2024 Capital Markets Day · page 22 of 119
The slide demonstrates a capital allocation strategy where assets are sold at a premium to book value and shares are repurchased at a discount.
Consulting deck · financial_analysis · quantify_impact · dense density
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Slide schematic 6/8
callout 0/1 chart 3/3 disclaimer 1/1 metric 0/1 title 2/2
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callout bar-vertical donut dot disclaimer primary action-title headline
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Action Titles slide · 90%
Title 'Supply shortage creating arbitrage opportunities' + 1.0x reference line on multiples chart
Annotation slide · 78%Up/down arrows on equity multiple chart highlight arbitrage spread per quarter
Contrast Principle slide · 80%Asset sales above 1.0x vs share repurchases below 1.0x visualised side-by-side
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