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Matching slides 60,568
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20,221-20,250 of 60,568
02
This is a screenshot of a digital interface (likely a podcast platform) used as part of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
40
This is a screenshot of a website landing page used as part of a regulatory filing campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
05
The slide uses a bar chart to show pre- vs post-engagement TSR and a list-based case study table for specific energy investments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
06
Includes a mix of historical narrative, segment-level financial performance, and operational charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
14
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
32
The slide uses analyst quotes to reinforce the 'conglomerate discount' thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
47
Uses analyst quotes to frame the poor performance as a catalyst for the activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
51
Uses a contrast-pairs framework to highlight the difference in investor transparency between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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 1 hit
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
98
The slide uses a table to expose a contradiction in the company's reporting methodology.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
104
Uses a classic 'Claim vs. Reality' framework to dismantle corporate narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
116
Uses a 'Claim vs. Reality' structure to preemptively rebut company attacks on board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
117
Uses a 'Claim vs. Reality' structure to preemptively address and dismantle company arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to discredit specific board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
120
Uses a 'X' mark to denote lack of experience; highlights long tenure for specific directors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
125
Uses a series of case studies to counter the narrative that management resistance is a valid reason to avoid engagement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
128
Contains detailed footnotes explaining adjustments for turnaround expenses and methodology for per-barrel calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
129
Includes consensus estimates for 2025 and 2026 for EBITDA, Net Leverage, and TEV/EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
130
The table uses a 6.1x EBITDA multiple as a baseline, with specific adjustments for midstream and asset sales.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
131
The slide provides a granular breakdown of net proceeds for three distinct divestiture scenarios, including adjustments for synergies, tax basis, and debt allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
134
The table details the Sum-of-the-Parts (SOTP) valuation-driven weightings for Refining + RD + M&S, Midstream, and Chemicals segments from 2015 to 2024.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
135
The slide calculates the percentage of 2022-2024 Opex decline attributable to natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
137
Part of a two-page series on Return on Capital metrics for peer companies.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit