slides · global inventory
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Matching slides 79,264
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63,631-63,660 of 79,264
19
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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Slide 20 of a presentation, likely from an investor deck.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The chart highlights a significant drop in demand, with a specific annotation pointing to the 2025 forecast.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
22
The chart uses a supply curve (cost vs. cumulative production) to demonstrate competitive advantage and market equilibrium.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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The slide highlights the impact of zero-based budgeting on operational costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
25
The slide includes a specific EBITDA projection and a source citation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
26
The slide provides a high-level summary of a DCF model, including reserve volume, pricing, costs, capex, and WACC, resulting in a $3 billion valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
27
The cartoon is a satirical commentary on the housing market/equity, used here as a thematic hook for a financial valuation slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
28
Includes a humorous cartoon about gas analysis to lighten the topic of legacy assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide provides a valuation bridge for CONSOL's interest in CONE Midstream (CNNX).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
35
The table highlights the $20.66 Capex per BOE column, showing negative values at lower oil prices.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
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
38
The table uses color coding to distinguish between May 2015 (yellow) and November 2015 (orange) DCF valuations.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
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
48
The title is a play on the film 'Last Tango in Paris', referencing Paris, Pennsylvania.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
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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
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