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

ASM (ASM AU): More Scheme Delays As Energy Fuels Inks Large German Deal

Australian Strategic Materials (ASM AU): Rescheduled Vote On 12th August For Energy Fuel's Scheme

Australian Strategic Materials (ASM AU) Enters Scheme With Energy Fuels (UUUU US)

Australian Strategic Materials (ASM AU): 22nd June Vote On Energy Fuel's Scheme

Quiddity Advisors

Event-Driven

Australian Strategic Materials / Event-Driven

<ul>
<li>Back on the 18th May 2026, <a href="https://www.smartkarma.com/entities/australian-strategic-materials" target="_blank" data-smartkarma-citation="entities:30815:1" rel="noopener">Australian Strategic Materials (ASM AU)</a>'s Scheme Booklet was dispatched, with a Scheme Meeting on the 22nd June, and expected implementation on the 7th July. </li>
<li>Then a wobble. On the 15th June, with <a href="https://www.smartkarma.com/entities/energy-fuels-inc" target="_blank" data-smartkarma-citation="entities:12230:1" rel="noopener">Energy Fuels (UUUU US)</a>'s share price down ~39% since making the Offer, the IE reiterated scrip terms were fair and reasonable. </li>
<li>Now the Scheme Meeting has been postponed to a "later date to be determined" to prepare supplementary disclosure, after Energy Fuels received a conditional $725mn financing commitment from the DoW.</li>
</ul>


Back on the 18th May 2026, Australian Strategic Materials (ASM AU)'s Scheme Booklet was dispatched, with a Scheme Meeting on the 22nd June, and expected implementation on the 7th July. 
Then a wobble. On the 15th June, with Energy Fuels (UUUU US)'s share price down ~39% since making the Offer, the IE reiterated scrip terms were fair and reasonable. 
Now the Scheme Meeting has been postponed to a "later date to be determined" to prepare supplementary disclosure, after Energy Fuels received a conditional $725mn financing commitment from the DoW.


ASM (ASM AU) Delays Scheme Vote As Energy Fuels Secures Conditional Pentagon Funding