{
  "docId": "019dd923-622b-71dc-a6db-0d51af2fde1a",
  "docSlug": "fa820bf52be5",
  "documentTitle": "Solvay SA (SOLB BB)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-04-03 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 29,
  "pageCount": 47,
  "prevPage": 28,
  "nextPage": 30,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The slide uses a stacked bar chart to compare total market capacity vs. Solvay's regional capacity breakdown.",
  "elementsJson": [
    "headline_text",
    "bar_chart_stacked",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-0d51af2fde1a/29",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-0d51af2fde1a",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-0d51af2fde1a.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-0d51af2fde1a#slide-29",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Solvay has a 17% market share in peroxides.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-9627-a777e022cc29",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.235,
        "w": 0.378,
        "x": 0.311,
        "y": 0.211
      },
      "kind": "chart",
      "text": "Market Capacity vs Solvay Capacity",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1914b41a-c957-4be1-87d3-904007715120",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.235,
        "w": 0.378,
        "x": 0.311,
        "y": 0.211
      },
      "kind": "chart",
      "text": "Market Capacity vs Solvay Capacity",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c7957421-f581-4005-a470-734edd817556",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.764,
        "x": 0.118,
        "y": 0.491
      },
      "kind": "list",
      "text": "Solvay has a 17% market share in peroxides. It is the lowest-cost producer in all regions and has the #1 position globally. The business is well diversified across all geographies.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "490fb4b1-be2d-426b-af1c-4c9651ef0761",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.764,
        "x": 0.118,
        "y": 0.491
      },
      "kind": "list",
      "text": "Solvay has a 17% market share in peroxides. It is the lowest-cost producer in all regions and has the #1 position globally. The business is well diversified across all geographies.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c8d80c01-5a41-4f9e-9029-1038b45b7882",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "market share: 17%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-9627-a9db784fcce9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.35,
        "x": 0.118,
        "y": 0.618
      },
      "kind": "source-note",
      "text": "Source: Solvay Peroxides Webinar, October 4, 2022.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0c3b3afe-93c5-4c5b-a404-9457462e2e58",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.35,
        "x": 0.118,
        "y": 0.618
      },
      "kind": "source-note",
      "text": "Source: Solvay Peroxides Webinar, October 4, 2022.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2d44ce5e-5990-4520-b6bc-c11b96aaead3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.022,
        "w": 0.188,
        "x": 0.406,
        "y": 0.185
      },
      "kind": "title",
      "text": "Global #1 Position",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5bd66168-aaec-4e73-a83c-dbe2125de93a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.022,
        "w": 0.188,
        "x": 0.406,
        "y": 0.185
      },
      "kind": "title",
      "text": "Global #1 Position",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5f5a9f8-3b90-4474-864d-7b245317111e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.038,
        "w": 0.196,
        "x": 0.402,
        "y": 0.135
      },
      "kind": "title",
      "text": "Peroxides",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6b2b0f28-8521-48cf-a41f-a0b93cdd1a89",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.038,
        "w": 0.196,
        "x": 0.402,
        "y": 0.135
      },
      "kind": "title",
      "text": "Peroxides",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "99231114-352c-42d1-a40f-2a836b2cb817",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "fbff2798-2a17-4ca0-957c-ec1adf2e26dc",
      "evidence": "Market Capacity vs Solvay Capacity",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 32,
      "from": 27,
      "beatId": "4cfe71a0-11c6-460e-8adc-fecfeda41364",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Business Model",
      "beatSlug": "sequoia-pitch-business-model",
      "evidence": "The presentation provides an overview of Solvay's business model and financials.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}