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

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 27th March, <a href="https://www.smartkarma.com/entities/reject-shop-ltd-the" target="_blank" data-smartkarma-citation="entities:272:1" rel="noopener">Reject Shop (TRS AU)</a>, a discount variety store, has entered into a Scheme Implementation Deed with Canadian outfit <a href="https://www.smartkarma.com/entities/dollarama-inc" target="_blank" data-smartkarma-citation="entities:25273:1" rel="noopener">Dollarama (DOL CN)</a>.</li>
<li>Dollarama Offered A$6.68/share, a 112% premium to last close. The Offer does NOT require FIRB signing off. The Offer has the backing of TRS' largest shareholder, Kin Group (20.8%). </li>
<li>
The Scheme Booklet is now <a href="https://announcements.asx.com.au/asxpdf/20250516/pdf/06jtb84bd2mpg3.pdf" target="_blank" rel="noopener">out</a>, with a Scheme Meeting on the 23 June, and expected payment on or before the 22nd July. The IE (Kroll) says "fair &amp; reasonable".</li>
</ul>


Back on the 27th March, Reject Shop (TRS AU), a discount variety store, has entered into a Scheme Implementation Deed with Canadian outfit Dollarama (DOL CN).
Dollarama Offered A$6.68/share, a 112% premium to last close. The Offer does NOT require FIRB signing off. The Offer has the backing of TRS' largest shareholder, Kin Group (20.8%). 

The Scheme Booklet is now out, with a Scheme Meeting on the 23 June, and expected payment on or before the 22nd July. The IE (Kroll) says "fair &amp; reasonable".


Reject Shop (TRS AU): 23rd June Vote On Dollarama's Offer