BP plc (BP)

Giuseppe Bivona and Marco Taricco · 2023-10

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 36 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 42 hits

— 0/6 slides

83.3% 5/6 slides 100% 6/6 slides · 12 hits

— 0/6 slides

Solution & Approach 7 slides 100% 7/7 slides 100% 7/7 slides · 39 hits

— 0/7 slides

57.1% 4/7 slides 100% 7/7 slides

— 0/7 slides

Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits

— 0/3 slides

33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides

— 0/3 slides

Interest 11 slides 100% 11/11 slides 100% 11/11 slides · 76 hits

— 0/11 slides

9.1% 1/11 slides 81.8% 9/11 slides 100% 11/11 slides · 17 hits 18.2% 2/11 slides Desire 9 slides 100% 9/9 slides 100% 9/9 slides · 58 hits

— 0/9 slides

11.1% 1/9 slides 66.7% 6/9 slides · 7 hits 100% 9/9 slides 44.4% 4/9 slides

Slide inventory

every slide · same image gating as the playbook

This is the first page of a shareholder letter/activist campaign document.front_matter

Open slide detailBeat · Attention

This is a page from a shareholder letter by Bluebell Capital Partners addressed to BP.frame_problem

Open slide detailBeat · Attention

The slide uses a 'villain' framing for the current management strategy, labeling it 'irrational' and 'anti-woke'.state_demand

Open slide detailBeat · Attention

The slide contains a list of demands (iv-vi) and a section critiquing BP's strategy, supported by extensive footnotes containing quantitative data.state_demand

Open slide detailBeat · Problem & Complication

This is a page from an activist investor letter (Bluebell Capital Partners) criticizing BP's climate strategy.name_villain

Open slide detailBeat · Problem & Complication

The slide uses external citations to argue that current climate transition goals are unlikely to be met.cite_precedent

Open slide detailBeat · Problem & Complication

The slide uses a quote from Rishi Sunak to frame BP's current strategy as 'short-term' and 'ideologically zealous'.name_villain

Open slide detailBeat · Problem & Complication

This is a page from a shareholder letter/activist investor presentation.name_villain

Open slide detailBeat · Problem & Complication

This is a text-heavy slide from an activist investor letter (Bluebell Capital Partners) criticizing BP's management.name_villain

Open slide detailBeat · Problem & Complication

The slide uses a numbered list to detail specific 'red flags' regarding BP's IRR targets versus WACC.name_villain

Open slide detailBeat · Interest

This is a page from a shareholder letter/activist investor presentation. It uses specific auction data to support a narrative of poor capital allocation.name_villain

Open slide detailBeat · Interest

This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's capital allocation.name_villain

Open slide detailBeat · Interest

The slide uses a quote from RWE's CEO to support the argument against vertical integration in power generation.expose_contradiction

Open slide detailBeat · InterestLoop · Aha Moment

This slide continues a numbered list of arguments (vii and viii) and includes detailed footnotes regarding valuation data and board member qualifications.expose_contradiction

Open slide detailBeat · InterestLoop · Aha Moment

This is a text-heavy page from a shareholder letter by Bluebell Capital Partners.expose_contradiction

Open slide detailBeat · Desire

This is a text-heavy slide from a shareholder letter, functioning as an argument for management change.expose_contradiction

Open slide detailBeat · DesireLoop · Iceberg

The slide uses a narrative of 'superficiality' vs 'substance' to frame BP's leadership decisions as failures.name_villain

Open slide detailBeat · DesireLoop · Iceberg

The slide uses external citations (BCG, IEA, Vaclav Smil) to build an argument against BP's current strategic direction.name_villain

Open slide detailBeat · Desire

The slide uses IEA data to argue that aggressive decarbonization targets may jeopardize economic development in emerging markets.diagnose_problem

Open slide detailBeat · Desire

The slide serves as a concluding summary of the activist investor's thesis regarding BP's underinvestment in oil and gas.summarize

Open slide detailBeat · DesireLoop · Cost Of Inaction

The slide uses a competitive comparison to justify the demand for removing Scope 3 targets.state_demand

Open slide detailBeat · DesireLoop · Cost Of Inaction

The slide uses shareholder voting data to challenge the feasibility and shareholder support for Scope 3 targets.preempt_rebuttal

Open slide detailBeat · Desire

This is page 23 of a shareholder letter/activist investor presentation.state_demand

Open slide detailBeat · Desire

This is a page from an activist investor letter. It outlines specific financial targets for capex reallocation and shareholder returns.propose_solution

Open slide detailBeat · Solution & Approach

This is page 25 of a shareholder letter, continuing a numbered list of demands.state_demand

Open slide detailBeat · Solution & Approach

The slide highlights a governance concern regarding director independence and potential conflicts of interest.expose_contradiction

Open slide detailBeat · Solution & Approach

The slide serves as a credibility-building narrative, demonstrating the firm's history of influencing corporate strategy toward decarbonization.cite_precedent

Open slide detailBeat · Solution & Approach

The slide serves as a credibility-building page in a shareholder letter, highlighting successful interventions.cite_precedent

Open slide detailBeat · Solution & Approach

This slide is part of an activist investor letter criticizing BP's strategic direction.name_villain

Open slide detailBeat · Solution & Approach

This is the final page of a formal letter, including signatures and contact information.closing_ask

Open slide detailBeat · Solution & Approach