Matching slides 41,117
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19,651-19,680 of 41,117

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The slide highlights a 20.4% / US$19.0bn upside potential based on the valuation gap.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication1 hit
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Includes a structural diagram comparing current vs. proposed state, a bar chart showing asset/profit splits, and a line chart showing historical price discounts.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
18
The slide uses external authority to validate the activist's thesis on DLC simplification.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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
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The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
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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
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
32
The slide uses external analyst quotes to build credibility for the activist's argument regarding capital allocation.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Evidence & Proof1 hit
39
Includes detailed footnotes regarding tax assumptions and methodology.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
02
BHP Billiton (BHP)BHP Billiton (BHP) · Elliott
Activist deck Activist investor 1 hit
13
The chart uses a bracket to explicitly call out the percentage point gap between BHP and the other two indices.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
02
Hyundai Motor GroupHyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
12
Includes detailed footnotes regarding peer group composition and financial definitions.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses two line charts to demonstrate the valuation gap between Hyundai Mobis and its peers.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
Includes a bridge-style logic showing how margin and valuation discount metrics lead to a market cap upside.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The diagram uses a hierarchical structure to show ownership stakes post-demerger.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The diagram illustrates the complex web of cross-shareholdings between the Founding Family, Hyundai entities, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Uses a waterfall-style bridge to illustrate the excess cash gap.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor 1 hit
26
The slide uses a table to quantify potential EBITDA impacts of a corporate separation, countering management's claims of integration benefits.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 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
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 1 hit
02
Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor 1 hit
02
Contains standard language regarding forward-looking statements, non-solicitation, and investment intent.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
02
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a line chart for historical trend and a bar chart for average premium comparison.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
11
The table compares Sampo's P/E against Nordic P&C averages and historical premiums to derive value upside and total value creation.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit