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

Emmerson Resources (ERM AU): 15th June Vote On Pan African's Scheme

Quiddity Advisors

Event-Driven

<ul>
<li>The gold rush continues as Northern Territory miner <a href="https://www.smartkarma.com/entities/emmerson-resources-ltd" target="_blank" data-smartkarma-citation="entities:18705:1" rel="noopener">Emmerson Resources (ERM AU)</a><a href="https://announcements.asx.com.au/asxpdf/20260309/pdf/06x67nmqb3fk6t.pdf" target="_blank" rel="noopener"> enters into a Scheme</a> with dual-listed <a href="https://www.smartkarma.com/entities/pan-african-resources-plc" target="_blank" data-smartkarma-citation="entities:23518:1" rel="noopener">Pan African Resources (PAF LN)</a> (PAR), consolidating their Tenant Creek joint venture.  </li>
<li>
PAR is offering 0.1493 new PAR shares for each Emmerson share - or a A$0.45/share indicative Offer price, a 36.4% premium to last close. </li>
<li>Emmerson shareholders will hold ~4.2% of the enlarged gold play. ~26% of Emmerson shareholders are supportive. Looks clean</li>
</ul>


The gold rush continues as Northern Territory miner Emmerson Resources (ERM AU) enters into a Scheme with dual-listed Pan African Resources (PAF LN) (PAR), consolidating their Tenant Creek joint venture.  

PAR is offering 0.1493 new PAR shares for each Emmerson share - or a A$0.45/share indicative Offer price, a 36.4% premium to last close. 
Emmerson shareholders will hold ~4.2% of the enlarged gold play. ~26% of Emmerson shareholders are supportive. Looks clean


Emmerson Resources (ERM AU): Pan African Resources' Clean Scheme