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Sandell Asset Management · activist-deck

TPC Group Inc. (TPCG)

9 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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TPC Group Inc. (TPCG)

Sandell Asset Management · 2012-10
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 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits 66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides · 5 hits The Struggle 2 slides 100% 2/2 slides 100% 2/2 slides · 20 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

9
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a bulleted list structure to present arguments against a corporate transaction.summarize
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
04
The slide uses a table to demonstrate that most bidders were unsolicited, contradicting the narrative that the process was well-managed.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
05
The slide uses a list of specific methodological flaws followed by a summary table of the valuation impact.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
06
Uses CEO quotes from quarterly conference calls to build a case against the current valuation/sale process.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.show_valuation_bridge
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
09
The slide uses a peer group of 'Variable Dividend MLPs' to establish a valuation benchmark for TPCG.compare_peers
Open slide detailBeat · The VictoryLoop · Cost Of Inaction