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

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>On the 5th October 2026, <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> (finally) extended due diligence to Warburg Pincus on a non-exclusive basis, after Warburg bumped (again) its non-binding terms to A$5.25/share.</li>
<li>In <a href="https://skr.ma/64gop" target="_blank" rel="noopener">Ingenia (INA AU) Engages With Warburg. That's The Right Outcome</a><a href="https://skr.ma/64gop," target="_blank" rel="noopener">,</a> I mused there was scope for a bump. Warburg will now allow the 1H27 distribution (~A$0.05/share) to be added. </li>
<li>With conditions. Access to exclusive DD. And that the revised proposal is more favourable than Ingenia taking out <a href="https://www.smartkarma.com/entities/peet-ltd" target="_blank" data-smartkarma-citation="entities:15586:1" rel="noopener">Peet Ltd (PPC AU)</a>. Ingenia's board has until 19th October to decide. </li>
</ul>


On the 5th October 2026, Ingenia Communities (INA AU) (finally) extended due diligence to Warburg Pincus on a non-exclusive basis, after Warburg bumped (again) its non-binding terms to A$5.25/share.
In Ingenia (INA AU) Engages With Warburg. That's The Right Outcome, I mused there was scope for a bump. Warburg will now allow the 1H27 distribution (~A$0.05/share) to be added. 
With conditions. Access to exclusive DD. And that the revised proposal is more favourable than Ingenia taking out Peet Ltd (PPC AU). Ingenia's board has until 19th October to decide. 


Ingenia (INA AU)'s Soft No As Warburg Adds More Gruel