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

Newcrest-Newmont Merger: Fancy Index Shenanigans

Quiddity Leaderboard ASX Dec 23: InvoCare, Origin Energy, New Crest, Allkem, and More

Newmont Proposes Taking Newcrest Back Into The Fold

Quiddity Advisors

Event-Driven

<ul>
<li>On the 11 April, <strong><a href="https://www.smartkarma.com/entities/newmont-mining-corp" target="_blank" data-smartkarma-citation="entities:14503:1" rel="noopener">Newmont Mining (NEM US)</a></strong> bumped the all-scrip terms for <strong><a href="https://www.smartkarma.com/entities/newcrest-mining-ltd" target="_blank" data-smartkarma-citation="entities:691:1" rel="noopener">Newcrest Mining (NCM AU)</a></strong> to <a href="https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02652861-3A616301?access_token=83ff96335c2d45a094df02a206a39ff4" target="_blank" rel="noopener">0.400 Newmont shares</a> - from 0.380 - for each Newcrest share held. </li>
<li>Exclusive due diligence was granted and now a firm Offer, by way of a Scheme, has been <a href="https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02665703-3A618274?access_token=83ff96335c2d45a094df02a206a39ff4" target="_blank" rel="noopener">agreed</a>.</li>
<li>The Offer permits Newcrest to pay a special franked dividend of up to $US1.10/share on top of the Offer terms. </li>
</ul>


On the 11 April, Newmont Mining (NEM US) bumped the all-scrip terms for Newcrest Mining (NCM AU) to 0.400 Newmont shares - from 0.380 - for each Newcrest share held. 
Exclusive due diligence was granted and now a firm Offer, by way of a Scheme, has been agreed.
The Offer permits Newcrest to pay a special franked dividend of up to $US1.10/share on top of the Offer terms. 


Newcrest Mining

Newcrest Backs Newmont's US$19bn Offer