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

Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?

Allkem+Livent=Arcadium : Expected Index Flows

Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More

Allkem/Livent (AKE AU | LTHM US) Merger Update:  MUCH More Than Meets The Eye

Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index Surprises

Newcrest-Newmont Merger: Fancy Index Shenanigans

Quiddity Advisors

Event-Driven

<ul>
<li>On the 10th May, Aussie lithium miner <strong><a href="https://www.smartkarma.com/entities/allkem-ltd" target="_blank" data-smartkarma-citation="entities:3572:1" rel="noopener">Allkem Ltd (AKE AU)</a></strong> inked a $US10bn+ "merger of equals" with <strong><a href="https://www.smartkarma.com/entities/livent-corp" target="_blank" data-smartkarma-citation="entities:27434:1" rel="noopener">Livent (LTHM US)</a></strong>, ostensibly forming the world's fifth largest lithium producer.</li>
<li>Allkem's Scheme Meeting is the 19 December, with implementation expected on the 4 January. The IE is supportive and Allkem's board unanimously recommends the transaction. </li>
<li>This looks done. Buy Livent. And get borrow on Livent to be able to short it into the inclusion or in the days following. </li>
</ul>


On the 10th May, Aussie lithium miner Allkem Ltd (AKE AU) inked a $US10bn+ "merger of equals" with Livent (LTHM US), ostensibly forming the world's fifth largest lithium producer.
Allkem's Scheme Meeting is the 19 December, with implementation expected on the 4 January. The IE is supportive and Allkem's board unanimously recommends the transaction. 
This looks done. Buy Livent. And get borrow on Livent to be able to short it into the inclusion or in the days following. 


Allkem/​Livent Merger: 19th December Shareholder Vote

Allkem Ltd

Allkem/​Livent Merger: 19th December Shareholder Vote

Allkem/Livent Merger: 19th December Shareholder Vote