Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Curator's Cut: Going Private, Getting Active & Reviewing Public Market Premieres

[Japan M&A/Activism] GS Bumps Raksul, Says Final, Gets One Investor Agreed, Gaslights Minorities

[Japan M&A] CEO & Chairman Entice GS to Sponsor an MBO for Recently Lackluster Raksul (4384)

Quiddity Advisors

Event-Driven

<ul>
<li>In <a href="https://www.smartkarma.com/insights/japan-m-a-ceo-chairman-entice-gs-to-sponsor-an-mbo-for-recently-lackluster-raksul-4384" target="_blank" data-smartkarma-citation="insights:214151" rel="noopener">[Japan M&amp;A] CEO &amp; Chairman Entice GS to Sponsor an MBO for Recently Lackluster Raksul (4384)</a> I wrote that this deal was at the wrong price, and "eminently block-able." </li>
<li>Day1 it traded a lot just above terms, then it went higher, then lower. Today it's up strongly after a Nikkei article saying Baillie Gifford is unhappy with the price.</li>
<li>That's about 14% of the register who is apparently <em>explicitly</em> unhappy with the price. It's still block-able. There will likely have to be a bump here.</li>
</ul>


In [Japan M&amp;A] CEO &amp; Chairman Entice GS to Sponsor an MBO for Recently Lackluster Raksul (4384) I wrote that this deal was at the wrong price, and "eminently block-able." 
Day1 it traded a lot just above terms, then it went higher, then lower. Today it's up strongly after a Nikkei article saying Baillie Gifford is unhappy with the price.
That's about 14% of the register who is apparently explicitly unhappy with the price. It's still block-able. There will likely have to be a bump here.


[Japan M&A/Activism] The Raksul MBO Is In Danger; Bump Clearly Needed

Raksul Inc

[Japan M&A/Activism] The Raksul MBO Is In Danger; Bump Clearly Needed