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 26 years of covering Asia Pacific equities, the past 20 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

The U.S./Aussie Bilateral Framework On Critical Minerals

Lynas (LYC AU) Targets Vertical Expansion

Quiddity Advisors

Event-Driven

<ul>
<li>On the 21st October 2025, as part of a US-Australia bilateral framework, Australia said it would provide a US$100mn equity investment in Gina Rinehart-backed <strong><a href="https://www.smartkarma.com/entities/arafura-resources-ltd" target="_blank" data-smartkarma-citation="entities:16550:1" rel="noopener">Arafura (ARU AU)</a></strong>'s Nolans project. </li>
<li>Arafura has now announced it will kickstart Nolan's development after the Aussie government confirmed "up to 500 tonnes p.a<em>.</em>"  from the rare-earth project would be included in its strategic reserve.</li>
<li>The Aussie commitment represents 14% of Nolans' binding offtake target.</li>
</ul>


On the 21st October 2025, as part of a US-Australia bilateral framework, Australia said it would provide a US$100mn equity investment in Gina Rinehart-backed Arafura (ARU AU)'s Nolans project. 
Arafura has now announced it will kickstart Nolan's development after the Aussie government confirmed "up to 500 tonnes p.a."  from the rare-earth project would be included in its strategic reserve.
The Aussie commitment represents 14% of Nolans' binding offtake target.


Arafura Rare Earths (ARU AU): Canberra Helps Backstop Nolan's Offtake