slides · global inventory
Resolution
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,534
Current window 20,491-20,520
Pages 1,418
Rows per page 30
Beat
20,491-20,520 of 42,534
37
Includes a diagram illustrating the flow of dividends and the blockage of franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
21
The slide uses a shaded region to highlight the specific two-day window of negative market reaction.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
22
The slide uses a large number '4' to denote the section number.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
24
The slide uses a line chart for historical performance and a table for relative total shareholder returns over 1-5 year periods.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
The slide uses two line charts to demonstrate the valuation gap between Hyundai Mobis and its peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
26
The chart uses indexed data starting at 100 on 4/20/2013.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
27
The data highlights consistent negative performance (underperformance) for both companies across most time horizons.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
28
The chart highlights the persistent valuation gap between the target companies and the broader automotive peer group.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The chart shows a multi-year trend from 2013 to 2018.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
The slide outlines a specific corporate restructuring plan involving mergers, demergers, and tender offers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
23
The slide uses a futuristic, abstract digital grid graphic to signal a shift in topic.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
24
The slide outlines a strategic framework categorized into four main pillars: Domestic, Other Businesses, Cash-flow generation, and Agile organisation.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Uses a contrast-pairs framework to frame the activist's position against the incumbent.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The slide uses a structural diagram to map out the proposed corporate reorganization into distinct entities (NetCo, Sparkle, Inwit, Brazilian business, ServiceCo) with specific ownership targets and strategic goals.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart uses a bridge format to show incremental value creation steps.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
29
Includes a highlighted 'Illustrative Case' column.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
30
The slide compares EPS and voting dilution across 2018-2020 projections.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
33
The slide uses a 'Status-quo' to 'Separation' to 'Rerating' bridge to justify the €7bn value creation claim.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
34
Uses a 'preempt_rebuttal' structure to address a specific counter-argument against the activist's proposal.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
The chart shows a bridge from current TIM Net Debt to a Pro-forma Stub Net Debt.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The slide uses a valuation bridge approach to demonstrate how deleveraging unlocks shareholder value through dividends.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit