slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 73,411-73,440
Pages 3,225
Rows per page 30
Component
73,411-73,440 of 96,741
01
The slide uses a visual metaphor of a factory floor to frame the core investment thesis: technical success vs. commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
08
The slide uses numbered red flags (5 and 6) to denote specific points of contention.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a 'red flag' icon to emphasize the nature of the discrepancies.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Includes a red flag icon (8) next to the CEO share pledge section.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses red highlighting to emphasize critical phrases within the expert quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses a screenshot from a video with a red arrow pointing to the error.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a timeline to frame the company's long evaluation period as a reason to be skeptical of their 'discovery' narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
21
Uses a 'before-after' style comparison of disclosure text to expose a potential omission or change in narrative by the company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
22
Uses Wayback Machine evidence to establish a timeline discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
25
The slide uses a 'precedent_table' to establish a pattern of failure in the industry, serving as a preemptive rebuttal to claims that new technologies can easily disrupt the Kroll process.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
27
Uses red boxes to highlight the specific conflicting data points in a side-by-side comparison.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
29
Highlights the discrepancy between earlier projections and the September 2025 update.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
31
Uses import data to challenge company disclosures regarding capital expenditure.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
32
Uses a side-by-side comparison of press release vs. meeting minutes to expose a discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
33
Uses red underlines and red arrows to visually connect the contradictory statements from different company reports.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
35
The slide uses a red-box annotation technique to highlight missing data in financial statements.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
36
The slide uses red highlighting to emphasize negative sentiment in the quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
37
The slide uses red highlighting to emphasize negative sentiment regarding market capacity and the company's marketing focus.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
38
The slide uses red highlighting to emphasize critical negative opinions from the expert.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
42
Uses a side-by-side comparison of two company presentations to expose a change in language.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
43
The table shows a clear lack of comparability between different reporting periods (2022 vs 2023 vs 2025) due to changing line items and missing values (??).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
45
The slide highlights a data gap in USGS reporting and questions the viability of IPX's supply chain strategy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a process flow diagram illustrating yield losses at different stages of production.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses external news headlines to cast doubt on the target's operational integrity.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses a combination of map-based evidence and press release screenshots to frame the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses a table to chronologically list company disclosures and juxtaposes them against a narrative of non-delivery.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table tracks acreage disclosures over time, highlighting a specific period of write-offs in mid-2025.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses a table to perform a reconciliation analysis, identifying a 136.6 acre gap.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit