slides · global inventory
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Matching slides 110,355
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34,021-34,050 of 110,355
26
Uses a before-after-bridge framework to show how management changes/Elliott involvement shifts market perception.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
02
The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 hit
04
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
04
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
05
The slide uses a bar chart to show pre- vs post-engagement TSR and a list-based case study table for specific energy investments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
06
Includes a mix of historical narrative, segment-level financial performance, and operational charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
12
The chart uses a red background and aggressive callouts to frame the underperformance as a direct result of management's strategic focus on midstream over refining.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
02
This is a screenshot of a LinkedIn sponsored post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
03
This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
This is a social media advertisement/promotional graphic for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
This is an email/web-based shareholder communication from an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
107
Uses a two-column 'rebuttal' structure to contrast the company's claim against the reality of the situation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
111
Uses a dual-chart layout to correlate scale (throughput) with valuation multiples, specifically highlighting PBF's outlier status.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
116
Uses a 'Claim vs. Reality' structure to preemptively rebut company attacks on board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to discredit specific board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
123
The slide uses direct quotes to build a narrative of leadership failure and governance issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
124
The slide uses direct investor feedback to build a case for divestment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
125
Uses a series of case studies to counter the narrative that management resistance is a valid reason to avoid engagement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
131
The slide provides a granular breakdown of net proceeds for three distinct divestiture scenarios, including adjustments for synergies, tax basis, and debt allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
132
Includes detailed footnotes explaining pro-rata debt and share repurchase calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
134
The table details the Sum-of-the-Parts (SOTP) valuation-driven weightings for Refining + RD + M&S, Midstream, and Chemicals segments from 2015 to 2024.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
136
Data tables show EBITDA, D&A, Tax, NOPAT, Net PP&E, NWC, Invested Capital, and ROC.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
137
Part of a two-page series on Return on Capital metrics for peer companies.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit