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

Woodside Shareholders Approve Deal but Not WPL's Green Credentials; Now People Talk About Flows

Marking Post-WPL-Spin BHP to Market and Model

Woodside Block - Medium Bigly, Well-Prepared, and More To Come

If Woodside Buys BHP Petroleum for Scrip, There Will Be Flowback

Woodside / BHP Petroleum Merger On Tap; Index Impact Minimal but Flowback May Not Be

Woodside / BHP Petroleum Merger - Thinking About Flows (Still a Flowback Sell)

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a> and <a href="https://www.smartkarma.com/entities/woodside-petroleum-ltd" target="_blank" data-smartkarma-citation="entities:177:1" rel="noopener">Woodside Petroleum (WPL AU)</a> announced a merger of BHP Petroleum with Woodside late last year, to be implemented in Q2 2022</li>
<li>The vote is in a week, and BHP is expected to trade ex- WPL share spinoff on 24 May 2022, with delivery a week later. </li>
<li>The trade so far has worked well, and there has been a slight additive flow pattern in the last several days. It is worth thinking closely about timing.</li>
</ul>



BHP Group Ltd (BHP AU) and Woodside Petroleum (WPL AU) announced a merger of BHP Petroleum with Woodside late last year, to be implemented in Q2 2022
The vote is in a week, and BHP is expected to trade ex- WPL share spinoff on 24 May 2022, with delivery a week later. 
The trade so far has worked well, and there has been a slight additive flow pattern in the last several days. It is worth thinking closely about timing.


Woodside/BHP And the Timing Of The Trade Flows Vs Peers