{ "docId": "019dd923-622c-750b-8b9c-571191cc7adb", "docSlug": "48a8cbf2f1d7", "documentTitle": "Arconic Inc. (ARNC)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2017-04-11 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 153, "pageCount": 336, "prevPage": 152, "nextPage": 154, "slideType": "comparison_table", "function": "compare_peers", "density": "overcrowded", "nDataPoints": 0, "notes": "Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.", "elementsJson": [ "headline_text", "bullet_list", "quote_block", "bar_chart_stacked", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9c-571191cc7adb/153", "deckHref": "/decks/019dd923-622c-750b-8b9c-571191cc7adb", "deckJsonHref": "/decks/019dd923-622c-750b-8b9c-571191cc7adb.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9c-571191cc7adb#slide-153", "components": [ { "bbox": null, "kind": "callout", "text": "PCC and Novelis ProxyCo is a close approximation of Arconic but with a little bit greater weight from Rolled Products – specifically, can and foil", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-0392-76bd-8eff-b28a19b0db0b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.38, "w": 0.25, "x": 0.38, "y": 0.48 }, "kind": "chart", "text": "Revenue by Product Type", "attrs": null, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "01d03962-532a-4c60-afb0-65c016653012", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.38, "w": 0.25, "x": 0.7, "y": 0.48 }, "kind": "chart", "text": "Revenue by End Market", "attrs": null, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ad266ebc-6f6d-48d6-b582-5c9f3159deae", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.38, "w": 0.25, "x": 0.06, "y": 0.48 }, "kind": "chart", "text": "End-Markets by Geography", "attrs": null, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e692c1fe-c15d-49af-a66a-1c048823e45f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.036, "y": 0.22 }, "kind": "paragraph", "text": "Arconic has historically identified PCC and Novelis as its primary competitors in EPS and GRP respectively. PCC and Novelis ProxyCo is a close approximation of Arconic but with a little bit greater weight from Rolled Products – specifically, can and foil", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "581a5b5b-5d04-4b6d-9c6e-40c53b7f63a6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.88, "x": 0.07, "y": 0.31 }, "kind": "quote", "text": "And the aerospace business, I mean, pretty much we are catering in all of these businesses that PCC also caters to, right? And have roughly about almost $6 billion in this. I mean, I referred to the 40%, $5.6 billion or something like this, the exact number, all right? Then when you look into the automotive business, it's probably more than Novelis' there that you would have to look at, right?", "attrs": null, "subkind": "pull-quote", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7904375c-8cab-4143-8d48-871df4cfbbb5", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "\"And the aerospace business, I mean, pretty much we are catering in all of these businesses that PCC also caters to, right? And have roughly about almost $6 billion in this. I mean, I referred to the 40%, $5.6 billion or something like this, the exact number, all right? Then when you look into the automotive business, it's probably more than Novelis' there that you would have to look at, right?\" — Dr. Klaus Kleinfeld, September 28, 2015", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-0392-76bd-8eff-b7d9e2b71cc5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.23, "x": 0.72, "y": 0.42 }, "kind": "source-note", "text": "Dr. Klaus Kleinfeld, September 28, 2015", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5da3fc76-839a-4f43-80b3-83494f2d34cc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.78, "x": 0.02, "y": 0.93 }, "kind": "source-note", "text": "Source: Company filings, Engineered Products includes Transportation & Construction Solutions (TCS), PCC (2015) and Novelis (2016); PCC Company filings – 9 months annualized", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "712b761a-ddcb-4b4b-932c-6e772e38c8ee", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.036, "y": 0.06 }, "kind": "title", "text": "PCC and Novelis as a ProxyCo", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d4b6ce39-9e7d-44e3-b7f3-2caacd8d4e36", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Comparison frame", "slug": "comparison-frame", "agent": null, "layer": "slide", "matchId": "f375e67f-9346-4722-aaca-0f0d30792d78", "evidence": "The slide uses a comparison table to analyze PCC and Novelis as a proxy company for Arconic.", "confidence": 0.8 } ], "frameworks": [ { "name": "comparison_frame", "slug": null, "matchId": "2716efbe-fb8b-46c9-a6f7-16a21efc5413", "evidence": "Comparing Arconic against PCC and Novelis as a proxy", "confidence": 0.9 } ], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }