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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
140
Uses a vertical line with bullet points to represent a causal or thematic breakdown of the 'Incoherent Strategy' thesis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
144
Uses a red dashed line to visually connect the CEO's claim about the A951 bonding process to the news report about it being shared with competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
146
Uses a simple vertical bulleted list with a connector line to indicate a hierarchy of points under the main problem.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
148
The slide uses a quote to highlight a strategic focus on combining factory utilization with technology to drive customer value and cost reduction.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
149
The quote emphasizes operational efficiency and asset utilization as a key driver for growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
150
The slide uses screenshots of previous company presentations to show that utilization was previously reported and was a significant metric.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
152
Uses a vertical line with bullet points to structure the argument.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
154
Arconic Inc. (ARNC)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
158
Uses a vertical line with bullet points to structure the argument.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
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
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
166
Uses a before-after comparison to demonstrate the impact of operational efficiency on financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
169
Uses a vertical timeline-style list to present four key criticisms of the company's financial targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
170
The slide uses a 'before-after' style comparison to highlight a lack of growth or progress in company targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
171
Uses a waterfall chart to bridge 2013 guidance to 2019 targets, highlighting divestitures and market performance as adjustments.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
173
Uses a pie chart to show revenue breakdown and a callout box to highlight the contradiction between management's narrative and their financial targets.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
174
The slide uses a scatter plot with a trend line to demonstrate that even with projected growth, Arconic's FCF performance is underwhelming compared to peers.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
175
Uses a vertical timeline-style list to present four distinct points of critique.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
176
Uses a stacked bar chart to compare historical revenue segments against a 2019 projection, highlighting a discrepancy with management's guidance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
182
Uses a quote from ATI's CFO to validate the growth trajectory of the competitor.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
183
Uses a transcript excerpt as evidence to challenge management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
186
Uses a list of headlines and a table of contract values to highlight the discrepancy between contract wins and financial performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
188
The slide uses a vertical timeline-style connector to link the four points under the main headline.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
190
The slide uses a 'CEO quote contradiction' framework to undermine management's narrative.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
191
Uses a waterfall-style diagram to show margin drivers and bar charts to compare financials with and without the packaging business.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit