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

Atlas Arteria (ALX AU) Stomps On IFM's  "Opportunistic" Offer

Atlas Arteria (ALX AU): IFM's Offer Now Open; Taps Panel Over OTPP's ROFO

Atlas Arteria (ALX AU): The IE Says NOT Fair & Reasonable. All Eyes On Skyway's Put Option

Atlas Arteria (ALX AU): IFM Ups Stake As Shares Waver

Atlas Arteria (ALX AU): IFM Creeps To A ~35% Stake

Atlas Arteria (ALX AU): IFM Investors Comes Knocking

Quiddity Advisors

Event-Driven

<ul>
<li>On the 8th June 2022, IFM Global Infrastructure announced a 15% stake <strong><a href="https://www.smartkarma.com/entities/atlas-arteria-ltd" target="_blank" data-smartkarma-citation="entities:14430:1" rel="noopener">Atlas Arteria (ALX AU)</a></strong>, a US/Europe toll-road play, and subsequently floated a NBIO, which ultimately came to nought.</li>
<li>IFM continued to accumulate shares, and on the 17th November 2025, announced it had added 2.48%, and held 35.03%.</li>
<li>IFM has now launched a A$4.75/share Offer cash Offer, increasing to A$5.10/share (best &amp; final) IF it secures 45%, or more, of shares out. Atlas <em>may</em> still reject terms.</li>
</ul>


On the 8th June 2022, IFM Global Infrastructure announced a 15% stake Atlas Arteria (ALX AU), a US/Europe toll-road play, and subsequently floated a NBIO, which ultimately came to nought.
IFM continued to accumulate shares, and on the 17th November 2025, announced it had added 2.48%, and held 35.03%.
IFM has now launched a A$4.75/share Offer cash Offer, increasing to A$5.10/share (best &amp; final) IF it secures 45%, or more, of shares out. Atlas may still reject terms.


Atlas Arteria (ALX AU): IFM Makes Its Move