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

Shandong Hi-Speed New Energy (1250 HK): Possible MGO At HK$1.78/Share.

Shandong Hi-Speed New Energy (1250 HK)'s Unconditional MGO. It Is What It Is

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

Quiddity Advisors

Event-Driven

Shandong Hi-Speed New Energy G / Event-Driven

<ul>
<li>Back on the 27 December, <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 Holdings (412 HK)</a> <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/1227/2024122701100.pdf" target="_blank" rel="noopener">completed</a> two SPAs, elevating its stake in <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> to 56.97% from 43.45%, triggering an unconditional MGO. </li>
<li>The <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0128/2025012800031.pdf" target="_blank" rel="noopener">Composite Doc</a> is now out, and the Offer is open for tendering. The close of the Offer is the 18th Feb, 21 days out. Don't expect an extension.</li>
<li>The IFA has declared the terms fair &amp; reasonable. Which is probably true.</li>
</ul>


Back on the 27 December, Shandong Hi-Speed Holdings (412 HK) completed two SPAs, elevating its stake in Shandong Hi-Speed New Energy (1250 HK) to 56.97% from 43.45%, triggering an unconditional MGO. 
The Composite Doc is now out, and the Offer is open for tendering. The close of the Offer is the 18th Feb, 21 days out. Don't expect an extension.
The IFA has declared the terms fair &amp; reasonable. Which is probably true.


Canvest Environmental Protection Group (1381 HK)

China National Building Material (3323 HK)

Millennium & Copthorne Hotels Nz (MCK NZ)

Shandong Hi-Speed New Energy (1250 HK)'s Unconditional MGO Now Open