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

Silk Logistics (SLH AU): ACCC's Statement Of Issues

Quiddity Advisors

Event-Driven

<ul>
<li>Given the ACCC's comprehensive list of concerns, as detailed in <a href="https://skr.ma/8VraD" target="_blank" rel="noopener">Silk Logistics (SLH AU): ACCC's Statement Of Issues</a>, this approval comes as a (pleasant) surprise. </li>
<li>DP World's Offer for <a href="https://www.smartkarma.com/entities/silk-logistics-holdings-limited" target="_blank" data-smartkarma-citation="entities:35733:1" rel="noopener">Silk Logistics (SLH AU)</a> remains subject to FIRB signing off and a Scheme vote. Neither of which should pose an issue. </li>
<li>
Timing? The IE and Scheme Booklet are all in place - from December last year. This requires a new schedule from the Courts. A possible revised timetable suggest late-August completion. </li>
</ul>


Given the ACCC's comprehensive list of concerns, as detailed in Silk Logistics (SLH AU): ACCC's Statement Of Issues, this approval comes as a (pleasant) surprise. 
DP World's Offer for Silk Logistics (SLH AU) remains subject to FIRB signing off and a Scheme vote. Neither of which should pose an issue. 

Timing? The IE and Scheme Booklet are all in place - from December last year. This requires a new schedule from the Courts. A possible revised timetable suggest late-August completion. 


Silk Logistics (SLH AU): ACCC's Green Light