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Elliott · activist-deck

BHP Billiton (BHP)

39 pages · 4 arc beats · 2 loops

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BHP Billiton (BHP)

Elliott · 2017-05
arc beats above · slides in the middle · loops below · scroll → 2 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 15 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits
— 0/3 slides
66.7% 2/3 slides · 3 hits 100% 3/3 slides 100% 3/3 slides
— 0/3 slides
The Struggle 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides The Call 3 slides 100% 3/3 slides 100% 3/3 slides · 9 hits
— 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
The Victory 6 slides 100% 6/6 slides 100% 6/6 slides · 26 hits
— 0/6 slides
— 0/6 slides
66.7% 4/6 slides · 5 hits 100% 6/6 slides
— 0/6 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
propose_solution
Open slide detailBeat · The Call
04
front_matter
Open slide detailBeat · The Call
05
front_matter
Open slide detailBeat · The Call
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.name_villain
Open slide detailBeat · The Monster
07
Uses a callout box to highlight shareholder support and another to summarize the proposed solution for unification.expose_contradiction
Open slide detailBeat · The Monster
08
Uses a waterfall-style chart to illustrate value destruction from initial investment to current valuation.state_demand
Open slide detailBeat · The Monster
09
The slide uses a two-column layout to contrast the unification proposal with the capital return strategy, followed by a concluding call for management leadershisummarize
Open slide detail
10
transition
Open slide detail
11
The slide uses negative values in parentheses to highlight underperformance.compare_peers
Open slide detailBeat · The StruggleLoop · Pattern Hunter
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.compare_peers
Open slide detailBeat · The StruggleLoop · Pattern Hunter
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.compare_peers
Open slide detailBeat · The StruggleLoop · Pattern Hunter
14
transition
Open slide detail
15
Uses strong, emotive language ('death by a thousand cuts', 'wholly unfounded', 'value destruction') to frame management as the antagonist.name_villain
Open slide detailLoop · The Reveal
16
Uses a waterfall-style chart to illustrate capital loss.expose_contradiction
Open slide detailLoop · The Reveal
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.name_villain
Open slide detailLoop · The Reveal
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.expose_contradiction
Open slide detailLoop · The Reveal
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).expose_contradiction
Open slide detailLoop · The Reveal
20
Uses a rhetorical question as the primary action title to frame the contradiction.expose_contradiction
Open slide detailLoop · The Reveal
21
Uses a CEO quote to set up a contradiction with market data.expose_contradiction
Open slide detailLoop · The Reveal
22
Uses a CEO quote from 2014 to highlight management's own previous logic regarding simplification.propose_solution
Open slide detailBeat · The Victory
23
This is a text-only slide used to establish consensus among shareholders.summarize
Open slide detailBeat · The Victory
24
transition
Open slide detailBeat · The Victory
25
summarize
Open slide detailBeat · The Victory
26
summarize
Open slide detailBeat · The Victory
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.propose_solution
Open slide detailBeat · The Victory
28
The slide uses a line chart with annotated buyback events to illustrate poor timing and valuation.propose_solution
Open slide detail
29
frame_problem
Open slide detail
30
Uses a waterfall-style comparison to contrast claimed costs vs actual costs.expose_contradiction
Open slide detail
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.expose_contradiction
Open slide detail
32
Uses a collage of news headlines to build a narrative of hypocrisy.expose_contradiction
Open slide detail
33
The slide uses a quote to provide credibility to the argument for unification.summarize
Open slide detail
34
propose_solution
Open slide detail
35
The slide uses a line chart to show the performance of Brambles shares relative to the ASX200 around the time of their DLC unification announcement.cite_precedent
Open slide detail
36
Uses a comparison table and a stacked bar chart to refute management's position on share capital and franking credits.expose_contradiction
Open slide detail
37
The slide uses two bar charts to contrast current wastage with potential value creation.expose_contradiction
Open slide detail
38
transition
Open slide detail
39
closing_ask
Open slide detail