slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,761-38,790
Pages 3,679
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Component
38,761-38,790 of 110,355
21
Uses a combination of bar chart for FCF and floating bubbles for headcount/compensation metrics.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
Uses a 'before-after' framing to contrast management's narrative with the actual data.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
25
The chart is a waterfall-style bridge showing the path from current market value to full potential value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Uses peer testimonials and analyst quotes to contrast with Capricorn's inaction.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a waterfall bridge to demonstrate the net impact of cost savings minus one-off implementation costs.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
Uses a numbered list format to present the core thesis points.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
06
The slide uses a green-bordered box to highlight the core proposal and its supporting arguments.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
07
Uses a waterfall-style bridge to illustrate value creation from structural change (unification) and operational strategy (capital allocation).Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
09
The slide uses a structured list format to detail operational highlights for each segment.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
10
The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
11
The slide uses a 'bridge' style comparison to show valuation gaps.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
12
The slide uses a line chart to visualize a valuation gap caused by a dual-listed company (DLC) structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
14
The slide uses a structural diagram to explain the legal and operational separation of the two entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red dashed box to highlight the 'Current DLC Structure' as the problem area.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses a causal chain framework to link cash-only M&A to negative outcomes.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide uses a series of stacked bar charts and pie charts to highlight the structural imbalance between Rio Tinto Plc and Ltd entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a CEO quote to preemptively counter the argument against unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a waterfall-style logic to illustrate the 'lost' value due to the lack of stock-based M&A.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
29
Uses a structured table to systematically dismantle management's claims.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
30
Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
31
Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
32
Uses a direct quote from the CEO to highlight a contradiction between stated strategy and actual execution.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
33
Uses a quote from the CFO to frame the rebuttal.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
35
Uses a quote from the CFO to frame the contradiction.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
36
The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit