{
  "docId": "019dd923-622b-71dc-a6db-d23acf6e9cdd",
  "docSlug": "67120026e557",
  "documentTitle": "Rubicon Limited (RBC)",
  "authorId": "08_Sandell",
  "authorName": "Sandell Asset Management",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2011-10-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 4,
  "pageCount": 15,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "executive_summary",
  "function": "diagnose_problem",
  "density": "balanced",
  "nDataPoints": 6,
  "notes": "The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bullet_list",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-d23acf6e9cdd/4",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-d23acf6e9cdd",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-d23acf6e9cdd.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-d23acf6e9cdd#slide-4",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Year to date, RBCs share price has significantly underperformed all comparable companies and indices. It is among the worst performers in the NZX All-Index.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0935-737e-8db3-0b0767a8cfdb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.85,
        "x": 0.068,
        "y": 0.26
      },
      "kind": "chart",
      "text": "Line chart showing % decline YTD for Rubicon vs peers",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7202dce0-42e6-4df5-a8b5-3c45c1bb5503",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.85,
        "x": 0.08,
        "y": 0.17
      },
      "kind": "list",
      "text": "Year to date, RBCs share price has significantly underperformed all comparable companies and indices. It is among the worst performers in the NZX All-Index.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "52409a75-49c9-4c1e-bc6f-cd9e65c81ada",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "share price performance",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-0935-737e-8db3-0ecf7b54be0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.36,
        "x": 0.068,
        "y": 0.13
      },
      "kind": "title",
      "text": "Unacceptable share price performance",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "263c0d96-e644-43c4-8dc9-42f591e4b9ab",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.35,
        "x": 0.068,
        "y": 0.05
      },
      "kind": "title",
      "text": "Executive Summary",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3fc53261-09cb-44ec-917b-c9ad77c077f8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "a94a561c-44f2-455b-b54a-0730539d7980",
      "evidence": "The slide features a line chart showing % decline YTD for Rubicon vs peers.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "action-titles",
      "slug": null,
      "matchId": "011231c9-a6d4-427c-b876-32b97a686737",
      "evidence": "The slide uses a clear, thesis-driven headline to state the problem.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 5,
      "from": 3,
      "beatId": "023edcd9-9100-49fd-8e69-3c4f5a5aa52c",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Problem",
      "beatSlug": "problem-agitate-solution-problem-identify-pain",
      "evidence": "Unacceptable share price performance highlighted",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 12,
      "from": 4,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "782eedf9-a9a0-466a-b0a4-4f77879b9566",
      "evidence": "Valuation tables and market sizing data",
      "position": 0,
      "objective": "Highlight undervaluation and potential for growth",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}