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

Rio Tinto: Glencore Bid – From Simplified to Sprawling?

Curator's Cut: Indonesia's Outflows, Delivery Deal-Flow, & Rio's Dual-Listed Dilemma

Rio Tinto (RIO AU/LN): Thinking About The "Unification"

Quiddity Advisors

Event-Driven

<ul>
<li>Back in August 2024, Jakob Stausholm, <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto (RIO AU)</a>'s previous CEO, said any stock issuance to fund <a href="https://www.smartkarma.com/entities/arcadium-lithium-plc" target="_blank" data-smartkarma-citation="entities:40438:1" rel="noopener">Arcadium Lithium (LTM AU)</a>'s takeover would just add a layer of complexity.</li>
<li>Eight months later, Stausholm "stepped down", with Simon Trot taking over the reins. Now the mining giant has revived talks with <a href="https://www.smartkarma.com/entities/glencore-plc" target="_blank" data-smartkarma-citation="entities:764:1" rel="noopener">Glencore Plc (GLEN LN)</a>, via an all-scrip Offer.</li>
<li>Given Rio's dual-headed structure, the deal mechanics for Glencore have not been publicly fleshed out. The drop in the Aussie line is indicative. </li>
</ul>


Back in August 2024, Jakob Stausholm, Rio Tinto (RIO AU)'s previous CEO, said any stock issuance to fund Arcadium Lithium (LTM AU)'s takeover would just add a layer of complexity.
Eight months later, Stausholm "stepped down", with Simon Trot taking over the reins. Now the mining giant has revived talks with Glencore Plc (GLEN LN), via an all-scrip Offer.
Given Rio's dual-headed structure, the deal mechanics for Glencore have not been publicly fleshed out. The drop in the Aussie line is indicative. 


Mandarin Oriental International (MAND SP)

Rio Tinto Ltd

Rio Tinto (RIO AU/LN): Glencore Musings