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

Ingenia Communities (INA AU) Mulls Warburg's Third Proposal

Hunter Turns Hunted As Ingenia Communities (INA AU) Rejects Warburg's NBIO

Peet Ltd (PPC AU): Ingenia Communities (INA AU)'s Clean Scheme

Quiddity Advisors

Event-Driven

<ul>
<li>Third time's a charm as <a href="https://www.smartkarma.com/entities/ingenia-communities-group" target="_blank" data-smartkarma-citation="entities:5495:1" rel="noopener">Ingenia Communities (INA AU)</a> extends due diligence to Warburg Pincus on a non-exclusive basis. </li>
<li>The DD access arrives after Warburg initially pitched a A$4.75/share NBIO on the 7th September (rejected); then A$5.05/share on the 21st September (also rejected), then A$5.25/share on the 28th September.</li>
<li>As with the two previous bids, Warburg's last proposal is conditional on Ingenia terminating the <a href="https://www.smartkarma.com/entities/peet-ltd" target="_blank" data-smartkarma-citation="entities:15586:1" rel="noopener">Peet Ltd (PPC AU)</a> Scheme: <a href="https://www.smartkarma.com/insights/peet-ltd-ppc-au-ingenia-communities-ina-au-s-clean-scheme" target="_blank" data-smartkarma-citation="insights:265574" rel="noopener">Peet Ltd (PPC AU): Ingenia Communities (INA AU)'s Clean Scheme</a>.</li>
</ul>


Third time's a charm as Ingenia Communities (INA AU) extends due diligence to Warburg Pincus on a non-exclusive basis. 
The DD access arrives after Warburg initially pitched a A$4.75/share NBIO on the 7th September (rejected); then A$5.05/share on the 21st September (also rejected), then A$5.25/share on the 28th September.
As with the two previous bids, Warburg's last proposal is conditional on Ingenia terminating the Peet Ltd (PPC AU) Scheme: Peet Ltd (PPC AU): Ingenia Communities (INA AU)'s Clean Scheme.


Ingenia (INA AU) Engages With Warburg. That's The Right Outcome