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Matching slides 110,471
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69,241-69,270 of 110,471
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
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
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
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
03
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
04
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
05
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
08
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
09
The slide uses a list format to challenge the Board's decision-making and strategic direction.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
17
Uses a before-after framing to contrast performance periods.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
20
The slide uses a comparison table to contrast operational and financial benefits of the proposed model.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The chart shows FGP LN beta averaging 1.00 vs STB CN beta averaging 0.34.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
Includes detailed financial tables for pro forma capital structure, credit metrics, and valuation scenarios.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
05
The slide uses a SOTP framework to justify a target valuation range based on specific corporate actions (drop-downs, IPOs, sales).Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
08
Includes a line chart showing stock performance and a table summarizing absolute price performance over 1, 2, and 3 years.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
11
The slide uses a structured list format to address specific management objections point-by-point.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
05
The slide uses a list of specific methodological flaws followed by a summary table of the valuation impact.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
03
TransCanada Corp (TRP)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
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
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