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

Sirtex Has A CDH Proposal - Another Game of Chicken?

Sirtex Terminates Varian Scheme, Embraces CDH

Quiddity Advisors

Event-Driven

After <a href="https://www.smartkarma.com/entities/10365" target="_blank" data-smartkarma-citation="entities:10365:1" rel="noopener">Sirtex Medical Ltd (SRX AU)</a>​ received the remaining <a href="https://www.asx.com.au/asxpdf/20180628/pdf/43w3jgwgv31pgk.pdf" target="_blank" rel="noopener">AU$49mm</a> of the pre-paid deposit under the CDH-CGP Scheme, this past week the Scheme gained <a href="https://www.asx.com.au/asxpdf/20180703/pdf/43w87vpxqw2270.pdf" target="_blank" rel="noopener">FIRB Approval</a>, which means we await US anti-trust approval under the Hart-Scott-Rodino Anti-trust Improvements Act of 1976 and CFIUS, and approval by &gt;50% of the CGP shareholders in August. Given the sponsor group holds 60.32%, that is effectively a done deal.But there was news on their ability to raise cash.The OTHER interesting news this week is…

After Sirtex Medical Ltd (SRX AU)​ received the remaining AU$49mm of the pre-paid deposit under the CDH-CGP Scheme, this past week the Scheme gained FIRB Approval, which means we await US anti-trust approval under the Hart-Scott-Rodino Anti-trust Improvements Act of 1976 and CFIUS, and approval by &gt;50% of the CGP shareholders in August. Given the sponsor group holds 60.32%, that is effectively a done deal.But there was news on their ability to raise cash.The OTHER interesting news this week is…

China Grand Pharmaceutical and Healthcare (512 HK)

China Grand Pharmaceutical and Healthcare

Sirtex Trading Wide: FIRB Approval Gained, Founder Buys Back In