slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 36,151-36,180
Pages 3,679
Rows per page 30
Component
36,151-36,180 of 110,355
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
39
The slide uses a cynical tone to critique market valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
40
The slide uses a 'Value destruction' callout to highlight negative net present value.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
42
The slide highlights the discrepancy between volume output and revenue generation across different well types.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide highlights production growth while emphasizing management's decision to defer new investment until economics improve.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide includes a narrative note about the drilling restart timing and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
50
The slide acts as a summary conclusion for the preceding valuation analysis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
51
The slide uses a peer benchmarking table to validate a DCF-derived valuation against market-implied values.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
53
The chart uses a dual-axis approach to show absolute production volume (area chart) alongside relative market share (line charts).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
55
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
56
The slide uses a line chart to illustrate market volatility and the impact of low-cost gas on pricing.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
57
The slide uses a humorous headline to introduce a serious market anomaly (basis differential).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
58
The slide uses a cynical title to frame the poor performance of the selected peer group.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
62
The chart illustrates a sharp drop in drilling activity starting in early 2015.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
64
The cartoon serves as a metaphor for the high decline rate of natural gas wells.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
65
The slide uses a clear action title to summarize the trend shown in the chart.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
66
The chart illustrates a 2.7% CAGR over the period.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
67
The chart compares current storage levels against a Last Twelve Months (LTM) average.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
69
The chart uses a dual-line graph (capacity vs net supply) with annotations pointing to specific pipeline projects.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
70
The chart uses a dual-axis approach to compare two different commodities with different price scales.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
74
The chart shows a historical correlation that broke down around 2009.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
75
The table highlights the sensitivity of the valuation to market variables, with a specific focus on the 8.4% WACC and 0% premium scenario.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
76
The slide highlights strategic actions including acquisitions, divestitures, and organizational changes.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
78
The slide uses a V-shaped recovery pattern as an analogy for a future investment thesis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
82
Includes operational metrics like Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
83
The table includes operational metrics like production and reserves alongside financial metrics like EBITDA, Capex, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
84
The table includes line items for Capex, Reserves, Production, Revenues, Opex, EBITDA, Drilling Carry, and Cash Tax.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
86
The years 2056-2065 are unusually far-future projections for a standard DCF model.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
87
The table includes line items for Capex, Reserves, Production, Revenues, Opex, EBITDA, and After-tax cash flow.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit