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

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 28th August 2023, software provider <strong><a href="https://www.smartkarma.com/entities/energy-one-ltd" target="_blank" data-smartkarma-citation="entities:19865:1" rel="noopener">Energy One Ltd (EOL AU)</a></strong> fielded an indicative Offer from STG at A$5.85/share; reduced to A$5.15/share after DD. EOL said no.</li>
<li>That rejection was prescient as the share price nudged A$20/share two years later; but has since halved, and trades around A$10.85/share as I type. </li>
<li>
<strong>Shares are in a trading halt</strong>. The AFR is reporting Norwegian-based Volue has pitched an indicative A$17/share Offer by way of a Scheme. That's a 57% premium to undisturbed.</li>
</ul>


Back on the 28th August 2023, software provider Energy One Ltd (EOL AU) fielded an indicative Offer from STG at A$5.85/share; reduced to A$5.15/share after DD. EOL said no.
That rejection was prescient as the share price nudged A$20/share two years later; but has since halved, and trades around A$10.85/share as I type. 

Shares are in a trading halt. The AFR is reporting Norwegian-based Volue has pitched an indicative A$17/share Offer by way of a Scheme. That's a 57% premium to undisturbed.


Energy One (EOL AU): Volue (Reportedly) Makes An Offer