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Elliott Management · activist-deck

Elliott Management | Activist Presentation Deck | 39 slides

39 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Elliott Management | Activist Presentation Deck | 39 slides

Elliott Management · 2017-04
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

3
coverage by narrative range · generated from this deck JSON
Narrative range 39 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 5 slides 100% 5/5 slides 100% 5/5 slides · 16 hits
— 0/5 slides
60% 3/5 slides 40% 2/5 slides 100% 5/5 slides
— 0/5 slides
Agitate (Make it worse) 5 slides 100% 5/5 slides 100% 5/5 slides · 37 hits
— 0/5 slides
— 0/5 slides
100% 5/5 slides 100% 5/5 slides 100% 5/5 slides Solution (Provide relief) 29 slides 100% 29/29 slides 100% 29/29 slides · 124 hits
— 0/29 slides
17.2% 5/29 slides · 6 hits 65.5% 19/29 slides 100% 29/29 slides 100% 29/29 slides

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem (Identify pain)
02
other
Open slide detailBeat · Problem (Identify pain)
03
This slide serves as the primary thesis statement for the activist campaign.summarize
Open slide detailBeat · Problem (Identify pain)
04
The slide uses a waterfall-bridge framework to quantify the impact of specific strategic initiatives on shareholder value.summarize
Open slide detailBeat · Problem (Identify pain)
05
frame_problem
Open slide detailBeat · Problem (Identify pain)
06
The slide uses a 2x2 grid layout to categorize assets, with callout boxes highlighting key competitive advantages for each segment.summarize
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
07
Uses a historical precedent (South32 demerger) to justify a proposed future action (DLC unification and US petroleum divestment).cite_precedent
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
08
The comparable portfolio is defined in the footnote as a basket of Rio Tinto, Hess, Apache, Anadarko, EOG Resources, and Woodside Petroleum.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
09
The slide uses multiple time-series charts to demonstrate consistent underperformance relative to peers.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
10
The slide uses a consistent color scheme (blue for BHP, red for peers) across four time-series charts to demonstrate valuation gap.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
11
transition
Open slide detailBeat · Solution (Provide relief)Loop · Before After
12
propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
13
transition
Open slide detailBeat · Solution (Provide relief)Loop · Before After
14
The slide uses a before-and-after diagram to illustrate the structural change from a DLC merger to a unified entity.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
15
The slide uses a dual-axis combo chart to show the growth of franking credits relative to shareholder equity.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Before After
16
The slide uses a structured list format to present the core thesis of the activist campaign.summarize
Open slide detailBeat · Solution (Provide relief)Loop · Before After
17
The slide uses a structured 'preempt-rebuttal' format to address investor concerns regarding the BHP unification.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)Loop · Before After
18
The slide presents a mix of supportive and cautionary perspectives from various financial institutions.cite_precedent
Open slide detailBeat · Solution (Provide relief)Loop · Before After
19
transition
Open slide detailBeat · Solution (Provide relief)Loop · Before After
20
diagnose_problem
Open slide detailBeat · Solution (Provide relief)Loop · Before After
21
The slide uses a 'Comparable Portfolio' methodology to debunk the diversification thesis.expose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Before After
22
This is a classic activist argument for divestiture/spinoff based on lack of conglomerate synergy.diagnose_problem
Open slide detailBeat · Solution (Provide relief)Loop · Before After
23
The chart highlights the variance in broker valuations and the lack of consistent sum-of-the-parts (SoTP) methodology across analysts.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Before After
24
The slide uses peer benchmarking to argue for a valuation re-rating of BHP's petroleum assets.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Before After
25
Uses a structured argument format to justify a corporate divestiture/demerger.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
26
The slide uses authority-citation to build a case against the current petroleum asset strategy.cite_precedent
Open slide detailBeat · Solution (Provide relief)Loop · Before After
27
The slide argues that BHP's core assets are undervalued relative to peers and would benefit from a re-rating post-demerger.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Before After
28
transition
Open slide detailBeat · Solution (Provide relief)Loop · Before After
29
The slide uses a 'problem-solution' structure, contrasting historical value-destructive acquisitions with a proposed capital allocation strategy.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
30
The slide uses a structured argument to justify a specific capital allocation policy, referencing a 'Value Unlock Plan'.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
31
This slide presents a financial proposal from Elliott Management regarding BHP's capital structure.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
32
The slide uses authority-citation to validate the activist's arguments regarding capital allocation.cite_precedent
Open slide detailBeat · Solution (Provide relief)Loop · Before After
33
transition
Open slide detailBeat · Solution (Provide relief)Loop · Before After
34
propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
35
The slide uses a waterfall-style bridge to demonstrate value creation steps.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Before After
36
appendix
Open slide detailBeat · Solution (Provide relief)Loop · Before After
37
The slide highlights a structural inefficiency where franking credits generated by BHP Ltd cannot be effectively utilized by BHP Plc shareholders, leading to ecexpose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Before After
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Before After
39
The table uses a series of assumptions (A-V) to calculate the net financial benefit for various tax brackets.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Before After