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) Delays Scheme Vote As Energy Fuels Secures Conditional Pentagon Funding

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

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

Quiddity Advisors

Event-Driven

Australian Strategic Materials / Event-Driven

<ul>
<li>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>The vote was delayed after <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> secured DoW financing; then a revised IE assessment was required after Energy Fuels announced a US$1.9bn mine-to-magnet rare-earth platform in Germany.</li>
<li>
<a href="https://announcements.asx.com.au/asxpdf/20260728/pdf/0723j4ytkp6sb4.pdf" target="_blank" rel="noopener">The replacement Scheme Booklet is now out</a>, with a Scheme Meeting on the12th August, and expected implementation on the 28th August. The IE (BDO) still says "fair &amp; reasonable".</li>
</ul>


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.
The vote was delayed after Energy Fuels (UUUU US) secured DoW financing; then a revised IE assessment was required after Energy Fuels announced a US$1.9bn mine-to-magnet rare-earth platform in Germany.

The replacement Scheme Booklet is now out, with a Scheme Meeting on the12th August, and expected implementation on the 28th August. The IE (BDO) still says "fair &amp; reasonable".


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