Matching slides 79,264
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65,821-65,850 of 79,264

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10
Includes a map of the railway network and a table of financial metrics excluding OLC.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart uses a shaded area to represent the valuation gap, with a specific callout for the US$3.0bn current gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a visual bridge to connect the company's 10% policy line to the 30% industry standard expectations.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses a waterfall-bridge style to illustrate the value gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Uses a diagrammatic flow to contrast the financial terms of the share swap between Keisei and Aeon.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The table highlights Keisei's lack of formal policy and poor performance on ROE and shareholder return targets compared to peers.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a color-coded table to contrast 'Inside Directors' (blue) with 'Outside Directors' (orange) and marks independence failures with red-bordered boxes.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses red dashed boxes to highlight specific areas of concern (excess inside directors, low-level executive representation, and functional over-representation).Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
Uses a table to contrast individual director independence flags against proxy advisor policies.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
Uses L&G quote to frame the 'Komon' (advisor) system as a governance risk.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a red dashed box and arrow to draw attention to Keisei's outlier status.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a 'villain' framing by highlighting Keisei's outlier status against TSE standards.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Highlights the accounting distortion caused by the 'Affiliated Company' classification.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
30
Uses an independent expert report to adjust for OLC stake valuation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
31
Uses a waterfall-style logic to show how 'Valuation Gain on OLC' adds to 'Reported BPS' to reach 'True BPS'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
33
The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a screenshot of a Seibu Holdings investor presentation to validate the use of Adjusted PBR as a standard.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
The slide uses a circular process diagram to show how governance issues reinforce poor performance metrics.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
47
The slide uses a circular flow diagram to represent a virtuous cycle of corporate governance and value creation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
53
The slide presents two tables: Reported Ratios (Before adjustments) and Adjusted Ratios (Pro Forma after adjustments) from 2020 to April 2025.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
03
The chart highlights that the Tullow offer value is significantly lower than the sum of the individual asset components.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
Includes a footnote regarding the independent valuation source (ERCE).Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses bulleted lists to systematically dismantle the logic of the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The chart uses a bridge/waterfall structure to reconcile net cash and asset values to a final fair market value, highlighting the discount.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
The chart uses a bridge/waterfall structure to show how various assets and liabilities contribute to the share price valuation.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Includes a mix of historical data, forecasts, and valuation benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit