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Matching slides 78,129
Current window 15,301-15,330
Pages 2,605
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15,301-15,330 of 78,129
06
Uses a combination of bar chart (EBITDA) and area chart (TSR underperformance) to show the inverse relationship between the pivot strategy and shareholder returns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction2 hits
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment2 hits
16
Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
28
Uses a 'ripped paper' visual effect to contrast the company's narrative vs. reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
29
Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
41
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
56
Uses a 'villain' framing by highlighting management's failure to meet financial projections.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
62
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor interest.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
84
Includes specific asset-level performance commentary and comparative margin charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
85
Includes a bar chart of PRISM Five-Year Average Net Cash Margin and a line chart of MidCon PRISM NCM.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
86
Includes a bar chart comparing 5-year average net cash margins and a line chart showing annual performance trends by company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
87
The slide uses a bar chart to show net cash margins and a line chart to show historical performance trends between PSX and VLO.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
96
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
110
Uses a dual-chart comparison to show that while gross margin improves with allocation, the opex gap widens, contradicting the company's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
112
Uses a dual-chart layout to contrast throughput scale with TEV/EBITDA multiples.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
119
Uses a 'Claim vs Reality' framing to expose hypocrisy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
128
Includes a timeline of key events (IPO, settlement, CEO appointment, spin-off) overlaid on a TSR chart.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
61
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor sentiment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
83
Includes specific commentary on Lake Charles and Sweeny refineries.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
84
The slide uses a proprietary 'PRISM' model to compare refining margins across peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
85
Includes a bar chart of 5-year average net cash margins and a line chart of historical USWC PRISM NCM.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
86
The slide uses a bar chart to show 5-year average net cash margins and a line chart to compare PSX and VLO performance over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
95
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
96
Uses a line chart to show historical underperformance and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
111
Uses a dual-chart layout to correlate scale (throughput) with valuation multiples, specifically highlighting PBF's outlier status.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
127
Includes a bar chart for EBITDA margin and a line chart for TSR performance relative to XAR index.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits