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

Spotless Stains Offer Process, Issues Target Statement Without IE Report

Lifting Spotless' FVE To AUD 1.20 Following Release of Target Statement

Downer Makes SPO Offer Final, Sets IAF, Extends, Smacks SPO. Bet on A Lower Threshold.

The Spotless Mind Is Known:  Responds "Hostile & Opportunistic" and Coltrane Goes Over 10%

Downer Raids Spotless Register, Launches Hostile Takeover Offer & Rights Offer

Downer Posts Revised Bidder's Statement, Spotless Adds A Contract

Quiddity Advisors

Event-Driven

<p><a href="https://www.smartkarma.com/entities/12350" target="_blank" data-smartkarma-citation="entities:12350:1">Downer EDI Ltd (DOW AU)</a> today announced the dispatch of its Bidder's Statement for <a href="https://www.smartkarma.com/entities/20123" target="_blank" data-smartkarma-citation="entities:20123:1">Spotless Group Holdings Ltd (SPO AU)</a> and the Offer is open.  The timeline is more aggressive than I had expected.</p><table class="table table-striped"><tbody>
<tr><td colspan="3"><h2>The Schedule As It Stands</h2></td></tr>
<tr>
<td><strong>Event</strong></td>
<td style="text-align: center;"><strong>Date</strong></td>
<td style="text-align: center;"><strong>Doc</strong></td>
</tr>
<tr>
<td>Downer Launches Raid on Spotless Share Registry</td>
<td style="text-align: center;">20-Mar-2017</td>
<td style="text-align: center;"><a href="https://www.smartkarma.com/insights/downer-raids-spotless-register-launches-hostile-takeover-offer-rights-offer" target="_blank">Insight</a></td>
</tr>
<tr>
<td>Downer Announces Indicative Offer and Rights Offering</td>
<td style="text-align: center;">21-Mar-2017</td>
<td style="text-align: center;"><a href="http://www.asx.com.au/asxpdf/20170321/pdf/43gy5nrptlwc77.pdf" target="_blank">❉</a></td>
</tr>
<tr>
<td>Downer Bidder's Statement</td>
<td style="text-align: center;">21-Mar-2017</td>
<td style="text-align: center;"><a href="http://www.asx.com.au/asxpdf/20170321/pdf/43gy60kjwcj142.pdf" target="_blank">❉</a></td>
</tr>
<tr>
<td>Spotless Makes Application to Takeovers Panel</td>
<td style="text-align: center;">31-Mar-2017</td>
<td style="text-align: center;"><a href="http://www.asx.com.au/asxpdf/20170331/pdf/43h6cdw8nf3q5k.pdf" target="_blank">❉</a></td>
</tr>
<tr>
<td>Coltrane Asset Management Announces Stake</td>
</tr>
</tbody></table>…

Downer EDI Ltd (DOW AU) today announced the dispatch of its Bidder's Statement for Spotless Group Holdings Ltd (SPO AU) and the Offer is open.  The timeline is more aggressive than I had expected.
The Schedule As It Stands

Event
Date
Doc


Downer Launches Raid on Spotless Share Registry
20-Mar-2017
Insight


Downer Announces Indicative Offer and Rights Offering
21-Mar-2017
❉


Downer Bidder's Statement
21-Mar-2017
❉


Spotless Makes Application to Takeovers Panel
31-Mar-2017
❉


Coltrane Asset Management Announces Stake

…

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