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 22 years of covering Asia Pacific equities, the past 19 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

Mayne Pharma (MYX AU): The Vote Gets Up. Now What?

Mayne Pharma (MYX AU): Court Rules Cosette Cannot Walk

Mayne Pharma (MYX AU): Firm Support From Cosette Would Be Welcome About Now

Quiddity Advisors

Event-Driven

<ul>
<li>After a rough week  - somewhat of an understatement - the <strong>Scheme Doc is now <a href="https://announcements.asx.com.au/asxpdf/20250515/pdf/06js9q7r420csj.pdf" target="_blank" rel="noopener">out</a></strong>.</li>
<li>The Court Meeting is the18th June; the last day of trading the 23rd June, and implementation 2nd July. The IE says fair with a valuation range of A$6.61-A$7.99/share.</li>
<li>This IE's valuation range doesn't factor in the pharma EO, given its ambiguity. Nor the FDA level. However, Mayne, ASIC AND Cosette have effectively signed off on the Doc's veracity. </li>
</ul>


After a rough week  - somewhat of an understatement - the Scheme Doc is now out.
The Court Meeting is the18th June; the last day of trading the 23rd June, and implementation 2nd July. The IE says fair with a valuation range of A$6.61-A$7.99/share.
This IE's valuation range doesn't factor in the pharma EO, given its ambiguity. Nor the FDA level. However, Mayne, ASIC AND Cosette have effectively signed off on the Doc's veracity. 


Mayne Pharma (MYX AU): Scheme Booklet Dispatch Lends More Than A Veneer Of Support