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 73,831-73,860
Pages 2,643
Rows per page 30
Component
73,831-73,860 of 79,264
30
This is a continuation slide detailing the mechanics and rationale for a specific capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
This slide presents a financial proposal from Elliott Management regarding BHP's capital allocation strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
34
Page 34 of an activist investor deck.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses a waterfall-bridge structure to demonstrate value creation from DLC Unification, Demerger, Buybacks, and Franking Credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
Includes a diagram illustrating the flow of dividends and the blockage of franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses negative values in parentheses to highlight underperformance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses a quote from an Australian Shareholders' Association member to reinforce the narrative of poor management performance.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
15
Uses strong, emotive language ('death by a thousand cuts', 'wholly unfounded', 'value destruction') to frame management as the antagonist.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
16
Uses a waterfall-style chart to illustrate capital loss.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
18
Uses a 'death by a thousand cuts' metaphor to describe management's divestment strategy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
19
The slide uses a red dashed box to highlight the specific claim being refuted (diversification benefits).BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
20
Uses a rhetorical question as the primary action title to frame the contradiction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
21
Uses a CEO quote to set up a contradiction with market data.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
22
Uses a CEO quote from 2014 to highlight management's own previous logic regarding simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
27
The slide uses a combination bar and line chart to demonstrate financial health while increasing cash returns.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
28
The slide uses a line chart with annotated buyback events to illustrate poor timing and valuation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
30
Uses a waterfall-style comparison to contrast claimed costs vs actual costs.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
31
Includes a corporate structure diagram and a bar chart comparing marketing margins between BHP and Glencore.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
33
The slide uses a quote to provide credibility to the argument for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
35
The slide uses a line chart to show the performance of Brambles shares relative to the ASX200 around the time of their DLC unification announcement.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
36
Uses a comparison table and a stacked bar chart to refute management's position on share capital and franking credits.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
37
The slide uses two bar charts to contrast current wastage with potential value creation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a waterfall chart to visualize the negative performance gap between TIM and market benchmarks.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
The charts illustrate a clear shift from negative to positive growth, attributing the improvement to pre-existing strategic initiatives.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of an area chart for relative capex, a bar chart for coverage, and a data table for operational KPIs.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit