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

Monash IVF (MVF AU) Rejects Soul Patts/Genesis' Offer

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 24th November <a href="https://www.smartkarma.com/entities/monash-ivf-group-ltd" target="_blank" data-smartkarma-citation="entities:18130:1" rel="noopener">Monash IVF (MVF AU)</a>, a fertility provider,  announced, and summarily rejected, a A$0.80/share non-binding indicative Offer from <a href="https://www.smartkarma.com/entities/washington-h-soul-pattinson-and-co-ltd" target="_blank" data-smartkarma-citation="entities:6054:1" rel="noopener">Soul Patts (SOL AU)</a> &amp; Genesis Capital.</li>
<li>Soul Patts &amp; Genesis have returned to the well with a A$0.90/share NBIO ("best &amp; final"). The indicative terms are a ~47% premium to undisturbed and 34% to last close.</li>
<li>Genesis/Soul Patts collectively hold 19.6% in MVF. Monash should engage.</li>
</ul>


Back on the 24th November Monash IVF (MVF AU), a fertility provider,  announced, and summarily rejected, a A$0.80/share non-binding indicative Offer from Soul Patts (SOL AU) &amp; Genesis Capital.
Soul Patts &amp; Genesis have returned to the well with a A$0.90/share NBIO ("best &amp; final"). The indicative terms are a ~47% premium to undisturbed and 34% to last close.
Genesis/Soul Patts collectively hold 19.6% in MVF. Monash should engage.


Washington H. Soul Pattinson and Co. Ltd (SOL AU)

Soul Patts/Genesis Bump NBIO For Monash IVF (MVF AU)