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

Vault Minerals (VAU AU): 11th Nov Vote On Genesis Minerals (GMD AU)'s Offer

Genesis Crashes Regis & Vault's Party With Superior Terms

Regis Resources (RRL AU) & Vault Minerals (VAU AU) Claim Each Other

[Quiddity Index] MV Global Gold Miners Mar26: 3 ADDs Likely, US$2.8bn One-Way Flow

Quiddity Advisors

Event-Driven

<ul>
<li>After <a href="https://www.smartkarma.com/entities/genesis-minerals-ltd" target="_blank" data-smartkarma-citation="entities:4650:1" rel="noopener">Genesis Minerals (GMD AU)</a> pitched a "superior" cash/scrip Offer for <a href="https://www.smartkarma.com/entities/vault-minerals-ltd" target="_blank" data-smartkarma-citation="entities:46317:1" rel="noopener">Vault Minerals Ltd (VAU AU)</a> on the <a href="https://announcements.asx.com.au/asxpdf/20260706/pdf/071dhlbn534zn5.pdf" target="_blank" rel="noopener">6th July</a>, <a href="https://www.smartkarma.com/entities/regis-resources-ltd" target="_blank" data-smartkarma-citation="entities:20106:1" rel="noopener">Regis Resources (RRL AU)</a> was expected to walk. <a href="https://announcements.asx.com.au/asxpdf/20260713/pdf/071mxy5kf9g04s.pdf" target="_blank" rel="noopener">And they did</a>. </li>
<li>This morning, Genesis/Vault <a href="https://announcements.asx.com.au/asxpdf/20260714/pdf/071p7s2kxlqn95.pdf" target="_blank" rel="noopener">firmed terms</a>: 0.7629 new shares for every Vault share, plus A$0.475/share in cash - for an implied value of A$5.274/share. Terms are unchanged from the 6th July.</li>
<li>The Offer is by way of a Scheme. Expect a Scheme Booklet by August/September, a meeting a month later, and expected implementation by October/November. Clean deal. </li>
</ul>


After Genesis Minerals (GMD AU) pitched a "superior" cash/scrip Offer for Vault Minerals Ltd (VAU AU) on the 6th July, Regis Resources (RRL AU) was expected to walk. And they did. 
This morning, Genesis/Vault firmed terms: 0.7629 new shares for every Vault share, plus A$0.475/share in cash - for an implied value of A$5.274/share. Terms are unchanged from the 6th July.
The Offer is by way of a Scheme. Expect a Scheme Booklet by August/September, a meeting a month later, and expected implementation by October/November. Clean deal. 


Genesis And Vault Firm Terms After Regis Walks