{
  "docId": "019de517-0072-77f5-ba6a-49ebd6727077",
  "docSlug": "f7b8bd1f6d502fcaa05e80816f3d0621",
  "documentTitle": "Melrose | Investor Presentation Deck | 33 slides",
  "authorId": "melrose",
  "authorName": "GKN Aerospace",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-10-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 11,
  "pageCount": 33,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "propose_solution",
  "function": "propose_solution",
  "density": "overcrowded",
  "nDataPoints": 1,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-0072-77f5-ba6a-49ebd6727077/11",
  "deckHref": "/decks/019de517-0072-77f5-ba6a-49ebd6727077",
  "deckJsonHref": "/decks/019de517-0072-77f5-ba6a-49ebd6727077.json",
  "deckAnchorHref": "/decks/019de517-0072-77f5-ba6a-49ebd6727077#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.26,
        "w": 0.16,
        "x": 0.107,
        "y": 0.21
      },
      "kind": "image",
      "text": "OEM customers\nGE Aerospace\nSAFRAN\nRolls-Royce",
      "attrs": {},
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1e86d869-6fa8-4639-b954-9b211b2406cc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.26,
        "w": 0.16,
        "x": 0.277,
        "y": 0.53
      },
      "kind": "image",
      "text": "Forging / casting houses\nPCC Structurals, Inc.\nHOWMET AEROSPACE\nATI",
      "attrs": {},
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c49cd679-9953-48eb-9b0a-58524e5f03bf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.26,
        "w": 0.16,
        "x": 0.277,
        "y": 0.21
      },
      "kind": "image",
      "text": "Strategic partners\nGKN AEROSPACE\nMTU Aero Engines\nITP Aero\nIHI",
      "attrs": {},
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e172bf3a-f65b-48ae-9112-67ad4ac545ec",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.46,
        "x": 0.479,
        "y": 0.64
      },
      "kind": "list",
      "text": "Forging / casting houses\nFew large players with strong position\nTypically higher margins\nChallenging quality and delivery as industry recovers and ramps up",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c7cca370-2a99-4757-b77f-ac68e918c955",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.46,
        "x": 0.479,
        "y": 0.463
      },
      "kind": "list",
      "text": "Commercial suppliers\nCommercial suppliers contribute with capacity and process know-how\nCompetitive environment with lower margins\nHundreds of players in commoditised segments",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d8be2f53-7401-455c-8b57-0ee99f977b21",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.16,
        "w": 0.46,
        "x": 0.479,
        "y": 0.25
      },
      "kind": "list",
      "text": "OEM customer / strategic partners\nOEMs need strategic partners to develop and fund new programmes\nStrategic partners contribute design, technology, risk sharing and financing\nOnly a handful of such partners exist\nHigher margins due to aftermarket access",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d9ce8fc7-64b5-444d-a03e-d6692d6d7570",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.07,
        "x": 0.15,
        "y": 0.69
      },
      "kind": "metric",
      "text": "100+",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9125359e-7ff6-4ee6-b9a9-2c4abcb702ba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.41,
        "x": 0.293,
        "y": 0.87
      },
      "kind": "paragraph",
      "text": "High barrier of entry to become a strategic partner",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cbc35bd5-aab6-4d62-9d45-3e0b9917c020",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.23,
        "x": 0.11,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "1. Examples of companies in this segment",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "87249037-5577-4c9d-9fd4-31061fb10421",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.87,
        "x": 0.109,
        "y": 0.136
      },
      "kind": "title",
      "text": "Unique position in the value chain as strategic partner to the OEMs",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fe82b707-b774-42e2-92e0-cae4a92292e8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}