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

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

Quiddity Advisors

Event-Driven

Australian Strategic Materials / Event-Driven

<ul>
<li>Rare earth play <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> ("ASM") has <a href="https://announcements.asx.com.au/asxpdf/20260121/pdf/06vfw46hqw2dvv.pdf" target="_blank" rel="noopener">entered into an Offer by way of a Scheme</a> 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>.</li>
<li>Energy Fuels, currently holding no shares in ASM, is offering 0.053 new Energy Fuel shares  plus an unfranked dividend up to A$0.13/share, or A$1.60/share all-in, a 121% premium to undisturbed.</li>
<li>ASM's board unanimously supports terms including Ian Gandal (NEC, a 13.6% shareholder). Punchy premium should see this deal comfortably get up. FIRB signing off is a Scheme condition.</li>
</ul>


Rare earth play Australian Strategic Materials (ASM AU) ("ASM") has entered into an Offer by way of a Scheme with Energy Fuels (UUUU US).
Energy Fuels, currently holding no shares in ASM, is offering 0.053 new Energy Fuel shares  plus an unfranked dividend up to A$0.13/share, or A$1.60/share all-in, a 121% premium to undisturbed.
ASM's board unanimously supports terms including Ian Gandal (NEC, a 13.6% shareholder). Punchy premium should see this deal comfortably get up. FIRB signing off is a Scheme condition.


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