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Sandell Asset Management · activist-deck

Spectra Energy Corp (SE)

14 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Spectra Energy Corp (SE)

Sandell Asset Management · 2013-06
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 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Agitate 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
— 0/2 slides
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides
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Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
Includes a specific valuation target of $41-$48 per share.propose_solution
Open slide detailBeat · ProblemLoop · Logic Chain
04
The slide uses a flow-chart structure to map current business segments to proposed corporate actions.propose_solution
Open slide detailBeat · ProblemLoop · Logic Chain
05
The slide uses a SOTP framework to justify a target valuation range based on specific corporate actions (drop-downs, IPOs, sales).quantify_opportunity
Open slide detailLoop · Logic Chain
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.expose_gap
Open slide detailBeat · AgitateLoop · Logic Chain
07
Includes detailed pro-forma valuation tables for the proposed transaction.propose_solution
Open slide detailBeat · AgitateLoop · Logic Chain
08
Includes a line chart showing stock performance and a table summarizing absolute price performance over 1, 2, and 3 years.cite_precedent
Open slide detailLoop · Logic Chain
09
Includes a peer comparison table and a valuation buildup for Westcoast Energy.quantify_opportunity
Open slide detailLoop · Logic Chain
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.propose_solution
Open slide detailBeat · Solution
11
The slide uses a structured list format to address specific management objections point-by-point.preempt_rebuttal
Open slide detailBeat · Solution
12
Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.expose_contradiction
Open slide detail
13
The slide uses a table to detail specific executive compensation figures over a 3-year period to support the argument of misalignment.expose_contradiction
Open slide detail
14
front_matter
Open slide detail