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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 79,981-80,010
Pages 3,225
Rows per page 30
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79,981-80,010 of 96,741

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22
The slide uses a bulleted list to outline the rationale for a demerger based on lack of operational synergy and management distraction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The slide uses a structured argument format to justify a corporate divestiture/spinoff.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
The slide uses a dual-chart approach to show cash generation and balance sheet strength.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
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
38
The slide uses a 'before-after' logic implicitly by showing the removal of the DLC and Dividend Share Mechanism.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
09
The slide uses a two-column layout to contrast the unification proposal with the capital return strategy, followed by a concluding call for management leadership.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 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
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
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
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
23
This is a text-only slide used to establish consensus among shareholders.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
25
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
26
BHP Billiton (BHP)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
29
BHP Billiton (BHP)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
32
Uses a collage of news headlines to build a narrative of hypocrisy.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit