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Uses a side-by-side comparison to highlight the contradiction between company claims and investor logic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
68
Uses a quote from a CFO to highlight a discrepancy between historical CapEx and projected future needs.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
69
The slide uses a stacked bar chart to emphasize the spike in acquisition expenses in 2021 due to the Gilat termination fee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
70
Includes excerpts from legal agreements as evidence of the dilution and voting power shift.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
71
Uses a quote from the CEO-elect to establish the baseline for the contradiction.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
72
Uses a triangle diagram to illustrate the relationship between the CEO, the COO/CEO-Elect, and the White Hat partner.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
73
The image is a P-18 'Spoon Rest' radar system, likely used as a metaphor for surveillance or oversight.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
74
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
75
The slide uses a contrast between narrative bullet points on the left and specific 'Problematic Board Features' and 'Limited Shareholder Rights' tables on the right.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
76
Includes a photo of Fred Kornberg and a callout box summarizing the activist's stance on the board's capability.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
77
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
79
The slide uses a timeline-style visual to show board tenure alongside a table of director credentials.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
80
The slide uses a hub-and-spoke diagram to visualize cronyism in board appointments.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
81
The slide uses a 'villain critique' framing by highlighting a lack of relevant industry diversity among nominees.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
82
The slide uses red 'X' marks to visually highlight the lack of relevant industry experience among independent directors.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
83
The slide uses red 'X' marks to indicate a lack of relevant experience or public board presence for the incumbent nominees.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
84
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
85
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
86
Includes specific call to action for proxy voting.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
87
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
88
The timeline is structured to show a pattern of avoidance and delay by Comtech management.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
89
This is a continuation slide of a timeline, focusing on the escalation of the activist campaign.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
90
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
92
The slide uses a reconciliation table and a comparative adjustment table to demonstrate the 'underreporting' percentage.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
93
The slide uses a table to highlight that the new directors are not up for election, supporting the claim of lack of accountability.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
94
Uses a timeline to establish a 'should have known' narrative, followed by a quote and 10-K excerpt to prove the contradiction.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
95
The slide includes a footer with three numbered points summarizing substantive allegations.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
96
The slide outlines four specific areas of alleged non-disclosure by the Board, framing them as a breach of fiduciary duty.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
97
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
98
Uses a table structure to highlight the evolution of Comtech's claims, culminating in a 'scrivener's error' defense.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit