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

BE Energy (1250 HK): Not A Take-Out, More A China Shandong Hi-Speed Bail Out

Quiddity Advisors

Event-Driven

Shandong Hi-Speed New Energy G / Event-Driven

<ul>
<li>In March 2022, in what was viewed as a bail out, <strong><a href="https://www.smartkarma.com/entities/shandong-hi-speed-new-energy-g" target="_blank" data-smartkarma-citation="entities:6927:1" rel="noopener">Shandong Hi-Speed New Energy (1250 HK)</a></strong> issued shares, equivalent to 43.45% on a diluted basis, to <strong><a href="https://www.smartkarma.com/entities/shandong-hi-speed-holdings-gro" target="_blank" data-smartkarma-citation="entities:10356:1" rel="noopener">Shandong Hi-Speed 412 HK)</a></strong>
</li>
<li>Shandong Hi-Speed was not obliged to launch a mandatory offer after securing a whitewash waiver. Two hand half years later, Shandong Hi-Speed still holds 43.45%. </li>
<li>SDHS New Energy is now suspended pursuant to the Takeovers Code. Shandong Hi-Speed is also suspended. Expect a take-private bid from Shandong Hi-Speed.</li>
</ul>


In March 2022, in what was viewed as a bail out, Shandong Hi-Speed New Energy (1250 HK) issued shares, equivalent to 43.45% on a diluted basis, to Shandong Hi-Speed 412 HK)

Shandong Hi-Speed was not obliged to launch a mandatory offer after securing a whitewash waiver. Two hand half years later, Shandong Hi-Speed still holds 43.45%. 
SDHS New Energy is now suspended pursuant to the Takeovers Code. Shandong Hi-Speed is also suspended. Expect a take-private bid from Shandong Hi-Speed.


Shandong Hi-Speed New Energy (1250 HK): Expect A Delisting Offer