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palliser-capricorn-presentation-october-2022 · activist-deck

Palliser Capricorn Presentation October 2022

30 pages · 3 arc beats · 2 loops

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Palliser Capricorn Presentation October 2022

palliser-capricorn-presentation-october-2022 · 2022-10
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 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 6 slides 100% 6/6 slides 100% 6/6 slides · 25 hits
— 0/6 slides
33.3% 2/6 slides 83.3% 5/6 slides 100% 6/6 slides 33.3% 2/6 slides Agitate 13 slides 100% 13/13 slides 100% 13/13 slides · 67 hits
— 0/13 slides
— 0/13 slides
76.9% 10/13 slides 100% 13/13 slides 53.8% 7/13 slides Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 23 hits
— 0/5 slides
60% 3/5 slides 80% 4/5 slides 100% 5/5 slides
— 0/5 slides

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
front_matter
Open slide detail
05
The slide uses bolding to emphasize key valuation figures and governance criticisms.expose_contradiction
Open slide detailBeat · Problem
06
The slide uses a bulleted list structure to systematically dismantle the logic of the proposed merger.diagnose_problem
Open slide detailBeat · Problem
07
transition
Open slide detailBeat · Problem
08
The chart highlights a significant valuation gap between the independent assessment and the proposed offer.show_valuation_bridge
Open slide detailBeat · ProblemLoop · The Reveal
09
Uses a waterfall-bridge chart to illustrate value components in pence per share and US$ millions.show_valuation_bridge
Open slide detailBeat · ProblemLoop · The Reveal
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.analyze_data
Open slide detailBeat · Problem
11
Includes a mix of historical production data, reserve composition, and valuation bridge.summarize
Open slide detailBeat · Agitate
12
transition
Open slide detailBeat · Agitate
13
The slide uses a side-by-side table comparison to highlight the valuation gap between the two entities involved in the merger.expose_gap
Open slide detailBeat · Agitate
14
The chart shows a stacked area production profile where the growth segments (Leviathan 1B and Aphrodite) are far in the future.diagnose_problem
Open slide detailBeat · Agitate
15
Uses a 4-point numbered list structure to systematically dismantle the deal's legitimacy.expose_contradiction
Open slide detailBeat · Agitate
16
The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.name_villain
Open slide detailBeat · Agitate
17
transition
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
The slide uses a 'villain' framing by attributing underperformance to specific management failures.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
Uses a waterfall-style comparison to illustrate value destruction.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
20
Uses peer benchmarking to highlight inefficiency in staff costs and administrative expenses.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
21
The chart uses a combination of bar charts for financial flows and bubble/circle markers for headcount and compensation data.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
22
Uses a bar chart to visually separate legacy returns from current management returns, highlighting the discrepancy.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
23
The slide serves as a strategic argument against a specific M&A transaction, framing it as value-destructive.propose_solution
Open slide detailBeat · AgitateLoop · Cost Of Inaction
24
transition
Open slide detailBeat · Solution
25
The chart illustrates a valuation bridge from Fair Market Value to Full Value Potential.propose_solution
Open slide detailBeat · Solution
26
Uses peer quotes to validate the thesis and highlight management's inaction.expose_contradiction
Open slide detailBeat · Solution
27
Uses a waterfall-bridge style to show current value, upside, and potential future value.quantify_opportunity
Open slide detailBeat · Solution
28
Uses a waterfall chart to bridge baseline savings to net value upside.propose_solution
Open slide detailBeat · Solution
29
transition
Open slide detail
30
The slide uses bolding to emphasize key accusations and financial figures.closing_ask
Open slide detail