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

Reinhart Edges Stokes In Tussle For Warrego Energy

Warrego Energy: Reinhart Disses Strike's "Superior" Offer

Warrego: Gina Bumps As MinRes (Potentially) Circles

Quiddity Advisors

Event-Driven

<ul>
<li>The Stokes' family-backed <a href="https://www.smartkarma.com/entities/beach-energy-ltd" target="_blank" data-smartkarma-citation="entities:795:1" rel="noopener">Beach Energy (BPT AU)</a> is offering <a href="https://www.smartkarma.com/entities/warrego-energy-ltd-082ab214-f4bb-4224-b321-8977486cd661" target="_blank" data-smartkarma-citation="entities:7808:1" rel="noopener">Warrego Energy (WGO AU)</a>'s shareholders $0.20/share, in cash, by way of a Scheme. That's a 36% premium to the one-month VWAP.</li>
<li>A contingent value payment may be payable to Warrego shareholders from the sale of Warrego’s Spanish assets within 12 months</li>
<li>Warrego's board unanimously recommend the Beach deal. The transaction is expected to complete in early March.  The wild card is whether <a href="https://www.smartkarma.com/entities/strike-energy-ltd" target="_blank" data-smartkarma-citation="entities:12473:1" rel="noopener">Strike Energy (STX AU)</a> pitches a revised Offer.</li>
</ul>


The Stokes' family-backed Beach Energy (BPT AU) is offering Warrego Energy (WGO AU)'s shareholders $0.20/share, in cash, by way of a Scheme. That's a 36% premium to the one-month VWAP.
A contingent value payment may be payable to Warrego shareholders from the sale of Warrego’s Spanish assets within 12 months
Warrego's board unanimously recommend the Beach deal. The transaction is expected to complete in early March.  The wild card is whether Strike Energy (STX AU) pitches a revised Offer.


Warrego Energy

Warrego Enters Into A Scheme With Beach