Matching slides 118,471
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84,151-84,180 of 118,471

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98
Uses a quote from the former Alcoa CFO to highlight the discrepancy between projected and actual performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
101
Uses direct quotes from Alcoa earnings calls to demonstrate management's defensive posture.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
102
Uses a 'villain' framing technique to highlight management's deflection of responsibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
104
Uses a visual comparison to draw a parallel between a historical corporate failure and the current target company's situation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
108
Uses a before-after framing to highlight a strategic inconsistency in the corporate separation.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
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
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
123
Uses executive quotes to highlight the disconnect between market growth and company performance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
130
The slide uses a quote from an investor day to frame management as superficial and lacking a real roadmap.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
133
The slide uses red dashed boxes to annotate and debunk specific claims within a screenshot of Arconic's original investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
134
Uses a quote-based critique to frame the CEO's strategy as incoherent.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
135
The slide uses a quote from Mark Donegan to frame the company's operational pillars.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
136
The slide uses a 'virtuous circle' narrative to connect cost-focus, vertical integration, and market share.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
137
Uses a circular diagram to illustrate the flywheel effect.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
141
Uses a CEO quote to frame the strategy, then immediately refutes the logic behind it.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
143
Uses a 'translation' callout to interpret corporate speak into a blunt activist critique.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
153
Uses a quote from Dr. Klaus Kleinfeld to validate the comparison.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
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
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
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
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
177
Uses a screenshot of an Arconic slide to highlight the lack of internal targets and reliance on market growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit