slides · global inventory
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Matching slides 60,568
Current window 24,751-24,780
Pages 2,019
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Component
24,751-24,780 of 60,568
27
Uses red boxes to highlight the specific line items in financial tables that demonstrate the shift in revenue allocation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a table to compare reported segment revenue against calculated revenue, pointing out discrepancies and missing disclosures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The table provides granular evidence of specific shipments, likely used to support a broader thesis about supply chain or trade relationships.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The table lists specific bills of lading for coal shipments from the US to Brazil.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
The slide provides raw data evidence for supply chain or trade activity analysis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a red flag icon and a red box to draw attention to the discrepancy in reserve reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a red flag icon to highlight the discrepancy between AMR's narrative and the data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a comparison table to show the evolution of language in legal filings over time.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
The slide uses a red box to highlight the lack of adjustment in the 'Inventories' line item.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
Uses red boxes and arrows to draw attention to specific, conflicting data points in financial tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
47
The slide uses a red flag icon to highlight the aggressive accounting practice.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
48
The slide uses a red flag icon to signal a warning about the company's reported metrics.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
56
The slide uses a red box to highlight the discrepancy between the 65% ownership and the 60% total equity loss recognized.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide highlights the discrepancy between AMR's high freight costs and its peers, despite similar export profiles.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
The slide uses a table to contrast 2016 and 2017 metrics, highlighting the cost per ton jump from $2.63 to $15.80.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
63
The slide uses a red border around the AMR column to visually emphasize the outlier status.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
64
Uses a red flag icon and red box to highlight the contradiction between company claims and actual safety data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses red highlighting to draw attention to the 2021 anomalies in cash interest and effective interest rate.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
69
The slide uses a sensitivity analysis approach to estimate debt levels.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
70
The slide uses a red flag icon and red boxes to highlight low effective savings rates and increasing restricted assets.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
71
The slide highlights AMR's significantly higher restricted cash levels compared to its peers.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
72
The slide highlights a red flag in financial disclosures, suggesting either riskier equipment or a deteriorating credit profile.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
74
The slide uses a red box to highlight specific line items in the cash flow statement and red arrows to connect them to a critical question and explanatory text.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide uses a red flag icon to draw attention to the core argument.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a red flag icon to highlight the core thesis of the slide.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a red flag icon to highlight the aggressive nature of the tax refunds.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a red flag icon to draw attention to the negative finding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table highlights that AMR is the only company in the peer group using NFDL for safety bonuses.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red box to highlight the transition period and subsequent events, framing them as suspicious.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
Uses a red flag icon to signal warning/risk.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit