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

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

Warrego: Gina Bumps As MinRes (Potentially) Circles

Reinhart Edges Stokes In Tussle For Warrego Energy

Quiddity Advisors

Event-Driven

<ul>
<li>It's a fair bet Hancock Prospecting and <a href="https://www.smartkarma.com/entities/mineral-resources-ltd" target="_blank" data-smartkarma-citation="entities:15103:1" rel="noopener">Mineral Resources (MIN AU)</a> are actively discussing the final stages for <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> behind the scenes.</li>
<li>It is unlikely MinRes aggressively builds a ~19% stake in a company subject to a two-way takeover battle, and declares its position "strategic" with no intention of making an Offer. </li>
<li>This stake may be a bargaining chip from MinRes to keep Hancock on the sidelines in its tilt for <a href="https://www.smartkarma.com/entities/norwest-energy-nl" target="_blank" data-smartkarma-citation="entities:1433:1" rel="noopener">Norwest Energy NL (NWE AU)</a>.</li>
</ul>


It's a fair bet Hancock Prospecting and Mineral Resources (MIN AU) are actively discussing the final stages for Warrego Energy (WGO AU) behind the scenes.
It is unlikely MinRes aggressively builds a ~19% stake in a company subject to a two-way takeover battle, and declares its position "strategic" with no intention of making an Offer. 
This stake may be a bargaining chip from MinRes to keep Hancock on the sidelines in its tilt for Norwest Energy NL (NWE AU).


Warrego Energy

Where To Go With Warrego?