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

Aussie Shorts [27July 2026]: Pro Medicus, Wesfarmers, Computershare, CSL, ASX, Stockland

Aussie Shorts [20 July 2026]:  Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

Aussie Shorts [13 July 2026]: PLS, Lynas, Westpac, Iluka Resources, Commonwealth Bank

Quiddity Advisors

Event-Driven

<ul>
<li>On the 5th February 2026, <strong><a href="https://www.smartkarma.com/entities/maas-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:33520:1" rel="noopener">MAAS Group (MGH AU)</a> </strong><a href="https://announcements.asx.com.au/asxpdf/20260205/pdf/06vzgxpvyb0br7.pdf" target="_blank" rel="noopener">announced</a> it was selling its construction materials division to Heidelberg Materials Australia for A$1.703bn. The ACCC <a href="https://announcements.asx.com.au/asxpdf/20260731/pdf/0728ndmhqvr5lr.pdf" target="_blank" rel="noopener">signed off</a> on the 31st July.</li>
<li>This morning (5th August), Wes Maas (founder &amp; CEO) announced he had upped his stake to <a href="https://announcements.asx.com.au/asxpdf/20260805/pdf/072fj6ypbtvnmn.pdf" target="_blank" rel="noopener">50.62%</a> from 49.4%. </li>
<li>Post sale to Heidelberg, how much, if any, will the market re-rate MAAS as an infrastructure/ "AI-enabler" rather than a contractor currently? </li>
</ul>


On the 5th February 2026, MAAS Group (MGH AU) announced it was selling its construction materials division to Heidelberg Materials Australia for A$1.703bn. The ACCC signed off on the 31st July.
This morning (5th August), Wes Maas (founder &amp; CEO) announced he had upped his stake to 50.62% from 49.4%. 
Post sale to Heidelberg, how much, if any, will the market re-rate MAAS as an infrastructure/ "AI-enabler" rather than a contractor currently? 


Southern Cross Electrical Engineering (SXE AU)

MAAS Group (MGH AU): Wes Bumps Stake After ACCC Clears Heidelberg Sale

Maas Group Holdings

MAAS Group (MGH AU): Wes Bumps Stake After ACCC Clears Heidelberg Sale