Hipgnosis Songs Fund | Results Presentation Deck | 43 slides

Hipgnosis Songs Fund · 2023-07
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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coverage by narrative range · generated from this deck JSON

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
front_matter
06
summarize
Open slide detailBeat · Problem
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summarize
Open slide detailBeat · Problem
08
summarize
Open slide detailBeat · Problem
09
Uses a logo-grid layout to demonstrate brand association value.illustrate_case
10
illustrate_case
11
The slide uses a three-panel visual sequence to explain the context, the specific contestant, and the reveal.illustrate_case
12
Uses a narrative sequence to link a major cultural event to financial/performance outcomes for the Hipgnosis portfolio.illustrate_case
13
summarize
Open slide detailBeat · Solution
14
summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
15
introduce_nominees
Open slide detailLoop · Cost Of Inaction
16
front_matter
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
17
Includes a specific note on the GBP:USD exchange rate as of July 2023.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
18
The chart shows the bridge from 1.8491 to 1.9153.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
19
The slide highlights a consistent discount rate of 8.5% and attributes growth to performance and streaming income from older vintage catalogues.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
20
The slide outlines the DCF valuation approach, specifically mentioning a 15-year projection period and an 8.5% discount rate.present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
21
The table includes an average multiple calculation and a source note defining 'Standards Music' vs 'Contemporary Music'.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
22
The chart shows the stability of the SONG Discount Rate compared to the volatility of the Implied Risk Premium and US Benchmark Bond yields.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
23
analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
24
analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
25
present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
26
The slide uses a waterfall bridge to explain the variance between two fiscal years.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
27
The table highlights the most recent period (12 months to Dec 2022) with an orange background.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
28
The slide uses a donut chart to show geographic revenue split and a table to show currency exchange rate fluctuations.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
29
PFAR likely stands for Pro-Forma Adjusted Revenue or similar financial metric.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
30
The slide highlights cost efficiency improvements.analyze_data
31
The slide highlights the increase in loan interest due to LIBOR rises and the mitigation strategy via a new RCF.analyze_data
32
The slide highlights a significant negative change in EPS, attributed to specific accounting adjustments.analyze_data
33
The slide highlights dividend stability and coverage ratios.analyze_data
34
summarize
36
transition
37
The slide outlines the operational strategy for managing music assets.present_framework
38
The slide uses a simple process flow diagram to illustrate the strategic shift in rights administration.illustrate_case
39
The slide uses a combination of a line chart for weekly streaming trends and a combo bar/line chart for semi-annual royalty performance.analyze_data
40
The slide highlights the 'interpolation' strategy where new songs sample or re-record parts of older songs, creating a revenue boost for the original rights holanalyze_data
41
The slide uses a three-part visual narrative to explain the value of synch placement.illustrate_case
42
present_solution
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front_matter