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

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

Quiddity Advisors

Event-Driven

The previous Insight took a brief look at the <a href="https://www.smartkarma.com/insights/usen-tob-situation-mechanics-possibilities" target="_blank" data-smartkarma-citation="insights:8802">USEN TOB Situation - Mechanics &amp; Possibilities</a> with regard to <a href="https://www.smartkarma.com/entities/9637" target="_blank" data-smartkarma-citation="entities:9637:1">U-Next Co Ltd (9418 JP)</a> 's Tender Offer to acquire an effective majority control of <a href="https://www.smartkarma.com/entities/19290" target="_blank" data-smartkarma-citation="entities:19290:1">USEN Corp (4842 JP)</a> , then subsequently perform a de-merger and merger to result in a NEWCO.Subsequent to my publishing the last piece, USEN released an <a href="http://www.usen.com/news/cms_data/news/images/2017/20170216_169_3.pdf" target="_blank">English language document</a>. Taking a page from Pooh, as I am wont to do, as he is a Particularly Perspicacious Bear, I offer...<h2>Things to THINK About.</h2><blockquote>When…</blockquote>

The previous Insight took a brief look at the USEN TOB Situation - Mechanics &amp; Possibilities with regard to U-Next Co Ltd (9418 JP) 's Tender Offer to acquire an effective majority control of USEN Corp (4842 JP) , then subsequently perform a de-merger and merger to result in a NEWCO.Subsequent to my publishing the last piece, USEN released an English language document. Taking a page from Pooh, as I am wont to do, as he is a Particularly Perspicacious Bear, I offer...Things to THINK About.When…

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