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

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>The Australian Financial Review's "Street Talk" column says the <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> (new ticker is WDS AU) block is out. </li>
<li>Bookbuild is at $28.65 to $30.19 a share with is a 0% to 5.1% discount to the close (stock was up 1.44% today).</li>
<li>The size of the trade is apparently 38 million shares. If you have been in the Woodside/Santos trade, I would take the deal, tactically.</li>
</ul>


The Australian Financial Review's "Street Talk" column says the Woodside Petroleum (WPL AU) (new ticker is WDS AU) block is out. 
Bookbuild is at $28.65 to $30.19 a share with is a 0% to 5.1% discount to the close (stock was up 1.44% today).
The size of the trade is apparently 38 million shares. If you have been in the Woodside/Santos trade, I would take the deal, tactically.


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