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

Origin Energy And Brookfield/MidOcean Enter Into Scheme Deed

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

Origin Energy: Brookfield's Energy Transition Bet

Quiddity Advisors

Event-Driven

<ul>
<li>On the 10 November, Brookfield and EIG/MidOcean offered <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> shareholders $9.00/share, a 54.9% premium to last close, by way of a Scheme. The Offer is non-binding.</li>
<li>On the 9 December, the Aussie government said it would take action to limit the worst impacts of the forecast gas price increases to protect Australian households, industry, and manufacturers.</li>
<li>This includes a temporary price cap on new domestic wholesale gas contracts by east coast producers, such as Origin, for 12 months.</li>
</ul>


On the 10 November, Brookfield and EIG/MidOcean offered Origin Energy (ORG AU) shareholders $9.00/share, a 54.9% premium to last close, by way of a Scheme. The Offer is non-binding.
On the 9 December, the Aussie government said it would take action to limit the worst impacts of the forecast gas price increases to protect Australian households, industry, and manufacturers.
This includes a temporary price cap on new domestic wholesale gas contracts by east coast producers, such as Origin, for 12 months.


Origin Energy: Gas Price Cap Compromises Brookfield's Offer