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

AAG (2686 HK): Pros & Cons Ahead Of Scheme Vote

Sell AAG (2686 HK). A Revised Scheme Will Fail

AAG Energy (2686 HK): Pre-Cons Done. Still A Rubbish Offer

AAG Energy (2686 HK): Full-Year Results Lay Bare Xinjiang Xintai's Low-Balled Offer

AAG Energy (2686 HK): Xinjiang Xintai 's Underwhelming Scheme Offer

Quiddity Advisors

Event-Driven

<ul>
<li>That was a quick turnaround. Two days after the pre-conditions were satisfied, the Scheme Document for <a href="https://www.smartkarma.com/entities/xinjiang-xintai-natural-gas-a" target="_blank" data-smartkarma-citation="entities:27036:1" rel="noopener">Xinjiang Xintai (603393 CH)</a>'s privatisation of <a href="https://www.smartkarma.com/entities/aag-energy-holdings-ltd" target="_blank" data-smartkarma-citation="entities:501:1" rel="noopener">AAG Energy (2686 HK)</a> has been dispatched.</li>
<li>The EGM and Court Meeting will take place on the 27 April, with payment, assuming all resolutions get up, on (or before) the 1 June.</li>
<li>The Independent Financial Adviser, Somerley, considers the terms of the Scheme "fair and reasonable." However, their analysis clearly shows this is not the case. </li>
</ul>


That was a quick turnaround. Two days after the pre-conditions were satisfied, the Scheme Document for Xinjiang Xintai (603393 CH)'s privatisation of AAG Energy (2686 HK) has been dispatched.
The EGM and Court Meeting will take place on the 27 April, with payment, assuming all resolutions get up, on (or before) the 1 June.
The Independent Financial Adviser, Somerley, considers the terms of the Scheme "fair and reasonable." However, their analysis clearly shows this is not the case. 


AAG Energy (2686 HK): Scheme Doc Out. IFA Says Fair. It Is Not

Aag Energy Holdings

AAG Energy (2686 HK): Scheme Doc Out. IFA Says Fair. It Is Not