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

Genesis Crashes Regis & Vault's Party With Superior Terms

Genesis And Vault Firm Terms After Regis Walks

Regis Resources (RRL AU) & Vault Minerals (VAU AU) Claim Each Other

Quiddity Advisors

Event-Driven

<ul>
<li>After <a href="https://www.smartkarma.com/entities/genesis-minerals-ltd" target="_blank" data-smartkarma-citation="entities:4650:1" rel="noopener">Genesis Minerals (GMD AU)</a> tabled a "superior" cash/scrip Offer, via a Scheme, for <a href="https://www.smartkarma.com/entities/vault-minerals-ltd" target="_blank" data-smartkarma-citation="entities:46317:1" rel="noopener">Vault Minerals (VAU AU)</a> on the 6th July, <a href="https://www.smartkarma.com/entities/regis-resources-ltd" target="_blank" data-smartkarma-citation="entities:20106:1" rel="noopener">Regis Resources (RRL AU)</a> folded its tent (as widely expected).  </li>
<li>Genesis subsequently firmed terms on the 14th July, offering 0.7629 new GMD shares for every Vault share, plus A$0.475/share in cash - for an implied Offer consideration of A$5.274/share.</li>
<li>
<a href="https://announcements.asx.com.au/asxpdf/20261006/pdf/0750g5r2k4c18c.pdf" target="_blank" rel="noopener">The Scheme Booklet is now out</a>, with a 11th November Scheme Meeting, and expected implementation on the 25th November. The IE (BDO) concluded " fair and reasonable". Clean deal.</li>
</ul>


After Genesis Minerals (GMD AU) tabled a "superior" cash/scrip Offer, via a Scheme, for Vault Minerals (VAU AU) on the 6th July, Regis Resources (RRL AU) folded its tent (as widely expected).  
Genesis subsequently firmed terms on the 14th July, offering 0.7629 new GMD shares for every Vault share, plus A$0.475/share in cash - for an implied Offer consideration of A$5.274/share.

The Scheme Booklet is now out, with a 11th November Scheme Meeting, and expected implementation on the 25th November. The IE (BDO) concluded " fair and reasonable". Clean deal.


Vault Minerals (VAU AU): 11th Nov Vote On Genesis Minerals (GMD AU)'s Offer

Vault Minerals Ltd

Vault Minerals (VAU AU): 11th Nov Vote On Genesis Minerals (GMD AU)'s Offer