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Matching slides 96,741
Current window 71,851-71,880
Pages 3,225
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Component
71,851-71,880 of 96,741
98
The table highlights a lack of disclosure in Canadian filings compared to Australian filings for the same entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a comparison table to expose a potential accounting or operational discrepancy regarding inventory turnover.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
Uses a red underline to highlight the specific text removed from the 2020 outlook in the 2022 version.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a before-after comparison to highlight the loss of segment-level revenue data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
Uses a table to show discontinued product categories and visual evidence of website changes.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
The slide uses a red-highlighted table row to emphasize the 'shrinkage' of the product portfolio.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses red 'X' marks to visually indicate discontinued products.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
108
The slide uses a chronological sequence of press clippings to demonstrate ongoing restructuring efforts.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
The slide presents four distinct tables comparing financial data for La Serenisima, Grupo LaLa, Gloria Leche, and Fonterra's Chile business.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
The slide uses a red-bordered callout box to summarize the thesis and a blue header for the supporting evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
Spruce Point Capital Management branding (pine tree logo).Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
117
Uses a comparison frame to contrast company claims with activist skepticism.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
Uses a 'before-after' style comparison of promotional intensity to highlight business distress.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
Uses a 'Saputo Claim' vs 'Spruce Point Challenge' comparison structure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
123
The slide uses a quote from the company's annual report to contrast with the quantitative finding of low R&D investment.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
124
Uses a three-row comparison table to highlight the discrepancy between corporate messaging and internal reality.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
125
Uses a direct quote from a conference call to highlight the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
126
Uses a 'CEO Quote vs Reality' structure to undermine management credibility.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
127
Uses social media screenshots and corporate descriptions to build a case of brand devaluation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
128
The slide uses a rhetorical question as a title to frame the product failure as a critique of the company's innovation claims.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
129
Uses a comparison frame to highlight the gap between corporate claims and operational reality.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
130
Uses a table to show the progression of budget overruns leading to a project pause.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
131
The slide uses a two-column layout to contrast the 'before' (capital efficiency) and 'after' (Adjusted EPS) states of compensation policy.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
135
The slide uses a red flag icon to emphasize the risk and negative nature of the content.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
136
The slide uses red brackets to group violations by year, emphasizing the frequency of incidents.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
138
The slide uses screenshots of EPA ECHO compliance history tables to provide evidence of environmental non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
140
The slide uses color-coded cells (blue for 'No Violation', yellow for 'Violation Identified') to visually flag non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
143
The slide highlights a specific discrepancy in debt reporting that impacts the calculated Enterprise Value.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
145
The table includes a 'Spruce Point Adjusted' row for Saputo, highlighting the firm's bearish view on the company's valuation relative to peers.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit