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

Novomatic (Finally) Makes A Move On Ainsworth Game Technology (AGI AU)

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 28th April 2025, <strong><a href="https://www.smartkarma.com/entities/ainsworth-game-technology-limited" target="_blank" data-smartkarma-citation="entities:957:1" rel="noopener">Ainsworth Game Technology (AGI AU)</a></strong>, an Aussie gaming supplier, entered into a Scheme with Austria's Novomatic, Ainsworth's largest shareholder (52.9%). </li>
<li>Novomatic offered A$1.00/share (best &amp; final) - including a permitted dividend - a 35% premium to last close; yet 64% below what Novomatic paid for its controlling stake in 2016.</li>
<li>
<strong>The Scheme Doc is now out</strong>, with a shareholder vote on the 29th August. The IE says fair &amp; reasonable. They are probably tight. </li>
</ul>


Back on the 28th April 2025, Ainsworth Game Technology (AGI AU), an Aussie gaming supplier, entered into a Scheme with Austria's Novomatic, Ainsworth's largest shareholder (52.9%). 
Novomatic offered A$1.00/share (best &amp; final) - including a permitted dividend - a 35% premium to last close; yet 64% below what Novomatic paid for its controlling stake in 2016.

The Scheme Doc is now out, with a shareholder vote on the 29th August. The IE says fair &amp; reasonable. They are probably tight. 


Hainan Meilan International Airport (357 HK)

Oneconnect Financial Technology (6638 HK)

エインズワース・ゲーム・テクノロジー（AGI AU）：8月29日、ノボマティックの「低額オファー」に関する投票を実施