Energy Transition Bet

Quiddity Advisors

Event-Driven

<ul>
<li>In the wake of the Aussie government's gas price intervention, the Brookfield/MidOcean consortium 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 Energy (ORG AU)</a></strong> to ~A$8.90/share, down from A$9.00/share, on the 22 Feb. </li>
<li>At the time, Origin appeared supportive.  Origin and Brookfield/MidOcean have now entered into a Scheme Implementation Deed.</li>
<li>Some subtle - and more favourable to all investors - changes have been made to terms. Pricing is attractive. ACCC is the big question mark.</li>
</ul>


In the wake of the Aussie government's gas price intervention, the Brookfield/MidOcean consortium reduced its Offer for Origin Energy (ORG AU) to ~A$8.90/share, down from A$9.00/share, on the 22 Feb. 
At the time, Origin appeared supportive.  Origin and Brookfield/MidOcean have now entered into a Scheme Implementation Deed.
Some subtle - and more favourable to all investors - changes have been made to terms. Pricing is attractive. ACCC is the big question mark.


Origin Energy And Brookfield/MidOcean Enter Into Scheme Deed