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): Lynas' Clean, And Widely Expected, Offer

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/meteoric-resources-nl" target="_blank" data-smartkarma-citation="entities:1747:1" rel="noopener">Meteoric Resources Nl (MEI AU)</a></strong>, one of a handful of Aussie-listed plays developing Brazilian rare earths mines, is seeking to raise A$40mn (@ A$0.17/share, a 1.5% discount to one-week-VWAP).</li>
<li>And yesterday, the Trump administration-backed <strong><a href="https://www.smartkarma.com/entities/usa-rare-earth-inc" target="_blank" data-smartkarma-citation="entities:48244:1" rel="noopener">USA Rare Earth (USAR US)</a></strong> announced a punchy US$2.8bn takeover of Serra Verda, Brazil's only operational producer of rare earths.</li>
<li>Brazil boasts the world’s largest rare earths reserves after China. Both these deals/projects centre on scarcer, harder to extract, heavy rare earths, essential for EV magnets and defence applications.</li>
</ul>



Meteoric Resources Nl (MEI AU), one of a handful of Aussie-listed plays developing Brazilian rare earths mines, is seeking to raise A$40mn (@ A$0.17/share, a 1.5% discount to one-week-VWAP).
And yesterday, the Trump administration-backed USA Rare Earth (USAR US) announced a punchy US$2.8bn takeover of Serra Verda, Brazil's only operational producer of rare earths.
Brazil boasts the world’s largest rare earths reserves after China. Both these deals/projects centre on scarcer, harder to extract, heavy rare earths, essential for EV magnets and defence applications.


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