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23
The slide uses a timeline-annotated line chart to demonstrate the correlation between activist pressure and corporate strategic shifts.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The Victory1 hit
07
The slide uses two distinct time-based benchmarks (Pre-COVID and Pre-Engine No. 1 engagement) to demonstrate consistent failure to match peer performance.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide highlights the deterioration of market position, credit rating, balance sheet health, and dividend sustainability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Uses pull-quotes from financial media to build a case against management's capital allocation strategy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses a red dashed box to draw attention to ExxonMobil's data series.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
Uses a pull-quote from the Wall Street Journal to reinforce the narrative of financial instability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The chart uses a waterfall-style logic to bridge starting asset value to ending asset value, highlighting the gap as 'Potential Value destruction'.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Uses a stacked area chart to show the relative decline of ExxonMobil's market cap compared to Chevron.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The chart uses a waterfall-style logic to show how the vast majority of emissions are excluded from reduction targets.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
The slide uses a donut chart to visualize the insignificance of carbon capture relative to total emissions.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
18
Uses a before-after-framing approach to contrast current failures with proposed solutions.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
19
The chart visualizes the collective expertise of the proposed slate.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Includes two testimonial quotes supporting the nominee's strategic capabilities.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Includes a testimonial quote from Reuters Breakingviews.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
Includes a testimonial quote from Tom Friedman.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Includes a pull-quote from Fortune magazine regarding his performance at Vestas.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a combination of a scatter plot (Bloomberg transition scores) and a dot plot (CapEx share) to visualize the gap between ExxonMobil and its peers.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
27
Uses a quote from the WSJ to frame the valuation divergence between traditional energy and clean energy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
28
Uses a combination of a dual-axis combo chart and a bar chart to illustrate the degradation of financial performance over three major market shocks.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
29
The chart is a variation of a waterfall or marimekko chart showing capital expenditure width vs IRR height.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
30
The slide uses a series of overlapping line charts to demonstrate the 'forecast drift' or failure of long-term projections in the face of technological disruption.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
The chart shows normalized share price performance from 2015-2020, highlighting ExxonMobil's relative underperformance.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
32
The slide uses a 'quote-as-evidence' strategy to validate the thesis that the company has a viable path forward in a low-carbon economy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses a line chart to compare two different company reports (2020 vs 2021) to highlight data revisions and poor performance trends.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
Uses a pull-quote from Bloomberg to substantiate the claim of 'greenwashing' or performative investment.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
Uses two pull-quotes to establish a pattern of hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
Uses a stacked bar chart to illustrate the 'carbon tax cost increase' on gas generation compared to battery storage adders for renewables.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a combination of historical quotes and a critical external source to highlight the gap between corporate messaging and operational reality.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a 'before-after' or 'contradiction' framing to highlight hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
42
Includes a quote from former CEO Lee Raymond regarding the importance of aggregate ROCE over individual project attractiveness.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit