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BMO Capital Markets · consulting-deck

BMO Capital Markets | Investment Banking Pitch Book | 22 slides

22 pages · 3 arc beats · 2 loops

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BMO Capital Markets | Investment Banking Pitch Book | 22 slides

BMO Capital Markets · 2022-09
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 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
20% 1/5 slides 20% 1/5 slides 100% 5/5 slides 60% 3/5 slides Evidence & Proof 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
— 0/5 slides
40% 2/5 slides 100% 5/5 slides 80% 4/5 slides Impact & Next Steps 11 slides 100% 11/11 slides 100% 11/11 slides · 43 hits
— 0/11 slides
27.3% 3/11 slides 18.2% 2/11 slides 100% 11/11 slides 100% 11/11 slides

Slide inventory

22
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
The slide compares the Turquoise Hill benchmark against the Rio Tinto proposal across various financial and structural dimensions.compare_options
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
04
The chart illustrates the market reaction to the Rio Tinto offer, showing the initial premium and the current premium relative to the peer group index.analyze_data
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
05
Includes production volume, cost curve, and country risk premium data.compare_peers
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
06
The chart uses a stacked bar format for later years to distinguish between GoM dividends and TRQ cash flows.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
07
Includes median lines for Developer and Producer transactions.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
08
The chart highlights specific transaction data points with a focus on Rio Tinto/Turquoise Hill.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
09
The chart overlays transaction events (producers vs developers) onto a historical copper price time series.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
10
The table compares initial and revised proposal premiums against a range of future P/NAV multiples to calculate potential IRR.analyze_data
Open slide detailBeat · Evidence & Proof
11
The slide uses a waterfall-style chart to compare valuation ranges across different methodologies, with a clear distinction between 'Core Methodologies' and 'Inanalyze_data
Open slide detail
12
BMO Capital Markets branding present. Project name: PROJECT ASTERIX.establish_context
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
13
MI 61-101 refers to Multilateral Instrument 61-101, a Canadian regulatory standard for protection of minority security holders in special transactions.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
14
appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
15
The slide shows a waterfall-style calculation of NAVPS, starting from Oyu Tolgoi NPV down to TRQ's final NAVPS in both USD and CAD.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
16
The chart compares target prices from five different financial institutions (Eight, Canaccord, Scotia, Macquarie, TD) with their respective recommendations and analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
17
The chart includes a median benchmark and implied TRQ share prices for each entity.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
18
The chart uses a horizontal bar format to show percentage performance relative to a baseline, with a median highlighted.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
19
The chart highlights Turquoise Hill (Model) in light blue and includes a vertical line indicating the median P/NAV of 0.27x.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
20
The chart uses a log scale for the x-axis (EV/Resource).compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
21
Includes a median line for P/NAV multiples.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
22
Includes detailed footnotes explaining the methodology for WACC and beta calculations.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction