David Einhorn · conference-presentation
Teck Resources (TECK)
66 pages · 3 arc beats · 2 loops
Teck Resources (TECK)
David Einhorn · 2021-05 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 63 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 15 hits — 0/5 slides
20% 1/5 slides — 0/5 slides
100% 5/5 slides — 0/5 slides
Agitate 15 slides 100% 15/15 slides 100% 15/15 slides · 71 hits — 0/15 slides
6.7% 1/15 slides 26.7% 4/15 slides 100% 15/15 slides 13.3% 2/15 slides Solution 43 slides 100% 43/43 slides 100% 43/43 slides · 232 hits — 0/43 slides
30.2% 13/43 slides 23.3% 10/43 slides 100% 43/43 slides 4.7% 2/43 slides Slide inventory
66 every slide · same image gating as the playbook
03
The slide uses a classic business metaphor to position the company as an enabler rather than a direct competitor in a volatile market.establish_context
04
The slide serves as a visual introduction to the EV market landscape.establish_context
Open slide detailBeat · Problem
05
The slide serves as a transition to discuss the competitive landscape of the EV market.establish_context
Open slide detailBeat · Problem
08
The slide uses a simple visual metaphor to establish the two core components of the problem space.frame_problem
Open slide detailBeat · Problem
10
The slide acts as a transition or setup for a quote that is not yet visible on this specific page.cite_precedent
Open slide detailBeat · Agitate
11
The slide contains a visual quote block and a redundant text block below it with a source citation.establish_context
Open slide detailBeat · Agitate
12
The slide uses a bubble metaphor to represent speculative stocks in the electric/renewable sector.frame_situation
13
The slide uses a visual metaphor of Thomas Edison and a lightbulb to lead into a discussion about energy infrastructure.transition
14
The slide features a stylized image of a copper coin overlaid with periodic table data.other
Open slide detailBeat · Agitate
15
The slide highlights the specific copper requirements for charging ports (1-25kg) and motor coils, leading to a total demand forecast.size_opportunity
Open slide detailBeat · Agitate
16
Slide contains two distinct infographic blocks comparing solar and wind copper requirements.quantify_opportunity
Open slide detailBeat · Agitate
17
The image of a 1982 penny is a common metaphor for the transition from copper to zinc in US coinage, used here to prompt a discussion on material substitution.transition
Open slide detailBeat · Agitate
19
This appears to be a slide from a graphic-novel style presentation deck.frame_problem
Open slide detailBeat · Agitate
21
The chart highlights a significant growth in copper demand driven by green energy transition.quantify_opportunity
Open slide detailBeat · Agitate
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.analyze_data
Open slide detailBeat · Agitate
23
The slide uses a satirical cartoon to highlight the difficulty and controversy of getting mining projects approved.expose_contradiction
Open slide detailBeat · Agitate
24
The chart shows a 3-year moving average for both supply and demand growth from 2000 to 2030.diagnose_problem
Open slide detailBeat · Solution
25
The chart illustrates the 'Copper is the New Oil' thesis.expose_gap
Open slide detailBeat · Solution
26
The slide compares historical data with an updated forecast, highlighting a significant upward trend.analyze_data
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27
The chart shows a sharp upward trend in 2021, reaching over $10,000 per tonne.analyze_data
Open slide detailBeat · Solution
28
The slide uses a visual metaphor of copper wire vs. an Aluminum periodic table block to represent substitution.frame_situation
Open slide detailBeat · Solution
29
The slide uses a line chart for historical price ratios and a stacked bar chart to illustrate the impact of carbon taxes on marginal production costs.analyze_data
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30
The chart uses two different Y-axes to compare the price movements of two different commodities.analyze_data
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31
The chart uses a gradient background and a specific callout for the 2021 YTD performance.analyze_data
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32
The slide uses a flat-design illustration to represent green energy and modern infrastructure.frame_situation
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33
The slide uses a visual metaphor (cartoon) to frame a discussion on inflation or economic policy.illustrate_case
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34
The slide includes a stock price chart and a short paragraph justifying an investment in the company based on its leading position in copper mining and valuatioanalyze_data
35
Includes valuation metrics and historical/forecasted production data.analyze_data
37
The slide provides a valuation bridge calculation and context for a stock recommendation.show_valuation_bridge
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38
The chart shows a clear performance gap between the two stocks.compare_peers
Open slide detailBeat · Solution
39
The slide highlights Teck's diversified mining portfolio.analyze_data
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40
The slide serves as a visual case study for Teck's growth strategy compared to FCX.illustrate_case
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41
The slide highlights the project's value sensitivity to copper prices, comparing underwriting assumptions ($3.00) to current market ($4.50) and bull case ($6.80analyze_data
Open slide detailBeat · Solution
42
The slide uses a 'Cha-Ching' graphic to emphasize the financial upside of the QB2 project.show_valuation_bridge
Open slide detailBeat · Solution
44
The chart uses a cost curve format common in commodity analysis to show competitive positioning.compare_peers
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45
The slide outlines a strategy to monetize these assets via sale or partnership to avoid capital expenditure.analyze_data
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46
Uses a 'But Wait, There's More!' meme overlay on a photo of a mining site.other
Open slide detailBeat · Solution
50
The slide uses a protest image to frame the public perception of coal, then provides a technical distinction to differentiate the subject matter.frame_situation
Open slide detailBeat · Solution
51
The slide uses a quote to frame the necessity of a specific commodity.establish_context
Open slide detailBeat · Solution
52
The slide includes a specific price assumption for 2022-2023 ($175/Mt) compared to analyst consensus ($150/Mt).analyze_data
Open slide detailBeat · Solution
53
The chart uses a cost curve format to compare production costs across various companies.compare_peers
Open slide detailBeat · Solution
54
The slide uses a metaphorical/anecdotal headline to introduce a quantitative financial sensitivity analysis.illustrate_case
Open slide detailBeat · Solution
55
The slide serves as a brief informational filler or transition regarding the company's zinc business segment.establish_context
Open slide detailBeat · Solution
56
The slide uses a simple visual metaphor to bridge the previous content to the valuation section.transition
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57
The slide argues that consensus estimates are lagging behind commodity price increases, suggesting an earnings beat.analyze_data
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58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.analyze_data
Open slide detailBeat · Solution
60
The Monopoly man is used as a visual metaphor for wealth/cash flow.establish_context
Open slide detailBeat · Solution
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.analyze_data
Open slide detailBeat · Solution
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).show_valuation_bridge
Open slide detailBeat · Solution
63
The table uses a standard NAV build-up approach for mining assets.show_valuation_bridge
Open slide detailBeat · Solution
64
The table uses a standard NAV build-up methodology.show_valuation_bridge
Open slide detailBeat · Solution
65
The slide uses a visual metaphor to discuss a high-end market prediction.filler
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66
The slide serves as a concluding remark for a presentation.summarize
Open slide detailBeat · Solution