Matching slides 96,741
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80,011-80,040 of 96,741

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33
The slide uses a quote to provide credibility to the argument for unification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
34
BHP Billiton (BHP)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
04
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)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
06
The slide uses a chronological list format to establish credibility and a track record of activism.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a contrast-pairs framework to juxtapose TIM's performance with Vivendi's influence.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
12
The slide uses a 'bridge' or 'delta' visualization to show the incremental improvement in financial metrics.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a combination of a bar chart for valuation discount and a bar chart for EBITDA growth to highlight a divergence between market perception and operational performance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The diagram illustrates the flow of capital and the conflict of interest between Bolloré, Vivendi, and TIM minorities.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a list-based structure to build a case against Vivendi's management.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Uses rhetorical questions to challenge management's alignment with minority shareholders.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a structured list format to categorize specific grievances against Vivendi's stewardship.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses voting tables to demonstrate that Vivendi's 20% stake was the deciding factor in passing motions that other investors opposed.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses tables to isolate Vivendi's voting block from other institutional investors to highlight the lack of broader support.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses a quote to frame the contradiction against the reality of Vivendi's ownership stake.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses 'alpha' (α) to denote relative performance against the index.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide outlines a strategic framework categorized into four main pillars: Domestic, Other Businesses, Cash-flow generation, and Agile organisation.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Uses a contrast-pairs framework to frame the activist's position against the incumbent.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The slide uses a structural diagram to map out the proposed corporate reorganization into distinct entities (NetCo, Sparkle, Inwit, Brazilian business, ServiceCo) with specific ownership targets and strategic goals.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart uses a bridge format to show incremental value creation steps.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
31
Includes a historical reference to a 2017 CEO statement regarding the valuation range.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
34
Uses a 'preempt_rebuttal' structure to address a specific counter-argument against the activist's proposal.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The slide uses a valuation bridge approach to demonstrate how deleveraging unlocks shareholder value through dividends.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit