Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Outsourcing (2427) - The OTHER Arb - That One Neat Trick And Its Weird Risks

Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not Clearly A MAC

Outsourcing (2427) MBO Start Delayed A Month - Large Float So Eminently Bumpable But...

Bain Deal for Outsourcing (2427): Cheeky, Opportunistic, Too Low

Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and Speculating

Outsourcing (2427) - Earnings Delay Causes Consternation

Quiddity Advisors

Event-Driven

<ul>
<li>After an extension due to a European Foreign Subsidies Review filing, and a small 'accident' regarding the earnings release, we have a deal. </li>
<li>The earnings release itself seemed more innocuous than articles and rumour suggested show the causes of impairments and so it seemed like there was little cause to walk/declare MAC.</li>
<li>Now it will be done in 20 days. I still think this is cheeky, opportunistic, and low, and it is up to the float to decide what to do.</li>
</ul>


After an extension due to a European Foreign Subsidies Review filing, and a small 'accident' regarding the earnings release, we have a deal. 
The earnings release itself seemed more innocuous than articles and rumour suggested show the causes of impairments and so it seemed like there was little cause to walk/declare MAC.
Now it will be done in 20 days. I still think this is cheeky, opportunistic, and low, and it is up to the float to decide what to do.


Outsourcing (2427) MBO Arrives! Bain Launches Cheeky, Opportunistic, Low(Priced) TOB

Outsourcing Inc

Outsourcing (2427) MBO Arrives! Bain Launches Cheeky, Opportunistic, Low(Priced) TOB