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

GQG Mulls Offer As Pacific Current Balks At Regal's NBIO

Quiddity Advisors

Event-Driven

<ul>
<li>Back in 2023, asset manager <a href="https://www.smartkarma.com/entities/treasury-group-ltd" target="_blank" data-smartkarma-citation="entities:14625:1" rel="noopener">Pacific Current (PAC AU)</a> fielded Offers from Regal and GQG, neither of which gained traction: <a href="https://www.smartkarma.com/insights/gqg-mulls-offer-as-pacific-current-balks-at-regal-s-nbio" target="_blank" data-smartkarma-citation="insights:108934" rel="noopener">GQG Mulls Offer As Pacific Current Balks At Regal's NBIO</a> 
</li>
<li>River Capital, which initially teamed up with Regal, steadily mopped up shares, and currently holds ~43%. Late-August, River and PAC announced a backdoor merger via new shares at A$13/share. </li>
<li>ROC Capital pitched an Offer for PAC back in May. Apparently River sat in on negotiations. Roc reckons River used those discussions to its advantage. PAC sees it otherwise.</li>
</ul>


Back in 2023, asset manager Pacific Current (PAC AU) fielded Offers from Regal and GQG, neither of which gained traction: GQG Mulls Offer As Pacific Current Balks At Regal's NBIO 

River Capital, which initially teamed up with Regal, steadily mopped up shares, and currently holds ~43%. Late-August, River and PAC announced a backdoor merger via new shares at A$13/share. 
ROC Capital pitched an Offer for PAC back in May. Apparently River sat in on negotiations. Roc reckons River used those discussions to its advantage. PAC sees it otherwise.


Pacific Current (PAC AU)'s Reverse Merger With River Riles Roc Capital