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

Taiyo Pacific Overbids Brother for Roland DG (6789)

Chilled & Frozen's Target Opinion Statement; Chotto Matte (Four Counterbidders)

Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price, and Incentives

Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium But Too Cheap

Roland DG (6789) - Brother (6448) Launches Hostile Overbid to Taiyo MBO - You Love To See It

Quiddity Advisors

Event-Driven

<ul>
<li>Taiyo Pacific's Tender Offer for <a href="https://www.smartkarma.com/entities/roland-dg-corp" target="_blank" data-smartkarma-citation="entities:10653:1" rel="noopener">Roland DG Corp (6789 JP)</a> was to end Friday, but it was extended 10 days. </li>
<li>Roland DG provided an update regarding the status of the Brother overbid. It did not show as much strategic-mindedness as it might have.</li>
<li>Shares are now trading at a post-overbid high. Strategic missteps up the risk but Brother can pay more.</li>
</ul>


Taiyo Pacific's Tender Offer for Roland DG Corp (6789 JP) was to end Friday, but it was extended 10 days. 
Roland DG provided an update regarding the status of the Brother overbid. It did not show as much strategic-mindedness as it might have.
Shares are now trading at a post-overbid high. Strategic missteps up the risk but Brother can pay more.


Roland DG (6789) - Brother Still Not Making Friends