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

USEN TOB Situation - Mechanics & Possibilities

USEN/U-Next - THINKING About Things (Which Go Bumpity Bumpity?)

Quiddity Advisors

Event-Driven

<p>Today after the close, Japanese company <a href="https://www.smartkarma.com/entities/19290" target="_blank" data-smartkarma-citation="entities:19290:1">Usen Corp (4842 JP)</a>, well known as an operation piping music into people's apartments for the last few decades (like the radio choices available on airplanes, but piped into your living space as 'online' radio or background music), saw <a href="https://www.smartkarma.com/entities/9637" target="_blank" data-smartkarma-citation="entities:9637:1">U Next Co Ltd (9418 JP)</a> - a ¥12bn market cap company with a ¥3bn float - launch a ¥62bn tender offer on it.</p><p>The President and largest shareholder (64%) of U-Next is a 53-year-old entrepreneur named Yasuhide Uno. He happens to…</p>

Today after the close, Japanese company Usen Corp (4842 JP), well known as an operation piping music into people's apartments for the last few decades (like the radio choices available on airplanes, but piped into your living space as 'online' radio or background music), saw U Next Co Ltd (9418 JP) - a ¥12bn market cap company with a ¥3bn float - launch a ¥62bn tender offer on it.The President and largest shareholder (64%) of U-Next is a 53-year-old entrepreneur named Yasuhide Uno. He happens to…

U-SEN TOB by U-NEXT - Cash Deal with Scrip Squeezeout

USEN Corp

U-SEN TOB by U-NEXT - Cash Deal with Scrip Squeezeout