Smiths Group plc (SMIN)

This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.

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Executive summary slide · 80%

We believe that Smiths has significant value that is currently unrealized due to its conglomerate structure, and that it is time for the Board to announce a strategic alternatives process to maximize

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breakup-spinoff 95%

Argues for strategic alternatives process to unlock value from conglomerate structure.