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

Meteoric Resources (MEI AU) Taps Market, As Washington Also Targets Brazil's Rare Earths

Quiddity Advisors

Event-Driven

<ul>
<li>After <a href="https://www.smartkarma.com/entities/lynas-corp-ltd" target="_blank" data-smartkarma-citation="entities:20374:1" rel="noopener">Lynas (LYC AU)</a> tapped the market last year for $825mn, it was widely expected it had <a href="https://www.smartkarma.com/entities/viridis-mining-and-minerals-lt" target="_blank" data-smartkarma-citation="entities:40711:1" rel="noopener">Viridis Mining and Minerals (VMM AU)</a> or <a href="https://www.smartkarma.com/entities/meteoric-resources-nl" target="_blank" data-smartkarma-citation="entities:1747:1" rel="noopener">Meteoric Resources (MEI AU)</a> in mind. </li>
<li>As discussed in <a href="https://skr.ma/gF7Y8" target="_blank" rel="noopener">Meteoric Resources (MEI AU) Taps Market, As Washington Also Targets Brazil's Rare Earths</a>, Meteoric, one of a handful of Aussie-listed-plays developing Brazilian rare-earths, also tapped the market. </li>
<li>Now Lynas has made an all-scrip offer for Meteoric. Unanimous board support, plus largest shareholder. Lynas will also extend an interim loan facility. Possible implementation in March 2027. Clean deal.</li>
</ul>


After Lynas (LYC AU) tapped the market last year for $825mn, it was widely expected it had Viridis Mining and Minerals (VMM AU) or Meteoric Resources (MEI AU) in mind. 
As discussed in Meteoric Resources (MEI AU) Taps Market, As Washington Also Targets Brazil's Rare Earths, Meteoric, one of a handful of Aussie-listed-plays developing Brazilian rare-earths, also tapped the market. 
Now Lynas has made an all-scrip offer for Meteoric. Unanimous board support, plus largest shareholder. Lynas will also extend an interim loan facility. Possible implementation in March 2027. Clean deal.


Meteoric Resources (MEI AU): Lynas' Clean, And Widely Expected, Offer

Meteoric Resources Nl

Meteoric Resources (MEI AU): Lynas' Clean, And Widely Expected, Offer