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Muddy Waters Research · activist-deck

CPI Property Group (CPIPGR)

51 pages · 3 arc beats · 0 loops

Activist-Deck Download JSON
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CPI Property Group (CPIPGR)

Muddy Waters Research · 2023-11
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— 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 48 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 45 slides 100% 45/45 slides 100% 45/45 slides · 253 hits
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73.3% 33/45 slides 100% 45/45 slides · 47 hits
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Before-After 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
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100% 2/2 slides 100% 2/2 slides · 4 hits
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Section Divider 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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100% 1/1 slides
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Slide inventory

51
every slide · same image gating as the playbook
01
Slide 1
The slide uses a provocative image to frame the subject (Radovan Vitek) as having benefited from the alleged looting.front_matter
Open slide detail
02
other
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03
The slide uses the 'cockroaches' metaphor to imply that the identified problematic transactions are only a small fraction of a larger, hidden problem.summarize
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04
front_matter
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05
The slide serves as an antagonist introduction, framing the subject's history and current legal controversies.introduce_nominees
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06
The slide uses a strong, accusatory tone ('Creamed', 'Round-Tripping') typical of activist short-seller reports.transition
Open slide detailBeat · Section Divider
07
The slide highlights a potential related-party transaction and profit extraction scheme.expose_contradiction
Open slide detailBeat · Expose Contradiction
08
The diagram uses a flow-chart style to show the relationship between Radovan Vitek, CPI PG, Volanti Limited, and the target entities.expose_contradiction
Open slide detailBeat · Expose Contradiction
09
Uses a direct quote from financial statements to highlight a contradiction in disclosure practices.expose_contradiction
Open slide detailBeat · Expose Contradiction
10
The slide highlights a 154.5% gain over 3 years on undeveloped land, implying potential artificial inflation of asset values.expose_contradiction
Open slide detailBeat · Expose Contradiction
11
The slide uses on-the-ground investigation to contradict claims of development.expose_contradiction
Open slide detailBeat · Expose Contradiction
12
Uses Google Earth imagery as evidence of lack of development.expose_contradiction
Open slide detailBeat · Expose Contradiction
13
Uses Google Earth screenshots to provide visual evidence of inactivity.expose_contradiction
Open slide detailBeat · Expose Contradiction
14
transition
Open slide detailBeat · Expose Contradiction
15
The slide uses a narrative structure to expose potential financial impropriety.expose_contradiction
Open slide detailBeat · Expose Contradiction
16
The slide uses investigative research to link nominee directors to a primary beneficiary, suggesting deliberate concealment.expose_contradiction
Open slide detailBeat · Expose Contradiction
17
The slide highlights a specific legal document to establish a link between entities, likely to suggest a lack of independence or a coordinated transaction.expose_contradiction
Open slide detailBeat · Expose Contradiction
18
The slide uses a screenshot of a news article to substantiate the claim about Vitek's failed lawsuit and his relationship with Rybár.expose_contradiction
Open slide detailBeat · Expose Contradiction
19
Uses official government filings (UK Companies House and Czech Commercial Register) to establish a link between two parties.expose_contradiction
Open slide detailBeat · Expose Contradiction
20
The slide uses a list of mandates to demonstrate the lack of independence.expose_contradiction
Open slide detailBeat · Expose Contradiction
21
The slide uses screenshots of commercial registers and a partner list from a website to establish a relationship between the Savic family and CPI Group.expose_contradiction
Open slide detailBeat · Expose Contradiction
22
The diagram illustrates the relationship between Radovan Vitek, Marc Gilbert International (MGI), and CPI PG, highlighting the debt settlement.expose_contradiction
Open slide detailBeat · Expose Contradiction
23
The slide uses footnotes to provide specific citations for the financial claims made in the body text.expose_contradiction
Open slide detailBeat · Expose Contradiction
24
The slide uses red callout boxes and dashed lines to draw attention to specific footnotes and balance sheet shifts.expose_contradiction
Open slide detailBeat · Expose Contradiction
25
The slide uses a snippet from CPI Hotels' 2017 financial statements to point out a potential related-party transaction anomaly.expose_contradiction
Open slide detailBeat · Expose Contradiction
26
The slide uses a financial statement excerpt to expose a contradiction or questionable accounting practice.expose_contradiction
Open slide detailBeat · Expose Contradiction
27
The slide uses a red box to highlight 'CPI Hotels, a.s.' in the table, drawing attention to the specific entity involved in the reported payables.expose_contradiction
Open slide detailBeat · Expose Contradiction
28
The slide outlines a sequence of events to demonstrate potential financial impropriety.expose_contradiction
Open slide detailBeat · Expose Contradiction
29
transition
Open slide detailBeat · Expose Contradiction
30
This slide is part of an activist short report by Muddy Waters Research.expose_contradiction
Open slide detailBeat · Expose Contradiction
31
The slide uses a corporate structure diagram to imply that the 'arms-length' entity is actually controlled by a single individual.expose_contradiction
Open slide detailBeat · Expose Contradiction
32
The slide uses footnotes to provide granular evidence for the acquisition steps and share price data.expose_contradiction
Open slide detailBeat · Expose Contradiction
33
The diagram illustrates a specific financial transaction involving loan forgiveness between entities.illustrate_case
Open slide detailBeat · Expose Contradiction
34
The diagram illustrates the ownership structure and the transfer of InvestCo from Mountfort to CPI PG.expose_contradiction
Open slide detailBeat · Expose Contradiction
35
The slide uses direct quotes and page references to expose inconsistent financial reporting.expose_contradiction
Open slide detailBeat · Expose Contradiction
36
The slide uses a quote to set up a contradiction, a common tactic in activist short reports.expose_contradiction
Open slide detailBeat · Expose Contradiction
37
Uses legal citation and expert report excerpts to challenge the bidder's justification.expose_contradiction
Open slide detailBeat · Expose Contradiction
38
The slide uses a narrative structure to expose potential market manipulation/fraud.expose_contradiction
Open slide detailBeat · Expose Contradiction
39
The slide highlights specific financial figures (€52.1M and €51.2M) as evidence of questionable transactions.expose_contradiction
Open slide detailBeat · Expose Contradiction
40
frame_problem
Open slide detailBeat · Expose Contradiction
41
This slide details a specific financial maneuver involving a superyacht (Hull 607) and related party transactions between Vitek, Polma 1, and CPI PG.expose_contradiction
Open slide detailBeat · Expose Contradiction
42
The slide uses a primary source document (Memorandum of Association) to link the CEO of CPI PG to the establishment of a private vessel-holding entity.expose_contradiction
Open slide detailBeat · Expose Contradiction
43
The slide uses a direct quote from a financial document to suggest a lack of commercial rationale for a transaction.expose_contradiction
Open slide detailBeat · Expose Contradiction
44
Uses a screenshot of a yacht listing to establish a valuation benchmark.expose_contradiction
Open slide detailBeat · Expose Contradiction
45
This slide appears to be a screenshot or excerpt from a vessel information page, likely used by Muddy Waters Research to document assets.other
Open slide detailBeat · Expose Contradiction
46
Uses a snippet of a financial table to prove that a subsidiary was mischaracterized or omitted from parent company reports.expose_contradiction
Open slide detailBeat · Expose Contradiction
47
Uses red arrows to map specific text in the disclosure to 'Red Flags' callouts.expose_contradiction
Open slide detailBeat · Expose Contradiction
48
The slide uses a corporate structure diagram alongside a primary source document (Form F) to prove ownership.expose_contradiction
Open slide detailBeat · Expose Contradiction
49
Uses red question marks to highlight suspicious movements between 'Advances' and 'Payables to shareholders for loans'.expose_contradiction
Open slide detailBeat · Expose Contradiction
50
Uses financial statement excerpts to demonstrate a related-party transaction.expose_contradiction
Open slide detailBeat · Expose Contradiction
51
The slide uses a rhetorical question to cast doubt on the legitimacy of the described financial movements.expose_contradiction
Open slide detailBeat · Expose Contradiction