Ben Axler · activist-deck
American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE)
73 pages · 4 arc beats · 3 loops
American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE)
Ben Axler · 2021-03 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 73 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits — 0/5 slides
— 0/5 slides
20% 1/5 slides 100% 5/5 slides — 0/5 slides
The Monster 15 slides 100% 15/15 slides 100% 15/15 slides · 99 hits — 0/15 slides
13.3% 2/15 slides · 3 hits 93.3% 14/15 slides 100% 15/15 slides 46.7% 7/15 slides The Struggle 20 slides 100% 20/20 slides 100% 20/20 slides · 145 hits — 0/20 slides
— 0/20 slides
85% 17/20 slides 100% 20/20 slides 25% 5/20 slides The Victory 33 slides 100% 33/33 slides 100% 33/33 slides · 231 hits — 0/33 slides
9.1% 3/33 slides 90.9% 30/33 slides 100% 33/33 slides 18.2% 6/33 slides Slide inventory
73 every slide · same image gating as the playbook
01
The slide uses a satirical visual metaphor of a man in a desert holding a sign to mock the companies' valuations.front_matter
Open slide detailBeat · The Call
02
Includes specific mention of American Battery Metals Corp (ABML) and Comstock Mining Inc. (LODE).other
Open slide detailBeat · The Call
04
The slide uses a 'precedent' framework to establish credibility by showing past successful short calls.cite_precedent
Open slide detailBeat · The Call
06
This is a classic activist short-seller thesis slide, focusing on management integrity and business model viability.summarize
Open slide detailBeat · The Monster
07
Uses a red flag icon and a list of checkmarks to denote critical warnings.diagnose_problem
Open slide detailBeat · The Monster
08
Uses a red flag icon and checkmarks to highlight negative findings.expose_contradiction
Open slide detailBeat · The Monster
09
Uses red flag imagery and red circles to draw attention to the subject's dual roles.name_villain
Open slide detailBeat · The Monster
10
This is a section divider slide featuring the Spruce Point Capital Management logo (the tree).transition
11
The slide uses a red flag icon to visually represent the 'red flags' mentioned in the text.name_villain
12
The slide uses a red flag icon and red boxes to highlight specific entities in the bio, framing the nominee's experience as questionable.introduce_nominees
13
The slide uses a table to contrast disclosed vs. omitted professional history, with red callouts highlighting negative outcomes for the omitted roles.expose_contradiction
14
The slide uses a red flag icon to denote concerns and an 'EXTREME WARNING' callout box to highlight a specific conflict of interest.expose_contradiction
15
The slide uses a screenshot of a legal complaint and a callout box to link the precedent to the current target.cite_precedent
16
The slide uses a red flag icon to emphasize the 'undisclosed' nature of the director position.expose_contradiction
Open slide detailBeat · The Monster
17
The slide uses a red flag icon to emphasize the lack of disclosure regarding Doug Cole's involvement.expose_contradiction
Open slide detailBeat · The Monster
18
Includes a red flag icon and a screenshot of a legal complaint document.expose_contradiction
Open slide detailBeat · The Monster
19
The slide uses a 'villain' narrative structure to highlight lack of transparency and financial mismanagement.expose_contradiction
Open slide detailBeat · The Monster
20
Uses a red flag icon to signal a warning or contradiction.expose_contradiction
21
Uses a red flag icon to signal a warning/contradiction.expose_contradiction
22
Uses red flag iconography to denote warning signs.expose_contradiction
23
The slide uses red boxes to highlight specific company names in the biography text, likely to draw attention to his past affiliations.expose_contradiction
24
The slide uses a red flag icon to denote concerns, a common visual shorthand in activist investor decks.name_villain
25
The slide uses a red-box callout to emphasize the specific allegations of mismanagement and self-dealing against the board.expose_contradiction
26
Includes a screenshot of a class action lawsuit filing, a list of material weaknesses, and a stock price chart.expose_contradiction
Open slide detailBeat · The Struggle
27
Uses a red box to highlight the phrase 'financial reporting fraud' in the SEC document excerpt.expose_contradiction
Open slide detailBeat · The Struggle
28
Uses a red flag icon to signal a warning/red flag regarding the subject's history.expose_contradiction
Open slide detailBeat · The Struggle
29
Uses red flag iconography to denote 'red flags' in corporate governance/background.expose_contradiction
Open slide detailBeat · The Struggle
30
The table uses red checkmark icons to indicate the presence of specific negative events for each corporate role.expose_contradiction
Open slide detailBeat · The Struggle
31
Uses a 'villain' framing technique by contrasting professional credentials with alleged ethical lapses.expose_contradiction
Open slide detailBeat · The Struggle
32
Uses red flag imagery and red boxes to highlight inconsistencies in executive bios and professional commitments.expose_contradiction
Open slide detailBeat · The Struggle
33
This is a standard activist investor 'thesis' slide, often used as a section divider or opening statement.frame_problem
Open slide detailBeat · The Struggle
34
The slide uses a 'before-after' style comparison of disclosure lists over time (2018, 2019, 2021) and overlays red callout boxes to point out specific problematexpose_contradiction
Open slide detailBeat · The Struggle
35
The slide uses a 'before-after' style layout to contrast a claim (left) with expert testimony (right).cite_precedent
Open slide detailBeat · The Struggle
36
Uses a contrast-pairs framework to systematically debunk company statements.expose_contradiction
Open slide detailBeat · The Struggle
37
The slide uses a 'villain' framing by highlighting ABML's lack of progress compared to established players.compare_peers
Open slide detailBeat · The Struggle
38
Uses a combination of expert quote, peer benchmarking, and incentive analysis to undermine management credibility.expose_contradiction
Open slide detailBeat · The Struggle
39
Uses a combination of a company roadmap, a peer margin table, and a competitor financial projection table to build a case against the target's financial guidancexpose_contradiction
Open slide detailBeat · The Struggle
40
Uses a timeline-style list to highlight the contradiction between early 2020 promises and late 2020 reality.expose_contradiction
Open slide detailBeat · The Struggle
41
Uses a side-by-side comparison of management quotes vs. official government documentation.expose_contradiction
Open slide detailBeat · The Victory
42
Uses red boxes to highlight dates and contradictory status text.expose_contradiction
Open slide detailBeat · The Victory
43
Uses red boxes to highlight specific phrases in source documents to demonstrate the shift in language.expose_contradiction
Open slide detailBeat · The Victory
44
Uses a side-by-side comparison of two press release excerpts to demonstrate a discrepancy in how a grant was reported.expose_contradiction
Open slide detailBeat · The Victory
45
Uses screenshots of press releases and LinkedIn profiles to build a case of corporate deception.expose_contradiction
Open slide detailBeat · The Victory
46
Uses screenshots of Australian corporate filings to highlight the connection between Michael Vogel, Ashley Carson Walton, and a Fiji-based entity.expose_contradiction
Open slide detailBeat · The Victory
47
The slide uses a combination of narrative text, a document excerpt, and a table to build a case of association with a bad actor.expose_contradiction
Open slide detailBeat · The Victory
48
Uses excerpts from SEC filings to contradict company narratives regarding financing sources.expose_contradiction
Open slide detailBeat · The Victory
49
Uses callouts to highlight specific financial terms from SEC filings and press releases to build a narrative of self-dealing.expose_contradiction
Open slide detailBeat · The Victory
50
Uses a red flag icon to signal warning/contradiction.preempt_rebuttal
51
Uses screenshots of official regulatory documents to build a case against the company's choice of auditors.expose_contradiction
52
Spruce Point Capital Management branding (tree logo).transition
53
Includes a red flag callout regarding CEO selling activity.show_valuation_bridge
54
The slide uses a peer group analysis to argue that ABML is overvalued relative to industry peers.compare_peers
55
The slide uses a comparative framework to highlight the disparity between a SPAC-backed entity (Li-Cycle) and the target (ABML).compare_peers
56
Includes a snippet of a property and equipment table from financial filings to support the 'two assets' argument.show_valuation_bridge
Open slide detailBeat · The Victory
58
Uses a 'Then vs Now' comparison table to highlight historical failure and skepticism of current claims.expose_contradiction
Open slide detailBeat · The Victory
59
Uses a 'before-after' framing of the CEO's career to establish a pattern of failure.name_villain
Open slide detailBeat · The Victory
60
The slide uses a red flag icon and checkmarks to highlight negative findings.expose_contradiction
Open slide detailBeat · The Victory
61
Uses a screenshot of an IP search result to debunk a claim.expose_contradiction
Open slide detailBeat · The Victory
62
Uses red arrows and boxes to annotate screenshots of websites to prove the contradiction.expose_contradiction
Open slide detailBeat · The Victory
63
Uses screenshots of official Singapore corporate filings to highlight discrepancies in investor lists and founder capital contributions.expose_contradiction
Open slide detailBeat · The Victory
64
Uses a red flag icon and a red arrow to visually emphasize the 'suspicious' nature of the entity's registered address.expose_contradiction
Open slide detailBeat · The Victory
65
Uses red callout boxes and arrows to point out specific suspicious items in the capitalization table.expose_contradiction
Open slide detailBeat · The Victory
66
Uses a red flag icon to signal a warning/contradiction.expose_contradiction
Open slide detailBeat · The Victory
67
Uses red flag imagery and red circles to draw attention to the subject's dual roles and associations.expose_contradiction
Open slide detailBeat · The Victory
68
Uses a red flag icon to signal a warning/red flag.expose_contradiction
Open slide detailBeat · The Victory
69
Uses red text and callouts to highlight incriminating connections.expose_contradiction
Open slide detailBeat · The Victory
70
Uses a red flag icon to signal warning/fraud risk.expose_contradiction
Open slide detailBeat · The Victory
71
Uses a red flag icon to signal warning/risk.expose_contradiction
Open slide detailBeat · The Victory
72
Uses a red flag icon to signal a warning or red flag in the company's operations.expose_contradiction
Open slide detailBeat · The Victory
73
The slide uses a cash-based valuation approach to justify a bearish price target.show_valuation_bridge
Open slide detailBeat · The Victory