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

Link Admin Is Cheap Amid PEXA In-Specie And Possible BCM/CM Sale

PEXA (PXA) Replaces Pendal (PDL) In the S&P ASX 200, Getting into the Distro Mix

Quiddity Leaderboard-S&P/​​​​​​​​​ASX Mar 23: Multiple Names with Decent Impact

That's It Then As Link Admin Rejects D&D's Revised Terms

But Wait ... Even More Penalties In The Link Admin/D&D Situation

Link Admin/D&D Deal Appears Toast As The Woodford Shoe Drops

Quiddity Advisors

Event-Driven

<ul>
<li>In a Musk/Twitter-like on/off/on-again situation, <strong><a href="https://www.smartkarma.com/entities/link-administration-holdings-ltd" target="_blank" data-smartkarma-citation="entities:970:1" rel="noopener">Link Administration (LNK AU)</a></strong> announced it received an improved offer for its corporate markets and Banking &amp; Credit Management (BCM) businesses from Dye &amp; Durham.</li>
<li>Separately, Link is working with the Australian Tax Office on the in-specie distribution of a minimum of 80% of Link's holding into <strong><a href="https://www.smartkarma.com/entities/pexa-group-ltd" target="_blank" data-smartkarma-citation="entities:34716:1" rel="noopener">PEXA Group (PXA AU)</a></strong>.</li>
<li>Preceding my comments on Link are the current setup/unwind tables for Asia-Pacific Holdcos. These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


In a Musk/Twitter-like on/off/on-again situation, Link Administration (LNK AU) announced it received an improved offer for its corporate markets and Banking &amp; Credit Management (BCM) businesses from Dye &amp; Durham.
Separately, Link is working with the Australian Tax Office on the in-specie distribution of a minimum of 80% of Link's holding into PEXA Group (PXA AU).
Preceding my comments on Link are the current setup/unwind tables for Asia-Pacific Holdcos. These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: Link And D&D Continue Negotiations On Unlisted Ops