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  "documentTitle": "ValueAct Seven i Holdings Presentation February 2022",
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  "notes": "Uses a quote from a Financial Times article to bolster the argument regarding ESG disclosure risks.",
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      "text": "Scope 1 + 2: 12 companies covered out of 170+; Scope 3: 10 Japanese companies covered; Unmeasured Scope 3: Emissions in North America",
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      "text": "Scope 3 emissions (which Seven & i states accounts for 90% of overall CO2 emissions) are not measured in North America, where gasoline retail business has substantial adverse effects on Seven & i's existing carbon footprint and exposure to climate-related risks (especially following the Speedway acquisition)",
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      "text": "The rationale is to acquire convenience stores, but petrol sales will increase as a result... With an increased focus on the ESG agenda, there could be investors who will hesitate from investing in Seven & i",
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      "text": "Source: Seven & i, CSR Data Book 2020, p.100, 216",
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