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

Essential Metals/Develop Global: Rock Steady With MinRes Support

Essential Metal: Shareholder Vote On 18th Oct. The IE Says Not Fair

Essential Metals (ESS AU)'s Scheme: Shareholders To Vote On 20 April. MinRes In The Wings?

Essential Metals (ESS AU): Scheme With Tianqi/IGO

Quiddity Advisors

Event-Driven

<ul>
<li>On the 9th Jan, lithium player <a href="https://www.smartkarma.com/entities/essential-metals-ltd" target="_blank" data-smartkarma-citation="entities:9645:1" rel="noopener">Essential Metals (ESS AU)</a> entered into a Scheme with Tianqi Lithium JV, comprising <a href="https://www.smartkarma.com/entities/tianqi-lithium-corporation" target="_blank" data-smartkarma-citation="entities:27789:1" rel="noopener">Tianqi Lithium (9696 HK)</a> (51%) and <a href="https://www.smartkarma.com/entities/igo-ltd" target="_blank" data-smartkarma-citation="entities:462:1" rel="noopener">IGO Ltd (IGO AU)</a> (49%). </li>
<li>Shortly before the 20 April Scheme Meeting, <a href="https://www.smartkarma.com/entities/mineral-resources-ltd" target="_blank" data-smartkarma-citation="entities:15103:1" rel="noopener">Mineral Resources (MIN AU)</a> announced a 19.55% stake. </li>
<li>A Scheme failure was expected. And 68.47% voted against the transaction. The question is - now what? </li>
</ul>


On the 9th Jan, lithium player Essential Metals (ESS AU) entered into a Scheme with Tianqi Lithium JV, comprising Tianqi Lithium (9696 HK) (51%) and IGO Ltd (IGO AU) (49%). 
Shortly before the 20 April Scheme Meeting, Mineral Resources (MIN AU) announced a 19.55% stake. 
A Scheme failure was expected. And 68.47% voted against the transaction. The question is - now what? 


Essential Metals In Limbo As MinRes Lurks