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Matching slides 79,264
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64,861-64,890 of 79,264
04
The slide outlines a specific financial thesis involving a $1.08B proceeds target and a projected stock price range of $73-$84.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The slide highlights the aggressive increase in capital expenditures associated with the restaurant remodeling initiative.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
08
Includes a bar chart showing the progression of restaurant remodels from FY11 to FY14E.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
10
Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After1 hit
11
The slide uses a standard EV bridge calculation to derive the valuation multiple.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
12
The slide presents two distinct peer groups: Family-Dining Restaurants and Packaged Food Companies.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
13
The chart is a Bloomberg terminal export showing normalized stock price performance from 2010 to 2013.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart is a Bloomberg terminal export showing normalized stock price performance from 2008 to 2013.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a table to highlight negative comp store sales as evidence of poor management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
Includes a specific quote from Hillshire Brands CFO to support the M&A thesis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
17
Part of an activist investor presentation by Sandell Asset Management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The slide uses external citations (Ruby Tuesday, CL King, Stephens Inc., 10-K) to validate the $722.9M valuation estimate.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
Part of a multi-step activist proposal for Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
The slide calculates equity value by adjusting EBITDA for rent, adding cash/proceeds, and subtracting debt, then dividing by pro-forma shares.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
21
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
09
Includes a peer comparison table and a valuation buildup for Westcoast Energy.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit
12
Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
13
The slide uses a table to detail specific executive compensation figures over a 3-year period to support the argument of misalignment.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a quantitative bridge to show how structural changes (dropdowns and spin-offs) impact dividend growth metrics across different project scenarios.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
07
Uses de-consolidation of MLPs to normalize valuation multiples between TRP and ENB.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a structural decomposition to argue for a corporate breakup or restructuring to unlock value.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
Includes detailed pro-forma financial tables comparing current vs. post-transaction metrics and a valuation bridge for TRP shareholders.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
The slide uses a 'before/after' comparison for TCP (current vs. post-dropdown) alongside two peer groups to argue for valuation multiple expansion.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
11
Uses a dual-axis line chart to show the correlation between the announcement and stock performance.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a specific share price target.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
13
The slide argues that TRP's valuation is suppressed by its volatile energy segment and complex capital structure.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
14
The slide argues for a spin-off to unlock value by creating a pure-play power generation entity.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit