Vale | Investor Conference Presentation Deck

Vale | Investor Conference Presentation Deck | 22 slides

Vale · 2022-05

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 10 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Setup 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits

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100% 2/2 slides

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Key Messages 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits

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100% 3/3 slides 33.3% 1/3 slides 100% 3/3 slides

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Timeline 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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100% 1/1 slides 100% 1/1 slides

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Thesis Headline 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Before-After 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Roadmap 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits

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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits

Slide inventory

every slide · same image gating as the playbook

The image features a Vale locomotive branded '100% elétrica'.front_matter

Open slide detailBeat · Setup

other

Open slide detailBeat · Setup

The slide uses a three-step progression framework to communicate corporate strategy.present_framework

Open slide detailBeat · Key Messages

The chart shows a reduction in the number of structures at emergency levels from 2020 to 2025, with a specific callout that there will be no dams at critical lesummarize

Open slide detailBeat · Key Messages

The chart shows a downward trend in injuries from 2018 to 2022, with projected targets through 2025.analyze_data

Open slide detailBeat · Key Messages

The slide uses a honeycomb/hexagonal grid to represent different assets being divested or reshaped over time.summarize

Open slide detailBeat · Timeline

establish_context

Open slide detail

The slide uses a stacked bar chart to compare material intensity across power generation sources and lists three additional demand drivers.size_opportunity

Open slide detail

The slide contrasts demand growth for battery metals with the cost implications of shifting to greener steelmaking fuels.size_opportunity

Open slide detail

The slide uses a causal link between three qualitative drivers and two quantitative charts showing supply depletion and capital expenditure trends.frame_situation

Open slide detailBeat · Thesis HeadlineLoop · Cost Of Inaction

The chart uses a combination of bar charts for actuals and horizontal markers for forecasts.analyze_data

Open slide detailBeat · Before-AfterLoop · Cost Of Inaction

summarize

Open slide detailLoop · Cost Of Inaction

The slide uses a bubble chart to compare iron ore reserves and a bar chart to detail nickel and copper resources by jurisdiction.analyze_data

Open slide detailLoop · Cost Of Inaction

Includes footnotes regarding EBITDA break-even and COGS definitions.compare_peers

Open slide detailLoop · Cost Of Inaction

Includes a photo of green briquettes with overlaid value propositions.analyze_data

Open slide detailLoop · Cost Of Inaction

The slide uses two waterfall-style charts to show carbon intensity relative to cumulative production for Nickel and Copper.analyze_data

Open slide detailLoop · Cost Of Inaction

The slide uses a grid layout to map project maturity against business units.plan_implementation

Open slide detailBeat · RoadmapLoop · Cost Of Inaction

The slide uses a consistent color-coded legend for resource types and growth stages.plan_implementation

Open slide detailBeat · RoadmapLoop · Cost Of Inaction

The chart shows Vale's historical valuation relative to industry peers, with standard deviation bands.expose_gap

Open slide detailLoop · Cost Of Inaction

Uses a matrix for EBITDA scenarios and a box plot for EV potential.show_valuation_bridge