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

OFX Group (OFX AU) Backs Equals Group's A$1/Share Indicative Offer

OFX Group (OFX AU)'s Shares Crater As DD Tarries. Added Tarrying This Morning

Quiddity Advisors

Event-Driven

<ul>
<li>Reportedly, international money transfer play <a href="https://www.smartkarma.com/entities/ofx-group-ltd" target="_blank" data-smartkarma-citation="entities:8376:1" rel="noopener">OFX Group (OFX AU)</a> is in the crosshairs.</li>
<li>Last week OFX <a href="https://announcements.asx.com.au/asxpdf/20260205/pdf/06vzgksh9c5mbs.pdf" target="_blank" rel="noopener">announced</a> a strategic review amid its 3Q26 trading update, to “explore a range of organic and inorganic opportunities” following “an increasing level of inbound inorganic interest”.</li>
<li>
OFX's share price is beaten up here. In late 2015, <a href="https://www.smartkarma.com/entities/western-union-co" target="_blank" data-smartkarma-citation="entities:16761:1" rel="noopener">Western Union Co (WU US)</a> tabled a A$3.50-A$3.70/share NBIO, but subsequently walked. </li>
</ul>


Reportedly, international money transfer play OFX Group (OFX AU) is in the crosshairs.
Last week OFX announced a strategic review amid its 3Q26 trading update, to “explore a range of organic and inorganic opportunities” following “an increasing level of inbound inorganic interest”.

OFX's share price is beaten up here. In late 2015, Western Union Co (WU US) tabled a A$3.50-A$3.70/share NBIO, but subsequently walked. 


OFX Group (OFX AU): On Western Union (Potentially) Returning To The Trough