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 Index] MV Global Gold Miners Sep26 Rebal: No Changes so Far, Limited Flows

Genesis And Vault Firm Terms After Regis Walks

[Quiddity Index] MV Global Gold Miners Sep26 Rebal: Base Date Soon; Vault-Genesis Deal Consequences

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 Index] MV Global Gold Miners Mar26: 2 ADDs Likely, One More Maybe; US$2.9bn One-Way Flow

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 5th May, West Aussie gold miners <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> and <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> announced a A$11bn scrip merger, by way of a Scheme. </li>
<li>What appeared to be another straightforward, albeit, large gold merger, has unravelled 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 yesterday morning.</li>
<li>Post merger, Genesis shareholders would  own ~59.8% of the combined company, and Vault ~40.2%; versus 51%/49% under Regis' terms. Regis has until the 13th July to match Genesis' terms.</li>
</ul>


Back on the 5th May, West Aussie gold miners Regis Resources (RRL AU) and Vault Minerals Ltd (VAU AU) announced a A$11bn scrip merger, by way of a Scheme. 
What appeared to be another straightforward, albeit, large gold merger, has unravelled after Genesis Minerals (GMD AU) pitched a "superior" cash/scrip Offer yesterday morning.
Post merger, Genesis shareholders would  own ~59.8% of the combined company, and Vault ~40.2%; versus 51%/49% under Regis' terms. Regis has until the 13th July to match Genesis' terms.


Genesis Crashes Regis & Vault's Party With Superior Terms