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Giuseppe Bivona and Marco Taricco · shareholder-letter

BP plc (BP)

4 pages · 3 arc beats · 1 loops

Shareholder-Letter Download JSON
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BP plc (BP)

Giuseppe Bivona and Marco Taricco · 2024-10
arc beats above · slides in the middle · loops below · scroll → 1 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 3 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Villain Critique 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
100% 1/1 slides · 2 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Demand List 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Closing Ask 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides

Slide inventory

4
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a shareholder letter.front_matter
Open slide detail
02
The slide contains a critique of BP's management and board, specifically targeting Helge Lund and Mr. Auchincloss.name_villain
Open slide detailBeat · Villain CritiqueLoop · David Goliath
03
This is an activist investor letter page. It uses aggressive, accusatory language to frame the company's communication as market manipulation.state_demand
Open slide detailBeat · Demand ListLoop · David Goliath
04
This is the final page of a shareholder letter, serving as a formal demand for board changes.closing_ask
Open slide detailBeat · Closing AskLoop · David Goliath