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

Pushpay Holdings: ACC & Nikko Say No To Scheme

Pushpay: Large & "Sophisticated Shareholders" Back Pegasus' Revised Offer

Pushpay: Shareholder To Vote (Again) On 27 April

Pushpay: BGH/Sixth Street Keep The Faith With $1.34/Share Tilt

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Pushpay: BGH Resurrects The Catholic Opportunity

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 28 October, church donor management play <strong><a href="https://www.smartkarma.com/entities/pushpay-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13737:1" rel="noopener">Pushpay Holdings (PPH NZ/PPH AU)</a></strong> announced a Scheme with BGH/Sixth Street at NZ$1.34/share,  a 30.1% premium to undisturbed.</li>
<li>The Scheme Booklet is now out. The shareholder meeting will take place on the 3 March. The independent advisor concluded the Offer price is within its valuation range. </li>
<li>Assuming 11 April payment, this is trading at a gross/annualised spread of 3.0%/18.0%.</li>
</ul>


Back on the 28 October, church donor management play Pushpay Holdings (PPH NZ/PPH AU) announced a Scheme with BGH/Sixth Street at NZ$1.34/share,  a 30.1% premium to undisturbed.
The Scheme Booklet is now out. The shareholder meeting will take place on the 3 March. The independent advisor concluded the Offer price is within its valuation range. 
Assuming 11 April payment, this is trading at a gross/annualised spread of 3.0%/18.0%.


Pushpay Holdings: 3rd March Scheme Meeting. IA Says Fair