SandRidge Energy (SD)

Carl C. Icahn · 2018-05

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 13 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate (Make it worse) 6 slides 100% 6/6 slides 100% 6/6 slides · 43 hits

— 0/6 slides

100% 6/6 slides 100% 6/6 slides 100% 6/6 slides Solution (Provide relief) 6 slides 100% 6/6 slides 100% 6/6 slides · 31 hits

— 0/6 slides

33.3% 2/6 slides 100% 6/6 slides 100% 6/6 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

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front_matter

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Includes images of Time and Forbes magazine covers featuring Carl Icahn to establish authority.introduce_nominees

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front_matter

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Includes a pie chart breakdown of PV-10 value by asset.establish_context

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The slide uses a map to show geographic concentration and a line chart to demonstrate IRR potential at current oil prices.establish_context

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This slide uses a strong 'villain' framing to establish the need for change.diagnose_problem

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The slide uses a narrative of board incompetence and value destruction to justify a director nomination.frame_problem

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.expose_gap

Open slide detailLoop · Cost Of Inaction

The slide uses the company's own data to argue that the stock is significantly undervalued.expose_contradiction

Open slide detailLoop · Cost Of Inaction

The slide uses a table format to list board members and provide negative context for each, framing them as the 'Bankruptcy Board'.introduce_nominees

Open slide detailLoop · Cost Of Inaction

Uses a specific case study to undermine board credibility.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a two-column layout to contrast the board's dismissal with the strategic rationale for the merger.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a callout box to define and critique the 'wolf pack' clause.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a combination of narrative critique and a supporting data table to frame the board's compensation decisions as irresponsible.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Uses a quote-contradiction framework to undermine the Board's credibility.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a quote from the board to contrast with the negative stock performance data.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a logo grid to establish credibility and historical success.illustrate_case

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propose_solution