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

US Banks - Granular Data on Probability of Default (PD) Points to Strong Consumer Credit Metrics

Santos (STO AU): Why FIRB Should Block ADNOC's Takeover

Oil Search/Santos: PNG a Potential Party Pooper

Santos/Oil Search: Getting Facts Straight

Quiddity Advisors

Event-Driven

<ul>
<li>Aussie O&amp;G producer <strong><a href="https://www.smartkarma.com/entities/santos-ltd" target="_blank" data-smartkarma-citation="entities:711:1" rel="noopener">Santos Ltd (STO AU)</a></strong> has announced a non-binding Scheme from XRG, which comprises Abu Dhabi's National Oil Company, Abu Dhabi Development Holding Company, and Carlyle </li>
<li>The consortium is offering <strong>US$5.76 (A$8.89)/share</strong>, a 28% premium to last close. Initial Offers were pitched at US$5.04/share, followed by US$5.42/share. </li>
<li>Confirmatory due diligence has been afforded. A firm bid would require a multitude of reg approvals in Australia, PNG, and the US.</li>
</ul>


Aussie O&amp;G producer Santos Ltd (STO AU) has announced a non-binding Scheme from XRG, which comprises Abu Dhabi's National Oil Company, Abu Dhabi Development Holding Company, and Carlyle 
The consortium is offering US$5.76 (A$8.89)/share, a 28% premium to last close. Initial Offers were pitched at US$5.04/share, followed by US$5.42/share. 
Confirmatory due diligence has been afforded. A firm bid would require a multitude of reg approvals in Australia, PNG, and the US.


Santos Ltd (STO AU): FIRB Approval For XRG's Tilt Will Be No Pushover