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18,871-18,900 of 42,534
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Uses an independent expert report to adjust for OLC stake valuation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Uses a waterfall-style logic to show how 'Valuation Gain on OLC' adds to 'Reported BPS' to reach 'True BPS'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
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The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of a Seibu Holdings investor presentation to validate the use of Adjusted PBR as a standard.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a circular process diagram to show how governance issues reinforce poor performance metrics.Keisei Electric Railway (9009) · Palliser
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Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a timeline-based layout to show the accumulation of shareholder pressure over time.Keisei Electric Railway (9009) · Palliser
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The slide details the specific legal language of the proposal and summarizes its benefits to shareholders.Keisei Electric Railway (9009) · Palliser
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The slide uses a combination of a list of investors with shareholding percentages and pull-quotes from proxy advisors and asset managers.Keisei Electric Railway (9009) · Palliser
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Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
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The slide uses a numbered list format to present clear, actionable demands to the board.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a custom flow diagram to link operational cash flow and divestment to three specific capital allocation buckets.Keisei Electric Railway (9009) · Palliser
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Uses a before-after comparison of compensation structures and a table of peer KPIs.Keisei Electric Railway (9009) · Palliser
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Uses a before-after framing to justify board restructuring.Keisei Electric Railway (9009) · Palliser
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The slide emphasizes independence and capacity (not over-committed) to address potential proxy advisor concerns.Keisei Electric Railway (9009) · Palliser
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Uses a 'X' and '?' to denote failure or ambiguity in current governance practices.Keisei Electric Railway (9009) · Palliser
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The slide uses a circular flow diagram to represent a virtuous cycle of corporate governance and value creation.Keisei Electric Railway (9009) · Palliser
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Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
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The chart is a waterfall-style bridge showing the path from current market value to full potential value.Capricorn Energy PLC (CNE) · Palliser
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Uses peer testimonials and analyst quotes to contrast with Capricorn's inaction.Capricorn Energy PLC (CNE) · Palliser
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The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
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The slide uses a waterfall bridge to demonstrate the net impact of cost savings minus one-off implementation costs.Capricorn Energy PLC (CNE) · Palliser
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Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
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Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
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Uses a comparison framework to evaluate three structural options for corporate unification.Rio Tinto (RIO) · Palliser
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The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.Rio Tinto (RIO) · Palliser
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The slide uses a side-by-side comparison to argue that Rio Tinto should follow BHP's unification path.Rio Tinto (RIO) · Palliser
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The quote highlights the strategic rationale for corporate simplification and its impact on scrip-based acquisitions.Rio Tinto (RIO) · Palliser
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The chart highlights the performance gap between BHP and Rio Tinto post-unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit