slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 61,921-61,950
Pages 2,643
Rows per page 30
Component
61,921-61,950 of 79,264
06
Uses a combination of bar chart (EBITDA) and area chart (TSR underperformance) to show the inverse relationship between the pivot strategy and shareholder returns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
114
Uses a waterfall-bridge chart to reconcile the CEO's claimed multiple with the 'true' trading value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
123
The table highlights underperformance of Phillips 66 relative to core and midstream peers across most time periods.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
128
Includes a timeline of key events (IPO, settlement, CEO appointment, spin-off) overlaid on a TSR chart.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
129
Contains detailed footnotes explaining the methodology for refining adjustments and peer comparisons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
130
The table is segmented by industry: Refining, M&S, Midstream MLP, Midstream: NGL C-Corp, and Chemicals.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
131
The table uses a 6.1x EBITDA multiple as a baseline for valuation across different business segments and scenarios.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
132
Includes detailed tax leakage and net proceeds calculations for each transaction scenario.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
133
Contains multiple sub-tables: Net Cash Proceeds, Pro-Forma Share Count, Pro-Rata Debt, and Cash position.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
134
Includes multiple tables detailing segment-level EBITDA, multiples, and reconciliation to equity value and share price upside.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
135
The table provides the specific weightings used for TSR calculations across different historical valuation dates.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
136
This slide provides the mathematical derivation for the claim that 65% of the Opex decline is due to natural gas price changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
137
The slide presents historical financial data for three companies to compare their Return on Capital performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
138
Part of an appendix showing peer financial performance metrics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
142
This is a screenshot of a LinkedIn/social media ad campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
143
This is a social media ad creative (LinkedIn) used by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
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 Beat · Interest1 hit
15
The slide uses a 'before-after' narrative structure to validate the activist investor's strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
20
The slide uses a 'sandbagging' narrative to frame management's communication with analysts as a defensive tactic.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
04
The chart uses a red line to emphasize the negative performance trend.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
05
Uses a quote from a director to set up a contradiction regarding peer group selection.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
The chart shows Phillips 66 underperforming relative to the peer group and S&P 500 over the 2020-2024 period.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a 'before-after' style bar chart to illustrate potential value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a 'before-after' logic applied to a peer comparison framework.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a red-to-yellow arrow graphic to frame the choice between the current state and the proposed activist path.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a 'Villain Critique' style to contrast management claims with market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide uses a 'before-after' style framing by showing the company's original slide (left) and the activist's critique (right).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
Uses screenshots of the target company's own presentation to demonstrate the inconsistency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a 'before-after' style critique of a company's own presentation materials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit