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

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

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

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

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

Link Admin Gets ACCC Nod. Woodford Condition Outstanding

Link Admin: Dye & Durham Offers To Sell Aussie Ops To Appease ACCC

Quiddity Advisors

Event-Driven

<ul>
<li>After 23 months of negotiations, various bids from various parties, culminating in a protracted on-again, off-again, negotiation with Dye &amp; Durham, <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> has called it a day.</li>
<li>D&amp;D arguably did the right thing and tabled a revised proposal to account for any enforcement process after the UK's FCA raised redress payments. Link has rejected the revised terms. </li>
<li>Link will now pursue an in-specie distribution of a minimum of 80% of Link’s shareholding in <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>
</ul>


After 23 months of negotiations, various bids from various parties, culminating in a protracted on-again, off-again, negotiation with Dye &amp; Durham, Link Administration (LNK AU) has called it a day.
D&amp;D arguably did the right thing and tabled a revised proposal to account for any enforcement process after the UK's FCA raised redress payments. Link has rejected the revised terms. 
Link will now pursue an in-specie distribution of a minimum of 80% of Link’s shareholding in PEXA Group (PXA AU).


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