slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 73,741-73,770
Pages 2,643
Rows per page 30
Component
73,741-73,770 of 79,264
107
Uses a bar chart to show how excluding Warrick allowed management to hit a higher EBITDA target.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
109
Uses a comparison of 2013 vs 2016 metrics to highlight the flaw in using a static per-unit target when volumes are shrinking.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
110
The slide uses a visual comparison to show how the rolling average (right) creates a misleading 'high' compared to the actual peak annual performance (left).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
111
The slide uses a bar chart to contrast 'Historic Highs' (dark teal) with 'Results' (light blue) to show that current performance is below the 3-year rolling high.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
112
Uses a waterfall chart to show the impact of divestitures on revenue and highlights the discrepancy in EBITDA/MT targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
113
Uses a bar chart to show revenue shortfall and a line chart to show market growth context.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote-contradiction framework to highlight management failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
115
The slide uses red dashed boxes to highlight specific points of contention and logical fallacies in management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
116
The slide uses a bottom-up analysis to calculate potential cost savings, highlighting a total opportunity range of $2.32-$4.41 per share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
117
The slide uses red dashed boxes to highlight and critique specific management claims, contrasting them with the activist's interpretation of the data.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
119
The slide uses a visual 'miss' indicator to emphasize the gap between targets and actuals.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
120
The slide uses a sarcastic tone ('Arconic's Best') to expose poor capital allocation performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
121
The slide uses a contrast between the company's stated tailwinds and the actual stagnant revenue performance to build an activist case.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
122
Uses a quote from 2013 to contrast with actual performance, framing the company's failure as a missed opportunity.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
126
The slide uses a bar chart to highlight the growing delta between Arconic and its peers, framing it as a lack of investor confidence.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
132
Uses red dashed callout boxes to point out specific contradictions in the management's presented strategy.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
139
Uses a combination of line chart for long-term performance, bar chart for annual relative performance, and a bar chart for compensation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
142
Uses a combination of bar chart and annotations to contrast 'Crisis Recovery' growth with the subsequent 'Shift to Value-Add' decline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
154
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
155
The slide uses a dashed box to highlight the revenue comparison specifically.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
156
The slide uses a callout box to emphasize the 2.9x FCF difference.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
157
Uses a series of bar charts to highlight the performance gap between two companies.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
159
The chart uses a callout box to explain the implication of the data (Arconic's potential sales capacity).Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
160
The chart uses a blue bar for Arconic to distinguish it from the peer group.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
161
The chart highlights that Arconic's asset age is better than the peer median, contradicting the potential excuse of an 'old asset base'.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
162
The slide uses a peer benchmarking approach to argue for higher sales potential based on asset efficiency.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
163
Uses a methodology of allocating net fixed assets based on depreciation to estimate segment-level performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
164
Includes a CEO quote from Alcoa's Roy Harvey to emphasize the operational focus on capacity utilization.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
165
The slide uses two bar charts to compare Arconic's performance against a peer group (CSTM, Novelis, AMAG, KALU) across two different metrics/timeframes.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit