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

Matrix Composites (MCE AU) Enters Scheme With Advanced Innergy (AIH AU)

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 20th April 2026, specialist industry play <a href="https://www.smartkarma.com/entities/matrix-composites-eng" target="_blank" data-smartkarma-citation="entities:8331:1" rel="noopener">Matrix Composites &amp; Eng (MCE AU)</a> announced a Scheme with <a href="https://www.smartkarma.com/entities/advanced-innergy-holdings-limited" target="_blank" data-smartkarma-citation="entities:48121:1" rel="noopener">Advanced Innergy Holdings (AIH AU)</a>.</li>
<li>AIH offered A$0.40/share, in cash, a 66.7% premium to undisturbed and a seven-year high. Terms have been declared final.</li>
<li>
<a href="https://announcements.asx.com.au/asxpdf/20260604/pdf/070b0hzrs58czk.pdf" target="_blank" rel="noopener">The Scheme Booklet is now out</a>, with a Scheme Meeting on the 6th July, and expected implementation on the 23rd July 2026. The IE (BDO) says "fair &amp; reasonable".</li>
</ul>


Back on the 20th April 2026, specialist industry play Matrix Composites &amp; Eng (MCE AU) announced a Scheme with Advanced Innergy Holdings (AIH AU).
AIH offered A$0.40/share, in cash, a 66.7% premium to undisturbed and a seven-year high. Terms have been declared final.

The Scheme Booklet is now out, with a Scheme Meeting on the 6th July, and expected implementation on the 23rd July 2026. The IE (BDO) says "fair &amp; reasonable".


Matrix Composites (MCE AU): 6th July Vote On Advanced Innergy's Scheme