Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Woodside/BHP And the Timing Of The Trade Flows Vs Peers

Woodside Shareholders Approve Deal but Not WPL's Green Credentials; Now People Talk About Flows

Marking Post-WPL-Spin BHP to Market and Model

If Woodside Buys BHP Petroleum for Scrip, There Will Be Flowback

Woodside / BHP Petroleum Merger On Tap; Index Impact Minimal but Flowback May Not Be

Quiddity Advisors

Event-Driven

<ul>
<li>The Merger of <a href="https://www.smartkarma.com/entities/woodside-petroleum-ltd" target="_blank" data-smartkarma-citation="entities:177:1" rel="noopener">Woodside Petroleum (WPL AU)</a> with <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a> subsidiary BHP Petroleum sees a vote 19 May and likely Effective Date by 1 June.</li>
<li>BHP would go ex-dividend on 25 May, with the in-specie dividend payment WPL shares delivered on 1 June and tradable one day later. </li>
<li>As discussed in <a href="https://www.smartkarma.com/insights/woodside-bhp-petroleum-merger-on-tap-index-impact-minimal-but-flowback-may-not-be" target="_blank" data-smartkarma-citation="insights:68190" rel="noopener">Woodside / BHP Petroleum Merger On Tap; Index Impact Minimal but Flowback May Not Be</a>, major index impact is minimal, but monsters lurk beneath the tranquil surface.</li>
</ul>


The Merger of Woodside Petroleum (WPL AU) with BHP Group Ltd (BHP AU) subsidiary BHP Petroleum sees a vote 19 May and likely Effective Date by 1 June.
BHP would go ex-dividend on 25 May, with the in-specie dividend payment WPL shares delivered on 1 June and tradable one day later. 
As discussed in Woodside / BHP Petroleum Merger On Tap; Index Impact Minimal but Flowback May Not Be, major index impact is minimal, but monsters lurk beneath the tranquil surface.


Woodside / BHP Petroleum Merger - Thinking About Flows (Still a Flowback Sell)