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>
<a href="https://www.smartkarma.com/entities/eqt-holdings-ltd" target="_blank" data-smartkarma-citation="entities:7541:1" rel="noopener"><strong>EQT Holdings (EQT AU)</strong></a>, a corporate trustee and fiduciary-services outfit, <a href="https://announcements.asx.com.au/asxpdf/20260818/pdf/072w5vh96gfw3b.pdf" target="_blank" rel="noopener">announced</a> yesterday morning a NBIO from TPG of A$24.55/share, by way of a Scheme.</li>
<li>TPG has requested four weeks of exclusive due diligence to further its proposal.</li>
<li>EQT is evaluating the proposal. Given the ASIC litigation and super-exit restructuring costs, <strong>I'd tilt opportunistic, and EQT rejects</strong>. But that's not to suggest TPG will reload higher.</li>
</ul>



EQT Holdings (EQT AU), a corporate trustee and fiduciary-services outfit, announced yesterday morning a NBIO from TPG of A$24.55/share, by way of a Scheme.
TPG has requested four weeks of exclusive due diligence to further its proposal.
EQT is evaluating the proposal. Given the ASIC litigation and super-exit restructuring costs, I'd tilt opportunistic, and EQT rejects. But that's not to suggest TPG will reload higher.


Australian Foundation Investment Company (AFI AU)

EQT Holdings (EQT AU) Ponders TPG's A$24.55/Share Indicative (& Opportunistic) Terms