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

FleetPartners (FPR AU): SG Fleet Out, Element Fleet In. For Now

FleetPartners (FPR AU) Dings Element's Exclusivity. SG Fleet Returns. ORIX Joins The Party

Expect SG Fleet To Revisit Eclipx As Mcmillan Falls

FleetPartners (FPR AU): Mitsubishi Motors' Register Raid Foreshadows An Offer

SG Fleet (SGF AU): Now PEP's A$3.50/Share Firm Offer

Quiddity Advisors

Event-Driven

<ul>
<li>Back in 2025, Sydney PE outfit Pacific Equity Partners privatised <a href="https://www.smartkarma.com/entities/sg-fleet-group-ltd" target="_blank" data-smartkarma-citation="entities:13984:1" rel="noopener">SG Fleet (SGF AU)</a>, an Aussie provider of fleet leasing services: see <a href="https://skr.ma/4ecyU" target="_blank" rel="noopener">SG Fleet (SGF AU): 8th April Scheme Vote</a>.</li>
<li>Now SG Fleet has tabled a A$3.60/share NBIO for one of its key competitors, <a href="https://www.smartkarma.com/entities/fleetpartners-group-ltd" target="_blank" data-smartkarma-citation="entities:339:1" rel="noopener">FleetPartners Group (FPR AU)</a>.</li>
<li>That's a 27.2% premium to last close, and ~16% above where <a href="https://www.smartkarma.com/entities/mitsubishi-motors-corp" target="_blank" data-smartkarma-citation="entities:794:1" rel="noopener">Mitsubishi Motors (7211 JP)</a> has built its stake. Expect the ACCC to take a good look at firm terms.</li>
</ul>


Back in 2025, Sydney PE outfit Pacific Equity Partners privatised SG Fleet (SGF AU), an Aussie provider of fleet leasing services: see SG Fleet (SGF AU): 8th April Scheme Vote.
Now SG Fleet has tabled a A$3.60/share NBIO for one of its key competitors, FleetPartners Group (FPR AU).
That's a 27.2% premium to last close, and ~16% above where Mitsubishi Motors (7211 JP) has built its stake. Expect the ACCC to take a good look at firm terms.


FleetPartners (FPR AU): SG Fleet's A$3.60/Share NBIO