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Sandell Asset Management · activist-deck

Rubicon Limited (RBC)

15 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Rubicon Limited (RBC)

Sandell Asset Management · 2011-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides 66.7% 2/3 slides Agitate 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 27 hits
— 0/3 slides
100% 3/3 slides · 4 hits
— 0/3 slides
100% 3/3 slides 100% 3/3 slides

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
Includes logos for Sandell Asset Management and Castlerigg Investments.front_matter
Open slide detail
02
Includes disclosure of 14.4% ownership stake.other
Open slide detail
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.summarize
Open slide detailBeat · Problem
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
The diagram illustrates the holding company structure and ownership percentages.establish_context
Open slide detailBeat · AgitateLoop · Cost Of Inaction
07
The slide uses a sum-of-the-parts valuation approach for Rubicon, aggregating equity contributions from TEN and ARBR.show_valuation_bridge
Open slide detailBeat · AgitateLoop · Cost Of Inaction
08
propose_solution
Open slide detailBeat · AgitateLoop · Cost Of Inaction
09
The slide uses a process flow diagram to illustrate a corporate restructuring proposal.propose_solution
Open slide detailLoop · Cost Of Inaction
10
The slide uses a matrix to map biotech product pipeline against end-markets and geographies.establish_context
Open slide detailLoop · Cost Of Inaction
11
The slide uses a map-based layout to contextualize regional market growth for tree equivalents.size_opportunity
Open slide detailLoop · Cost Of Inaction
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
13
summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
14
The slide uses historical trend data to argue for operational efficiency improvements.analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
15
Includes additional value sources like tax losses and GST claims.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Quick Win Big Bet