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Deck is primarily a rebuttal of the Merlyn slate (3 slides) coupled with a positive case for Lafont as CEO. Stake size not disclosed in this document. Strong use of dated-quote tables (page 12) to expose Merlyn's reversals on NetCo/Consumer/Brazil sales — a classic CEO-quote-contradiction pattern applied to a rival activist rather than management. Illustrative valuation on page 13 mixes peer multiples on TIM Domestic with market value of Brazil+Inwit stakes, so it has a sum-of-parts flavor despite being framed as multiple_comparison. 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Bluebell Capital Partners proposes a majority slate of six independent directors and designates Laurence Lafont, a Google Cloud EMEA executive with 30+ years across Orange, Oracle, Microsoft and Nokia, as CEO. Their plan keeps ServiceCo intact rejecting a break-up, maintains TIM Brazil for its option value, demands the new board review the flawed KKR NetCo sale that bypassed shareholder approval, and explicitly opposes the rival Merlyn slate as inconsistent and short-term. 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All statements contained in this presentation that are not clearly historical in nature or that necessarily depend on future events are forward-looking, and the words \"anticipate,\" \"believe,\" \"expect,\" \"potential,\" \"opportunity,\" \"estimate,\" \"plan,\" and similar expressions are generally intended to identify forward-looking statements.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:57:06.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81eed6af-3d91-4ba1-b065-32667b847c5f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.31 }, "kind": "disclaimer", "text": "NOT AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY OR A SOLICITATION OF A PROXY\nUnder no circumstances is this presentation intended to be, nor should it be construed as, an offer to sell or a solicitation of an offer to directly solicit a proxy for voting purposes.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:57:06.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6ada24c-da09-4d25-ad56-3e13e2c2721d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.11 }, "kind": "disclaimer", "text": "Throughout this presentation, total shareholder return (\"TSR\") is defined as the total return an investor would receive if they purchased one share of stock on the first day of the measured period, inclusive of share price appreciation and dividends paid.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:57:06.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aea68cfc-5843-401e-83c5-4e235b1b98d4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Disclosure Statement and Disclaimer (continued)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:57:06.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9dac9b2-18d6-4e28-a719-860a7eeeb139", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Situation & Context", "description": "The document provides an overview of Bluebell Capital Partners' plan for TIM S.p.A." }, { "from": 8, "to": 12, "label": "Problem & Complication", "description": "The document critiques the current Board slate and Merlyn slate" }, { "from": 13, "to": 13, "label": "Evidence & Proof", "description": "The document presents a valuation table showing potential upside value" }, { "from": 6, "to": 7, "label": "Solution & Approach", "description": "The document presents Laurence Lafont's vision for the new TIM" } ], "loops": [ { "from": 8, "to": 12, "label": "Pattern Hunter", "description": "Why voting AGAINST the exiting Board slate and Merlyn slate" }, { "from": 13, "to": 13, "label": "Cost Of Inaction", "description": "Potential upside value of TIM" } ] }