Matching slides 110,355
Current window 50,461-50,490
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all

Component

50,461-50,490 of 110,355

filter-aware
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
20
Uses a rhetorical question as the primary action title to frame the contradiction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
28
The slide uses a line chart with annotated buyback events to illustrate poor timing and valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
30
Uses a waterfall-style comparison to contrast claimed costs vs actual costs.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
35
The slide uses a line chart to show the performance of Brambles shares relative to the ASX200 around the time of their DLC unification announcement.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
36
Uses a comparison table and a stacked bar chart to refute management's position on share capital and franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
37
The slide uses two bar charts to contrast current wastage with potential value creation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a waterfall chart to visualize the negative performance gap between TIM and market benchmarks.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
The charts illustrate a clear shift from negative to positive growth, attributing the improvement to pre-existing strategic initiatives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of an area chart for relative capex, a bar chart for coverage, and a data table for operational KPIs.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a 'bridge' or 'delta' visualization to show the incremental improvement in financial metrics.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The diagram illustrates the flow of capital and the conflict of interest between Bolloré, Vivendi, and TIM minorities.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Uses rhetorical questions to challenge management's alignment with minority shareholders.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses tables to isolate Vivendi's voting block from other institutional investors to highlight the lack of broader support.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses a quote to frame the contradiction against the reality of Vivendi's ownership stake.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses 'alpha' (α) to denote relative performance against the index.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
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
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