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

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

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>Last May, concurrent with Brendan Gore (CEO/MD) stepping down, residential land developer <a href="https://www.smartkarma.com/entities/peet-ltd" target="_blank" data-smartkarma-citation="entities:15586:1" rel="noopener">Peet Ltd (PPC AU)</a> announced it was undertaking a strategic review of the business.</li>
<li>Industry peer <a href="https://www.smartkarma.com/entities/stockland" target="_blank" data-smartkarma-citation="entities:661:1" rel="noopener">Stockland (SGP AU)</a> was/is believed to be the frontrunner to make a tilt for Peet. Local media are reporting a PE or super fund is now kicking tyres. </li>
<li>Aussie NBIOs are tricky trade in the current geopolitical environment - see the latest in <a href="https://skr.ma/LtZE0" target="_blank" rel="noopener">Pepper Money (PPM AU): KKR/Challenger's NBIO</a>. A total absence of an Offer is even trickier.</li>
</ul>


Last May, concurrent with Brendan Gore (CEO/MD) stepping down, residential land developer Peet Ltd (PPC AU) announced it was undertaking a strategic review of the business.
Industry peer Stockland (SGP AU) was/is believed to be the frontrunner to make a tilt for Peet. Local media are reporting a PE or super fund is now kicking tyres. 
Aussie NBIOs are tricky trade in the current geopolitical environment - see the latest in Pepper Money (PPM AU): KKR/Challenger's NBIO. A total absence of an Offer is even trickier.


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