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

Hunter Turns Hunted As Ingenia Communities (INA AU) Rejects Warburg's NBIO

Ingenia Communities (INA AU) Mulls Warburg's Third Proposal

Ingenia (INA AU) Engages With Warburg. That's The Right Outcome

Peet Ltd (PPC AU): Suitors (Allegedly) Circling, But Nothing Firm

Quiddity Advisors

Event-Driven

<ul>
<li>Real estate developer <strong><a href="https://www.smartkarma.com/entities/peet-ltd" target="_blank" data-smartkarma-citation="entities:15586:1" rel="noopener">Peet Ltd (PPC AU)</a></strong> has entered into a Scheme with <a href="https://www.smartkarma.com/entities/ingenia-communities-group" target="_blank" data-smartkarma-citation="entities:5495:1" rel="noopener"><strong>Ingenia Communities (INA AU)</strong>.</a>
</li>
<li>Ingenia is offering 0.3367 new shares plus A$0.68/share in cash for each Peet share, or an implied price of A$2.185/share (when including the A$0.065/share final dividend - 8th September ex-date). </li>
<li>Major shareholder (Anthony Lennon; ~14.5%) and board are supportive. Mix-and-match facilities afforded (subject to clawback). Expected late-December implementation. Looks clean</li>
</ul>


Real estate developer Peet Ltd (PPC AU) has entered into a Scheme with Ingenia Communities (INA AU).

Ingenia is offering 0.3367 new shares plus A$0.68/share in cash for each Peet share, or an implied price of A$2.185/share (when including the A$0.065/share final dividend - 8th September ex-date). 
Major shareholder (Anthony Lennon; ~14.5%) and board are supportive. Mix-and-match facilities afforded (subject to clawback). Expected late-December implementation. Looks clean


Peet Ltd (PPC AU): Ingenia Communities (INA AU)'s Clean Scheme