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

The U.S./Aussie Bilateral Framework On Critical Minerals

Arafura Rare Earths (ARU AU): Canberra Helps Backstop Nolan's Offtake

Quiddity Advisors

Event-Driven

<ul>
<li>On the 20th July 2026, an US executive order was issued requiring major arms manufacturers to trace their  supply chains and actively phase out Chinese rare earths.</li>
<li>A week later, the FT carried an article on hedge funds increasing their bets against US critical minerals companies.</li>
<li>Given the US-Australia bilateral framework targeting critical minerals projects in Australia and the U.S., it is worthwhile analysing the bets, if any, against Aussie critical minerals companies. </li>
</ul>


On the 20th July 2026, an US executive order was issued requiring major arms manufacturers to trace their  supply chains and actively phase out Chinese rare earths.
A week later, the FT carried an article on hedge funds increasing their bets against US critical minerals companies.
Given the US-Australia bilateral framework targeting critical minerals projects in Australia and the U.S., it is worthwhile analysing the bets, if any, against Aussie critical minerals companies. 


Lynas Corp Ltd

Betting Against Aussie Critical Minerals