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

APAC Healthcare Weekly (Oct 6)-Strong Yen Impact, Sigma's Remedial Measures, Mesoblast's Fund Raise

APAC Healthcare Weekly (Oct 13)- CSPC Pharma, Hugel, Astellas, Ono Pharma, and Hanmi Pharm

Sigma Healthcare (SIG AU): Possibility of Merger with CWG Is Still Alive

Sigma Healthcare (SIG AU): ASX200 Inclusion Now, MUCH More Squeezy Fun Later. Maybe...

Sigma Healthcare (SIG AU): Chemist Warehouse's Reverse Takeover

Aussie Pharma (API AU): Scheme Booklet Out. Meeting On The 17 March

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 11th December 2023, pharmacy distributor <a href="https://www.smartkarma.com/entities/sigma-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:15966:1" rel="noopener">Sigma Healthcare (SIG AU)</a> announced a "transformational merger" - in effect a reverse takeover - with mega chain Chemist Warehouse (CWG).</li>
<li>In <a href="https://skr.ma/qWWUZ," target="_blank" rel="noopener">Sigma Healthcare (SIG AU): Chemist Warehouse's Reverse Takeover</a> I flagged pushback from ACCC; but on balance thought the merger should still get up.</li>
<li>
<a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank" data-smartkarma-citation="accounts:25" rel="noopener">Travis Lundy</a> struck a more tentative tone in <a href="https://skr.ma/Q9Kv1," target="_blank" rel="noopener">Sigma Healthcare: ASX200 Inclusion Now, MUCH More Squeezy Fun Later. Maybe... </a>Rightfully so it seems. The ACCC has now raised competition concerns. </li>
</ul>


Back on the 11th December 2023, pharmacy distributor Sigma Healthcare (SIG AU) announced a "transformational merger" - in effect a reverse takeover - with mega chain Chemist Warehouse (CWG).
In Sigma Healthcare (SIG AU): Chemist Warehouse's Reverse Takeover I flagged pushback from ACCC; but on balance thought the merger should still get up.

Travis Lundy struck a more tentative tone in Sigma Healthcare: ASX200 Inclusion Now, MUCH More Squeezy Fun Later. Maybe... Rightfully so it seems. The ACCC has now raised competition concerns. 


Australian Pharmaceutical Industries (API AU)

Sigma/Chemist Warehouse Merger: ACCC Has (Many) Issues