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Jeffrey C. Smith · shareholder-letter

Huntsman Corporation (HUN)

17 pages · 3 arc beats · 2 loops

Shareholder-Letter Download JSON
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Huntsman Corporation (HUN)

Jeffrey C. Smith · 2022-03
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 1
— 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 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 4 slides 100% 4/4 slides 100% 4/4 slides · 32 hits
— 0/4 slides
25% 1/4 slides 75% 3/4 slides 100% 4/4 slides 25% 1/4 slides Agitate (Make it worse) 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits
— 0/4 slides
25% 1/4 slides · 2 hits 100% 4/4 slides 100% 4/4 slides 100% 4/4 slides Solution (Provide relief) 3 slides 100% 3/3 slides 66.7% 2/3 slides · 14 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides

Slide inventory

17
every slide · same image gating as the playbook
01
Slide 1
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.front_matter
Open slide detail
02
Includes a performance comparison table across multiple time horizons.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
03
The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.expose_gap
Open slide detailBeat · Problem (Identify pain)
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.compare_peers
Open slide detailBeat · Problem (Identify pain)
05
The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.expose_contradiction
Open slide detailBeat · Problem (Identify pain)Loop · Zoom In
06
The slide uses a line chart to visualize the gap between the $60 target and actual stock performance over time.name_villain
Open slide detailBeat · Agitate (Make it worse)Loop · Zoom In
07
Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.name_villain
Open slide detailBeat · Agitate (Make it worse)Loop · Zoom In
08
The slide uses a visual diagram to illustrate the conflict of interest between the CEO and the board member.name_villain
Open slide detailBeat · Agitate (Make it worse)Loop · Zoom In
09
The slide uses a line chart to visualize the decline in share price and annotates specific dates of board actions and subsequent employment.name_villain
Open slide detailBeat · Agitate (Make it worse)Loop · Zoom In
10
Image file not found at /tmp/legacy-images/c0d1fbb8f6d8/slides/010.jpg; unable to inspect.
Open slide detail
11
The slide uses a 'villain' framing to discredit specific board members.name_villain
Open slide detail
12
Image file not found at /tmp/legacy-images/c0d1fbb8f6d8/slides/012.jpg; unable to inspect.
Open slide detail
13
Uses a 'failed' table to establish a pattern of broken promises, followed by a line chart showing ESG rating decline.expose_contradiction
Open slide detail
14
Page 14 of a shareholder letter/presentation.introduce_nominees
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
15
Image file not found at /tmp/legacy-images/c0d1fbb8f6d8/slides/015.jpg; unable to inspect.
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
16
Includes a footnote regarding historical performance metrics.introduce_nominees
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
17
closing_ask
Open slide detail