{
  "docId": "019dd923-622b-71dc-a6dd-1e5d72a4f1ea",
  "docSlug": "fd45d94d1393",
  "documentTitle": "Capricorn Energy PLC (CNE)",
  "authorId": "24_Palliser_Capital",
  "authorName": "James Smith",
  "documentKindSlug": "shareholder-letter",
  "documentKindLabel": "Shareholder letter",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-12-19 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.70709807,
  "pageNumber": 6,
  "pageCount": 6,
  "prevPage": 5,
  "nextPage": null,
  "slideType": "nominee_bio",
  "function": "introduce_nominees",
  "density": "dense",
  "nDataPoints": 1,
  "notes": "Includes a call to action for shareholders to visit a specific URL for more information.",
  "elementsJson": [
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6dd-1e5d72a4f1ea/6",
  "deckHref": "/decks/019dd923-622b-71dc-a6dd-1e5d72a4f1ea",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-1e5d72a4f1ea.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-1e5d72a4f1ea#slide-6",
  "components": [
    {
      "bbox": {
        "h": 0.04,
        "w": 0.72,
        "x": 0.14,
        "y": 0.4
      },
      "kind": "callout",
      "text": "We urge our fellow shareholders to VOTE FOR each of the Resolutions to strengthen the Board, restore confidence and set Capricorn in the right direction.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9bab00c3-4031-41fe-a4cf-78c8e173fb96",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.14,
        "y": 0.31
      },
      "kind": "paragraph",
      "text": "We strongly believe that the proposed change in board composition and appointment of the Director Candidates are firmly in the best interests of all Capricorn shareholders. We are confident that, if appointed, the Director Candidates would carefully and transparently, assess all strategic options available to Capricorn, including the Value Optimisation Plan.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0de2bdfb-98c7-4d35-92a9-14888a7631b5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.72,
        "x": 0.14,
        "y": 0.45
      },
      "kind": "paragraph",
      "text": "We look forward to sharing more information about the Director Candidates over the coming weeks prior to the General Meeting. Please refer to www.ReformCapricorn.com for further information on the Value Optimisation Plan and to keep up to date with Palliser's ongoing engagement with Capricorn.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8ea55883-29bb-4e0c-b1f3-e80d64f600c0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.72,
        "x": 0.14,
        "y": 0.16
      },
      "kind": "paragraph",
      "text": "Tom has over 25 years' global investment banking and private equity experience, serving in senior leadership positions at Credit Suisse, Morgan Stanley and D.E. Shaw. He is currently a partner at LionRock Capital...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b2445b87-2776-4c6e-a486-945b6edd44fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.12,
        "x": 0.14,
        "y": 0.13
      },
      "kind": "title",
      "text": "Tom Pitts",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3f1c7f35-0eef-4f05-9347-8dd309ee3090",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.35,
        "x": 0.14,
        "y": 0.28
      },
      "kind": "title",
      "text": "Recommendation to Fellow Shareholders",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "849155bd-0cc4-4f06-81f0-e9758b8ce557",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Thesis: Activist defense (for management)",
      "slug": "activist-defense",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "92487919-38a8-46ca-9a03-56a100b7ad22",
      "evidence": "We strongly believe that the proposed change in board composition and appointment of the Director Candidates are firmly in the best interests of all Capricorn shareholders.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "call-to-action",
      "slug": null,
      "matchId": "0c3dde32-4d71-4126-be16-c2e149dc0035",
      "evidence": "We urge our fellow shareholders to VOTE FOR each of the Resolutions",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 6,
      "from": 3,
      "beatId": "e34a81c8-ded7-492b-a064-2f9dac30ad32",
      "arcName": "AIDA",
      "arcSlug": "aida",
      "beatName": "Action",
      "beatSlug": "aida-action",
      "evidence": "The final slides provide details on the proposed board nominees, encouraging action from the shareholders.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 6,
      "from": 4,
      "name": "Voice Of Customer",
      "slug": "51-voice-of-customer",
      "bestFor": "Product strategy, customer experience, market research",
      "matchId": "61e3e09b-e8ae-42d7-9c80-e126cf8135ac",
      "evidence": "The inclusion of nominee bios provides voice-of-customer insight into their qualifications and fit.",
      "position": 1,
      "objective": "What do the proposed board nominees bring to the table?",
      "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response",
      "confidence": 0.6,
      "description": "Let customer quotes and feedback drive the narrative and validate the insight"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}