Nathan Anderson · conference-presentation
New Pacific Metals (NUAG)
65 pages · 0 arc beats · 0 loops
New Pacific Metals (NUAG)
Nathan Anderson · 2020-04 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 65 total
Metadata
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Whole deck 65 slides 100% 65/65 slides 100% 65/65 slides · 278 hits — 0/65 slides
13.8% 9/65 slides · 10 hits 44.6% 29/65 slides — 0/65 slides
— 0/65 slides
Slide inventory
65 every slide · same image gating as the playbook
01
Likely a title slide or section divider for a presentation by a company or entity represented by the 'H' logo.front_matter
02
The slide uses a dramatic, dark background to set a somber tone for a short-selling thesis.front_matter
05
The slide uses a screenshot of an advertisement to expose the artificial nature of the 'discovery' narrative.expose_contradiction
06
The slide uses a peer group of 19 mining companies to highlight a significant valuation discrepancy for the subject company.show_valuation_bridge
07
The slide uses a dot plot to visually demonstrate a valuation gap.show_valuation_bridge
08
The slide uses highlighted text and red underlines to emphasize critical findings from a regulatory letter.diagnose_problem
09
Uses a news headline as a 'red flag' indicator for corporate governance risk.name_villain
10
The slide uses bullet points to list evidence of corporate entanglement, specifically highlighting shared resources and personnel.expose_contradiction
11
The slide uses screenshots of press releases as evidence of past corporate claims.expose_contradiction
14
The slide uses a narrative structure to establish the company's early success in navigating the Bolivian regulatory environment.establish_context
15
The slide serves as visual evidence of a political connection or business deal.illustrate_case
18
The slide uses a background image of a building on fire to illustrate the political instability.establish_context
20
The slide uses a third-party investigation firm (Kreller Group) to validate the negative outlook on the deal.diagnose_problem
21
The slide uses a dark, stormy background to visually reinforce the 'high risk' theme.establish_context
22
The slide uses a dark, ominous background to emphasize the 'high risk' theme.illustrate_case
24
This is a classic 'fraud exposure' or 'expose contradiction' slide used in short-seller research.expose_contradiction
25
The slide uses a dark, ominous background to emphasize the negative nature of the accusation.expose_contradiction
26
Includes a photographic excerpt of a legal resolution signed by Cesar Navarro.diagnose_problem
27
The slide highlights a specific legal contradiction or 'limbo' regarding mining concessions.frame_problem
28
The slide uses a dark, stormy background to emphasize the 'legal limbo' and negative nature of the content.expose_contradiction
29
The slide uses a 'villain' framing technique by highlighting potential legal non-compliance in corporate acquisitions.expose_contradiction
30
The slide uses a testimonial to expose potential corruption/contradiction between law and practice.expose_contradiction
31
The slide uses authority citation to bolster the credibility of the presenter's claims.cite_precedent
32
The slide uses direct quotes to expose potential corruption or unethical behavior.expose_contradiction
33
The slide uses a dark, ominous background to emphasize the corrupt nature of the quote.expose_contradiction
34
This slide provides context on political and legal hurdles for a mining contract in Bolivia.establish_context
37
The slide uses citations to specific pages and documents to support claims of corporate entanglement.expose_contradiction
38
The slide uses a specific case study (Silvercorp) to cast doubt on the credibility of New Pacific Management, likely implying a connection between the two entitexpose_contradiction
39
The slide uses direct quotes from a BCSC official to substantiate the accusation of fraud/misrepresentation.expose_contradiction
40
The slide uses a specific accusation of bias to undermine the credibility of a technical report.expose_contradiction
41
The slide uses a table excerpt to contradict the 'independent' claim.expose_contradiction
42
Uses a screenshot of a LinkedIn profile with red circles highlighting the name and the past employment at Silvercorp.expose_contradiction
43
The slide uses a narrative structure to establish a pattern of behavior or association with controversial figures.expose_contradiction
44
The slide uses a critical tone to expose a pattern of failed investments linked to Silvercorp.name_villain
45
This is a short-seller research slide questioning the logic of a corporate transaction.expose_contradiction
46
The slide uses a screenshot of a press release as evidence of the contradiction.expose_contradiction
47
The slide uses a narrative approach to expose unethical business practices.name_villain
48
The slide uses a dark, ominous aesthetic to frame the subject as a villainous actor.name_villain
49
The slide uses a specific historical case (Carnes/BCSC) to build a narrative of management's failure to disclose information.expose_contradiction
51
The slide uses a snippet of a balance sheet to support a valuation argument.analyze_data
52
The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.show_valuation_bridge
53
The slide uses a strong contrast between the financial valuation and the historical human cost of mining in the region to frame the risk profile.quantify_opportunity
54
The slide uses a skeptical tone to contrast market expectations with technical realities.diagnose_problem
55
This is a short-selling thesis slide, likely from a research report or activist investor presentation.show_valuation_bridge
56
The slide uses a peer comparison to justify a lower valuation estimate for New Pacific.compare_peers
57
The slide uses a geological map to support the argument that the deposit is constrained.name_villain
58
The slide uses a satellite map overlay to support the argument that mineralization is constrained by physical geography and geological structures.name_villain
59
The slide uses a critical tone to challenge the validity of corporate communications.expose_contradiction
60
The slide presents two tables (13.21 and 13.20) detailing test results for different grind sizes, solution strengths, and sparge gases.analyze_data
61
The chart shows a sharp spike in silver distribution at the -74 micron size fraction across all samples.diagnose_problem
62
The slide uses a dark, stormy background to emphasize the negative outlook.summarize
65
Likely a title slide or section divider for a presentation by a company or entity represented by the 'H' logo.front_matter