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

Austal (ASB AU): Hanwha Cleared To Lift Stake To 19.9%

Austal (ASB AU): Hanwha's Offer For U.S. Unit After Contractual Relief Goes Astray

Austal (ASB AU): Not A Ruse Afterall As Wildcat Tables Indicative Offer For U.S. Ops

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/austal-ltd" target="_blank" data-smartkarma-citation="entities:14420:1" rel="noopener">Austal (ASB AU)</a></strong> hasn't always seen eye to eye with Hanwha. An (any?) alternative bidder for the US ops is preferable. I'm not sure Wildcat Infrastructure is the best bet.</li>
<li>Zero shipbuilding track record, a defense division that's months old, and a NBIO contingent on due diligence. Plus unknown funding. It's no wonder Hanwha's DD has been extended.</li>
<li>Wildcat's pitch is political. And the Pentagon has <em>reportedly</em> been stalling talks with Hanwha. Yet, CFIUS previously indicated it had no unresolved national-security concerns regarding Hanwha taking 100% in Austal.</li>
</ul>



Austal (ASB AU) hasn't always seen eye to eye with Hanwha. An (any?) alternative bidder for the US ops is preferable. I'm not sure Wildcat Infrastructure is the best bet.
Zero shipbuilding track record, a defense division that's months old, and a NBIO contingent on due diligence. Plus unknown funding. It's no wonder Hanwha's DD has been extended.
Wildcat's pitch is political. And the Pentagon has reportedly been stalling talks with Hanwha. Yet, CFIUS previously indicated it had no unresolved national-security concerns regarding Hanwha taking 100% in Austal.


Austal (ASB AU) Extends DD to Hanwha As Wild Card Wildcat Lingers On The Scene

Austal Ltd

Austal (ASB AU) Extends DD to Hanwha As Wild Card Wildcat Lingers On The Scene