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

AVJennings (AVJ AU): Ho Bee's Superior Proposal

AVJennings (AVJ AU): AVID's Firm Offer As Ho Bee Walks

Quiddity Advisors

Event-Driven

<ul>
<li>On the 1st April, <a href="https://www.smartkarma.com/entities/avjennings-ltd" target="_blank" data-smartkarma-citation="entities:12578:1" rel="noopener">Avjennings Ltd (AVJ AU)</a>, a widely recognised home builder in Australia/New Zealand, entered into a Scheme Implementation Deed with AVID at A$0.655/share. </li>
<li>A special dividend - included in the Scheme consideration - could add A$0.072/share in franking credits (to those shareholders who can take advantage), or ~11% of the consideration. That's chunky.</li>
<li>
<a href="https://announcements.asx.com.au/asxpdf/20250509/pdf/06jl49d4m36m43.pdf" target="_blank" rel="noopener">The Scheme Booklet is now out</a>, with a Scheme Meeting on the 11th July, and expected payment on or before the 14th August. The IE (Kroll) says "fair &amp; reasonable".</li>
</ul>


On the 1st April, Avjennings Ltd (AVJ AU), a widely recognised home builder in Australia/New Zealand, entered into a Scheme Implementation Deed with AVID at A$0.655/share. 
A special dividend - included in the Scheme consideration - could add A$0.072/share in franking credits (to those shareholders who can take advantage), or ~11% of the consideration. That's chunky.

The Scheme Booklet is now out, with a Scheme Meeting on the 11th July, and expected payment on or before the 14th August. The IE (Kroll) says "fair &amp; reasonable".


AVJennings (AVJ AU) : 11th July Vote On AVID's Offer