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

Toshiba Tender Offer Ends Today - Upcoming Index Selldown Schedule

Updated TOPIX Selldown and Index Flows This Week - Initial TOPIX Selldown of Toshiba NEXT Month

Toshiba's Board Buckles Under - As Things Stand, Board Supports and Recommends JIP Offer

Toshiba Board to Shareholders:  "Yes, Meh But We Did Our Job, Now It's Up To You (We're Tired Too)"

JIP Tender Offer for Toshiba (6502) Finally Here

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday, JIP finally announced its Tender Offer for <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a> as discussed in <a href="https://www.smartkarma.com/insights/jip-tender-offer-for-toshiba-6502-finally-here" target="_blank" data-smartkarma-citation="insights:109849" rel="noopener">JIP Tender Offer for Toshiba (6502) Finally Here</a> </li>
<li>I got a few questions this morning on the earnings call comments from Chairman Watanabe regarding what might happen if a Kioxia Transaction were announced mid-JIP Tender.</li>
<li>My assumption before, during, and after, is that the Board wants this deal done. And doesn't really want to take any responsibility for pushing any more.</li>
</ul>


Yesterday, JIP finally announced its Tender Offer for Toshiba Corp (6502 JP) as discussed in JIP Tender Offer for Toshiba (6502) Finally Here 
I got a few questions this morning on the earnings call comments from Chairman Watanabe regarding what might happen if a Kioxia Transaction were announced mid-JIP Tender.
My assumption before, during, and after, is that the Board wants this deal done. And doesn't really want to take any responsibility for pushing any more.


Toshiba (6502) Tender Offer - Kioxia Optionality